Find your way around
A tour of the dashboard, the grouped left sidebar, the top bar with search, Support and the account menu, the Settings area, and the AI assistant button.
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Once you're signed in, everything lives in three places: your start page in the middle, the sidebar on the left, and the top bar across the top. This page shows you where to find each thing.
The AI Home
By default you land on the AI Home (/dashboard/ai): a chat page that greets you by name, shows a one-line snapshot (cars in stock, leads waiting on a reply, tasks due today), and suggests things worth asking based on what's happening at your store. Type anything, or tap a suggestion; the assistant can look things up and draft work for your approval. Prefer landing somewhere else? Change your start page in Settings → Profile → Start page.
The dashboard
The dashboard (/dashboard) is the numbers view. It greets you by name and shows a live snapshot of the dealership for the current month:
- Stat cards: Revenue this month, Deals closed, New leads, and Available inventory. Each card is clickable and jumps to the matching page (Revenue opens Reports; the others open Deals, Leads, and Inventory).
- Needs attention: uncontacted leads, stale leads (no activity in 7+ days), deals pending close, and vehicles aging 90+ days. Only items that actually need action show up; if nothing does, you'll see "You're all caught up."
- Open deals and Today's tasks: deals still working their way to close, plus tasks due today or overdue.
- Recent leads, Top performers (this month), and Inventory aging.
- Quick actions at the bottom: one-click buttons to Add vehicle, New deal, New lead, New customer, Tasks, and Reports.
Two buttons sit in the top-right of the dashboard header: View public site (opens your storefront in a new tab) and New deal.
Just finished onboarding? Your assistant's welcome on the AI Home offers Take a tour as one of its options (it no longer starts on its own), and you can launch it anytime from Take a tour in the AI Home or dashboard header.
The left sidebar
The sidebar is your main menu. It's organized into labeled groups so related pages sit together:
- Overview: AI Home, Dashboard, Reports
- Inventory: Inventory, Floor plan, Vendors
- Sales: Leads, Customers, Inbox, Appointments, Deals
- Money: Payments, Loans, Books
- Office: Title work, Forms, Files, Tasks, Compliance
- Website: Website, Reviews
The sidebar shows each person only the links their role can open. Owners and admin managers see all twenty-one. Sales does not see Floor plan, Payments, Loans, Books, Compliance or Website. Accounting does not see Leads, Appointments or Website. If you type the address of a page your role cannot open, you see a short notice naming who can open it, and nothing loads.
Settings and Support are not in the sidebar. Both are in the top bar: Support is a button next to Ask AI, and Settings is in the account menu under your name.
Reports, Loans, Books, Website and Reviews have pages of their own, listed under them in the sidebar. The list opens by itself while you are in that area, and the arrow beside the name opens or closes it any time. Books opens Transactions, with Profit and Loss, Balance Sheet, Chart of Accounts and Schedules under it. The date range you picked on a Books or Reports page stays as you move between its pages. On a phone the same pages are tabs across the top of the page.
A few pages are not in the sidebar. You reach them from somewhere else:
- Imports: click Import at the top of the Inventory page, next to Add from photos and Add vehicle. Accounting does not see these three buttons.
- Lienholders: click your name in the top-right, choose Settings, then choose Lienholders under Deals. You can still add a lienholder from the deal form.
- Audit log: click your name in the top-right, choose Settings, then choose Audit log under Team and security. It is listed for owners and admin managers only.
A small blue dot next to Inbox, Leads or Tasks means there is something waiting there: a new email in the inbox, a lead nobody has picked up yet, or a task due today or overdue. It updates about once a minute and goes away on its own once the item is handled. When the rail is collapsed, the dot sits on the icon's corner. If you work in Sales, the Leads dot counts only your own new leads and unassigned ones you can claim, and that is what your Leads list opens on. A teammate's new lead doesn't light it.
Each item links to that section's main page. Use the Add new button on the page itself to create something (the sidebar doesn't have separate "Add" links).
Collapse the rail to icons-only with the toggle at the very left of the top bar, or press Ctrl+B (⌘B on a Mac). Collapsed, point at an icon to see its name; an area with pages of its own shows them beside the icon. On mobile, the sidebar slides in as a panel.
The top bar
The bar across the top has two halves.
On the left:
- The sidebar toggle (collapse/expand the rail).
- A Search or jump to… box. Click it, or press ⌘K (Mac) / Ctrl+K (Windows) anywhere, to open the command palette and jump to any page, any page inside an area (type "profit" for Books: Profit & Loss), a settings section or a quick action (Add vehicle, New deal, Add customer, Add lead). The palette follows the same rules as the sidebar: it lists only what your role can open.
On the right:
- Ask AI (the sparkle icon): opens the AI assistant beside the page you are on, or closes it. Ctrl+I (⌘I on a Mac) does the same.
- The notifications bell: your inbox of announcements, assigned leads, and assigned tasks. A badge shows the unread count. Owners, managers and accounting users also see a reminder while any car has no cost entered yet, and a separate one for each car sold without its cost; each goes away once the cost is in.
- The Support button: opens the Support page.
- Your account menu: shows your name and role with a dropdown arrow.
The account menu
Click your name in the top-right to open the account menu. It shows your name and email, then:
- Account information: your profile (name, title, start page, language).
- Billing and plan: your plan, payment method and invoices. The owner only.
- Settings: the Settings page, with everything else.
