RealSynch Business Intelligence

Realsynch Business Intelligence AI Bot

Jenny
Jenny

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 and third-party tool integrations.
  • FAQ & Troubleshooting: Provides instant support for common queries.
  • Getting Personalized Insights: The AI will analyze your past performance and suggest areas for improvement

How to Use

  1. Go to client.realsynch.com
  2. Click "Login" to access your dashboard.
  3. Click on the message icon on the bottom right of the dashboard

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4. Click on the camera icon from the window pop up


5. 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

Dashboard Usage

  • What is the purpose of the BI Dashboard?
  • How will the dashboard help my business?
  • Where can I find my lead sources?

Account and Settings

  • How do I update my password?
  • How can I update my credit card information?

Lead and Transaction Management

  • How do I edit the spend for my lead sources?
  • How do I set up a CRM connection?

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?
  • How do I view the leaderboard for top-performing agents?

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Issue: Incorrect or outdated responses.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.
Jenny

Jenny

Jenny is a Client Onboarding Specialist at RealSynch with over three years of experience helping real estate teams get connected, set up, and seeing results. She works closely with clients through every step of the onboarding process and knows the platform inside and out. When a client has a question, Jenny's usually the one with the answer.