Part 1: Getting Started
Initial Setup
Step 1: Log In
Go to www.BrokerBot.ai using the email authorized by your leadership
If invites were pre-sent by leadership, accept the invite from [email protected]
Step 2: Authenticate Your Phone
Click on your Profile (bottom left corner)
Authenticate your phone number
You should see a little green checkbox next to your phone number once complete
Step 3: Save Your Hotline
Go to your Hotline section
Save the number in your cell phone as "BrokerBot Hotline"
Part 2: Demos and Use-Cases
Getting Familiar with BrokerBot
Step 1: Review the Prompt Guide
Refer to the BrokerBot Prompt Guide for best practices
Step 2: Understand the Difference
Set expectations about how BrokerBot differs from ChatGPT and other AI tools
BrokerBot is specifically designed for real estate professionals
Step 3: Explore Key Features
Basic Functions:
Basic prompts and uploading documents into the chat
Document analysis (CC&Rs and similar documents)
Tile Functions:
Pre-configured custom prompts for tailored outputs
Preliminary Contract Review
Photorealistic Image Generation
Mobile Features:
Text BrokerBot pictures for in-the-field guidance
Computer Vision + OCR technology provides instant analysis
Voice Functions:
Call, Collaborate, Notes, Practice, Scripts, and more
All communications are transcribed into your chats (top left)
Continue working wherever you last left off
Advanced Features:
Web Crawl Search function to perform online searches
Multi-step collaboration with BrokerBot
Photo generation for royalty-free images
Decluttering spaces and virtual staging
Part 3: Best Practices and Tips
Tip 1: Encourage Collaboration
Work with your team and refer to "Preparing Your Office for AI: The BrokerBot Guidebook"
Tip 2: Use the Right Platform
Best performance is via web browser and cell phone web browser
Tip 3: Become AI-Reflexive
Anything that takes longer than a few minutes should go into BrokerBot
Embrace the edge your AI Assistant gives you
Tip 4: Communicate Naturally
Talk to BrokerBot like you would a human assistant
Add variables, thoughts, and provide as much context as you can
The more context you provide, the better the results
Key Question to Consider
How will you and your agents utilize this new AI Assistant? What would be most helpful in your day-to-day business?
Take time to explore the features and find the workflows that work best for your practice.
Need help? Contact [email protected]
Explore Additional Features
Once your team is set up, explore these capabilities to get the most out of BrokerBot:
Workflows
Ask your team owner to create custom Workflows — specialized AI assistants tailored for specific tasks like lead intake, transaction coordination, or compliance reviews. Find them in Settings → Workflows.
Integrations
Connect your tools in Settings → Integrations:
Canva — Create professional designs and marketing materials directly in chat.
Gmail & Google Calendar — Send emails, manage drafts, and schedule events.
Outlook — Alternative to Gmail for email and calendar.
KW Command — CRM for Keller Williams teams.
Follow Up Boss, Cloze, CINC — Additional CRM integrations (rolling out — may not be available to all teams yet).
SkySlope — Transaction management integration.
Video Uploads
Upload video files (.mp4, .webm, .mov) to chat or the Knowledge Center. BrokerBot automatically transcribes and indexes them.
Scheduled Tasks
Ask BrokerBot to schedule recurring tasks — follow-ups, reminders, and automated actions. View and manage all tasks from the Tasks page.
Escalation Settings
Team owners can configure how BrokerBot escalates conversations to humans in Settings → Escalations — route to specific team members, send to email, or create Zendesk tickets.