AutomatedRealtor

Dashboard

Your AI assistant is handling your leads

Active Conversations
Total Contacts
Hot Leads
Needs Your Response

Leads This Week

Lead Sources

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Avg Response Time
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AI Handled
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Qualified Leads

Recent Conversations

Contact Last Message Status Lead Score Updated
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Messages

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Select a conversation

Choose a conversation from the left to view messages

Contact Details

Select a conversation to see details

Contacts

All your leads and contacts

Name Phone Email Lead Score Source Added Actions
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Escalations

Conversations that need your attention

Contact Reason Priority Escalated Action
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Listings

Your property listings for AI matching

Address Price Beds Baths Sqft Status
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Analytics

Track your lead performance and AI efficiency

Total Leads
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Qualified Leads
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Conversion Rate
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AI Handled
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Leads Over Time

Lead Sources

Lead Funnel

Activity by Hour

12am6am12pm6pm11pm

Widget Customization

Customize your website chat widget appearance

Appearance

Content

Behavior

Set to 0 to disable auto-open

Live Preview

Chat with us
AI-powered • Usually replies instantly
Hi! How can I help you today?

Embed Code

Click to show

Onboarding

Complete these steps to get your AI assistant running

Account Created
Your account has been set up and you have access to the portal.
Complete
2
Phone Number
A dedicated phone number for your AI assistant to send/receive SMS.
Not assigned yet
3
Email Connection
Connect your email domain so AI can send responses from your address.
Pending Setup
4
Service Areas
Define the areas where you operate so AI can qualify leads correctly.
Not Started
5
Listings Website
Add your listings website so AI can match leads with properties.
Not Started
Add New Website
6
Business Hours
Set your availability so the AI knows when to say "I'll have an agent follow up tomorrow" vs. connecting them immediately. Leads outside hours still get instant AI responses, but expectations are set correctly.
Not Set
7
Webchat Widget
Add a chat widget to your website so visitors can message you directly.
Not Started
8
Connect Instagram
Connect your Instagram Business account to receive and respond to DMs automatically.
Not Connected

Requires Instagram Business or Creator account linked to a Facebook Page

9
Connect Facebook Messenger
Connect your Facebook Page to receive and respond to Messenger messages automatically.
Not Connected

You must be an admin of the Facebook Page

10
Connect TikTok
TikTok integration is coming soon. We'll notify you when it's available.
Coming Soon
11
Test Your AI
Send a test message to make sure everything is working.
Not Started

Account Settings

Profile Information

Change Password

Notification Preferences

Get notified via SMS or email when important events happen. Reply TAKE to any SMS to instantly take over a conversation.

How to notify you

Quiet Hours

What to notify you about

CRM Integration

Connect your CRM to automatically sync leads when they're qualified.

Property Match Alerts

When you add a new listing, automatically notify leads whose preferences match.

Alert Channels:

Usage & Billing

Content Dashboard

View content status for your active listings

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Active Listings
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Content Pieces
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Pending Approval
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Scheduled Posts

Active Listings

Property Status Content Approved Scheduled Actions
No listings yet. Add your first listing to get started.

Pending Approvals

No content pending approval

Content Calendar

Schedule and manage your content across all platforms

January 2026
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FRI
SAT

Content Uploads

Upload raw footage for AI processing

Upload Files

Drop files here or click to upload

MP4, MOV, AVI up to 500MB

Files will be associated with the selected listing for content generation.

Recent Uploads

Filename Listing Size Status Uploaded
No uploads yet

Content Library

Browse and manage all generated content

No content generated yet

Evergreen Inbox

Upload general content (market tips, buyer advice, neighborhood tours) for AI processing

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In Inbox
0
Processing
0
Processed

Inbox Items

Filename Type Size Status Notes Uploaded Actions
No evergreen content yet. Upload your first video to get started.

Brand Settings

Configure your branding for consistent content output

Brand Identity

Content Preferences

Guide AI on what moments to highlight from your videos. Leave blank for automatic selection.

Content Preview

Follow-Up Sequences

Automated nurture keeping you top-of-mind with cold leads

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Active
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Paused
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Completed
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Messages Sent

Active Sequences

AI-personalized messages sent automatically
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How Follow-Up Sequences Work

🔄 Auto-Enrollment
When a lead goes quiet for 72+ hours, they automatically enter a 180-day nurture sequence.
🤖 AI Personalization
Every message is personalized using the lead's conversation history, preferences, and market data.
⏸️ Smart Pausing
If a lead replies, the sequence pauses automatically so you can have a real conversation.
🛡️ Compliance Built In
Fair Housing compliant, STOP keyword handling, opt-out links, and agent attribution on every message.