Trade workflow

TradePending integration for trade-in context inside dealership follow-up.

Trade intent is one of the strongest signals a shopper can give. TECOBI can keep TradePending valuation context attached to the customer conversation so teams do not lose the appraisal thread.

TradePendingTrade-inValuationLead context
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Trade context

Trade-in intent is too important to sit outside the follow-up conversation.

A valuation request is a strong signal. The dealership needs that context attached to the lead when follow-up continues.

Trade-in activity should inform the follow-up.

A shopper who starts a valuation has a different intent signal than a generic lead. TECOBI helps preserve that context.

VIN and plate lookup can reduce friction.

TradePending endpoints can support valuation context before saving trade-in details back onto the lead.

Report links and status belong near the conversation.

Reps can keep texting, scheduling, and managing the lead while trade context remains visible.

Dealership managers reviewing connected CRM, DMS, inventory, and finance workflows on a dashboard.
Connected systems give AI follow-up better context and managers better visibility.

Trade signal

TradePending activity should shape what the store says next.

TECOBI can keep valuation context, VIN or plate lookup, report links, and trade progress close to the customer conversation.

  • Trade activity tells the team this shopper may have a more serious purchase path.
  • VIN and plate lookup can reduce friction before details are saved.
  • Follow-up timing can reflect where the customer is in the appraisal process.

Trade path

Keep valuation context connected from appraisal to appointment.

The workflow should help the team use trade interest as a real signal, not just another lead note.

01

Trade-in activity should inform the follow-up.

A shopper who starts a valuation has a different intent signal than a generic lead. TECOBI helps preserve that context.

02

VIN and plate lookup can reduce friction.

TradePending endpoints can support valuation context before saving trade-in details back onto the lead.

03

Apply TECOBI coverage

TradePending select and report endpoint support. VIN and plate lookup paths for valuation context.

04

Route, inspect, and improve the outcome

Trade-in progress attached to lead records. Follow-up timing informed by trade activity.

TECOBI fit

Where TECOBI supports this workflow.

01

TradePending select and report endpoint support.

02

VIN and plate lookup paths for valuation context.

03

Trade-in progress attached to lead records.

04

Follow-up timing informed by trade activity.

Proof path

Prove trade integration through preserved context.

Valuation data, report links, and lead context help salespeople follow up with trade shoppers more intelligently.

Next pages

FAQ

Common questions about this workflow.

What does TradePending integration help connect for a dealership?

Trade intent is one of the strongest signals a shopper can give. TECOBI can keep TradePending valuation context attached to the customer conversation so teams do not lose the appraisal thread.

Where does TradePending integration show up in the workflow?

A shopper who starts a valuation has a different intent signal than a generic lead. TECOBI helps preserve that context. TradePending endpoints can support valuation context before saving trade-in details back onto the lead.

Does TECOBI replace the dealership's existing system?

No. TECOBI is designed to work around the systems dealerships already use. The goal is to keep AI-managed communication connected to the store's workflow, not to replace the system of record.

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