Settings

Configure dealership profile, messaging channels, hours, notifications, integrations, and feature behavior from the Settings section.

The Settings section is the main dealership configuration workspace in the DealerAI portal.

General Info

Settings general info

The current Settings sidebar includes these main pages:

General Info
Departments
Notifications
Webchat
Analytics Tracking
Facebook & Instagram
SMS
Hours
Activation and Features
Active Messages
Lead Generation
Voice Settings
Whitelisted Domain

The default landing page is General Info, where dealership teams manage core business identity details such as dealership name, website links, reviews URL, locations, and address behavior.

Webchat settings

Settings webchat

Use the Webchat subsection to configure the customer-facing widget experience.

This is the best place to document the visible chat experience, branding, and embedded widget behavior.

Voice settings

Settings voice settings

Use Voice Settings to configure the call experience and phone-agent behavior.

This includes the settings most relevant to voice-agent tone, handling, and telephony-related experience design.

Typical workflow

Open Settings from the navigation.

Select the dealership you want to configure.

Choose the relevant page from the left sidebar.

Update the fields, toggles, or lists for that area.

Save the changes before moving to another section.

Notes

Settings is one of the most important sections for portal onboarding and day-two administration.
Role permissions can hide or reveal certain subpages.
When documenting customer-facing behavior, Settings should usually be read alongside Reach, Webchat, and Voice Settings guidance.