DealerAI Docs
Portal Guide

Settings

Configure your dealership profile, communication channels, business hours, voice settings, and feature toggles.

Settings is the central configuration hub for your dealership. It controls how DealerAI presents your dealership, how each communication channel is set up, when your team is available, and which features are enabled.

Navigate to Settings in the sidebar and select your dealership to begin.

General Info

The General Info tab holds your dealership's core profile:

FieldDescription
Dealership nameThe name displayed to customers in conversations
Website URLYour dealership's main website
LogoUploaded logo used in webchat and email communications
Primary contactMain phone number and email for the dealership
AddressPhysical dealership address
TimezoneUsed to localise message scheduling and appointment times

Keep this information accurate — the AI references it when customers ask basic questions about your dealership.

Webchat

The Webchat tab configures the appearance and behaviour of the embedded chat widget on your dealership website:

SettingDescription
Widget titleText shown at the top of the chat window (e.g., "Chat with us")
Greeting messageThe first message customers see when they open the widget
Primary colourThe accent colour matching your dealership's branding
PositionWhere the widget appears on the page (bottom-right or bottom-left)
Offline messageText shown when no agents are available

Use the Preview section to see how your widget looks before publishing changes.

SMS

The SMS tab configures outbound SMS communication:

SettingDescription
SMS numberThe phone number DealerAI uses to send and receive SMS
Sender nameDisplay name shown in SMS messages where supported
Opt-out footerThe unsubscribe instruction appended to marketing messages

Hours

Business Hours define when the dealership is considered open. The AI uses these hours to:

  • Book appointments only during available times
  • Inform customers of opening hours when asked
  • Set expectations when customers message outside of hours

Configure separate hours for:

  • Sales — general sales department hours
  • Service — service department hours
  • Parts — parts department hours

For each day of the week, set the opening and closing times or mark the day as closed.

Hours configured here apply to the AI's appointment booking and general availability responses. For specific holiday closures, use the Holidays section.

Voice Settings

The Voice Settings tab controls how DealerAI handles inbound and outbound phone calls:

SettingDescription
Inbound call handlingWhether inbound calls are handled by the AI voice agent
AI voiceThe voice personality used for calls (selection of voices available)
Greeting scriptWhat the AI says when it answers an inbound call
Transfer numberA phone number the AI can transfer calls to when a human is needed
VoicemailWhether to offer voicemail if no agent is available

Activation & Features

The Activation & Features tab gives a high-level toggle for every major DealerAI capability. Use this tab to enable or disable features for your dealership without having to contact support:

FeatureDescription
WebchatEnable or disable the embeddable chat widget
SMSTurn SMS inbound/outbound on or off
VoiceEnable AI voice calling
EmailToggle email handling
ReachEnable automated outreach campaigns
Facebook / InstagramToggle social channel integrations

Disabling a feature here immediately stops DealerAI from processing that channel — customers messaging through a disabled channel will not receive any response.

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