Skip to main content
The agent knows about your active promotions and your OEM’s promotions, and brings up the ones a buyer actually qualifies for.

​
The part worth understanding

Promotion targeting is a rule evaluated when the buyer asks, not a fixed list of vehicles picked when you created the promotion. So a promotion you write today automatically covers qualifying units you take in next month. You do not have to go back and add them. The agent will surface a deal on a unit that did not exist when the promotion was written.
This is the same promotions engine that runs in checkout, so a deal the agent mentions is the deal the buyer gets at payment.

​
What the agent handles

  • Your own dealer promotions
  • OEM promotions you have accepted
  • Stacking rules, so it does not promise two deals that cannot combine
  • Per-rooftop availability, so it does not offer a sibling store’s promotion

​
Keeping it accurate

The agent reads your live promotion configuration, so accuracy is a matter of keeping that current. Two things to watch:
  1. Expired promotions. End them in the Admin Portal rather than leaving them running.
  2. Promotions only described in a knowledge document. If a promotion exists as a PDF you uploaded but not as a configured promotion, the agent may describe terms that checkout will not honour. Configure it properly and delete the stale document.
A promotion that lives only in an uploaded document is the most common source of a mismatch between what the agent promises and what the buyer is charged.