Below them are Dark mode or Light mode (switches the theme; there is no separate theme button in the top bar) and Sign out.
The Settings page
Settings opens one page where every settings page is its own card, with a line saying what is inside. Related cards sit together under a heading:
- Your account (affects only you; every role has all of it): Profile, Sign-in and security, Notifications, My assistant, My connected apps. Profile holds your name, title, AuctionAccess number, salesperson license number, your Start page, and Language (English or Spanish for your own dashboard and assistant; see Use the dashboard in Spanish).
- Business: Dealer info, Locations, Dealer plates, Billing (the owner only).
- Team and security: Team, Connected apps, Audit log.
- Deals: Deal defaults, Car paperwork, Lienholders, In-house financing, Customer payments.
- Leads: Lead routing, Message templates.
- Inventory: Photos, Listing disclaimer, Marketplaces.
- Website: Website settings, Builder, Pages, Domain. These open the website's own pages, which also stay in the sidebar under Website.
- AI assistant: AI assistant, AI schedules.
- Accounting and integrations: Accounting, Integrations.
Type in Search settings at the top to narrow the cards. It matches the words people use, not only the names: "doc fee" finds Deal defaults, "2fa" finds Sign-in and security, "QuickBooks" finds Accounting. The search box in the top bar (⌘K / Ctrl+K) also finds every settings section you can open.
On a computer or tablet, the sidebar turns into the Settings list while you are in Settings, with Back to dashboard at the top and the same headings as the page. On a phone, pick a card from the Settings page, and use the Settings link at the top of a section to go back.
The Settings page depends on your role. A page you cannot open has no card, and a heading with no cards left is not shown. A page you can open but not change is marked View only, and on the page itself a View only note says who makes the changes; the fields and buttons there are greyed out.
Billing is the owner's alone. Dealer info, In-house financing, Customer payments and Accounting are open to owners, admin managers and accounting users. Marketplaces, Photos, Listing disclaimer, AI assistant, AI schedules, the dealership's Connected apps, the Audit log and the Website cards are open to owners and admin managers. Every other page is open to every role.
Opening a page is not the same as changing it: for example, on Team, anyone can view the roster, but only owners can change roles, and only owners and admin managers can invite or deactivate teammates. See each setting's own page for its exact rules.
The AI assistant
Click Ask AI (sparkle icon), or press Ctrl+I (⌘I on a Mac), to open the assistant in a panel beside the page.
- It stays open as you move between pages: the same conversation, picked up wherever you left off.
- Dock it on the right or along the bottom with the two buttons in its header, and drag its edge to resize it. It opens the same way next time. On a phone it takes the whole screen.
- It knows which page is open beside it (Using this page at the top of the panel), and reads that record with your access when you ask about it. The crossed-out eye stops sharing the page.
- A small badge on Ask AI means the assistant has proactive messages waiting (for example, a daily digest). Opening the panel clears the badge.
- Use the expand icon in the panel header to open the assistant full page at
/ai(same thread, more room).
Every dealer-AI write starts as a visible proposal. In Ask first, it waits for you to Approve. In web chat, you can also reply "yes" when the latest reply contains exactly one proposal and the browser binds that reply to its exact card. If the owner enabled Autopilot for an eligible routine action, the application may try it only after all final checks pass. Money, irreversible, and communication actions never use Autopilot: they require a deliberate dashboard decision, using the proposal card's Approve button or the exact-card-bound web confirmation described above. Telegram typed text never authorizes a proposal; standard actions can use proposal-ID-bound Telegram buttons. The separate public chat on your storefront only answers shopper questions; it never exposes your costs, customer details, or deals.
FAQ
Where are the settings?
Click your name in the top-right. The menu has Account information, Billing and plan (the owner only) and Settings for everything else. On the Settings page, type in Search settings to find one fast. You can also press ⌘K / Ctrl+K and type the name of the section.
Where did Settings and Support go in the sidebar?
Both were already in the top bar, so they left the sidebar. Support is the button next to AI. Settings is in the account menu. The pages themselves did not change.
Where did Imports, Lienholders and the Audit log go?
They left the sidebar. The pages themselves did not change. Imports opens from the Import button at the top of the Inventory page. Lienholders is under Deals on the Settings page. Audit log is under Team and security.
How do I get back to the dashboard quickly?
Click Dashboard at the top of the sidebar, or open the search box (⌘K / Ctrl+K) and pick Dashboard.
Do Sales users see fewer menu items than owners?
Yes. The sidebar shows each role only the links it can open. Sales does not see Floor plan, Payments, Loans, Books, Compliance or Website. Accounting does not see Leads, Appointments or Website. Owners and admin managers see every link. The search palette follows the same rules. In Settings, a page your role cannot open is not listed, and a page you can open but not change is marked View only. If you can't perform an action you expect, ask your dealership owner; they can adjust your role under Team.
Where do I find my dealer ID?
Your dealer ID is a six-digit number, for example 482915. It's on the Support page under Your account, and owners, managers and accounting also see it with a copy button in Settings → Dealer info. Give it to our support team, or to a partner such as CARFAX, when they ask. It never changes.
Can I switch to dark mode?
Yes. Click your name in the top-right and choose Dark mode. The same row reads Light mode when dark mode is on. Your choice is remembered on that device.
The numbers on the dashboard look old.
The dashboard reflects the current month and refreshes when you load it. If something looks off, reload the page; stat cards and widgets pull live data each time.