Using your dealer AI assistant
Ask the built-in AI about your inventory, leads, deals, and customers — it answers from your live data and cites its sources.
Your AI assistant is built into the dashboard. Ask it anything about your dealership in plain English — it looks up your real data, answers in a sentence or two, and shows you exactly where the answer came from.
Open the assistant
You can reach the same conversation two ways. Pick whichever fits the moment.
- Quick popup — click the AI button (the sparkle icon) at the top right of any dashboard page. A chat panel opens in the bottom-right corner and stays put as you move between pages.
- Full page — in the popup's header, click the expand icon (its tooltip reads "Open in full window") to open the assistant full-screen at
/ai.
The assistant lives in the top bar, not the left sidebar — so the way to the full-screen view is the expand icon in the popup, not a sidebar link. The popup and the full page are the same conversation. Your thread is saved to your account, so you can start a question in the popup, expand to the full page, and pick up right where you left off — even after a refresh or days later.
Ask a question
Just type what you want to know and press Send.
- Type your question in the box — e.g. "What Hondas are in stock under $20k?"
- Press Send. The reply streams in word by word.
- Ask a follow-up. The assistant remembers the conversation, so "only the ones with under 60k miles?" works without repeating yourself.
Things you can ask:
- Inventory — "How many SUVs do we have available?", "Show me anything in recon with over 100k miles."
- The big picture — "How are we doing this month?" (pulls sales + inventory + leads in one answer).
- Leads — "Which leads are unassigned and from the website?"
- Customers — "Tell me about Jane Doe." (gives you her deals, leads, open tasks, and any in-house loan in one shot).
- Deals & tasks — "What deals are pending?", "What's due today?"
- Product how-to — "How do I set up syndication?" It reads the help docs and points you to the right screen.
On the full page, expand Example questions (under the chat box) to see a ready-made list you can try. In the popup, just start typing.
How answers work
A few things make the assistant trustworthy:
- Live data, no guessing. It searches your actual records before answering — it won't invent vehicles, prices, or counts. If there are no results, it tells you plainly.
- Sources. Under most answers you'll see a Sources card listing each vehicle, customer, deal, or lead it used — click any one to open that record.
- Page awareness. Ask "tell me about the vehicle I was just looking at" and it knows, because it sees the records you recently clicked through.
- Your data only. It can only see your dealership's data — there's no cross-dealer comparison.
Attach an image or PDF
The assistant can read files you attach — a window sticker, a title scan, a damage photo.
- Click the paperclip icon next to the message box.
- Pick an image or PDF (up to 3 files, 5 MB each).
- Add a note like "pull the VIN and specs off this sticker" and press Send.
Have the assistant do things
Beyond answering, the assistant can prepare changes for you — start a deal, mark a car sold, assign a lead, create a task, write a vehicle description, record an in-house loan payment, and more.
The assistant never makes a change on its own. It always proposes, then waits for you.
- Ask it to do something — e.g. "Mark A100 sold" or "Assign the Jane Doe lead to me."
- An approval card appears under the reply, marked Needs approval, with the details filled in.
- Review it. Edit any field on the card if you want to change something.
- Click Approve to apply it, or Reject to dismiss it. You can also just reply "yes" to approve or "no" to cancel — that decides the most recent pending card.
Until you Approve, nothing is saved. The assistant will never tell you a change is done before you approve it. For money actions — like recording a buy-here-pay-here payment — review the amount carefully, because that books real money on the loan.
Actions are gated by your role. Owners and managers can do anything; sales reps work inventory, leads, customers, deals, tasks, and title paperwork; accounting works customer records, tasks, title paperwork, and loan payments — but not inventory or the sales pipeline. If you can't do something in the app, the assistant won't even offer to do it for you — and it re-checks your role again at the moment you approve.
Controls while it's working
- Stop — while a reply is streaming, the Send button becomes Stop. Click it to halt the live stream (the answer still finishes and saves in the background, so a reload shows it in full).
- Regenerate — under the latest answer, click Regenerate for a fresh take on the same question.
- Edit — hover your last message and click Edit to reword it and resend.
- New conversation — click New conversation in the panel header to start a clean thread. Your old messages stay in your audit log; they're just cleared from view.
FAQ
Is the popup a different chat from the full page?
No. They share one saved conversation tied to your account. Open either one and you'll see the same history.
Will the assistant change something without asking me?
No. Every change is a propose-then-approve flow. The assistant prepares an approval card; the change only happens when you click Approve or reply "yes".
Why does the assistant say it can't do something I asked?
Actions are limited to what your role allows in the app. For example, a sales rep can't record an in-house loan payment — that's reserved for managers and accounting. Ask an owner or manager to handle it.
What are the "Sources" under an answer?
They're the exact records the assistant used to answer — vehicles, customers, deals, or leads. Click any source to open that record. This is how you verify an answer instead of taking it on faith.
Can it compare us to other dealers?
No. The assistant only has access to your dealership's data.
Does the AI on my public website show prices it shouldn't?
That's a separate assistant. The one on your storefront answers shoppers and is locked down — it never reveals your costs, customer personal info, deals, or documents. The dealer assistant covered here is for your team and sees your operational data.
Where do I manage saved preferences and memories?
Go to Settings → AI assistant. If you tell the assistant to "remember" something about how you work, it saves it (after you approve), and you can review or remove those memories there.