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Create Your First Bot

Learn how to create and configure your first AI bot in minutes.

Step 1: Access the Dashboard​

  1. Log in to your Realtor Bot Dashboard
  2. Navigate to the Bots section
  3. Click Create New Bot

Step 2: Choose a Bot Type​

Select from our 3 specialized bot types:

  • Email Responder - Handle email inquiries 24/7 with AI
  • Appointment Scheduler - Book showings and meetings automatically
  • Lead Qualifier - Automatically qualify and score incoming leads

Step 3: Configure Basic Settings​

Set up your bot's core configuration:

Bot Name: "Lead Qualifier Bot"
Timezone: "America/New_York"
Runtime: 5 minutes
Status: Active

Required Fields​

  • Bot Name: A descriptive name for your bot
  • Timezone: Your local timezone for scheduling
  • Runtime: How often the bot checks for new tasks (1-60 minutes)

Step 4: Enable Email Subflows​

Configure which email automation features to enable:

  1. Go to the Configuration tab
  2. Enable the email subflows you want to use
  3. Configure subflow-specific settings
  4. Save your changes

Step 5: Connect Integrations​

Link your tools to enable full automation:

  1. Go to the Integrations page
  2. Connect required apps (Gmail, HubSpot, etc.)
  3. Authorize access
  4. Verify connections are active

Learn more about integrations →

Step 6: Submit for Testing​

Once configured, submit your bot for testing:

  1. Click Mark Ready in your bot dashboard
  2. Our team will test your configuration
  3. You'll be notified when testing is complete
  4. Bot automatically goes live after approval

Learn about setup stages →

Next Steps​