DealerAI Docs
Portal Guide

Promotions

Manage active special offers and deals that the AI surfaces to customers during conversations.

The Promotions section lets you define and manage the special offers, sales events, and incentives that DealerAI's AI agents can mention to customers during conversations — helping your team drive interest in current deals without any manual effort.

Overview

When a customer asks about pricing, current deals, or financing specials, the AI checks the active promotions list and incorporates relevant offers into its response naturally. Promotions can be time-limited and will no longer be surfaced after their expiry date.

Promotions List

The Promotions page shows a table of all promotions for your dealership:

ColumnDescription
TitleShort name for the promotion (e.g., "Spring Sales Event")
DescriptionThe offer details the AI may mention to customers
Start dateWhen the promotion becomes active
End dateWhen the promotion expires and stops being shown
ActiveToggle indicating whether the promotion is currently live

Creating a Promotion

Click Add Promotion at the top of the promotions table
Enter a Title — a short internal name identifying the promotion
Write a Description — the offer text the AI will surface to customers. Keep it clear and benefit-focused (e.g., "0% financing for 60 months on all new SUVs through June 30")
Set a Start date and End date for the promotion window
Toggle the promotion Active if it should be visible to the AI now
Click Save

Editing and Deactivating Promotions

Click any promotion in the table to edit its details. To stop a promotion from being used by the AI without deleting it, toggle its Active switch off. This is useful for pausing a promotion during periods when stock runs out, then reactivating it later.

Writing Effective Promotion Descriptions

The AI uses your description text directly when talking to customers. Keep descriptions:

  • Specific — include the exact discount, rate, or incentive
  • Action-oriented — mention any urgency (limited time, while stocks last)
  • Complete — include all conditions a customer needs to know upfront (e.g., "for qualified buyers", "on select models")

Avoid vague descriptions like "Great deal on cars". The AI responds best when promotions contain concrete, factual details it can weave naturally into a conversation.

Expired Promotions

Promotions past their end date remain in the table but are flagged as expired. They are not shown to customers. You can delete expired promotions to keep the list tidy or leave them as a record of past campaigns.

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