Dashboard
Your AI assistant is handling your leads
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Active Conversations
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Total Contacts
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Hot Leads
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Needs Your Response
Recent Conversations
| Contact | Last Message | Status | Lead Score | Updated |
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Conversations
All conversations with your leads
| Contact | Last Message | Status | Lead Score | Channel | Updated |
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Contacts
All your leads and contacts
| Name | Phone | Lead Score | Source | Added | |
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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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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.
Pending Setup
3
Email Connection
Connect your email 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
6
Webchat Widget
Add a chat widget to your website so visitors can message you directly.
Not Started
7
📸 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
8
💬 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
9
Test Your AI
Send a test message to make sure everything is working.
Not Started