Set Up Your Assistant
Experience the simplest setup you've ever seen in real estate.
HouseWhisper is all about making the work of managing leads, nurturing clients, and keeping track of everything that needs to get done fast and easy for agents.
Our setup process is no exception to this rule - it will take you 2 minutes or less, and it all takes place in a text conversation with your new assistant.
Check out this short video or review the Setup Checklist below to see what setting up your assistant is like:
Setup Checklist
Click the links in the checklist to jump to more details on these key steps.
Name Your Assistant
An important (but fun) part of setting up your assistant is choosing a name for it. The default name is Alex, but you can give your assistant any name you want… creativity encouraged!
Here's how:
Upon setup, your assistant will text you and ask you what you'd like to call them.
Reply to your assistant with the name of your choosing.
Done! If you want to change the name anytime, just text, call, or send a voice memo to ask your assistant to update their name.
Save Your Assistant's Number
Make reaching out to your assistant super simple by saving their number to your phone's contact list.
Here's how it works:
During setup, your HouseWhisper assistant will send you their contact card.
Tap on the card to save it to your contacts, just like you would with any other phone number.
That's it! We promise: your day is about to get so much easier now that you have your assistant handy.
Connect Your Calendar
Connecting your calendar to HouseWhisper is critical because it ensures your assistant can see what you’ve got coming up soon and help you manage your schedule, including booking and rescheduling meetings for you at convenient times.
Here’s how to connect your calendar:
After you choose a name for your assistant, it will send you a text asking you to connect your calendar and it’ll share a link to do so.
Tap the link and follow the system prompts to connect your work calendar.
Once complete, your assistant will ask you to connect your personal calendar, too. This is optional, but it helps your assistant keep personal and work activities aligned, so you don’t double-book yourself.
Boom! Once your calendar is connected, your assistant can get to work helping you organize your day, for example:
Suggesting new meetings based on voice notes or live calls it records
Helping you draft an email or text to notify a client if you’re running late
Pushing a meeting to another day/time and drafting an email to the invitee confirming the move
Recommending time blocks to help you knock out important tasks that often fall on the back burner, like calling cold leads
Pin Your Conversation
Make sure the message thread with your assistant never gets buried in your messages app.
On iPhone or Android, all you need to do is:
Open messages and locate the conversation with your assistant
Long press on the conversation
Tap 'Pin' (the pushpin icon) from the list of options
When your chat is pinned to the top, tapping your assistant for help will be effortless whenever you need them.
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