Complete onboarding
Walk through the four-step setup wizard, your dealership, your lot, your website's layout and colors, and your plan and card, and what the assistant offers when you finish.
Right after you verify your email, the onboarding wizard walks you through the essentials. You can't be locked out mid-way, since your progress is saved as you go.
The four steps
- Dealership: your dealership name (filled in from signup), contact phone and email, and your timezone. Entity type, EIN, mailing address and license documents sit under More business details and are optional here; add them whenever you like in Settings. (Your EIN and other sensitive fields are encrypted at rest.)
- Your lot: your main lot's address, its phone and email (or the same as the dealership's), and hours. This is one open form saved when you press Next. Branches go under Add another location, now or later in Settings.
- Website: your site address (a subdomain made from your dealership name, or your own domain), three switches (the AI salesman answering shoppers on your site, on by default; a customer portal for financed buyers, off by default; Write my website's first words, on by default), then a layout and a color palette with a preview of your homepage. With the third switch on, the site's first words are written from your name, your lot, your hours and any cars you have already published for sale: a headline, a welcome paragraph, four reasons to buy from you, three questions shoppers ask, and your search title. Nothing is invented, and the result is the first version in your site's history, so every word can be changed or rolled back in Settings → Website. Text, pages and images are all customizable later in Settings → Website.
- Plan and card: pick a plan (Pro is suggested; every plan starts with a 14-day trial), enter a card, and press Start free trial. Stripe handles the card securely inside the app, so you never leave the page.
The plan step is last and creates your subscription. Your trial starts today and you are not charged now; we email you before it ends, and you can cancel anytime in Settings → Billing. You'll see the first-charge date on the billing page.
When you finish, you land on the AI Home, where your assistant greets you, links your live website, and offers what to do next: create your first car, finish your website, update your settings, invite your team, or import an inventory list. A guided tour of the app is one of those options (Take a tour), and you can launch it anytime from the AI Home or dashboard header. Prefer to start somewhere else? Pick a different start page anytime in Settings → Profile → Start page.
Changing anything later
Everything here is editable afterward:
- Dealer info, EIN, license → Settings → Dealer info
- Locations & hours → Settings → Locations
- Layout, colors, pages, images → Settings → Website
- Plan, card, invoices → Settings → Billing
FAQ
Can I skip the payment step?
You can explore on the trial, but a payment method is required to keep access after the trial ends. That's what the plan step collects.
My trial ended before I picked a plan.
Open Settings → Billing and choose a plan. Your data is safe; you just can't use the app until a plan is active.