Dealersip Knowledge Base

Version 1.0.9758  |  Last updated August 20, 2026

Administration

The Admin section in the sidebar provides access to administrative tools and settings.

Access Restrictions

  • This section is exclusively accessible to users with Admin or Super Admin roles.
  • Options within the Admin section, e.g. Dealership Setup or Website Settings, are not listed in the Access Control panel in the Manage Users window. So there is no option to authorize a standard user for these options.
  • There are no separate permissions for individual admin features — access is determined solely by admin status.

To access this section, expand the Admin tab from the sidebar menu.

Setup

Setup includes various settings to customize this software. This has Admin-Only access. This means only admins can use Setup page. It cannot be controlled via Manage Users section. Setup page contains following tabs that are displayed on the header bar on the top:

  1. Dealership Setup
  2. System Settings
  3. Print Settings

Dealership Setup

Dealership Setup section includes critical settings that change the behavior of this software.

Read Dealership Setup →

Accounting Settings

Set the default accounts Dealersip uses for automatic entries, and the dealership's financial year. Covers payable, receivable, bank, cash, purchase, sale and trade-in defaults.

Read Accounting Settings →

System Settings

System settings tab in Setup page contains settings that impact entire Dealersip software.

Read System Settings →

AI Settings

This section allows you to configure AI. Here you can configure how AI generates website content, or replies to Google reviews etc.

Bella Chat Agent Settings

The Bella Chat Agent Settings allow you to control how your AI assistant appears and engages with visitors on your dealership website. From this section, you can enable or disable the AI agent, customize its name, and define the nudge message used to proactively start conversations.

Note: These settings do not take effect for visitors who already have your dealership website open in their current session. For example, if you turn off the AI Chat Agent, it will be disabled immediately for new visitors. However, users who already have the website open will continue to see the AI Chat Agent for the duration of their current session. The updated settings will apply the next time they visit the website (typically after at least 20 minutes, once their session has expired).

Enable AI Chat Agent

This option is used to turn the Bella AI Chat Agent on or off. When enabled, Bella will actively monitor visitor behavior, engage users, and assist in converting them into leads. When disabled, the AI chat functionality will not be available on your website.

Agent Name

The Agent Name is the identity shown to visitors during greetings and conversations. Choosing the right name is important because it creates a sense of familiarity and comfort. A well-chosen name can make visitors feel they are interacting with someone who understands their region and language.

It is recommended to use a name that feels local and relatable to your audience. For example:

  • India (General): Mohini, Sujata, Neha
  • Punjab: Simran, Gurpreet, Harpreet
  • Delhi / North India: Sujata, Anjali, Ritu
  • Canada: Emily, Jessica, Ashley, Olivia
  • USA: Sarah, Megan, Lauren, Chloe

A familiar name builds trust instantly. It also subtly signals to visitors that the AI agent can communicate comfortably in their language and context.

Nudge Text

The Nudge Text is a proactive message shown by Bella AI when it detects that a visitor has a higher buying intent. This message does not appear to every visitor. It is only triggered when the system determines that the user is actively exploring vehicles and may be interested in making a purchase.

The purpose of the nudge is to encourage the visitor to start a conversation. Once the visitor engages, Bella continues the conversation, understands requirements, and gradually collects contact details such as name and phone number so your sales team can follow up.

Your nudge message should be:

  • Friendly and conversational
  • Helpful and relevant to the visitor’s activity
  • Lightly persuasive with a marketing tone
  • Short and easy to read

Example:

Looking for something specific? I can help you find the right vehicle and share the best available offers.

Best Practices

  • Use a local, familiar agent name to build trust
  • Avoid generic or robotic-sounding names
  • Keep nudge text short and engaging
  • Focus on helping rather than selling aggressively
  • Encourage conversation, not form filling

Important Note

Bella AI engages visitors only when there is meaningful intent. This ensures that conversations feel natural and relevant, improving both user experience and lead quality.

 

Enable AI Chat Agent

This option is used to turn the Bella AI Chat Agent on or off. When enabled, Bella will actively monitor visitor behavior, engage users, and assist in converting them into leads. When disabled, the AI chat functionality will not be available on your website.

Agent Name

The Agent Name is the identity shown to visitors during greetings and conversations. Choosing the right name is important because it creates a sense of familiarity and comfort. A well-chosen name can make visitors feel they are interacting with someone who understands their region and language. For more information refer to this link.

Nudge Text

The Nudge Text is a proactive message shown by Bella AI when it detects that a visitor has a higher buying intent. This message does not appear to every visitor. It is only triggered when the system determines that the user is actively exploring vehicles and may be interested in making a purchase. For more information refer to this link.

Managing Users

The Manage Users screen can be accessed by expanding the Admin section in the sidebar and clicking on Users.

Read Managing Users →

Website Settings

Learn how Website Settings power your auto dealership website and car dealership website in Dealersip. Update business info, branding details, ads data, and contact information with immediate effect.

Read Website Settings →

Manage Account

The Manage Account screen can be accessed by expanding the Admin section from the sidebar and clicking on Manage Account.

Read Manage Account →

Forms

Forms in Dealersip - questionnaires your dealership defines once and answers on each purchase or sale, then prints on a template.

Read Forms →

Templates

Templates in Dealersip - printable documents you design once, which Dealersip fills with each purchase or sale's own details.

Read Templates →