Start with what you need to understand. Valence Assistant turns a question about your dealership into an answer you can check: the records behind it, the definition it was counted on, and something to open next.
Private preview. A scripted walkthrough on fictional records: nothing you do here is sent to a live AI service. What a pilot includes is confirmed with you.
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Ask it the way you would ask a person.
It is designed to answer from the records you are allowed to open, with access checked on the server for every question.
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The answer, in plain words.
Three things need Tomas at Meridian North this morning: an appointment, two follow-ups past their date, and an inquiry with no reply.
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Every line shows its source.
Each line opens the record it came from, so you can check the answer before you use it. A generated answer can be incomplete or wrong; the record is how you find out.
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It says what it covered. You confirm.
The brief says what it covered and what it did not. Reading needs no approval. Anything that writes, like saving or scheduling a report, waits for your confirmation and is delivered in Valence.
Valence AssistantMeridian North · Thu 8:05 a.m.
What needs me this morning?What needs me this morning?
Answered as Tomas Rehak, under his own permissions
Three things in your CRM at Meridian North today.
1 appointment. Adaeze Nwosu, 5:00 p.m., test drive, stock RV-4821.
Appointment · booked Tue 7:26 p.m.
2 follow-ups overdue. One 3 days past the follow-up you set, one 2 days.
Work items · due dates passed
1 inquiry with no reply. Received 6:14 a.m., no outbound message since.
Inquiry · no qualifying response
This covers your CRM. Appraisals and reporting each answer for themselves.
Open the appointmentSave as a brief · waits for your confirmation
Her payment question from Tue 7:24 p.m. is escalated to you and still open.
Meridian North, Thursday 8:05 a.m.Synthetic demo data
The product views on this page are staged on a fictional dealership group with synthetic records. They are not customer data and not a capture of a live system. More at Trust & security
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Useful AI leaves you with something you can work with.
A record to open. A comparison to explore. A report to keep. Choose a question and see what it answers, what it cites, and what it leaves for you to confirm.
Valence Assistantanswers as you, under your permissions
A synthetic walkthrough of Valence Assistant, scripted on fictional records. A salesperson asks what needs him this morning and gets three items from his CRM, each with the record behind it, what to know before a customer arrives, and a plain statement of what the brief covered. He asks for a customer summary before a call and gets every fact with its record cited, the one item still open, and a plain statement that no previous visit is on record. A dealer principal asks where each store finished against target and gets the table as at the last close, what changed, the definition it was counted on, the records behind a number, and save, schedule and export as confirmed hand-offs. Every answer is designed to run under the person’s own permissions.
Questions
Ask ValenceTomas Rehak · Meridian North · CRM, appraisals and reports
TomasWhat needs me this morning?Thu 8:05 a.m. · Meridian North
Three things need you at Meridian North this morning.
Asked Tue 7:15 p.m. about availability and her trade; accepted Thursday at 7:24 p.m.Conversation · 5 messages
Appointment
Thu 10 Sep, 5:00 p.m. · test drive · confirmed to customerAppointment · booked Tue 7:26 p.m.
Trade
2019 CR-V EX, 96,400 km · recorded Wed 8:03 a.m. · no appraisal yetOpportunity · trade note
Portfolio
Financed here · 41 of 60 months elapsed · estimated equity position ahead by $3,400EquityPulse · overnight read
Consent
Texting consent on file · recorded 12 Mar 2026 · source: customer actionConsent record
Visits
No previous visit on record at Meridian North. Thursday will be her first.Visits · none recorded for this customer
Open before you call: her payment question (Tue 7:24 p.m.) is escalated to you and unanswered.
BeatrizWhere did each store finish against target last month, and what changed?Meridian Auto Group · three stores · as at the August close
Retail units against target · as at the August close
Store
Units
Target
Against target
What changed
Meridian North
118
115
+3
Appraisal capture up 4 pts vs July
Meridian Central
92
105
−13
Appointments booked down 11 % vs July
Meridian West
71
70
+1
Days to sell 4 days shorter vs July
Meridian Auto Group
281
290
−9
Counted as: retail units delivered in the period against the store target on file. Source: month-end statement · targets: Valence Intelligence. Data as at 1 Sept 2026.
Central finished 13 under. Its appointments booked were down 11 % on July while its capture rate held; North and West finished at or above target on more appraisals converting to acquired units.
Definition · one for all three storesRetail units against targetCounted as: retail units delivered in the period against the store target on file. Source: month-end statement · targets: Valence Intelligence. Data as at 1 Sept 2026.
Records · Meridian CentralAppointments booked down 11 % vs July; the appointments behind that figure open in Valence CRM.Retail units come from the month-end statement, which has no store-level record to open. The answer names that reason instead of listing records.
Each line links the record it came from, so the answer can be checked before it is used.Synthetic demo data
The product views on this page are staged on a fictional dealership group with synthetic records. They are not customer data and not a capture of a live system. More at Trust & security
You should not need to know which report to open first.
Describe what you are trying to understand in plain language. Work from the answer, then adjust the view or open the details behind it.
Salespeople
“What needs me this morning?”
“Summarize this customer before I call her.”
Managers
“Which inquiries has nobody answered?”
“Whose follow-ups are slipping this week?”
Executives
“Where did each store finish against target?”
“Build me units, gross and appointments by store for last month.”
The explanation matters as much as the answer.
Review the metric definition and the supporting records alongside the response. An answer is more useful when you understand what it includes.
It answers as youEvery question is designed to run under your own permissions, re-checked on the server, when it retrieves records and when it acts. Those checks are verified in a pilot before real records are used.
It shows its workEach answer links the records behind it and the definition it used. Where a number cannot be computed, the answer names the reason instead of showing a figure. Check the source before you rely on an answer for a customer, financial or staffing decision.
It drafts; you sendIt proposes; you confirm. Reading needs no approval. Anything that writes, like saving or scheduling a report, waits for your confirmation and is delivered in Valence.
It is not AutopilotAssistant works for your people, inside the store. Customer conversations belong to Autopilot, with its own rules.
Bring the question you gave up asking your current tools, without real customer records. We will walk it through Assistant on a fictional group, open the sources it would use, and confirm what a pilot could include.
