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Automotive · Finance

Menu Presentation Scripts

A scripted guide finance managers use to present vehicle protection products and payment options to buyers after a vehicle sale.

What it usually contains

  • Word-for-word opening and transition language for the finance office
  • Descriptions of service contracts, GAP, maintenance plans, and appearance protection
  • Payment-based option columns showing monthly cost differences
  • Standard responses to common customer objections
  • Required disclosure and consent wording before signing

What the assistant uses it for

Use it to answer how protection products should be introduced and explained to a customer, what wording to use for payment options and objections, and which disclosures must be stated during the finance interview.

How it is versioned

A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.

On one AI system

Everything your company knows.
One version that counts.

You already own the documents. We make them the only thing your AI is allowed to answer from, and we keep them current — so nobody quotes last year’s price by accident again.