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How it works · Live in about ten minutes

A house under a starry night sky with one upstairs window lit, warm lamplight spilling onto the lawn.
How it works

Live today. Yours from day one.

You never touch code. You never talk to a developer.

The AI is not on for new accounts yet. Until it is, the chat takes a name and number for you.

Works on any website with one line of code

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01

Go live

Start 30 days free

Pick a plan, answer a few questions, and your assistant is live about ten minutes later. Card at signup, nothing charged for 30 days.

What the signup questions are for
They are about your market and how you talk to clients, and your assistant is built from your answers. There is no setup fee on any plan.
02

Try it

Watch it work

Cancel inside the 30 days and you pay nothing.

What your assistant does in the trial, and where leads land
For 30 days it greets your website visitors, qualifies the serious ones, and sends you every lead. It answers buying and selling questions about your market and your listings, and every lead lands in both your inbox and your dashboard.
03

Make it yours

Make it yours

Everything stays in your hands, from Settings, and none of it needs me.

What you can change from Settings
What your assistant knows about you and your market, its greeting and tone, a library of your own answers to the questions you get asked, your listings, typed in or, where the AI is switched on, imported by URL or MLS CSV, and your whole book of past leads brought over from your old CRM in one CSV import. Change any of it yourself in a minute. One line of code on your site, or a share link and QR code if you don't have one. If you would rather do it together, ask me and we will.
A phone lying face-down on a nightstand at two in the morning, a thin amber glow escaping around its edges.

Act I · The first sixty seconds

While they are still on your site

Every plan includes all of it; the only thing that changes is how many seats you need. No plan charges you by how many people write back.

Hi, I’m Xavier’s assistant. Buying or selling in North County?

Buying. Hoping for something near the coast in Oceanside.

Good timing. Xavier has three coastal Oceanside homes on right now, one of them a block off the Strand. What range should I pull from?

Around $700k.

Two of the three land under that. Are you working toward a particular date?

Next 60 days.

Got it. Last thing, so Xavier knows what to send: are you already pre-approved, or would an intro to a lender help?

Pre-approved.

New lead Qualified
budget$700K
timeline60 days
financingPre-approved

Every answer saved to your dashboard

Qualify

Finds out who’s serious

It asks visitors about their budget, timeline and financing, so you know who is ready before you pick up the phone.

Books meetings while you sleep

It offers times off your calendar and holds one for your OK, right in the conversation.

Speaks your client’s language

It notices what language someone writes in and answers the same way. No setup needed.

Exit-intent capture, chat takeover, and how these three work

It catches the ones about to leave

A visitor who has been talking but has not left a name gets one gentle card before they go. It is triggered when they go quiet for a minute or switch away from the tab, it shows once per chat, and it never nags. That is the difference between a lead and a line in your analytics.

And when you want it, you take over

Any live chat can be taken over from your dashboard mid-conversation. The assistant steps back, the visitor keeps talking in the same window, and the whole thread stays on one record. You do not have to trust it with a conversation you would rather handle yourself.

How it asks, and what it keeps

It asks politely and in conversation rather than as a form, and every answer is saved to the lead, so you only spend time on people who are ready to move.

What the visitor is told when a time is held

You wake up to appointments waiting for your OK instead of voicemails, and the visitor is told their agent has it and will confirm with them directly.

Which languages

English, Spanish, Mandarin, Vietnamese, and 100+ more.

A golden beam of light coming through a dark porch door with a brass mail slot.

Act II · Not just the chat box

On every channel they use

A lead who starts on your site rarely stays there. The assistant follows, on rules you set.

A missed call gets a text back

Forward your line and a call you do not catch is answered by text within seconds.

Your portal leads walk in the same door

Forward a Zillow or realtor.com alert email and it lands as a lead. One it cannot read clearly waits for you to look.

Who gets a text, and who does not

Automated marketing texts go only to people who opted in during the conversation. STOP works at any time.

One thing to know about timing

Chat and email work on day one. The texting half turns on once your dedicated number clears carrier registration, which takes a couple of weeks.

Autopilot, threading and forwarding — how each channel works

Autopilot answers, on your rules

Off until you turn it on. Set it to cover after-hours only or all the time, set your working hours by weekday, and set how long a lead may wait before you are nudged and before the assistant answers instead. It uses the same brain as your website chat.

