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Find help with dashboard imports, service updates, technician notes and team communication. Ask a question or contribute a solution that someone else can use.
We’re starting with a moderated Q&A. The answers below are from Dealer AI Academy. Questions and suggested answers are reviewed before publication; this is not a live chat or an open discussion forum. Check back as the answer library grows.
12 answers · Starter answers by Dealer AI Academy
Getting startedWhat should I build first?
Pick one task you repeat: reviewing your job queue, preparing a manager brief or writing an internal handoff. Open the kit’s working example, use the fictional files and check the expected results before adding features.
A prompt to try
Help me choose one small dealership workflow to practice. My role is [role], and the task is [task]. Ask what result I need. Use fictional data and propose a first version with three checks for success.
Dashboard fixesMy dashboard totals do not match the report.
Check the reporting dates, filters, units and whether a second import added duplicate rows. Compare one known record and one subtotal. Reproduce the issue with fictional data before sharing code or a report.
A prompt to try
My expected total is [number] and the dashboard shows [number]. Here are two fictional rows, the date range and my current calculation code. Identify the mismatch without changing unrelated features. Explain the calculation and give a small test with an expected result.
Dashboard fixesA CSV import fails or puts data in the wrong columns.
Compare the exact column headers with the kit’s sample. Dates and quoted commas can matter. A good importer reports the bad row and preserves the last valid dataset. Work from a saved copy before editing.
A prompt to try
Here is the exact import error, the expected header, two fictional rows and the current importer code. Diagnose the smallest fix. Handle quoted commas and missing columns. Reject invalid rows without replacing the last good dataset, and provide valid and invalid test cases.
Dashboard fixesThe HTML file opens as text or a blank page.
Confirm the file ends in .html rather than .html.txt, and that it contains the complete HTML rather than a code fence or a partial patch. Open a known-good backup. If it is still blank, give your AI tool the visible error and current source with fictional data.
A prompt to try
My local HTML dashboard opens as [blank page/text]. I use [browser]. Here is the current file and visible error, using fictional data only. Find the smallest fix and return one complete HTML file. Explain how to save and reopen it. Preserve all existing calculations.
Service advisorsHow do I draft an update without promising too much?
Give the AI only verified status and the next check. Separate an update reminder from a promised repair completion. Review the draft against the source and use your dealership’s approved communication process. Nothing in the kit sends it for you.
A prompt to try
Draft a short update from these fictional facts: [verified facts]. Keep missing ETA, price, authorization and completion unknown. Do not infer a diagnosis. Return customer-facing wording and a separate internal facts-to-check list. Draft only; do not send.
Service advisorsShould every old repair order be flagged as overdue?
Age alone does not show that someone missed a task. Keep the waiting reason, next action and review date visible. An external warranty or parts wait may have a future review date; it can still need a separate customer update.
A prompt to try
Using these fictional job rows and as-of date [date], separate due status reviews from future reviews and customer-update reminders. Do not treat a waiting claim as approved or paid, or imply neglect from age alone.
TechniciansCan AI clean up technician notes?
It can help structure the facts you supply. Keep observations, work performed and next checks separate. A polished sentence must not add a test result, diagnosis, measurement, repair or verification that was never recorded.
A prompt to try
Rewrite these fictional notes into Reported concern, Observation, Work performed and Next check. Mark unsupported sections Not supplied. Do not invent measurements, diagnosis, labor time, repairs or completion. Show any wording whose meaning may have changed.
TechniciansCan I use this kit for diagnostic or repair instructions?
The technician kit covers workflow and documentation. It does not establish a diagnosis or supply vehicle repair procedures. Use the applicable current OEM information, dealership process and qualified judgment. Even a summary of an approved procedure needs checking against the source.
Link to this answerManagers & salesDoes buying a kit start sending automated emails?
No. The manager and sales kits teach draft generation and a scheduling workflow. Sending requires your own approved email and automation service, permissions, source connection, checked recipients and testing. Start with drafts and retain a way to stop a workflow.
Link to this answerManagers & salesIs hiding a tab enough to make employee data private?
A hidden tab or filter does not restrict access to data embedded in a file. Use a separately minimized dataset for each intended viewer, or a properly designed system with access controls. Do not place pay or other private employee details in a shared sample.
Link to this answerGetting startedWhat information should I use while learning?
Use the fictional files included in the kits. Before moving to actual reports, get workplace approval for the tool, data and sharing. Removing customer names does not by itself make a report appropriate to upload. Do not post customer records, credentials or confidential screenshots here.
Link to this answerGetting startedWhat makes a support question easy to answer?
Include your kit, browser, the exact steps, the expected result and what happened instead. Add two fictional example rows if needed. Keep the question focused on one issue. Use the form below for a question, a correction or a suggested answer.
Link to this answerBuild the answer library
Ask a question.
Or share a useful fix.
Include the kit, your browser, what you expected and what happened. Use fictional examples only. We review submissions and may combine similar questions into one clear answer.
Your email stays private. Choose No if you want your submission kept private. Do not include customer records, passwords, API keys, employee pay or confidential dealership reports.
For purchase access or refund requests, use Support & refunds. This board is for learning and workflow questions; it does not provide vehicle diagnosis or repair advice.
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