Review Your AI Assistant Configuration
Please review your setup before launching your AI assistant.
Business Information
Company Name:
Demo Real Estate Inc.
Industry:
Real Estate
Primary Challenge:
Lead Follow-Up & Management
Email:
demo@example.com
AI Assistant Configuration
Selected Assistant:
Follow-Up Assistant
Automatically sends personalized follow-up messages to your leads so you stay top of mind
without manual work.
Assistant Name:
Sarah - Real Estate Assistant
Communication Tone:
Professional & Friendly
Follow-up Schedule:
Weekly (Every Tuesday at 10:00 AM)
Connected Systems
CRM System:
✅ HubSpot CRM
Email Platform:
✅ Gmail Business
Communication Channels:
✅ Email, SMS
Lead Sources:
Website Forms, Zillow, Referrals
Expected Outcomes
Your AI assistant will:
- Automatically follow up with new leads within 5 minutes
- Send personalized messages based on lead source and property interest
- Schedule follow-up sequences for nurturing prospects
- Update your CRM with lead interactions and responses
- Save you 10-15 hours per week on manual follow-up tasks
- Increase lead response rates by 40-60%