Typically leads come through to us with Name, Phone Number, Email Address, Lead Type, and Source. If your lead source provides additional details like the address they were interested in, we may be able to set that up as well.

Best practice is to not to jump into the conversation until the lead is fully qualified, or an appointment has been set. Jumping into the conversation will mute the assistant, and unmuting will not guarantee that drip campaigns and follow ups continue as originally planned. We recommend reaching out to the lead alongside of the assistant, and only muting the AI once you make contact with that lead.

If someone says “remove” the AI will mute itself and won’t send any more messages. This is essentially an opt-out, and we cannot continue a conversations once they have opted out. If they say they aren't interested right now - we will enroll them in a "reconnect later" campaign.

No, you cannot delete a lead. However, you can “Close” their conversation and it will organize the lead out your Messages view. You can still pull up this lead in the "Leads" page, but it won't be cluttering up your "Messages" panel.

⚠️ Please Note: Closing a lead does not automatically mute the assistant. You will want to mute the assistant prior to closing if you want the conversation to end.

The call will automatically forward the phone listed in your account settings.

The call will ring through from and appear as the lead’s phone number - not the AI’s

Texting laws prohibit follow-up after the opt-in phase expires. This is typically 12-18 months after they initially opt-in.

We automatically mention a few mainstream lead sources by name - if the CRM is communicating that lead source to us

➡️ Facebook, Zillow, Realtor.com, and Trulia for example

If the lead comes from a different source, or we don’t know the source, we will default to “our website”.