Toma

The agent books service appointments directly in Xtime, joined as a partner in the dealer's Xtime configuration. It sees exactly the availability of the dealer's web scheduler, cannot exceed the shop and advisor capacity set there, and books by VIN when it can. Toma also integrates with Affinitiv, CDK, Dealer-FX, myKaarma, PBS, Tekion, Total Customer Connect and Homenet.

SourceToma, kb.toma.com/how-to-integrate-toma-with-xtime and kb.toma.comread 2026-10-06

Each call runs the agent's own flow, answering, booking service and routing to staff, with transfer triggers on frustration or keywords, follow up alerts and transfer clawback as safeguards, and reminder calls turn a likely cancellation into a rescheduled visit on the same call. Toma names no branching workflow builder or multi agent routing that the dealership operates.

SourceToma, toma.com/blog/a-new-chapter-for-toma and /blog/save-service-revenue-with-appointment-remindersread 2026-10-06

Toma IQ reviews every call for patterns and drafts policy recommendations, and once a manager approves them they join the My Policies hub, the library of every policy the AI coworker operates under, organized by topic such as loaner policy, after hours handling, recall escalation and transfer rules.

Admins open it under Team Settings, can also write a policy directly and apply it to the AI coworker, and can remove or revert any policy at any time, with full version history and every change logged. Toma does not say how the agent retrieves from that library or whether dealers can upload their own documents.

SourceToma, toma.com/blog/toma-iq-the-ai-that-actually-learns-how-your-dealership-operatesread 2026-10-06

Safeguards route calls to staff on detected frustration or chosen keywords, flag conversations for human follow up with context and reclaim unanswered transfers so callers are not left waiting. Managers must approve any policy change Toma IQ proposes to the agent's configuration, accepting or rejecting it in one click. Toma names no step where staff approve an agent action on a call before it goes through.

SourceToma, toma.com/blog/a-new-chapter-for-toma and /blog/toma-iq-the-ai-that-actually-learns-how-your-dealership-operatesread 2026-10-06

Toma reports SOC 2 Type II compliance with zero exceptions on its most recent independent audit. The report is available during evaluation and on request at trust.toma.com. Toma has also announced ISO 27001 and PCI DSS certification. It names no SSO, roles or permissions for dealership users.

SourceToma, toma.com/blog/soc-2-type-ii-compliance-dealer-group-automotive-airead 2026-10-06

The Inbox shows every call, voicemail and text in one queue with transcripts, summaries, recordings and sentiment, where teams triage and assign requests with full conversation context. Every Toma IQ policy change is logged with version history. Toma does not say whether teams can see the actions the agent took within a call.

SourceToma, toma.com/blog/a-new-chapter-for-toma and /blog/toma-iq-the-ai-that-actually-learns-how-your-dealership-operatesread 2026-10-06

The library Toma IQ builds holds dealership policies that guide the agent. Toma does not say whether the agent keeps any memory of individual customers or conversations.

SourceToma, toma.com/blog/toma-iq-the-ai-that-actually-learns-how-your-dealership-operatesread 2026-10-06

The product is a hosted service run from the dealer's Toma account. No hosting region is published, and Toma names no region choice or dedicated or customer hosted option.

SourceToma, toma.com/blog/soc-2-type-ii-compliance-dealer-group-automotive-ai and /ai-agents-for-dealershipsread 2026-10-06

Toma deploys one AI coworker personalized to each dealership that answers every call, books service and routes to the team with safeguards specific to the dealer, and publishes no named packaged agents or templates. Toma says its agents have automated more than a million customer calls since launch.

SourceToma, toma.com/ai-agents-for-dealerships and /blog/a-new-chapter-for-tomaread 2026-10-06

The agent answers every inbound call and works leads, and reminder calls go out on schedules the dealer configures for all appointments or specific service types, to customers who have opted in, with calls, voicemails and texts in one inbox. Neither kind of call needs a staff member to start it.

SourceToma, toma.com/ai-agents-for-dealerships, /blog/save-service-revenue-with-appointment-reminders and /blog/a-new-chapter-for-toma; toma.com/blog/save-service-revenue-with-appointment-remindersread 2026-10-06

No model provider is named, and Toma does not say whether customers can choose a model. Toma IQ adapts the agent to each store through approved policies.

SourceToma, toma.com/blog/toma-iq-the-ai-that-actually-learns-how-your-dealership-operates and /ai-agents-for-dealershipsread 2026-10-06

The help center covers getting started, general use and integrations into dealer systems. No API, SDK or MCP server for calling Toma is published. Dealers connect Toma to Xtime by entering a partner invitation code, not through an API of Toma's own.

SourceToma, kb.toma.com and /how-to-integrate-toma-with-xtimeread 2026-10-06

Toma IQ reviews every call for scenarios where a human intervened, edge cases that recur and responses that consistently produced a better outcome, then drafts changes that managers accept or reject in one click, with every change logged and reversible. That loop improves the deployed agent. Toma names no test harness for checking the agent before release.

SourceToma, toma.com/blog/toma-iq-the-ai-that-actually-learns-how-your-dealership-operatesread 2026-10-06

Dealer systems are reached through partner integrations such as Xtime, where Toma reads the web scheduler's availability. Toma names no browser, desktop or computer control.

SourceToma, kb.toma.com/how-to-integrate-toma-with-xtimeread 2026-10-06