AI Assistants

Welcome Messages Setup

Configure how your AI assistant greets visitors:

• Welcome Screen Display: Choose whether to show the welcome screen when chat opens
• Custom Welcome Messages: Add personalized greeting messages
• Multiple Variations: Create different welcome messages for variety
• Professional Tone: Ensure messages reflect your brand voice

Conversation Behavior Settings

Control how the assistant interacts with visitors:

• Hide Welcome Screen: Toggle to skip welcome screen and start conversations immediately
• Ask Follow-up Questions: Enable to gather more information from prospects
• Show Random Follow-up Questions: Add variety to conversation flow
• Show Citations with Response: Display sources for information provided
• Show Sources: Reference data sources for transparency
• Center AI Chat Window: Control chat window positioning

Add Welcome Messages

Click Add Welcome Message to create custom greetings:

• Write natural, conversational welcome text
• Include your value proposition
• Mention specific services you offer
• Keep messages concise but engaging
• Test different versions to see what works best

Conversation Starters

Set up conversation starters to guide user interactions:

• Click Add Conversation Starter to create prompts
• Focus on common real estate questions
• Include market information requests
• Add property search assistance options
• Create buying/selling process guidance

Random Follow-up Questions

Create dynamic follow-up questions to maintain engagement:

• Click Add Random Follow-up for variety
• Ask about specific needs and preferences
• Inquire about timeline and budget
• Gather contact information naturally
• Qualify leads through strategic questions

First Message Configuration

Set up the AI's initial conversation approach:

• Opening Message: Define how the AI initiates conversations
• Professional Introduction: Include your name/business identity
• Service Overview: Briefly mention what you can help with
• Engaging Questions: Include prompts to start meaningful dialogue

First Response Setup

Configure how the AI responds to initial user messages:

• Acknowledgment: Show the AI understands user needs
• Expertise Display: Demonstrate real estate knowledge
• Next Steps: Guide users toward helpful information
• Contact Collection: Naturally ask for contact details when appropriate

System Instructions

Define the AI's role, purpose, and behavior guidelines:

• Role Definition: Clearly state the AI is a real estate assistant
• Knowledge Scope: Define what topics the AI should address
• Interaction Guidelines: Set rules for professional communication
• Lead Qualification: Instruct on gathering important prospect information
• Limitations: Specify what the AI should not discuss or promise

Conversation Flow Best Practices

Design effective conversation patterns:

• Progressive Disclosure: Ask one question at a time
• Natural Progression: Build from general to specific topics
• Value First: Provide helpful information before asking for details
• Multiple Pathways: Handle different user intents and goals
• Graceful Escalation: Know when to refer to human assistance

Lead Qualification Strategies

Use the AI to qualify prospects effectively:

• Buying vs. Selling: Determine user's primary goal
• Timeline: Understand urgency and timeframe
• Budget Range: Gather financial qualification information
• Location Preferences: Identify target areas and communities
• Contact Information: Collect phone and email naturally
• Specific Needs: Understand property requirements and preferences

Model Selection

Choose the appropriate AI model for your needs:

• GPT 4o-Mini: Recommended for most real estate applications
• Performance Balance: Good balance of capability and response speed
• Cost Effectiveness: Optimized for frequent interactions
• Reliability: Consistent performance for customer interactions

Model Parameters

Fine-tune the AI's behavior with advanced settings:

• Chunks to Consider (3): Amount of context to analyze
• Min Score to Consider (0.75): Relevance threshold for responses
• Temperature (1): Controls creativity vs. consistency (lower = more consistent)
• Top P (1): Diversity of vocabulary and phrasing
• Presence Penalty (0): Encourages discussing new topics
• Max Completion Tokens: Maximum response length
• Frequency Penalty (0): Reduces repetitive language

Assistant Branding

Customize the visual identity of your AI assistant:

• Assistant Logo: Upload a 200px x 200px logo or avatar
• Professional Image: Use your headshot or business logo
• Consistent Branding: Match your website's visual identity
• High Quality: Ensure crisp, clear images for professional appearance

