Realtor Profile
The Realtor Profile module is your customization center, allowing you to configure your AI assistant's behavior, appearance, and integration settings. This module transforms your generic chatbot into a personalized real estate assistant that represents your brand and connects seamlessly with your existing business systems.
Profile Module – Setup & Customization
The profile section of the Realty AI dashboard is where you configure essential settings to personalize and integrate your chatbot, Madison. Below is a breakdown of the key components you'll work with:
Your realtor profile serves as the central command center for your AI assistant, controlling everything from realtor information to advanced CRM integrations. The system automatically applies your profile settings across all client interactions, ensuring consistent branding and seamless contact collection.
Realtor Information Configuration
The profile section manages your core business information that gets fed into Madison for context, providing:
Realtor Information Panel
Realtor Name - Your name and other information.
Brokerage Association - Company affiliation (EXP, Century 21, etc.)
Service Location - Primary market area (e.g., "Toronto")
Website - Your business website URL
Calendar Link - Link that Madison can refer people to book a meeting.
CRM Connection
Easily sync your leads with your CRM system.
To enable CRM integration:
Click Connect CRM in the CRM Connection section.
Follow the platform-specific instructions in the linked View Guide.
Once connected, all qualified leads captured by Madison will automatically be sent to your CRM.
If you need assistance, you can reach out to admin@realty-ai.com.
Website Code (Custom Embed Snippet)
Install the chatbot on your website in seconds.
To add Madison to your site:
Copy the code snippet from the Website Code section.
Paste it into your website’s
<body>tag.Save and publish the changes.
Example code:
<script type="module">
import Chatbot from "https://cdn.jsdelivr.net/gh/realty-ai-org/RealtyAIChat@main/dist/web.js";
Chatbot.init({ userID: "your-user-id-here" });
</script>Refer to our installation guides or contact admin@realty-ai.com for platform-specific help (e.g., WordPress, Sierra Interactive, Incom).
Advanced Features: Chatbot Customization
Agent Branding
Avatar Image: Upload a profile photo to appear as the chatbot avatar.
Greeting Message: Set the first message Madison sends when a visitor opens the chat.
Popup Message: Define the message that appears when the chat bubble prompts users.
Chat Button Settings
Toggle between Open and Closed states.
Choose to display the chat button as an avatar or as a traditional chat icon.
Set the Popup Button Location (right or left of the screen).
Appearance & Behavior Settings
Customize the popup message background color using a hex code.
Set a popup delay after the page loads (in seconds).
Limit the maximum number of auto-opens for returning visitors.
Control when and how the chat window opens:
Automatically open on desktop
Automatically open on mobile
Automatically open after delay
Summary
CRM Connection
Sync leads to your CRM
Connect and follow guide
Website Code
Install chatbot on your website
Copy/paste embed code
Chatbot Customization
Personalize chatbot appearance and behavior
Avatar, greeting, popup, auto-open settings
For additional support, contact admin@realty-ai.com.
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