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Realtor Bot Documentation

AI-powered automation for real estate professionals. Automate workflows, engage leads, and close more deals.

Overview​

Every Realtor Bot account comes with intelligent automation bots that handle repetitive tasks, allowing you to focus on what matters most - building relationships and closing deals.

Features​

Intelligent Bots​

You don't have to be a developer to automate your business. Our bots make automation as easy as filling out a form.

Seamless Integrations​

Connect with the tools you already use - CRMs, email providers, calendars, and MLS systems.

Powerful Analytics​

Track performance and optimize your automation with detailed insights and conversation logs.

Workflow Automation​

Build complex workflows with triggers, actions, and conditional logic. Save your favorite workflows to reuse later!

Additional Features​

  • Realtor Bot extends your capabilities with AI-powered automation
  • Every account includes full access to all bot types
  • Automatic CRM updates and lead management
  • Import data directly from CSV or your existing CRM
info

Bot analytics update in real-time and include conversation logs, but do not include historical data from before the bot was created.

Available Bots​

We currently offer 3 core bot types:

Learn more about all the available bots.

Terminology​

Bot vs Automation?​

A "bot" in Realtor Bot refers to an intelligent automation agent that can perform tasks on your behalf. Think of it as a virtual assistant that never sleeps.

Bots can handle various tasks like responding to emails, scheduling appointments, qualifying leads, and updating your CRM. Each bot is configured with specific triggers (when to act) and actions (what to do).

We use the term "bot" because it's simple and describes what it does - it's a robot that automates your work.

Tips​

  • Start with one bot and expand as you get comfortable
  • Monitor bot performance regularly in the analytics dashboard
  • Test bots thoroughly before deploying to production
  • Keep your integrations connected and up-to-date

Next Steps​