Background Configuration

Set up welcome screen and chat backgrounds:

• Welcome Screen Background: Choose between color or image
• Chat Screen Background: Select appropriate background type
• Color Options: Use brand colors for consistency
• Image Backgrounds: Upload professional real estate imagery

Chat Theme Colors

Customize the chat interface colors:

• Sub Header Avatar: Control avatar display in chat header
• Chat Name: Set the assistant's display name
• Color Scheme: Select colors that match your brand
• Primary Colors: Use your brand's primary color (#BFA75D recommended)
• Secondary Colors: Choose complementary colors for accents
• Contrast: Ensure readability with proper color contrast

Typography Settings

Configure font and text appearance:

• Font Selection: Choose professional, readable fonts
• Font Size: Ensure accessibility with appropriate sizing
• Color Consistency: Match text colors to your brand palette
• Readability: Test on different devices and screen sizes

Assistant Identity

Define your AI assistant's basic information:

• Name: Choose a professional, memorable name for your assistant
• Description: Write a clear description of the assistant's purpose
• Brand Alignment: Ensure the identity matches your business image
• User Recognition: Make it clear this is an AI assistant

User Interface Elements

Configure how users interact with the assistant:

• User Prompt Placeholder: Set helpful placeholder text in the input field
• Help Text: Provide guidance on how to interact with the assistant
• Clear Instructions: Help users understand the assistant's capabilities
• Professional Tone: Maintain consistency with your brand voice

Assistant Logo Upload

Add visual branding to your assistant:

• Size Requirements: 200px x 200px for optimal display
• File Formats: PNG, JPG, GIF up to 5MB
• Upload Methods: Drag and drop or click to browse
• Professional Quality: Use high-resolution, clear images
• Brand Consistency: Match your website and marketing materials

Content Strategy

Create effective AI conversations:

• Real Estate Focus: Keep conversations relevant to property and real estate services
• Local Expertise: Include knowledge about your specific market areas
• Process Education: Help users understand buying/selling processes
• Value Proposition: Clearly communicate your unique benefits
• Call-to-Action: Guide users toward scheduling consultations

Lead Generation Tips

Maximize lead capture through AI interactions:

• Progressive Profiling: Gather information gradually, not all at once
• Value Exchange: Offer market reports, guides, or insights
• Contact Timing: Ask for contact info after providing value
• Multiple Touchpoints: Create various opportunities for engagement
• Follow-up Integration: Connect AI leads to your CRM system

Conversation Examples

Sample conversation starters and responses:

• Market Questions: "What's the current market like in [area]?"
• Process Guidance: "How long does it take to buy a home?"
• Property Searches: "I'm looking for a 3-bedroom home under $400K"
• Selling Inquiries: "What's my home worth in today's market?"
• Service Information: "What services do you provide to buyers?"

Maintenance and Updates

Keep your AI assistant current and effective:

• Regular Review: Monitor conversations and update responses
• Market Updates: Keep information current with market changes
• Performance Analysis: Track engagement and conversion rates
• User Feedback: Incorporate feedback to improve interactions
• Seasonal Adjustments: Update content for seasonal market patterns

AI Not Responding Appropriately

Solution: Review and refine your system instructions. Ensure they're specific about real estate focus and include clear behavioral guidelines.

Chat Widget Not Appearing

Solution: Verify the assistant is properly saved and published. Check that the chat widget code is correctly installed on your website pages.

Responses Too Generic

Solution: Provide more specific system instructions and examples. Include details about your local market, services, and unique value proposition.

Logo or Images Not Loading

Solution: Ensure images are under 5MB and in supported formats (PNG, JPG, GIF). Check internet connection and try re-uploading.

Poor Lead Quality

Solution: Refine conversation starters and follow-up questions to better qualify prospects. Include more specific questions about needs, timeline, and budget.

Conversation Loops or Errors

Solution: Simplify system instructions and remove conflicting guidance. Test conversations thoroughly and adjust parameters if needed.