Portal Guide
A complete guide to every section of the DealerAI management portal for dealership staff.
The DealerAI portal is the central management interface for your dealership's AI-powered communication system. From here you configure your AI agents, monitor live conversations, manage your vehicle inventory, track leads and appointments, and review performance analytics.
What is DealerAI?
DealerAI is a conversational AI platform built for automotive dealerships. It automates customer communication across multiple channels — SMS, email, webchat, voice, Facebook, Instagram, and Google Chat — providing intelligent, context-aware responses on behalf of your dealership.
Key capabilities
| Capability | Description |
|---|---|
| Live conversations | Monitor and join AI-led chats in real time across all channels |
| Automated outreach | Follow up with leads and re-engage past customers automatically via SMS and email |
| AI agents | Specialist agents for Sales, Service, Test Drive, Parts, Lease Return, and Trade-In |
| Lead & ADF processing | Automatically respond to leads from AutoTrader, Cars.com, and your website |
| Appointment booking | AI books Sales, Service, and Test Drive appointments and adds them to your calendar |
| Inventory awareness | The AI knows your current stock and answers detailed vehicle questions |
Channels
DealerAI handles inbound and outbound communication across:
| Channel | Direction |
|---|---|
| WebChat (embedded widget) | Inbound |
| SMS | Inbound & Outbound |
| Inbound & Outbound | |
| Voice (phone calls) | Inbound & Outbound |
| Facebook Messenger | Inbound |
| Instagram DMs | Inbound |
| Google Chat | Inbound |
Portal Sections
Getting Started
Configure settings and Reach to get up and running
Conversations
Monitor and join live AI-led chats
Analytics
Performance dashboards and reporting
AI Agents
Configure Sales, Service, Test Drive, and other agents
Reach
Automated follow-up and re-engagement campaigns
Appointments
Calendar view of all booked appointments
Leads
Track and manage incoming leads
Contacts
Customer contact records and history
Mailbox
Email and ADF lead inbox
Inventory
Vehicle inventory the AI uses during conversations
Knowledge Base
Dealership information such as hours, location, and policies
Promotions
Active offers and deals surfaced by the AI
Vehicle Services
Service types and pricing for the Service agent
Holidays
Closure dates so the AI knows when you're unavailable
Integrations
Connect to external CRMs and automotive platforms
Settings
Dealership profile, channels, hours, and feature toggles
Preview
Test your webchat widget before going live
Subscription
Billing and plan management
Onboarding
Step-by-step setup wizard for new dealerships
Organizations
Manage multiple locations, stores, and staff
Access and Roles
Access to portal sections depends on your assigned role:
| Role | Access level |
|---|---|
| Admin | Full access including organization management, billing, and all settings |
| Org Admin | Access across all stores within an organization |
| User | Day-to-day features: conversations, leads, inventory, appointments |
| Onboarder | Restricted to the onboarding wizard only |
If you cannot see a section described in this guide, contact your organization administrator to review your role permissions.