How to update your profile and notifications

Edit your personal details, change your avatar, and choose how DealerAI notifies you.

Your profile controls how you appear inside the portal and how DealerAI notifies you about new conversations, leads, and assignments.

Update your profile

Click your avatar in the top-right of the portal.

Select Profile.

Edit any of the fields below and click Save.

Field	Notes
Display name	Shown to teammates and on conversation handoffs
Email	Used for sign-in and notifications
Phone	Optional, used for SMS notifications if enabled
Avatar	Upload a square image; appears in conversation threads
Time zone	Used for displaying timestamps and scheduling
Language	Portal interface language

Open the Notifications section of your profile to choose how you're alerted:

Event	Channels available
New conversation assigned to me	In-app, Email, Push (mobile), SMS
Conversation needs human takeover	In-app, Email, Push
New lead in my queue	In-app, Email
Appointment booked	In-app, Email
Daily summary	Email

Tick the channels you want for each event, then click Save.

If you use the DealerAI mobile app, enable Push notifications for fast alerts when you're away from your desk. Push works on iOS and Android.

From your profile, open the Security section.

Enter your current password.

Enter and confirm your new password.

Click Save.

If you've signed in on a shared computer or lost a device:

Open Profile → Security.

Click Sign out everywhere.

You'll be prompted to sign in again on this device.