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[BoldTrail] Smart Assistant, Powered by AI
Updated over 5 months ago

Overview

The Smart Assistant, Powered by AI, represents a revolutionary addition to BoldTrail users' everyday work processes. This cutting-edge tool is designed to seamlessly integrate into existing workflows, bringing forth a transformation that enhances productivity and efficiency across various aspects.

Here are the key features and benefits of this product:

  • Speed to Lead Enhancement: The Smart Assistant drastically accelerates the "speed to lead" metric, ensuring that users can promptly respond to inquiries, questions, and leads. By leveraging the advanced capabilities of AI, this tool enables instantaneous replies, reducing the time it takes to engage with potential clients.

  • Elevated Agent Responses: Quality communication is paramount in the real estate industry. With the Smart Assistant, Agent responses to leads via text and email are elevated to new heights. This tool auto-generates responses that are not only swift but also highly relevant and insightful. This ensures that interactions with leads are engaging and informative.

  • Automated Content Generation: The product's integration with AI brings forth the power of automated content generation. The Smart Assistant can craft compelling content that can be utilized in various contexts. This feature aids in consistently producing valuable and informative content for online audiences.

  • Seamless MLS Data Integration: The Smart Assistant is equipped with the ability to seamlessly connect with MLS data feeds through merge tags. This integration empowers users to effortlessly access and include up-to-date listings information in their communications. This ensures that the information shared with leads is accurate and current.

Smart Assistant, Powered by AI, revolutionizes the way real estate professionals interact with leads and clients. By amalgamating speed, accuracy, and automation, this product streamlines workflows, elevates communication quality and enhances content creation. It represents a pivotal advancement in the real estate industry, promising to elevate both the customer experience and the effectiveness of Agents' efforts.


How to Use Smart Assistant

You can use Smart Assistant anywhere text messages or emails can be sent, including replying from the Dashboard tiles, sending a mass email or text in the Smart CRM, or from an individual Contact Record.

Text Messages

From the Contact Record, select 'Send Text' then select 'Smart Assistant'. The text modal will open with various prompts. Select one from the list, or select 'Custom Prompt' to type/speak your own.

Your text created by Smart Assistant will then pop up below. You can edit the message to your liking, or send as is!

Email

From the Contact Record, select 'Send Email'. The Basic Editor email modal will open with various prompts. Click 'Use Smart Assistant' to open up the Smart Assistant options. Select one from the list, or select 'Custom Prompt' type/speak your own.

Your email created by Smart Assistant will then pop up below. You can edit the message to your liking, or send as is!

Please Note: All AI bots are subject to 'hallucinations' (i.e. incorrect information/'made up' responses). The best way to fix hallucinations is to provide the AI with more contextual details in the prompt box.

Generating Call Scripts

By leveraging the power of artificial intelligence, Smart Assistant streamlines the process of creating compelling call scripts, enabling you to maximize outreach efforts and increase your chances of converting leads into valuable clients.

You can easily generate a call script from the Contact Record. First, select 'New Call', then click the 'Smart Assistant Call Script' button on the bottom left of the popup.


Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing support@insiderealestate.com!

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