Portal Guide
A complete guide to every section of the DealerAI management portal for dealership staff.
The DealerAI portal is the central management interface for your dealership's AI-powered communication system. From here you configure your AI agents, monitor live conversations, manage your vehicle inventory, track leads and appointments, and review performance analytics.
You can access the live portal at https://portal.dealerai.com.
What is DealerAI?
DealerAI is a conversational AI platform built for automotive dealerships. It automates customer communication across multiple channels — SMS, email, webchat, voice, Facebook, Instagram, and Google Chat — providing intelligent, context-aware responses on behalf of your dealership.
Key capabilities
| Capability | Description |
|---|---|
| Live conversations | Monitor and join AI-led chats in real time across all channels |
| Automated outreach | Follow up with leads and re-engage past customers automatically via SMS and email |
| AI agents | Specialist agents for Sales, Service, Test Drive, Parts, Lease Return, and Trade-In |
| Lead & ADF processing | Automatically respond to leads from AutoTrader, Cars.com, and your website |
| Appointment booking | AI books Sales, Service, and Test Drive appointments and adds them to your calendar |
| Inventory awareness | The AI knows your current stock and answers detailed vehicle questions |
Channels
DealerAI handles inbound and outbound communication across:
| Channel | Direction |
|---|---|
| WebChat (embedded widget) | Inbound |
| SMS | Inbound & Outbound |
| Inbound & Outbound | |
| Voice (phone calls) | Inbound & Outbound |
| Facebook Messenger | Inbound |
| Instagram DMs | Inbound |
| Google Chat | Inbound |
Portal Sections
Getting Started
Configure settings and Reach to get up and running
Conversations
Monitor and join live AI-led chats
Analytics
Performance dashboards and reporting
AI Agents
Configure Sales, Service, Test Drive, and other agents
Reach
Automated follow-up and re-engagement campaigns
Appointments
Calendar and table views of booked appointments
Leads
Review and work incoming leads by date range
Contacts
Customer records, editing, and sequence enrollment
Mailbox
Email and ADF lead inbox
Inventory
Browse new and used vehicle inventory used by the AI
Knowledge Base
Maintain dealership facts and train updated knowledge
Promotions
Manage active offers and retrain promotional content
Services
Manage dealership service offerings used by the AI
Holidays
Closure dates so the AI knows when you're unavailable
Settings
Dealership profile, channels, hours, and feature toggles
Preview
Test your webchat widget before going live
Subscription
Billing and plan management
Organizations
Manage multiple locations, stores, and staff
Access and Roles
Access to portal sections depends on your assigned role:
| Role | Access level |
|---|---|
| Admin | Full access including organization management, billing, and all settings |
| Org Admin | Access across all stores within an organization |
| User | Day-to-day features: conversations, leads, inventory, appointments |
If you cannot see a section described in this guide, contact your organization administrator to review your role permissions.