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Two of the agent’s most important sources need no setup at all.

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Live inventory

The agent is grounded in your current stock on every reply, not on a nightly snapshot. It only references units whose assignment status is Available: physically on hand, not locked to an order already in progress, and not sold. In plain terms, a buyer could buy it today. Two consequences worth knowing:
  • A unit still in Draft but sitting on your lot is eligible.
  • A unit marked Published but already locked to another order is not.
This is a stricter test than publish status, and it is deliberate. The agent will never quote a buyer something you cannot actually deliver. If you do not stock a brand or category, the agent says so, even if older marketing copy on your website claims otherwise. Buyers asking about something out of stock get steered toward what you do have.
Awareness updates on the next conversation turn when a unit sells, arrives, or is unassigned. A unit’s publish state is reflected by the Locked indicator.

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Units without a category still get found

If some units have not been categorised yet by the matching pipeline, the agent still finds them. A question like “what ATVs do you have?” is answered by matching against make, model, description, and specs rather than a strict category filter, so newly imported stock is not silently invisible. Nothing for you to do.

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Your website

Two things happen here. The page the buyer is on. The agent reads the URL, title, and main content of the current page so it can answer “what’s the price on this one?” directly. Navigation, headers, footers, and hidden elements are skipped. Only URL and title are stored with the conversation; the body text is used for that turn and discarded. Your site URL. Used when pointing buyers somewhere useful. It is read-only on the Sales Agent Context tab and owned by Account settings → Business details. If it is unset you will see Not configured.
The agent works without a website URL, but conversations are more useful when it can point buyers to the right page. Set it during onboarding.

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Vehicle colors

When a buyer asks about a unit, the agent includes its available colors, using the real marketing names from your catalog such as “Carrara White” rather than just “white”. Automatic.

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Fees

When a buyer asks about fees, the agent quotes your configured flat fees, like documentation and setup fees. Fees on variable pricing models are deliberately not quoted. The agent points the buyer to your team for those instead of risking a wrong number.
Fee amounts come from your service fee settings. Edit them under Product settings → Transaction Engine and the agent picks up the change.