Dashboard Overview
Real-time view of leads, appointments, and chat activity
| Name | Department | Source | Status | Date |
|---|
Chat Analytics
Comprehensive insights into chat performance, lead conversion, and customer engagement
| Name | Phone | Interest | Score | Status |
|---|---|---|---|---|
| Loading hot leads... | ||||
Lead History
Complete lead and appointment tracking
| Name | Phone | Source | Department | Score | Appt Status | Escalation | Date | Webhook | Actions |
|---|
π¬ SMS Messaging
Send direct messages to customers and view conversations
β Add Manual Lead
Create SMS leads for testing or offline customer interactions
Dealership Settings
Configure your dealership information and integrations
AI Knowledge Settings
Configure your AI assistant's knowledge base and behavior
Customer Retention Engine
PBS integration for service reminders and customer follow-up
Import customer records from your PBS DMS
Webhook Log
Track all webhook events and CRM data transmissions
| Timestamp | Lead | Endpoint | Status | Actions |
|---|
Proactive Chat Triggers
Automatically engage visitors with contextual chat prompts
Embed Code
Add the AI chat widget to any website β just paste into the <head> tag
Paste this into the <head> section of any page. The widget loads everything automatically β no other files needed.
- Conversation persists across page navigation β uses sessionStorage
- Page-aware AI β reads the current page to give contextual responses
- Vehicle detail pages β auto-detects vehicle info and greets accordingly
- All settings from admin panel β quick replies, FAQ, trade-in URL sync automatically
- Mobile responsive β goes full-screen on small devices
| Option | Default | Description |
|---|---|---|
serverUrl | auto-detected | Your chat server URL β auto-detected from script src if omitted |
dealerName | Carson Exports | Dealership name shown in the chat header |
primaryColor | #1e6fff | Accent color for buttons, links, and the chat bubble |
position | bottom-right | bottom-right or bottom-left |
theme | light | light, dark, or auto (follows user's OS setting) |
After the widget loads, you can control it programmatically:
Use DealerAI.sendMessage() to trigger the chat from custom buttons, e.g. a "Chat about this vehicle" button on a listing page.
WordPress: Paste the embed code into Appearance > Theme Editor > header.php or use a plugin like "Insert Headers and Footers".
Shopify: Go to Online Store > Themes > Edit Code > theme.liquid and paste before </head>.
AI Personas
Customize AI behavior with different communication styles (Sales, Service, General)
Training Data Manager
Flag conversations as training examples to improve AI performance
Conversation Analytics
Search, review, and analyze all customer conversations