Overview
Streams is a focused mobile companion app designed to complement your BoldTrail CRM. Built for agents who need to stay responsive while away from their desk, Streams delivers urgent tasks and high-intent lead signals directly to your mobile device—enabling you to act on what matters most, when it matters most.
Looking for training videos? Check all of our short-form Streams training content HERE!
What Streams Does
Streams handles mobile-critical activities that drive responsiveness and results:
Time-sensitive tasks that directly impact your Vitals score
Urgent communications requiring immediate response
Behavioral signals indicating high-intent buyer and seller activity
Streams works alongside your existing BoldTrail tools. Your desktop CRM remains your command center for deep work, reporting, and campaign management. Streams ensures nothing urgent slips through the cracks while you're mobile.
Installation and Setup
Download the app here
On your phone? Click below to download.
Initial Configuration
First Launch:
Log in using your BoldTrail credentials
Setup 2FA or FaceID.
Allow notifications when prompted (required for real-time alerts)
Grant phone and contacts permissions (enables Smart Number calling)
Complete the initial sync of your tasks and lead activity
Notification Settings: To manage push notifications in Streams, tap the hamburger menu in the top left, then select Settings. From there, you can turn Allow Push Notifications on or off.
Managing Multiple Apps: If you currently use the BoldTrail Agent App, we recommend silencing push notifications in that app while using Streams. Streams includes more notification types and is designed to keep you more connected to urgent activities. You can adjust notification settings in your device's Settings menu.
Core Workflow: The Zero-Out Approach
Streams is built around a daily rhythm designed to keep you responsive and proactive:
Clear What's Urgent – Handle time-sensitive tasks in My Day
Complete What's Expected – Ensure nothing falls through the cracks
Proactively Engage – Act on behavioral signals in the Streams tab
This workflow helps you maintain responsiveness while creating space for proactive outreach.
My Day: Your Urgent Task Dashboard
Purpose
My Day displays all time-sensitive activities that require immediate attention. These tasks directly impact your responsiveness metrics and Vitals score.
Task Types
My Day includes six types of urgent items:
Type | What it means | How it appears | When it disappears |
Missed Call | Client called but you didn't answer | Phone system logs an unanswered inbound call | When you call, text, or email them back |
Unanswered text | Client texted and you haven't replied | Client sends a text after 24+ hours of silence | When you text, call, or email them back |
Needs Email | Client emailed and you haven't replied | Client sends an email after 24+ hours of silence | When you email, call, or text them back |
Showing Request | Client wants to see a property | Client submits "Request a Showing" form | When you contact them any way |
Asked Question | Client asked a question | Client submits a question form or asks in chat | When you contact them any way |
Valuation Request | Client wants to know a property value | Client submits a valuation form | When you contact them any way |
Understanding the 24-Hour Rule
For Unanswered Text and Needs Email items, tasks only appear if the client reaches out after 24+ hours of conversation silence. This prevents active conversations from creating unnecessary alerts.
Example:
Monday 9am: You text a client
Monday 10am: Client replies (no My Day item - conversation is active)
Tuesday 11am: Client texts again (My Day item appears - 24+ hours passed)
Contact Eligibility
My Day only displays contacts meeting these criteria:
Status: Sphere, Prospect, New Lead, Active, or Client
Type: Buyers, Sellers, or Renters (not Vendors or Agents)
Contact Information: Valid phone number or email address
Navigation
Accessing My Day:
Open Streams and select the My Day tab (bottom navigation)
Tasks display in chronological order with the most recent at the top
Task Information: Each card shows:
Lead name and contact details
Task type and urgency indicator
Timestamp of when the task was created
Available action buttons (call, text, email)
Taking Action
One-Tap Response Options:
Tap the phone icon to initiate a call via Smart Number
Tap the message icon to send a text
Tap the email icon to compose a response
What Counts as a Response: Any personal, human-initiated communication removes the item:
✅ Agent makes an outbound call
✅ Agent sends a personal text message
✅ Agent sends a personal email
✅ Agent clicks "Dismiss" button
What Does NOT Count:
❌ Automated campaign emails
❌ Listing alert emails
❌ System-generated messages
❌ Auto-reply texts or emails
❌ Marketing drip campaigns
Completing Tasks:
Tasks automatically clear when you respond through Streams
Manually dismiss tasks by swiping left and selecting "Done"
All activity syncs to BoldTrail CRM in real time
Best Practice: Aim to reach zero items in My Day before moving to proactive work. This ensures you're fully responsive before shifting to engagement activities!
