Important: AVA™ Copilot is built to work its magic exclusively in Google Chrome. If you’re not using Chrome yet, no worries—you’ll just need to install here. Once you're set up, you'll be ready to experience a faster, smoother workflow.
The AVA™ Copilot Chrome Extension is designed to simplify and speed up your workflow by allowing you to perform soft pull credit checks and send ID verification requests directly from your browser.
Step 1: Install AVA™ Copilot Chrome Extension
To begin, open the Google Chrome browser and navigate to the Chrome Web Store. Once there, search for "AVA™ Copilot" or use this direct link.
Once you’re on the extension page, simply click the ‘Add to Chrome’ button. A confirmation pop-up will appear—click ‘Add Extension’ to complete the installation. After successful installation, you’ll see the AVA™ Copilot icon in the Chrome toolbar. If the icon is not immediately visible, click on the puzzle piece icon, find AVA™ Copilot, and pin it for easy access.
Step 2: Log In to Your AVA™ Account
Once the AVA™ Copilot extension is installed, click the icon in your Chrome toolbar or the tab located on the right of your screen to open it. You will be prompted to log into your AVA™ account. Enter your credentials, and after logging in, you’ll have full access to the extension’s features.
Step 3: Send a Soft Pull Credit Check Request From Chrome
When you’re ready to send a soft pull credit check request, open the AVA™ Copilot extension tab on the right side of the screen.
With the extension open, click the "Credit Soft Pull" tab to copy the link to your clipboard. With the link copied to your clipboard, simply paste it into the preferred communication format to send soft pull credit request to your customers.
Once the customer submits the AVA™ Credit request form, it will be automatically accessible in your AVA™ Portal.
Step 4: Send an ID Verification Request From Chrome
When you’re ready to send an ID verification request, open the AVA™ Copilot extension tab on the right side of the screen.
With the extension open, click the "ID Request" tab to copy the link to your clipboard. With the link copied to your clipboard, simply paste it into the preferred communication format to send an ID request to your customers.
The verification process is tracked automatically, and you can monitor the status in your AVA™ portal to see when the ID has been confirmed or if further action is required.
Step 5: Streamline Your Workflow with AVA™ Copilot
The AVA™ Copilot Chrome Extension provides quick and efficient access to both credit checks and ID verification requests directly from your browser. You can seamlessly toggle between these tasks, making it a powerful tool to enhance your daily workflow. With everything available at your fingertips, you can streamline your customer management process and ensure accuracy and speed.
Use Cases for AVA™ Copilot
Qualify Leads Immediately: Send a soft pull credit check request the moment a lead expresses interest to quickly assess their creditworthiness.
Prepare for Customer Meetings: Send an ID verification request prior to appointments, ensuring customer details are verified and ready in advance.
Secure Online Transactions: For customers completing online purchases or applying for financing, the AVA™ Copilot can help verify their identity upfront, ensuring smooth and secure transactions.
Follow Up on Dormant Leads: If a lead has gone cold, sending an ID verification request can re-engage them and move the conversation forward.
Wrapping Up
The AVA™ Copilot Chrome Extension is a powerful tool designed to enhance your dealership’s efficiency by making credit checks and ID verification requests fast, accurate, and easy. By incorporating this extension into your daily operations, you’ll be able to improve your workflow and keep your customer interactions running smoothly.
Take advantage of AVA™ Copilot today and experience a more streamlined and efficient approach to customer management.