Overview
The AI Assistant is embedded in the BI dashboard and mobile application to help real estate agents streamline their workflows. Key functionalities include:
- Real-Time Business Insights: Access key performance indicators (KPIs), lead tracking, and sales analytics.
- Task Automation: Helps manage appointments, reminders, and client follow-ups.
- Integration Assistance: Guides users through CRM
- FAQ & Troubleshooting: Provides instant support for common queries.
- Mobile Access: Available in the agent-facing mobile app for on-the-go assistance.
- Getting Personalized Insights: The AI will analyze your past performance and suggest areas for improvement
How to Use
Accessing the AI Assistant
- Open the BI mobile application.
- Click "Login" to access your dashboard.
- Click on the message icon on the bottom right of the dashboard
.
- Click on the camera icon from the window pop up
- Follow the provided instructions below or request additional assistance.
Best Practices for Interaction
- Ask specific questions like "How do I check my lead sources?"
- If the response is unclear, ask for clarification.
- Follow step-by-step instructions provided by the AI.
Sample Questions
Below are common questions that the AI Assistant can answer:
Dashboard Usage
- What is the purpose of the BI Dashboard?
- How will the dashboard help me as an agent?
Account and Settings
- How do I update my password?
Performance Tracking
- Where can I see my closed sales volume for this month?
- Can I track whether my goals for calls and transactions have been met?
Troubleshooting Common Issues
Issue: AI Assistant is not responding.
- Ensure you have an active internet connection.
- Refresh the dashboard or mobile app.
- Restart the application and try again.
Issue: Incorrect or outdated responses.
- Report discrepancies to support for real-time updates.
Issue: Cannot find specific reports or metrics.
- Ask the AI Assistant for navigation guidance.
- Contact support@realsynch.com
Support and Contact Information
For additional help, contact the RealSynch support team via:
- Help Center: Accessible through the BI Dashboard.
- Feedback Form: Accessible through the BI Dashboard.