> ## Documentation Index
> Fetch the complete documentation index at: https://docs.vaile.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# AI Playbook

> Configure custom knowledge and rules for your AI assistant

## Overview

The AI Playbook allows you to add custom rules and knowledge that your AI assistant will use when responding to customer inquiries. This ensures your assistant provides accurate, policy-compliant responses aligned with your dealership's operations.

## How It Works

Navigate to **Setup** → **AI Playbook** to add custom information organized by category. Each entry you add becomes part of your AI assistant's knowledge base.

## Categories

### Persona & Tone

Customize your assistant's communication style to match your brand.

<Note>
  Your assistant is already configured as a friendly, professional sales agent following industry best practices. Use this section to add brand-specific terminology or communication preferences, not core personality traits.
</Note>

**Example:**

```
Always refer to our dealership as "the family" when talking about our team.
Use "partner" instead of "customer" when addressing buyers.
```

### Finance Details

Specify financing options, terms, and policies.

**Example:**

```
We offer financing through our partner banks with rates starting at 3.9% APR
for qualified buyers. We accept trade-ins as down payments. Pre-approval
takes 24-48 hours.
```

### Trade-In Process

Outline your trade-in policies and procedures.

**Example:**

```
We accept trade-ins on all vehicle purchases. Trade-in valuations are valid
for 7 days. We need the vehicle title, registration, and keys for appraisal.
Appointments are recommended but walk-ins are welcome.
```

### Service & Warranty

Detail service department information and warranty coverage.

**Example:**

```
Our service center is open Monday-Friday 7am-6pm, Saturday 8am-4pm.
All new vehicles include a 3-year/36,000-mile warranty. We offer
complimentary first oil change and multi-point inspection.
```

### Terminology

Specify preferred phrases and language to use or avoid.

**Example:**

```
Always say "pre-owned" instead of "used". Refer to our sales team as
"vehicle specialists". Use "investment" when discussing price.
```

### Custom

Add any other important information not covered by the categories above.

**Example:**

```
We have a dedicated EV charging station on-site. Military and first
responder discounts available with valid ID. We price match local
competitors within 50 miles.
```

## Best Practices

* Be specific and factual
* Keep entries concise and clear
* Update regularly as policies change
* Test your assistant after adding new rules

<Note>
  Changes take effect immediately. Test your assistant using the chat widget to verify the information is being used correctly.
</Note>