WhatsApp training · Dealer playbook
No app to install. Save one number, message it like a person, and your costs, photos, license discs, sales and queries land on the right unit automatically. This page shows you every way to use it.
AutoMargin
online
09:14 ✓✓
add to blue Polo Vivo
09:14 ✓✓
Sn16221 — 2022 VW Polo Vivo 1.4 Trendline (Blue).
Allocate R 190,00 for Wash & Dry at PRO CARWASH on 2026-04-28.
Confirm?
09:14
yes
09:14 ✓✓
Done — Sn16221 · 2022 VW Polo Vivo Trendline. R 190 wash allocated.
Current profit: R 27 940.
09:14
The AI is good. These habits make it great. Skim them once, refer back any time.
Tip 01
Don't just say "add to Hilux." Say "add the photo I just sent to the white Toyota Hilux gallery," or "use the licence disc to update the info for the Blue Polo." The AI uses what you say to pick the right unit.
Tip 02
Photos of receipts, license discs, or written documents always come back with a "Confirm?" prompt. Reply yes / ja / yebo / 👍 to commit, or correct the values first.
Tip 03
Snap a photo of any handwritten invoice. Vendor, amount and a short description get pulled out automatically. Add the unit reference ("add to white Hilux") and you're done.
Tip 04
We're at ~95%. The Confirm? prompt is your last chance to spot a misheard amount, wrong unit, or a date the OCR flipped. Always glance before you say yes.
Tip 05
Words like cancel / scrap that / never mind / abort close the conversation cleanly. If you start a new instruction without cancelling, the AI may still think you're correcting the previous one.
Tip 06
Two messages back-to-back can be merged onto the same unit. If you've already pressed send, finish that flow first — then send your next request.
Tip 07
Vehicle pics go to the unit's gallery, license discs and forms go to Documents, receipts become expenses. The AI guesses well, but a phrase like "add to gallery" or "save as document" makes it foolproof.
Tip 08
Whoever messages from WhatsApp must be on the team with that exact mobile number on their profile. If we can't match the number, you'll get a friendly reply pointing you to your Profile.
Tip 09
Snap the full SA renewal form (coat of arms, receipt, round disc cut-out at the bottom) and AutoMargin sees both an expense and a new disc. It'll ask: 1 expense only, 2 expense + update info, or 3 update info only. Reply with the number.
Tip 10
If a supplier emails you the PDF/photo, just forward to your dealership's AutoMargin address (Settings → AI Import). Same OCR, same Confirm? prompt, same allocations — straight from your inbox.
Section
Log a cost · attach a doc · update a unit · mark sold
Scenario 01 · TEXT
You
Allocate R450 valet for white Hilux
AutoMargin
Done — Sn14021 · 2024 Toyota Hilux 2.8GD-6 Raider 4×4 (White). R 450 valet allocated.
Current profit: R 47 250.
Format: action — amount — description — unit. When all three come from clear text (unit, amount, description) with no photo or voice OCR involved, the AI skips the confirmation step and acts straight away.
Scenario 02 · VOICE
You · Voice note
“R1 800 to valet for the white Hilux”
AutoMargin
Done — Sn14021 · 2024 Toyota Hilux Raider.
Heard: “R 1 800 to valet for the white Hilux”
Talk like you would to a colleague. Free-form is fine — just say which unit.
Scenario 03 · PHOTO + CAPTION
You · Photo
You
add to blue Polo Vivo
AutoMargin
Sn16221 — 2022 VW Polo Vivo 1.4 Trendline — (Blue).
Allocate R 190,00 for Wash & Dry at PRO CARWASH on 2026-04-28.
Confirm?
Receipt OCR pulls amount, vendor and date. You name the unit; AI never guesses the vehicle from the receipt.
Scenario 04 · DISC + CAPTION
You · Photo
You
use this disc for the blue Ranger
AutoMargin
Sn14029 — 2020 Ford Ranger 3.2TDCi Wildtrak — (Blue).
Update with register HNC019X, licence CY4XXX, VIN AAVZZZ6XXXXXXXX1384, engine no CKBxxxx44.
Confirm?
Disc OCR fills in registration, licence number, VIN and engine number — applied to the unit you name.
Scenario 05 · RENEWAL FORM
You · Photo
Full licence renewal form
Replace with a real photo of the SA MVL1 renewal form — coat of arms at top, receipt section, round disc at the bottom.
Replace meYou
use this for the blue Ranger
AutoMargin
I see this is a full licence document. It contains both a payment receipt and the new disc. What should I do?
Reply 1, 2 or 3.
You
2
AutoMargin
Done — Sn14029 · 2020 Ford Ranger Wildtrak. R 720 licence renewal allocated, and disc fields refreshed (register, licence no, VIN, engine no).
The full A4 form is both a payment receipt AND a fresh disc. AutoMargin spots it and asks how to handle it — pick 1, 2 or 3.
Scenario 06 · GALLERY UPLOAD
You · Photo
You
add these to the white Hilux gallery
AutoMargin
Done — added 2 photos to Sn14021 · 2024 Toyota Hilux Raider.
Send the photos first, then a quick caption. Multiple photos in one go are fine.
Scenario 07 · UPDATE
You
update the black Jaguar — mileage 87 000, asking 449 900
AutoMargin
Sn15008 — 2018 Jaguar F-PACE 25t Pure — (Black).