Troubleshooting My Day
Item not appearing? Verify the contact meets eligibility criteria (status, type, valid contact info) and that the triggering action occurred. Check if you've already responded within the last 24 hours for text/email items.
Item still showing after response?
Campaign emails and auto-responses don't count as personal responses
System may need a moment to process (typically resolves within 1-2 minutes)
Refresh the page or pull down to refresh
Verify you responded to the correct contact
Same client appearing multiple times? This is normal. A client can appear in multiple categories simultaneously. When you contact them, all related items will disappear.
Streams Tab: Behavioral Intelligence
Purpose
The Streams tab surfaces meaningful behavioral signals that indicate lead readiness. Instead of waiting for leads to reach out, you can engage proactively based on demonstrated interest.
Important Note About Automated Responses
If you have behavioral trigger automations enabled in your CRM, the system may have already sent an automated text or email when the behavior occurred.
Check the contact record to see recent communications before reaching out to avoid duplicate messaging.
Signal Types
The system tracks and surfaces:
Property favorites added by leads
Leads returning after 14+ days of inactivity
High-volume viewing activity (5+ properties in one day)
Sustained interest (10+ properties viewed in a week)
Repeated property views (same listing viewed 3+ times)
Multiple website visits within a short timeframe
Please Note: Behavioral signals only appear if behavioral triggers are enabled in your CRM configuration. If you don't see expected activity, verify your behavioral trigger settings.
Using the Streams Tab
Reviewing Signals:
Select the Streams tab from the bottom navigation
Each card displays the lead name, behavior type, and timestamp
Tap any card to view full lead context and contact history
Engaging Leads:
Select the signal card to open the detailed view
Review the behavioral context (properties viewed, timing, patterns)
Check recent communications to avoid duplicate outreach
Choose your engagement method:
Call using your Smart Number
Send a text message
Compose an email
Reference the specific behavior in your communication to demonstrate attentiveness
Managing Signals:
Swipe left on any signal to dismiss after taking action
Dismissed signals won't reappear unless new qualifying activity occurs
All engagement activity logs automatically in BoldTrail
Streams BoldTrail Assistant
Purpose
The BoldTrail AI Assistant provides quick, conversational support for common tasks and questions while you're working in Streams. It's designed to help you access information and complete actions efficiently from your mobile device.
Using the AI Assistant
Accessing the Assistant:
Tap the AI Assistant icon in the navigation bar
The assistant opens in a chat-like interface
Asking Questions:
Type your question or request in the text field
You can use your device's native keyboard voice-to-text feature for hands-free input
The assistant will respond with relevant information or actions
Speaker Function: The assistant includes a speaker feature that can read responses aloud. This feature is currently being refined and may experience occasional delays.
The AI Assistant is always evolving!
Some responses may require clarification
Certain queries may not yet be supported
Response quality will improve based on user feedback
Your feedback on the AI Assistant helps us refine its capabilities and accuracy!
AI Best Practices
Utilize this daily workflow and 10 AI prompts to get you started!
Push Notifications
Notification Strategy
Streams delivers targeted alerts for time-sensitive activity. Each notification takes you directly to the relevant task or signal—no generic landing screens.
Notification Categories
My Day Alerts |
|
Streams Alerts |
|
Notification Management
Responding to Alerts: Tap any notification to open directly to the associated task or signal. You'll land on the action screen ready to call, text, or email.
Customizing Notification Preferences: Tap the hamburger menu (top left), then select Settings. From there, you can turn Allow Push Notifications on or off.
In-App Notification Badges
Streams makes it easier to see when you have new activity that hasn't yet been viewed.
When a new or unviewed card is available in the Streams section:
A notification dot will appear on the Streams icon in the bottom navigation.
