Name: How to Onboard a Dealership and Agents in Vini AI
Uploaded: 2026-03-11T12:44:23.000Z
Duration: 488 s
Description: Follow these steps to configure your dealership, onboard agents, and complete the setup in Winni AI.

Subhav Malhotra

How to Onboard a Dealership and Agents in Vini AI

You need to obtain the contract before proceeding with onboarding.

Connect with Rohit or the CSM of your dealership to get the contract.

Once these are done, you can proceed to see the list of agents.

Ensure the contract is completed and the rooftop is added for your dealership account.

You will see all agents associated with your contract.

View the list of agents who are on your contract that are added here.

Rohit or CSM can help you with this step.

Move the rooftop from contracted states to onboarding.

Once all steps are done, you would land on the screen similar to Studio AI where you see a start onboarding CTA.

You will be landed on the home overview screen for Winni where all the agents you have opted for would be listed.

This starts the onboarding for a specific agent.

Click on the start onboarding for your agent.

This helps in agent recognizing the current time zone.

Add all the rooftop details including address and correct time zone.

Set up which numbers should receive which department calls.

Configure department-wise card transfer contacts for the dealership.

This helps agents know when the dealership is open.

Add working hours and holiday tracker for the dealership.

You can reuse sales department details for service.

Copy the details for the service department and add the required number.

Complete configuration for all relevant departments.

Add details for parts and finance departments as well.

This ensures numbers assigned to agents display the correct caller ID.

Complete caller ID registration for the agent.

This step is necessary to avoid numbers being marked as spam.

Add business details and representatives for caller ID registration.

Once caller ID registration is closed, you will be able to see the status here.

You can specify which type of communication each user should receive.

This determines what communications the user will receive.

Click on the relevant communication type (service, sales, or both) for each user.

Users can access the console after accepting the invite.

Once done, users will receive an email invite to the console.

Choose voice, accent, language, and gender for the agent.

Select a persona for the agent from the available bundle of personas.

Ensure the persona matches your requirements.

Play greetings and review language options for the selected persona.

Add any customizations to the first message if needed.

Refer to the supported schedulers or mention others if needed.

Add the service scheduler used by your dealership.

You can also skip this step if not required.

Click on the scheduler and go forward with your flow.

This allows you to request integration for a new scheduler.

If your scheduler is not listed, select 'my scheduler is not listed' and add the requested scheduler.

Configure rules and settings for the agent.

Add all configurations for the service agent.

Test the agent by doing a web call or sharing the number for a live call.

If feedback is received, click on skip and go to dealership feedback.

If dealership feedback is positive, close the process and move to done.

Repeat testing and feedback until approved.

If feedback is not positive, click on no and continue testing the agent.

You can see the agent is now live in the system.

Once the agent is approved, the agent will be marked as live.

Follow these steps to configure your dealership, onboard agents, and complete the setup in Winni AI.

Winni AI Service Agent Onboarding and Deployment Guide

Introduction and Contract Setup

Rooftop and Department Configuration

Caller ID Registration and User Addition

Service Scheduler Integration

Agent Testing and Feedback

Final Deployment and Closing Remarks

This video provides a detailed walkthrough of the onboarding process for Winni AI service agents at a dealership. It covers steps from contract completion, rooftop configuration, caller ID registration, user addition, persona selection, service scheduler integration, to agent testing and final deployment. The presenter emphasizes coordination with the Customer Success Manager (CSM) and highlights the importance of testing and feedback before going live.