Brokerbot.ai

How to continue a BrokerBot AI Voice conversation in Brokerbot

How to continue voice conversations in Brokerbot

Set up recurring tasks and automated follow-ups with BrokerBot's task scheduler

How to Use Scheduled Tasks

Configure how BrokerBot routes conversations to humans when they need personal attention — via team members, email, or Zendesk

How to Set Up Escalation Settings

Connect your Outlook email and calendar to BrokerBot for sending emails, managing drafts, and scheduling events

How to Use the Outlook Integration

Connect Follow Up Boss to BrokerBot and manage contacts, tasks, and notes through chat

How to Use the Follow Up Boss Integration

Connect CINC to BrokerBot and manage your leads and agents directly through chat

How to Use the CINC Integration

Connect Cloze CRM to BrokerBot and manage your contacts, projects, and activity feed through chat

How to Use the Cloze Integration

Connect SkySlope to BrokerBot and manage transactions, documents, and forms directly in chat

How to Use the SkySlope Integration

Connect Canva to BrokerBot and create professional designs, flyers, and marketing materials directly in chat

How to Use the Canva Integration

Create specialized AI assistants with custom instructions for specific tasks like lead intake, transaction coordination, and compliance reviews

How to Use Workflows in BrokerBot

Ask BrokerBot to create QR codes for property links, contact cards, open houses, and print marketing

How to Generate QR Codes with BrokerBot

Enable a dedicated BrokerBot email address so your team can interact with the AI assistant via email

How to Set Up the Email Channel

BrokerBot's Photorealistic Image Generation!

Owners can now provision specific websites so BrokerBot can search, gather, and apply real-time information from trusted sources.

How to use Web Crawler

Learn how the Knowledge Center helps BrokerBot answer team-specific questions

The Knowledge Center: How BrokerBot Gets Smarter for Your Team

Uploading Excel or CSV files to the Knowledge Center.

How to upload Excel or CSV Files

Adding an attachment to your conversation with BrokerBot is simple and helps you share important files like contracts, disclosures, images, or other documents that may assist your request.

How to Add an Attachment in BrokerBot

BrokerBot’s Slack integration makes it easy to collaborate directly with BrokerBot right inside your team’s Slack channels. This allows for seamless information sharing and quick access to BrokerBot’s capabilities—no need…

Using the Slack Integration with BrokerBot

The BrokerBot Chat Widget lets you offer instant, AI-powered chat support directly on your website.

How to Install the BrokerBot Chat Widget on Your Website

Getting the perfect property photo shouldn't be complicated—or expensive. With BrokerBot’s image tools, you have everything you need to generate, edit, and virtually stage striking listing photos right at your…

Effortlessly Generate, Edit, and Virtually Stage with BrokerBot

You can quickly add BrokerBot to your device just like an app, making it easier to access whenever you need it. Follow these steps based on your device an

How to Install BrokerBot as a Progressive Web App (PWA)

Organizing your documents in BrokerBot is simple. Whether you prefer clicking buttons or dragging and dropping, you can move folders in just a few steps. Here are two ways to…

How to Move a Folder in BrokerBot

Harness the full power of your Gmail and Google Calendar accounts directly within our platform. These integrations allow you to manage your emails and schedule without ever leaving the chat.…

How to Use Gmail and Google Calendar Integrations

Getting your team set up on BrokerBot is quick and easy. This article walks you through how to add members to your Brokerbot account.

How to Add Members to BrokerBot

Jerimiah Taylor

Maximo Gomez VI

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Create your workspace and invite the people you work with.

Set up your account

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Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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