The corresponding card will also display a notification dot.
Once you view the card, the notification indicator will clear.
These visual indicators help you quickly identify new activity that may need your attention without having to search through your Streams feed.
Lead Acceptance Notifications
When your brokerage uses a lead routing system, you may receive leads that require your response before they're assigned to you. These appear as Lead Acceptance notifications in Streams.
When a new lead is offered to you, you'll receive a push notification directing you to a dedicated screen with the lead's details—including their name, lead type, property interests, and source. From there, you can Accept to claim the lead or Decline to pass. Accepting immediately routes the lead to your account so you can start taking action; declining removes it from the queue.
Using Streams with Delegated Access
If you have delegated access in BoldTrail, you can now use that same access in Streams to work on behalf of the users or accounts you're authorized to manage. Delegated access is separate from admin access — a delegated user may also be an admin, but admin access is not required to be a delegated user.
Please note: Delegated User Access is currently available on iOS, with Android support coming soon.
Signing In with Delegated Access
When you log in to Streams:
Sign in using your BoldTrail credentials.
Select the user or account you'd like to work as from the available list.
Streams will open with the leads, contacts, tasks, and activity associated with your selection.
You can then use Streams normally to review activity and communicate with leads and contacts on behalf of the selected user.
Switching Between Users
Need to work as someone else? You don't need to log out.
Open Settings in Streams.
Select the option to switch users.
Choose another user or account you have permission to access.
Streams will update to reflect the selected user's activity.
Please note: Streams displays activity for one selected user or account at a time. Activity from multiple delegated accounts is not combined into a single view.
Delegated access in Streams is designed to mirror the experience already available in BoldTrail on the web, making it easier for multi-office agents, brokers, assistants, and other users who work across multiple accounts to manage activity while on the go.
Smart Number Calling
Streams integrates with BoldTrail's Smart Number system, enabling you to call leads professionally without exposing your personal number.
Features
One-tap dialing using your configured Smart Number
Automatic call bridging through the BoldTrail system
Real-time activity logging to BoldTrail CRM
Unified call history across all platforms (mobile, desktop, web)
Making Calls
From any task or signal, tap the phone icon
Answer your mobile phone when it rings
The call will automatically bridge to your lead
End the call normally—activity logs to your CRM without additional steps
Messaging: Text and Email
Streams lets you communicate with leads directly from the app via text or email — and now supports sending attachments in both.
CoreHome Chat in Streams
Agents with access to CoreHome can access and respond to CoreHome chats directly from the Streams mobile app, bringing these important buyer and seller conversations into the same mobile experience they use to manage their day.
Both iOS and Android agents can now access and respond to CoreHome conversations on the go through Streams.
If you're already using Streams, there's nothing additional you need to do. Your CoreHome conversations are available directly within Streams, eliminating the need to switch to the CRM mobile app or web to manage CoreHome chats.
CoreHome Chat is no longer supported within the BoldTrail CRM mobile app. Streams is the mobile experience for accessing and responding to CoreHome conversations.
Sending Attachments
You can attach files to both text messages and emails directly within Streams. Tap the attachment icon in the text or email compose view, select your file, and send. The system handles permissions and upload automatically, and all activity logs to BoldTrail CRM in real time.
Troubleshooting
Notifications Not Appearing
Verify notifications are enabled within the Streams app
Tap the hamburger menu (top left), then tap Settings from the panel that slides out. Confirm Allow Push Notifications is toggled on. (Same steps on iOS and Android.)
Verify notifications are enabled in your device Settings > Streams
On iOS: Open the device's Settings app, scroll down and tap Streams, then tap Notifications. Make sure Allow Notifications is toggled on, and that Alerts, Sounds, and Badges are enabled as desired.
On Android: Open the device's Settings app, tap Apps (or Apps & notifications), select Streams, then tap Notifications, and confirm notifications are turned on.
Ensure Streams is updated to the latest version
On iOS: Open the App Store, tap the profile icon in the top right, and scroll down to see if Streams has a pending update. Tap Update next to Streams if one is listed.
