Structurely

Best practice for what to put in your Homechat account settings

Agency/Company Info Settings

You can invite other reps/agents to join your Structurely account by clicking on the building icon (Organization) in your account

How can I add new users to Structurely?

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

How do I choose my AI Assistant's name?

You can view your AI Assistants' phone number at anytime within your Structurely account!

How do I find my AI Assistant's phone number?

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

If I contact the lead outside of Homechat will Structurely AI Assistant know?

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

Manually Creating Leads via HomeChat

Here's how your Structurely AI Assistant will notify you

Notifications

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

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

Uploading Leads via HomeChat

What if I changed CRMs?

Best practice for muting the lead in Structurely

When should I mute my AI Assistant?

Emma Holmes

FAQ's

Check out some of the greatest features in your account

Features & Functionality

Perform bulk actions quickly and easily within your Structurely account

Bulk Actions

Filter by Type, Source, Stage and Assigned Agent to find the leads you're looking for

Filters

Make finding your leads easy with Lead List Filters

Lead List Filters

Your leads, automatically categorized based on their responsiveness, interest, and readiness to move forward 🚀

Stages

Use manually and automatically created tasks to receive reminders on your leads that need follow up

Tasks

Account Basics

Find your target price range easily with Lead List Filters

Filter by Price

Some leads you want Structurely to engage, some you don't. Here's how to set that up

Lead Enrollment Rules

Intermediate Features

Integrate Structurely with your existing Twilio account

Bring your Twilio account to Structurely

Advanced Features

Would you like your Structurely AI Assistant to respond to contacts via email, as well as text? Here's how to set that up!

How to Activate Your AI Email Assistant

Have your AI Email Assistant send and receive emails on a custom domain you own

Step 1: Verify Custom AI Email Domain

Have your AI Email Assistant send and receive emails from a custom domain you set up

Step 2: Forward emails to custom domain (OUTLOOK)

Step 2: Forward emails to custom domain (GMAIL)

AI Email Assistant

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

Automatically send leads from FUB to Structurely

STEP 3: Setting up Follow Up Boss to Structurely Automations

Structurely's Tagging System Within Follow Up Boss, Explained

STEP 4: Understanding Structurely Stage Tags in Follow Up Boss

Follow Up Boss

Connect GoHighLevel and Structurely using the following steps

GoHighLevel + Structurely Integration Overview

GoHighLevel

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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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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