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.
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.
System Requirements
Current Availability:
iOS devices (iPhone and iPad) via Apple's TestFlight platform
Please Note: Streams is currently in beta. Android availability is planned for a future release.
Installation and Setup
Download Process
Check your email for an invitation from Kunversion, LLC via TestFlight
Click "View in TestFlight" in the invitation email
Install TestFlight if not already on your device
Launch TestFlight and locate BoldTrail Streams
Tap "Install" to download the app
Initial Configuration
First Launch:
Log in using your BoldTrail credentials
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: Configure which alerts you receive by navigating to Settings > Notifications within the app. You can customize notification types as needed.
Managing Multiple Apps: If you currently use the BoldTrail Agent App, we recommend silencing push notifications in that app while testing 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 AI Assistant
Purpose
The 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.
What to Expect During Beta
The AI Assistant is an evolving feature. During beta testing:
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!
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:
Open Streams and tap Settings (top right)
Select Notifications
Toggle specific notification types on or off
Configure quiet hours to pause alerts during designated times
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
Troubleshooting
Notifications Not Appearing
Verify notifications are enabled in your device Settings > Streams
Ensure Streams is updated to the latest version
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)
Beta-Specific Issues
As a beta user, you may encounter features that are still being refined. If you experience:
Unexpected behavior or crashes
Missing functionality
Performance issues
Please submit your feedback by using our feedback form!
Frequently Asked Questions
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 testing 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 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. This feature is being developed.
The AI Assistant didn't understand my question. Why?
The AI Assistant is evolving during the beta phase. Some responses may require clarification, and certain queries may not yet be supported. Your feedback helps us improve its capabilities.
What does "beta" mean?
Beta means you're using an early version of Streams. Some features may evolve based on user feedback, and you may encounter limitations or areas for improvement. Your input directly shapes the final product.
Can I suggest new features?
Absolutely. Your ideas and feedback are essential. Use the feedback form or participate in user interviews when invited!
Will my feedback be anonymous?
Feedback submitted through the app includes your user information so we can follow up if needed.
How long will the beta last?
The beta timeline depends on user feedback and feature refinement. We'll communicate updates as the beta progresses and when we're ready to move to general availability.
I have feedback about this FAQ. Who do I tell?
We appreciate your input! Submit feedback through our feedback form. Your suggestions help us improve all our documentation!
Bottom Line: Streams is designed to help you do the right things at the right time while mobile—so no opportunity slips through the cracks. As a beta tester, you're helping shape the future of mobile responsiveness for BoldTrail users.