👋 Let's get your Structurely AI Assistant setup with your FirePoint account.
Before you proceed with setting up the outlook filter, you need to watch these 2 videos to understand how Structurely works and how to find your forwarding email and setup your AI Assistant's phone number.
➡️Individual Account Overview: https://youtu.be/HenYTNySIfQ
➡️How to Get Setup: https://youtu.be/YKZANZttPiI
After watching the 2 videos above you can proceed with the steps below.
Here's how to get setup with Outlook:
👉 Log in to your Outlook account
👉 Select the "Settings" icon from the top right then select "View Full Settings" from the drop down.👇
👉 Select "Rules" then "Add new rule" 👇
👉 Name your New Inbox Rule "FirePoint + Structurely" (or whatever you like) 👇
👉 From the Add an Action section, select "From" from the dropdown. 👇
👉 In the new field, type "firstname.lastname@example.org" and hit enter to lock in the value. Then click "Add another condition"👇
👉 From the new dropdown, find and select the "Subject includes" field👇
👉 In the new field, type the word "lead" (excluding the quotation marks) and hit enter on your keyboard.👇
👉 Now, go to the "Add an action" section and click the dropdown, then find and select the "Redirect to" field👇
👉 In the new field, type your unique email@example.com email (found in your HomeChat dashboard) and hit enter on your keyboard👇
👉 Now, go to the "Add exception" section and click the dropdown, then find and select the "Subject or body includes" field👇
👉 In the new field type in Zillow and press enter, then type in Zillow Partner Connect and press enter, then type in Trulia Partner Connect and press enter👇
❗ ❗ ❗ YOU CAN THEN CLICK SAVE IN THE TOP RIGHT TO SAVE YOUR NEW RULE ❗ ❗ ❗
👉 Your new rule should now be saved and toggled ON, and should look like below👇
🎊 Nice job, your FirePoint leads will now be responded to by your Structurely AI Assistant!
Okay, so here's how to make sure it's working
Go to a contact form that funnels to your FirePoint account on your website and fill out the lead inquiry form.
Please use your own name and phone number to fill out this test form. 😅
👍 You should have now received a response from your AI Assistant via SMS through your Structurely AI Assistant's Phone Number to the number you filled out.
You should also see a new lead in your HomeChat Dashboard with the lead's contact details and with the message your Structurely AI Assistant responded with.
Tell us if it didn't work!
If you aren't receiving a response from your AI Assistant, or don't see the new lead in your HomeChat dashboard, shoot us a message via the little floating live chat bubble in the bottom right of this page 😃
Or you can send an email to firstname.lastname@example.org and I'll get back to you!
🚀 The Structurely Team