Notification preferences
Choose what your AI assistant proactively keeps you posted on, and manage your optional email opt-ins.
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Your dealership runs two assistants. The Public AI is the salesman shoppers chat with on your storefront. The Dealer AI is your private assistant on the dashboard, and it can proactively reach out to you about what's happening on your lot. The Notifications page is where you choose what it reaches out about. Your choices there affect only you.
Choose what your assistant keeps you posted on
- Go to Settings → Notifications.
- Find the card titled What your assistant keeps you posted on.
- The alerts are grouped by category (Leads & CRM, Tasks, Inventory, Deals & Sales, and more).
- Flip the switch next to anything you want on or off, or use Turn all on (and Turn all off) at the top of the card.
- Each change saves instantly. There's no Save button.
Each alert shows a small chip (instant, daily, weekly, or periodic) so you know how often it can fire before you turn it on.
What you can be notified about
These are the alert types your assistant can send. The list you actually see depends on your role (see the note below).
Leads & CRM
- New lead assigned to you (instant)
- Email received from a lead or customer (instant)
- Email from someone not on file (manager) (instant)
- Email waiting in the inbox (manager) (daily)
- Stalled lead (going cold) (daily)
- New leads still uncontacted (manager) (daily)
- Appointments needing attention (manager) (daily)
- Customer messages awaiting a reply (manager) (daily)
Tasks
- Task assigned to you (instant)
Tasks due today and overdue tasks have no switch of their own. They are part of Your daily briefing, under Performance.
Inventory (manager)
- Aging inventory: a vehicle reaching 60 days on the lot, and again at 90 days (daily)
- Floor-plan exposure aging (weekly)
- Floor plan curtailment due (daily)
- Vehicle import needs a person (daily)
- Website listing missing photos or price (daily)
- Dealer plate expiring (daily)
Deals & Sales (manager)
- Deal marked sold (instant)
- Documents signed (instant)
- Paperwork waiting for a signature (daily)
- Deal stuck in stage (daily)
- Sold deal with a balance due (daily)
Titles (manager)
- Title work overdue (daily)
- Title work stuck at a step (daily)
Compliance (manager)
- OFAC match awaiting review (daily)
- License / bond / insurance expiring (daily)
- OFAC / sanctions hit on a deal (instant)
BHPH & Collections (manager)
- BHPH loan delinquent (daily)
- Promise to pay not kept (daily)
- BHPH payment due soon (daily)
- BHPH late fee assessed (daily)
Performance
- Morning digest (manager) (daily)
- Weekly performance summary (manager) (weekly)
- Your daily briefing (daily)
Billing (manager)
- Subscription payment failed (instant)
Account & platform (manager)
- Platform announcements (reworded by your assistant) (instant)
Lot-level, financial, and compliance alerts (the ones marked manager above) are only shown to Owner and Admin / Manager users. Other roles (Sales, Accounting) see just the personal alerts, their own leads and tasks, and won't be paged on the rest. The two scheduled summaries (Morning digest and Weekly performance summary) and the daily scan alerts go to every active Owner and Admin / Manager, and each person's own switches decide which ones they get. Platform announcements go to the same people. Stalled lead (going cold) is the one alert that works both ways: an Owner or Admin / Manager hears about every stalled lead at the dealership, and a salesperson hears about the ones assigned to them. The Morning digest and Your daily briefing arrive together as one morning message, not two.
How the alerts reach you
When you turn an alert on, your assistant watches for that signal and writes you a short, natural-language message in your dashboard AI chat, the same conversation you already use the assistant in. A red dot on the AI button in the top bar tells you there's an unread message, and you can reply right there to dig in.
The bell icon in the top bar is separate. It shows a platform-curated activity list that we choose for everyone; these toggles don't turn the bell on or off. They control what your assistant proactively messages you about.
If you've connected Telegram (the Telegram card is on the same Notifications page), your assistant uses these exact same choices to message you on your phone. There's nothing extra to set up. Telegram has to be enabled on the platform first; if you don't see a working connect option, that means it isn't turned on for the platform yet.
An alert only tells you about something; receiving it never changes data. If you reply and request a write, the assistant prepares a proposal. Manual cards wait for your approval, while an eligible routine action may be attempted automatically only when the owner enabled it in Autopilot and every final check passes. Money and irreversible actions always require a current confirmation.
Your changes only override the defaults
Every alert is off out of the box: your assistant messages you about nothing until you turn something on. When you flip a switch, the app saves only your choice: your personal override on top of the default. That means:
- Your settings are per-user: turning off "Task assigned to you" affects only your alerts, not a teammate's.
- New alert types we add later start off too. Turn them on when you want them.
Optional emails are managed separately
The toggles above control your assistant's chat alerts. Optional emails (like marketing and product updates) have their own card on the same page.
- Go to Settings → Notifications.
- Find the Email preferences card.
- Turn optional email categories on or off.
Account, security, billing, and payment emails are part of the service and are always sent. You can't switch those off.
Ask the assistant
In the AI chat, "what am I notified about" reads your own preferences the way this page lists them for your role, nobody else's. Changing them stays on this page for now.
FAQ
I turned everything on but I'm not getting any messages.
Proactive messages need the Dealer AI assistant to be active for your dealership and your subscription to be in good standing. Alerts with the instant chip are sent within minutes of the event, because the assistant checks for new events about every five minutes. Daily and weekly ones (like digests and aging-inventory warnings) run on a schedule, so give them a day or a week. If a teammate uses the assistant heavily, a platform-wide AI usage limit can also pause messages temporarily.
Why don't I see the inventory, deals, or compliance alerts?
Those are manager-level alerts. Only Owner and Admin / Manager accounts see and receive them. If you're on a Sales or Accounting role, that's expected. Ask your owner if you need access.
Will turning off an alert here also stop the bell or my emails?
No. These toggles only control what your assistant proactively messages you about. The top-bar bell is a separate, platform-curated list, and emails are managed in the Email preferences card on the same page.
Does the assistant ever change anything on its own when it alerts me?
The alert itself only informs you and never performs a write. If you ask for a change from that conversation, every write starts as a proposal. Manual and sensitive actions wait for your approval; an owner-authorized, eligible routine action can use Autopilot only after all final safety and permission checks pass.
I connected Telegram. Do I have to set up alerts again there?
No. Telegram reuses the same choices you set here. Whatever you've turned on shows up in both your dashboard chat and Telegram. (Telegram has to be enabled on the platform first; if there's no working connect option, it isn't turned on yet.)
Where do I find this page again?
Settings → Notifications. The card is titled What your assistant keeps you posted on.