DealerAI
Portal GuidePromotions

How to create a promotion

Add a new special offer that the AI can share with customers.

Promotions are time-bound special offers your dealership wants to advertise. Once created, the AI can mention these promotions in conversations when relevant — for example, when a customer asks about deals on a specific model.

Create a promotion

Go to Promotions from the sidebar.
Click Add.
Enter a Promotion Name — a clear, customer-facing title (e.g., "Spring Clearance on 2024 Trucks").
Write a Promotion Description with the full offer details using the rich-text editor.
Add a Site URL linking to the promotion page on your website (optional).
Add Tags — keywords the AI uses to match the promotion to relevant conversations (e.g., "truck", "financing", "lease").
Set the Start Date and End Date for when the promotion is active.
Click Create to save the promotion.

New promotion form

The promotion appears in your list immediately. To make it available to the AI, you'll also need to train the AI.

What customers see

The AI doesn't read promotions verbatim to customers. Instead, it uses the promotion details to naturally incorporate offers into conversations. For example:

Customer: "Do you have any deals on trucks right now?" AI: "Yes! We have a spring clearance event on 2024 trucks with up to $5,000 off MSRP. Would you like me to show you what's available?"

Promotion lifecycle

StatusMeaning
ActiveBetween start and end date — AI can reference it
UpcomingBefore start date — visible in portal but not used by AI
ExpiredPast end date — AI stops referencing it

After creating a promotion, remember to click Train AI to sync it into the bot's knowledge base. The AI won't know about new promotions until it's been trained.

Tips

  • Write descriptions from the customer's perspective — focus on the value, not internal codes.
  • Use specific tags so the AI matches promotions to the right conversations.
  • Set end dates accurately — the AI will stop mentioning expired promotions automatically.
  • Link to your website so the AI can direct interested customers to full details.

On this page