Leads
Everyone who asked for you, booked, or left their details — with the whole conversation.
14conversations this week
5leads
3viewing requests
9answered after hours
Wants to talk now2 min ago
Maria Lopez(305) 555-0199 · maria.lopez@example.com
Looking at the Brickell condo · asked if it’s still available · asked to talk to you
Viewing request11:48 pm · last night
Sam Carter10442 Sabal Leaf Terrace, Kendall · Monday 2pm · (305) 555-0101
Searched 3 beds in Kendall under $600K · saw 3 homes · booked this one
Call requestYesterday · 6:12 pm
James O’NeillTuesday morning · (786) 555-0143
Selling a 3-bed in Coral Gables · wants a valuation chat
Viewing requestThu · 9:03 pm
Priya Shah718 Valdoro Avenue, Coral Gables · Saturday 11am · priya.s@example.com
Asked about schools and HOA fees · booked a Saturday viewing
✓ Confirmed
Left detailsWed · 1:26 pm
Daniel Ruiz(305) 555-0177 · wrote in Spanish
Looking for a 2-bed rental in Doral · asked you to call when something comes up
Live chat
Step into any conversation on your website. The assistant never promises you’ll join — it says it’s checking, and tells the visitor you’ll call back if you’re busy.
Let visitors chat with me liveOff: the assistant takes a message and a number, every time.
Tell me about chatsEach alert opens the conversation with an “Offer to join” button. The visitor is asked first.
Ask for their name and a phone or email before I joinSo you always know who you’re talking to — and can call back.
If I haven’t joined, tell them I’ll call back afterThe visitor is never left waiting.
Alerts & reminders
Who hears about what, and when.
To you
Email me every lead the moment it happensWith the whole conversation and a button to open it.
Text me as well SoonA short text with the lead’s name and what they want.
Morning summary SoonOne email at 8am: last night’s leads, and what’s waiting for you.
Remind me about unconfirmed viewings SoonIf a request is still waiting after a few hours.
To the visitor
Send them a confirmation emailWhat they asked for and the details they gave — so they know it reached you.
Remind them before a viewing SoonOnly after you’ve confirmed it.
What it does
Switch any part on or off. It only ever offers what’s switched on.
Search my listingsShows real matching homes from your IDX feed.
Take viewing requestsYou confirm every one.
Take call requestsAt a time inside your hours.
Answer questions about the areaFrom the facts you’ve checked — never guesses.
Offer a home valuationSends sellers to your valuation page.
Reply in Spanish when they write in Spanish SoonToday it answers in English and gives your number.
RentalsOff: it says you focus on buying and selling, and takes their details.
Always on — these can’t be switched off
Never makes up a fact, price or promiseIf it doesn’t know, it says so and offers you.
Fair housingObjective facts only; never describes who lives where.
Permission before passing on detailsThe words they agreed to are kept with the lead.
AI & usage
Which AI it runs on, and a hard limit on what it can spend.
Claude Sonnet — balanced (recommended)
Stored encrypted and never shown again. Only used for your own website.
Limits
Monthly spend limitAt the limit it keeps answering from what it already knows, and offers you — it never goes dark or overspends.
$50
AI replies per conversationStops one visitor running up a bill.
12
This month Soon
$6.40of $50 · 212 conversations · 61% answered without the AI, at no cost
Listings search
The assistant searches your own IDX listings — only homes you actually have, at the right price.
✓
Connected — IDX Brokervidalhomegroup.com/idx · checked 4 minutes ago · 38 homes for sale
Homes for sale onlyLeaves out land, commercial and rentals.
Calendar & hours
When the assistant can offer viewings and calls. You still confirm each one.
9:00 am
7:00 pm
Eastern — New York
Connections
Send leads where you already work.
GHL
GoHighLevelNew leads become contacts, with the conversation as a note.
IDX
IDX BrokerYour listings, for search.
Connected31
Google Calendar SoonOffer your real free times.
C
Calendly SoonBook straight into your Calendly.
Look & words
Make it look like your website, and sound like you.
EV
Hi — I’m Elena’s concierge. I can help you find a home or arrange time with Elena. Where would you like to start?
Do you work with first-time buyers?Yes — about half my clients are…
What are your fees as a buyer’s agent?Let’s talk it through on a call…
On your website
One line of code — paste it before </body>, or send it to whoever runs your site.
<script src="https://app.boostmychat.com/chatbot.js" data-client-id="elena-vidal" async></script>
✓
Found on your websitevidalhomegroup.com · every page
LiveAssistant switched onOff: it disappears from your website straight away. Nothing else changes.
Your details
What the assistant says about you — nothing more.
Elena Vidal
Elena
she / her
305-555-0147
Vidal Home Group
elena@vidalhomegroup.com
Privacy & data
What visitors agree to, and what happens to their details.
Is it OK if I pass your name and number to Elena so she can get back to you?
Their yes is saved with the exact words shown.
Keep conversations for SoonThen they’re deleted automatically.
Someone asks to be forgottenStops all contact and keeps proof you honoured it.
Plan & billing
Monthly, cancel any time.
✓
Your plan · activeRenews on the 1st · card ending 4242
Plans and prices are set before launch.