Set mileage to 87 000 km and asking price to R 449 900.
Confirm?
You
yes
AutoMargin
Done — Sn15008 · 2018 Jaguar F-PACE 25t Pure updated.
Mileage, colour, year, asking price — fix or top up any field by speaking it.
Scenario 08 · SALE
You
mark the blue Polo sold for R 219 000 to John Smith, EFT
AutoMargin
Sn16221 — 2022 VW Polo Vivo 1.4 Trendline — (Blue).
Mark sold for R 219 000 to John Smith via EFT on today.
Confirm?
You
yes
AutoMargin
Done — Polo Vivo sold. Final profit: R 28 410.
Buyer name and payment method optional but useful for invoicing & follow-up.
Scenario 09 · EMAIL
AutoMargin
Filed: R 2 350 · Mech.Service · Bosch Workshop on Sn14021 · 2024 Toyota Hilux Raider.
If it can't match the unit, you'll see it in Inbox → Unallocated with a one-click attach button.
Forward to your dedicated AutoMargin email. AI files it on the right unit if it can; otherwise it lands in your Inbox.
Section
Quick lookups while you're on the floor
Scenario 01 · LIST
You
list all rangers
AutoMargin
5 Rangers in stock:
Replies stop the conversation cleanly. If you want to act on one, just message a fresh instruction afterwards.
Scenario 02 · STATS
You
profit for last month
AutoMargin
Last month you sold 10 vehicles, with total sales of R 3 083 500 and a total profit of R 326 100.
Supports today, this week, this month, last month, this year, all-time. Anything more specific lives on the Reports page.
Scenario 03 · UNIT QUERY
You
how much have I spent on the black Jaguar?
AutoMargin
Sn15008 — 2018 Jaguar F-PACE 25t Pure — (Black).
Total spent so far: R 18 740 across 6 expenses (Mechanical · Body · Sales prep). Profit so far at current asking: R 31 360.
Quick way to sanity-check recon spend before pricing for sale.
Scenario 04 · UNIT STATUS
You
whats pending on AM-014?
AutoMargin
AM-014 — 2019 BMW X3 xDrive20d (Mineral Grey).
3 things still missing: VIN, registration, and at least one photo for the gallery. Asking price not yet set.
Useful when handing over to a sales rep or following up on recon.
Scenario 05 · STOCK VALUE
You
stock value
AutoMargin
32 units on the floor.
Sums purchase prices + recon spend across every unit still on the floor — your real cash-on-the-floor number.
Scenario 06 · AGED STOCK
You
show me oldest stock
AutoMargin
5 units with longest days-in-stock:
Anything sitting too long bleeds margin. Ask any time to flag units that need a price tweak or a fresh listing.
Scenario 07 · SUPPLIER
You
how much did I pay Bosch Workshop this month?
AutoMargin
Bosch Workshop · R 14 250 across 6 invoices this month, spread over 4 units:
Tally how much you've routed to one workshop, panel beater or valet across the period.
Scenario 08 · REP STATS
You
what did Pete sell this month?
AutoMargin
Pete · 3 units sold this month, total R 928 000:
Surface units sold per salesperson for the period. Pairs nicely with the rep payouts on the Reports page.
Need a custom date range, per-rep performance, aged-stock filter or export? Those live on the Reports page — WhatsApp keeps the read-only quick-asks light so it stays fast.
Section
Drop real screen-recordings into these slots
Each tile below is a placeholder. Swap in a real 20-40 second screen capture of your own WhatsApp thread and the strip becomes the fastest visual training a new staff member can sit through.
Recommended: 9:16 portrait · MP4 · < 6 MB
Video · 0:18
Replace with a real screen recording of this flow.
Replace meQuick text expense
0:18Video · 0:24
Replace with a real screen recording of this flow.
Replace meVoice note for valet
0:24Video · 0:36
Replace with a real screen recording of this flow.
Replace mePhoto + caption on receipt
0:36Video · 0:42
Replace with a real screen recording of this flow.
Replace meLicence renewal · 3-way choice
0:42Video · 0:22
Replace with a real screen recording of this flow.
Replace meMark a unit sold
0:22Video · 0:14
Replace with a real screen recording of this flow.
Replace meAsk for monthly profit
0:14Don't
"add to triton"
Do
"add to my white Mitsubishi Triton"
Vague unit references send the AI to a disambiguation list. Add make + colour and it goes straight through.
Don't
"R450 valet"
Do
"R450 valet for AM-014"
Without a unit reference the AI can't allocate the cost — you'll get asked which one it's for.
Don't
Send photo, then text, then text again — all within seconds
Do
Send photo + caption together, wait for the Confirm? prompt, reply yes, then your next instruction
Back-to-back messages can be merged into one turn and end up on the same unit.
Don't
Send full renewal form, reply "yes" to the 1/2/3 prompt
Do
Reply with the number — 1, 2 or 3
The renewal-form prompt isn't a yes/no question. A bare 'yes' just gets re-prompted — pick the option that matches what you want done.
Ready to try it
Pro tier includes 1 000 free WhatsApp messages a month. Top up R 50 for 500 more, R 100 for 1 000, or R 200 for 2 000 — credits never expire and aren't locked to a billing cycle.
