Using the CarBuddy Portal
The CarBuddy portal at portal.carbuddyai.com gives your team visibility into campaign performance, data imports, and support.
Logging in
Visit portal.carbuddyai.com and sign in with the email address your account manager used to set up your account. Authentication is handled via single sign-on — no separate password to manage.
Roles
| Role | Access |
|---|---|
| Client | Your campaigns, your reports, your tickets |
| Group Admin | All locations within your dealer group |
| Admin | CarBuddy team only — full access |
Contact your CarBuddy account manager if you need a role adjusted.
Reports
The dashboard shows:
- Campaign overview — sends, open rates, reply rates, qualified leads for each active campaign
- Recipient review — inspect individual records, see their outreach history, mark as do-not-contact
- Import history — all data batches received, with row counts and quality scores
Uploading data
Use the Upload CSV button in the portal to submit a one-off data file. For recurring imports, set up SFTP instead. See the CSV format guide for required columns.
Support
Use the Support section in the sidebar to submit a ticket. The CarBuddy team receives an alert and will reply within one business day. Replies are sent to your registered email address.
Settings
API keys for your SFTP integration are managed under Settings → SFTP Access. Contact your account manager to rotate credentials.