Industry packs for automotive, medical and dental, and advisory teams.
A pack sets what Sundial calls things (a deal or a case, a buyer or a client), which tools its AI agents carry, which regulatory gates apply to the pipeline, and what the catalog holds. Each organization uses one pack.
Dealerships and dealer groups
Sales and service-drive intake, Deal Desk with F&I, inventory-aware agents on voice, WhatsApp and web chat, and provider leads with response SLAs.
Sundial for dealerships →Practices and practice groups
A front-desk agent with a defined scope, scheduling with confirmations and recalls, and records, intake forms and deposits handled as pipeline gates.
Sundial for practices →Advisory firms
Engagements with per-purpose consent and an append-only authorization ledger, recorded meetings, and knowledge-scoped agents.
Contact us about advisory →What an industry pack changes.
Vocabulary
Deal or case, buyer or client, vehicle or patient.
AI tool packs
Automotive agents can search live inventory and check availability. The same tools serve voice, WhatsApp and web chat.
Regulatory gates
The pack adds regulatory gates to the pipeline: for automotive, the retail installment contract, F&I and funding.
Catalog
One catalog structure with industry data added. Vehicles, accessories and trade-ins for a store; services and products for a practice.
Templates and intake
Pipeline templates, quote sheets, capture profiles and intake forms pre-configured for the industry, including the fields an agent should ask for.
Search
Industry records are searchable alongside contacts and deals. A practice can search a patient's name or date of birth and open the household and its cases.
Parent and child organizations for groups.
A dealer group or practice group runs each location as its own organization under a parent. Shared configuration is set at the group and can be overridden per location. Seat controls and enterprise plans apply at the group level.