DealerAI Docs
Portal Guide

Knowledge Base

Maintain the dealership information your AI agents use to answer general customer questions about hours, location, policies, and more.

The Knowledge Base is where you store the factual information about your dealership that the AI agents draw on to answer customer questions — things like business hours, address, contact numbers, financing options, and dealership policies.

Overview

When a customer asks "What are your service hours?" or "Where are you located?", the AI consults the Knowledge Base to give an accurate, dealership-specific answer. Keeping this information current is essential for the AI to respond correctly.

What to Include

The Knowledge Base should cover all the standard questions customers commonly ask:

CategoryExamples
LocationStreet address, city, directions from major roads
HoursSales hours, service hours, parts hours, holiday hours
ContactPhone numbers for each department, website URL
FinancingAvailable finance options, lenders, credit requirements
Trade-insWhether you accept trade-ins, how the process works
WarrantiesCertified pre-owned programs, extended warranty options
PoliciesReturn policy, test drive policy, deposit requirements
ServicesTypes of service work offered, service specialisations

Editing the Knowledge Base

Navigate to Knowledge Base in the sidebar and select your dealership
Locate the section you want to update (e.g., Hours, Location)
Click Edit and update the text in the field provided
Click Save — the AI uses the updated information immediately in new conversations

Extract Feature

The Extract tool helps you quickly populate your Knowledge Base from existing content on your dealership website. Provide the URL of your dealership's "About" or "Contact" page and DealerAI will attempt to extract relevant information automatically.

Always review extracted content before saving. Automated extraction may capture outdated or incorrect details that should be verified against your current information.

To use Extract:

Go to Knowledge Base → Extract for your dealership
Enter the URL of a page containing your dealership's information
Click Extract and wait for the results
Review and edit the extracted content as needed
Click Save to apply it to your Knowledge Base

Keeping the Knowledge Base Up to Date

Review your Knowledge Base whenever any of the following change:

  • Business hours (especially seasonal or holiday adjustments)
  • Contact phone numbers or department extensions
  • Financing options or lending partners
  • Policies (return policy, test drive requirements, etc.)
  • Physical address or location changes

Outdated information in the Knowledge Base will cause the AI to give incorrect answers to customers, so treat it like a living document.

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