On Android: Open the Google Play Store, tap the profile icon, select Manage apps & device, and check whether Streams appears under available updates. Tap Update if one is listed.
Restart the app and test with a sample notification
Calls Not Connecting
Verify your mobile number is linked to your Smart Number
Check phone permissions in device settings (Settings > Streams > Permissions)
Behavioral Signals Not Appearing
Verify behavioral triggers are enabled in your CRM configuration
Check that the contact meets eligibility criteria (status, type)
Confirm the behavior occurred (check contact activity history)
Frequently Asked Questions
How much does Streams cost?
There is no cost, Streams is included with your BoldTrail subscription!
Do I need to delete the BoldTrail Agent App?
No, you don't need to delete it. However, we recommend silencing push notifications in the BoldTrail Agent App to avoid duplicate alerts while you're using Streams. Streams includes more notification types designed to keep you connected to urgent activities.
Why is the same client showing up multiple times?
This is normal and by design. A client can appear in multiple categories at once.
Example: Sarah Johnson might show:
Missed Call (she called at 9am)
Asked Question (she submitted a question at 10am)
Showing Request (she requested a showing at 11am)
When you contact Sarah, all of her items will disappear from My Day.
Has the system already contacted my lead?
Possibly. If you have behavioral trigger automations enabled in your CRM, the system may have already sent an automated text or email when the behavior occurred. We recommend checking the contact record to see recent communications before reaching out to avoid duplicate messaging.
How do I know if an automated message was already sent?
Tap the signal card to open the contact details. Review the recent communication history to see if an automated message was sent. This helps you avoid sending duplicate messages.
How does calling work in Streams?
Streams uses your BoldTrail Smart Number for all calls. When you tap to call:
The system dials your mobile number first
You answer your phone
The system connects you to your lead
Your lead sees your Smart Number, not your personal number
What is the BoldTrail AI Assistant?
The AI Assistant provides conversational support for common tasks and questions while you're working in Streams. It's designed to help you access information quickly from your mobile device.
Can I talk to the AI Assistant?
You can use your device's native keyboard voice-to-text feature to input questions, but the AI Assistant doesn't currently support direct voice conversation within the app (but be on the lookout for AI Assistant updates!)
The AI Assistant didn't understand my question. Why?
The AI Assistant is evolving. Some responses may require clarification, and certain queries may not yet be supported. Your feedback helps us improve its capabilities.
What is AI Chat History?
Every conversation you have with the AI Assistant is saved in the app. You can scroll back through all your past AI recommendations, next steps, and context — so you never have to start from scratch. Conversations going forward from launch are saved; prior history was not retroactively captured.
What is AI Communication Preview?
Before any message or email goes out, the AI Assistant surfaces a full preview so you can review, edit, confirm, or cancel. It's a built-in safety net that helps you send the right message every time.
Can I accept leads in Streams?
Yes. When a new lead comes in, you'll receive a push notification that takes you directly to a dedicated Lead Acceptance page. You can accept the lead and follow up immediately — the app will also let you know if the lead has already been claimed.
Does Streams have a dialer?
Streams does not currently include a multi-dialer. When you initiate a call in Streams, your device is called first and then connected to your client. A more robust dialer experience is something the product team is actively working on—stay tuned for updates.
Can I send attachments?
Yes. You can attach files to both text messages and emails directly within Streams. Tap the attachment icon in the compose view to get started.
Can I use delegated access in Streams?
Yes. If you have delegated access in BoldTrail, you can select the user or account you'd like to work as when signing in to Streams. You'll then see the leads, contacts, tasks, and activity associated with that user. (currently available on iOS, with Android support coming soon)
Can I switch between delegated users or accounts?
Yes. Open Settings in Streams to switch to another user or account you have permission to access. Streams displays one user's activity at a time, so you'll need to switch users when you're ready to work in another account. (currently available on iOS, with Android support coming soon)
Why don't I see the option to select or switch users?
The delegated-user experience currently only appears for users who already have delegated access in BoldTrail and are on iOS (Android support is coming soon). If you believe you should have delegated access but don't see the expected option, contact your organization's BoldTrail administrator or BoldTrail Support for assistance.