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Getting Started with CarBuddy

Welcome to CarBuddy — AI-powered automotive communications that help your dealership re-engage lost sales, convert service customers, and engage website visitors.

How it works​

CarBuddy connects to your existing data (DMS exports, SFTP feeds, or CSV uploads), identifies high-value outreach opportunities, and sends personalised multi-channel communications on your behalf. When customers reply, our AI continues the conversation and escalates genuine interest to your sales team.

Onboarding checklist​

Work through these steps with your CarBuddy account manager to go live:

  • Account setup — Your CarBuddy account is created and you can log in at portal.carbuddyai.com
  • Data integration — Choose your data delivery method: SFTP, CSV upload, or API (coming soon)
  • Campaign configuration — Your account manager configures your first product (Inbound Calls, Lost Sales, EVHC, Outbound Campaigns, Service-to-Sales, Renewals, or Webchat)
  • Sender identity verified — Your sending domain and email address are verified with SendGrid
  • Test run — A test batch is processed and reviewed with you before go-live
  • Go live — First real batch submitted and campaign activated

What to expect​

After go-live, CarBuddy runs automatically. You'll see:

  • Campaign reports in the portal showing sends, replies, and qualified leads
  • AI conversations in progress with customers who have replied
  • Handover notifications when a customer is ready to hear from your sales team

Getting help​

For technical support once you're a customer, use the portal support system. For sales enquiries, contact us.