Structurely

Emma Holmes

Jesslyn Prohaska

Nate Joens

Simple steps to setting up Structurely AI Assistant with your business

Account Basics & FAQs

HomeChat is the Structurely dashboard where you can view your account settings, lead messages, success metrics, and much more!

HomeChat Dashboard Anatomy

Best practice for what to put in your Homechat account settings

Agency/Company Info Settings

You can invite new users to join your Structurely account by clicking on the building icon (Organization) in your account

How can I add new agents and/or reps?

You can invite teams to join your Structurely account by clicking on the building icon (Organization) in your account

How can I add teams?

These are the steps you take to configure your AI Assistant as a new Structurely User.

Onboarding your AI Assistant

Build a custom Text AI Agent specific to your company's use case!

Setting up Text AI Agents

Upload your non-CRM leads directly into your Structurely account!

Uploading Leads via HomeChat

Did you know? You can manually add a lead into your Structurely account via HomeChat at any time!

Manually Creating Leads via HomeChat

Want to download the Structurely App for your phone? Click here to find the links for your device!

Mobile App Links

Here's how your Structurely AI Assistant will notify you

Notifications

Getting Started

Interested in making + receiving voice calls using your Structurely AI Assistant's phone number? Here's how that works!

Outbound & Inbound Voice Calls via Structurely

Did you know that your AI Assistant will connect you - by phone - with leads that need follow up within Structurely? Learn more >>

Live Transfers from your Structurely AI Assistant

Structurely now offers a way to dial your leads directly from HomeChat!

HomeChat Dialer Option

Establish your Call AI use cases and define your Structurely AI assistant's persona!

Call AI Setup + Best Practices

Strategically adjust the cadence and workflow for Call AI that best fit your needs

Call AI Workflows

Calls + Live Transfers

Here are a few of the most common questions we get asked about our AI assistant to help get you started!  💡

💭 Structurely Quick Facts

You bet! Here are some helpful videos to get you started off...

1. Do you have onboarding videos?

Best practice for choosing Structurely AI Assistant's name in Structurely

2. How do I choose my AI Assistant's name?

Best practice for when you should login to Structurely

3. How often should I log into Structurely?

You can mute your assistant by clicking the red "Mute AI Assistant" button in your messages

4. How can I stop Structurely AI Assistant from responding?

Yes and no - Structurely AI Assistant will only communicate outside of business hours if the lead makes first contact.

5. Will my AI Assistant text people in the middle of the night?

No, any contact made outside of HomeChat, either by phone, email, or separate text will not be known to us.

6. If I contact the lead outside of HomeChat will Structurely AI Assistant know?

7. What if I changed CRMs?

Best practice for muting the lead in Structurely

8. When should I mute my AI Assistant?

You will be notified when a lead needs follow up by an agent or sales rep

9. When do I jump into the conversation?

Don't work with rental leads? No problem. Follow this quick guide to tell your Structurely AI Assistant not to qualify renters

10. Where can I turn on/off support for rental leads? (Real Estate)

Best practice for setting the lead delay in Structurely

11. How long should the lead delay be?

"Exuberant Hippo" is not actually the name of your lead 😅 Read more about what these mean

13. Why do some of my leads have goofy names?

Nope! You get your very own Structurely AI Assistant Phone Number with the local area code of your choice 🤗

14. Do you use my existing cell phone number to respond to leads?

FAQs

Setting up supported integrations within Structurely

Integrations

Connect BoomTown and Structurely with the following steps

BoomTown + Structurely Integration Overview

Setup your Structurely AI Assistant to respond to your BoomTown Leads

BoomTown Lead Responses

Need to setup a BoomTown Gmail Filter instead of using their CRM forwarding? Use this guide!

BoomTown (Gmail Filter)

Setup your Structurely AI Assistant to respond to your Boomtown leads via an Outlook filter

Boomtown (Outlook Filter)

BoomTown

Step 1 of setting up your FUB + Structurely integration

STEP 1: Entering your Follow Up Boss API Key and configure Field Mapping

STEP 2: Set up Follow Up Boss Structurely embedded app

Structurely's Tagging System Within Follow Up Boss, Explained

STEP 4: Understanding Structurely Stage Tags in Follow Up Boss

Follow Up Boss

Connect your HubSpot + Structurely accounts to level up ✨

HubSpot + Structurely Integration Overview

HubSpot

Connect LeadPerfection and Structurely using the following steps

LeadPerfection+ Structurely Integration Overview

LeadPerfection

Connect Market Sharp and Structurely [...]

Market Sharp (v2) + Structurely Integration Overview

Market Sharp (v2)

Connect your Salesforce CRM to Structurely

Salesforce + Structurely Integration Overview (Legacy)

Salesforce + Structurely Integration Overview

You've installed and connected Structurely for Salesforce - now get a conversation started with your records

Starting and managing an AI conversation from Salesforce

Managing Enrollment Tags in Salesforce + Structurely

Salesforce

Set up your Structurely AI Assistant to respond to your new Brivity leads

Brivity (Gmail Filter)

Send your lead conversation and data from Structurely back to Chime to stay in sync

Chime CRM Integration Sync

Sync your LionDesk leads with Structurely AI Assistant

LionDesk CRM Integration Sync

Setup your Structurely AI Assistant to respond to your Real Estate Webmasters leads

Real Estate Webmasters

Set up your Structurely AI Assistant to respond to your Sierra Interactive leads

Sierra Interactive

Send your lead conversations and copy lead assignment rules between Structurely and Sierra Interactive

Sierra Interactive CRM Integration Sync

Home Advisor Outlook Filter

Other CRMs & Lead Sources

Home

Contact

Case Studies

Find answers and get help from Intercom Support and Community Experts

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