Services

The service answers describe what your company offers beyond individual listings: how a purchase works, the financing you arrange, property management, and how tours and viewings run. The assistant uses these to answer "how does it work" questions with real detail.

There is no separate Services tab: these fields live in the Company & services block on the Knowledge section's FAQ sub-tab. See Knowledge.

Overview#

Each field is a multi-line description the assistant draws on when a lead asks about your process or services. They are free text and save on their own (shortly after you stop typing, or immediately on click-away), and a marker next to the label shows Saving..., then Saved, or "Not saved. Try again" with a Try again link if a save fails.

What you can do#

Each field is labeled with the question it answers:

• What is your buying process, step by step? How buying works with you: reservation, deposits, paperwork, handover, and anything a buyer should expect.
• What financing options do you offer? The financing you offer or arrange, for example mortgage introductions, payment plans, or developer financing.
• Do you offer property management? What does it cover? Any management services you provide after a sale, such as rentals, maintenance or tenant handling.
• How do tours and viewings work? In-person vs virtual, how to book, what is included, and any logistics a lead should know.

Tips#

• Write these the way you would explain them to a real lead, since the assistant paraphrases them in conversation.
• Only fill in services you actually offer. Leaving a field blank keeps the assistant from promising something you do not provide.
• Keep payment plans and financing details current so the assistant never quotes outdated terms.