AI follow-up · 44-second walkthrough
How to Set Up an AI Agent for Real Estate Lead Follow-Up
Describe your lead qualification goal in plain language and review the agent instructions that AI Assist proposes.
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Watch on YouTubeHow it works in LeadBolt
- 1
Open AI Assist and describe the goal, such as qualifying buyers by budget and timeline.
- 2
Review the proposed goal, instructions, and opening message.
- 3
Choose Apply All, review the populated configuration, and save your agent when ready.
Video transcript
Set up your AI agent by describing what you want it to accomplish. Open AI Assist and describe your goal. For example, qualify buyers by budget and timeline, then offer a showing. AI Assist proposes a goal and instructions for your agent. Review the suggested opening message before applying it. Apply All fills in your configuration. Review the changes, then save your agent when you are ready.
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