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On this page
  • Step 1: Login to your Performance Dashboard
  • Step 2: Dashboard - View All Key Performance Metrics
  • Step 3: Contacts - View All Contacts
  • Step 4: Conversations - View All Conversations
  1. Performance Dashboard

Track Your Performance

How to track your key performance metrics, conversations and contacts.

PreviousConnect Your CalendarNextCRM Integration

Last updated 5 months ago

Step 1: Login to your Performance Dashboard

Access your performance dashboard here:

Step 2: Dashboard - View All Key Performance Metrics

On the left-hand side, click Dashboard to access key metrics such as the number of contacts, total conversations, time saved, contact history, conversion rates, conversation history, and a website traffic map for insights into performance.

Step 3: Contacts - View All Contacts

On the left-hand side, click Contacts to view all collected contacts. Select a specific contact to access their conversation summary, important details like buyer or seller information, and contact details such as phone number and email.

Step 4: Conversations - View All Conversations

On the left-hand side, click Conversations to view all your conversations. Select a specific conversation to expand the view and see the full message history.

Once you're done viewing, feel free to bookmark the page for regular check-ins. What is tracked can be managed. Don’t worry—whenever a new lead is captured, you'll be notified via text and email. The performance dashboard serves as a backup, ensuring you always have access to important data.

https://application.realty-ai.ca/sign-in/
Click Dashboard to view all key performance metrics.
Click Contacts to view all contacts captured.
Click Conversations to view all conversations messaged.
https://application.realty-ai.ca/sign-in/