Transmission Issue Diagnostic
Inbound call for transmission problem diagnosis or repair.
When this runs
classifies this work type when the caller says things like:
How the call goes
3 surface rules tied to missing field definitions. Urgent first.
Ask if the vehicle is currently driveable — this determines if towing is needed.
urgent“Is the vehicle driveable right now, or would you need a tow to get it to us?”
Field: Vehicle driveable to the shop
Ask the caller to describe the transmission symptoms in detail.
important“Can you describe what's happening — is it slipping, grinding, jerking when shifting, or not going into gear at all?”
Field: Symptom description
Ask if any warning lights are on the dashboard.
important“Is the check engine light or a transmission warning light on?”
Field: Check engine or transmission warning light on
Extracted without a dedicated prompt
extracts these from the transcript in real time. If the caller does not mention them naturally, staff can confirm them during wrap-up.
Guardrail signals
If staff says anything matching one of these examples, an urgent warning surface is created.
Never diagnose the exact transmission failure over the phone.
Do not quote transmission rebuild or replacement costs without diagnostic.
Never tell a caller their transmission is 'fine' without inspection.
When the call ends
Before staff can end the call, walks them through a wrap-up checklist, then prepares the captured fields for the work record.
Wrap-up checklist
- Confirm callback number
- Confirm vehicle info
- State next step
- Send confirmation
Then creates a work order with:
- Caller name
- Callback number
- Vehicle year
- Vehicle make and model
- Current mileage
- Transmission type (automatic, manual, CVT)
- Symptom description
- Check engine or transmission warning light on
- Vehicle driveable to the shop
- Visible fluid leak
- Preferred appointment time
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