Configure AI Assistant - AI Assistant

Set up how your AI assistant should communicate with leads and what actions it should take automatically.

Communication Style

Define how your AI assistant should communicate with leads

Communication Tone

Choose the overall tone for all communications

Your Name/Business Name

How the AI should identify itself in communications

Response Length

Follow-up Sequence

Configure when and how often to follow up with leads

First Follow-up Timing

Follow-up Frequency

Maximum Follow-up Attempts

How many times to follow up before stopping

Message Templates

Customize the messages your AI assistant will send

Initial Response Template

Use {name}, {property_address}, {phone}, {email} as placeholders

Preview: "Hi John, thank you for your interest in 123 Main St. I'd love to help you learn more about this property..."

Follow-up Template

Automation Rules

Set up smart automation based on lead behavior

Auto-respond to inquiries

Automatically send initial response when new leads inquire

Schedule automatic follow-ups

Send follow-up messages based on your sequence settings

Send property updates

Notify leads about price changes or similar properties

Market insights sharing

Share relevant market data and neighborhood insights

Priority Settings

Configure how to prioritize different types of leads

High Priority Leads

Price range above $500K High Priority

Leads interested in higher-value properties

Pre-approved buyers High Priority

Leads who mention they're pre-approved for financing

Immediate availability Medium Priority

Leads looking to buy/sell within 30 days

Response Time by Priority

High Priority

Standard Priority

Working Hours

Set when your AI assistant should send communications

Start Time

End Time

Working Days

Mon Tue Wed Thu Fri Sat Sun

Messages outside these hours will be queued for the next working period

Time Zone

Configure Your AI Assistant