Getting started
Set up in a few minutes
From sign-up to your first reply.
- 1Go to Create account. Sign up with your email, or with Google.
- 2Answer a few questions: your name and brokerage, the areas you serve, how fast you like to reply to leads, and your working hours.
- 3Name your assistant, pick how it looks, and choose how it writes: professional, friendly, concise and more, how long its emails are, and your sign-off.
- 4Connect your email and calendar. Or choose Use demo data to look around with a pretend inbox first.
- 5Pick what it may do on its own. Sending email starts on Ask first, so everything waits for you.
- 6Before you finish, it reads your recent mail and shows you who's waiting on you. Choose a paid plan before setup to activate your workspace.
Home then shows a short Getting started list: connect your real email, send your first reply with the assistant, turn on phone alerts, set up one rule, and turn on your booking link. Each one ticks itself off when it's really done.