DealerAI
Getting Started

How to update your profile and notifications

Edit your personal details and email signature, and choose how DealerAI notifies your dealership.

Your profile controls how you appear inside the portal and the signature attached to emails you send.

Open your profile

User menu

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

The profile panel opens showing your name, email, roles, and the dealerships you can access.

Profile view

Edit your details

Editing a profile

Click Edit, change any of the fields below, then click Save.

FieldNotes
AvatarClick the image to upload a photo; appears in the portal and on handoffs
TitleYour job title, e.g. Sales Manager
EmailRead-only — ask an administrator to change it
Email SignatureAppended to emails you send from the portal
PasswordSets a new password

Email signature

Editing an email signature

Click Edit email signature to open the editor, write your sign-off with the formatting toolbar, then click Done — or Cancel to discard it. Done only closes the editor; click Save on the profile form to keep the change.

Configure notifications

Notification settings

Notifications are configured per dealership. Go to Settings → Notifications.

SettingOptions
Mobile App Push Notification SettingsNone, New conversation only, or Every new message
New chat messages receivedEmail on/off
User asks for a representative during a chatEmail on/off
Scheduled email for unassigned chatsEmail on/off

The recipient list appears once you turn on at least one of the email toggles. Add the addresses that should receive these emails using Add Another Email, remove one with the bin icon, then click Save. At least one address is required while email notifications are on.

Notification email recipients

Because these settings apply to the whole dealership, changing them affects everyone who receives notifications for that store. See Notifications.

Delete your account

Deleting an account

The profile panel has a Delete option that removes your account. You'll be asked to confirm.

Deleting your account removes your portal access. Conversations you handled stay in your dealership's records.

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