DealerAI Docs
Portal Guide

Preview

Test and visualise your dealership's webchat widget before it goes live on your website.

The Preview section gives you a sandboxed environment to interact with your DealerAI webchat widget exactly as your website visitors will experience it — before making any changes live on your site.

Overview

Preview renders a simulation of your dealership's website with the chat widget overlaid on top. You can open the widget, send test messages, and see how the AI responds using your current configuration, agent prompts, inventory, and Knowledge Base.

Conversations started in Preview are test conversations. They do not create real leads, book actual appointments, or trigger Reach sequences.

Using Preview

Navigate to Preview in the sidebar and select your dealership
The preview frame loads showing a simulated dealership page with the chat widget in the corner
Click the widget button to open the chat window
Type a message as if you were a customer — for example, "Do you have any trucks under $50,000?"
Observe how the AI responds using your current inventory, prompts, and settings

What to Test

Use Preview to verify the experience before going live or after making configuration changes:

What to checkHow
Greeting messageOpen the widget and check the first message displayed
Widget appearanceConfirm the colours, logo, and title match your branding
Inventory accuracyAsk about specific vehicles and check the AI uses up-to-date stock
Knowledge BaseAsk about hours, location, or policies and verify the answers
PromotionsAsk about current deals and confirm active promotions are mentioned
Appointment bookingGo through a full booking flow to test the end-to-end experience

After Testing

If you find issues in Preview:

Re-open Preview after each change to confirm the issue is resolved before going live.

On this page