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Set up your storefront salesman

Tune the AI salesman shoppers chat with on your public website — turn it on or off, set its tone and focus, and give it a knowledge base of your FAQs and policies.

Who: Owner or ManagerPlan: All plans

Your public website has its own AI salesman — the chat shoppers use on your storefront. It answers from your published inventory and your dealership info, and hands interested buyers to your team as leads. You control three things about it, all in one place.

Reach this from the account menu (top-right) → AI assistant. Everything below is in the Public AI — your storefront salesman section (owner/manager only).

The salesman is public-facing — shoppers effectively see what you give it. It is built to never reveal vehicle cost, customer info, deal details, or other dealers' data, and that limit holds no matter what you type into the settings below. Still, only put shopper-friendly content here.

Turn the storefront chat on or off

  1. In Public AI — your storefront salesman, find the storefront chat toggle.
  2. Switch it off to remove the chat bubble from your public site; switch it on to bring it back. The change applies to your storefront right away.

Set the salesman's tone and focus

The Salesman instructions card shapes how the salesman talks to shoppers — structured controls plus an optional free-text box.

  1. Pick a tone (professional, friendly, casual, concise, or enthusiastic).
  2. Tick what to emphasize — highlight financing, encourage trade-ins, mention warranty/coverage, push for a test drive, or mention current specials.
  3. Add short talking points (and, if you like, an advanced free-text note).
  4. Click Save instructions.

These tune tone and focus only. They can't make the salesman quote costs, share customer info, or step outside its allow-list — those rules are enforced in the code regardless of what's typed here.

Give it a knowledge base (FAQ & policies)

The Salesman knowledge base is a set of question-and-answer entries the salesman uses to answer shoppers confidently — financing, warranty, delivery, trade-ins, hours beyond the basics.

  1. In the Salesman knowledge base (FAQ & policies) card, type a Question (e.g. "Do you offer financing?") and an Answer (e.g. "Yes — in-house and through several lenders; apply online or in store.").
  2. Click Add Q&A. It appears in the list below and the salesman starts using it.
  3. Remove any entry with the X.

Keep entries public-friendly — shoppers effectively read them. Don't put internal costs or customer information in here. You can keep up to 50 entries (each question up to 200 characters, each answer up to 1,000); the salesman draws on your most recent ones.

FAQ

Is this the same as my dashboard assistant's settings?

No. This is the public salesman on your storefront. Your private Dealer AI has its own instructions and memory — see Custom instructions and memory.

Can the salesman accidentally reveal what I paid for a car?

No. The salesman has no path to cost, recon, floor-plan, or customer data — it can only see your published, shopper-facing inventory and info. Even a knowledge-base entry that asked it to share cost wouldn't work.

Do knowledge-base answers show on my website as text?

Not as a page — they're how the salesman answers in chat. If you want a standalone FAQ page on your site, add a custom page too.

Who can edit these?

Owners and managers. Salespeople and accounting don't see these cards.