It stands down when you are working

If your dashboard has been active in the last few minutes, autopilot stays quiet, because you are clearly on it. It also backs off for twelve hours after any human reply on that lead, so it never talks over you mid-conversation, and it only ever answers an inbound message, so it cannot talk to itself.

Their reply lands on the same record

When they text back, it threads into the same lead as their website chat. One person, one history, whatever door they came through. Email replies thread there too, so you are never reading half a conversation.

What happens to the caller

Answered before they dial the next sign. The caller is filed as a lead and you get a push notification with the record already open.

How forwarding a portal alert works

It lands as a lead in seconds instead of a message you meant to get to. Forward the alert emails to your private Liberty address, by hand or with an auto-forward rule in your email. A lead API and Zapier cover Facebook Lead Ads and the rest.

How replies are different from marketing texts

Replies work differently: if someone texts your number first, or calls and does not get through, the assistant can answer them the same way you would.

Why the carrier wait

Carrier registration is not something I control, and nothing sends by text until it is approved. I would rather you hear that now than after you sign up.

A steaming mug of coffee in gold morning light through the blinds, a phone softly out of focus beside it.

Act III · What lands on your phone

The moment it lands on your phone

While you are showing a house, driving, or asleep.

What’s the best number to reach you at?

858-555-0148

6:12

Saturday

Liberty AInow

New lead: Marcus T. · says pre-approved $700K · Oceanside · wants a Sat showing

First to know, first to call

Alert

Texts you the second someone is interested

Turn on text alerts and your phone buzzes the moment a visitor leaves their number, so you can be the first agent to call back.

Follows up so you don’t have to

Every lead gets an email follow-up sequence automatically, with the first one out within 5 minutes of the conversation ending.

And it knows when to stop

The follow-up sequence stops the instant they reply or book.

What the alert carries, and what the sequences do

What the alert carries

Everything they told the assistant — budget, timeline, financing — is already on the lead when you open it.

The standard sequence, and your own

The standard one is 3 emails over 7 days, and you can design your own action plans: your steps, your waits, from hours to months. Included on every plan. Nobody gets email three after they have already answered email one.

An agent seen from behind at golden hour, car door open beside a blank yard sign under an amber sky.

Act IV · Past the first reply

Then it stops being a chatbot

The six months after the lead arrives, included in the same price.

A pipeline you can actually work

A board you drag through your stages, or a list you filter and sort.

It tells you what to do next

When a lead needs you, its page names the next step and why.

Draft the reply, then decide

Ask for a reply and it reads that lead first, then hands you the message. Nothing sends on its own.

One inbox, and it keeps itself honest

Website chat, texts and email in one unread inbox, live as replies land.

The other eight CRM tools, and the detail behind these four

The quiet ones come back up on their own

It surfaces the past contacts worth another try, with a draft for each. Nothing goes out until you approve it. It reads the database you already have. It does not text your old book on its own, which is a promise I would want in writing if I were you.

Call without giving out your cell

Click to call and it rings your phone first, then bridges you to the lead. The lead sees your business number as the caller ID, your personal number stays yours, and the call is logged to the lead timeline either way.

Email, text, or a recorded video

All three from the lead page, without switching tabs. The video is recorded in the browser and sent as a link, which is the thing agents keep telling me gets answered when a plain email does not.

Action plans you write yourself

Email sequences you design step by step, with waits from hours to months. Plans are email only; texts stay something you send yourself. Start one by hand, or let it start itself when a lead is captured, changes status, or picks up a tag. Every message carries your signature and an unsubscribe link.

A Today panel, and the month grid behind your appointments

Today’s tasks and appointments in one panel. Your appointments page is a real month grid, holding your appointments, anything due, and the escrow dates still ahead of you, inspection through close — with federal holidays marked on the day they are observed, because a closing cannot fund on one. Book an appointment yourself and the invite goes out as a calendar file, with a feed your own calendar can subscribe to. Smart lists keep your tag, source and overdue filters saved as views, one click from the answer.

Campaigns, with a memory

One email to a whole list, personalized with first names. Pick a saved audience, and every send goes on the record, so you never email the same list twice by accident.

Deals, in your numbers

Every deal tracked toward closing, with GCI at your own commission assumption. Set your own commission assumption once and the pipeline is priced with it, not with a made-up rate. An archive keeps the dead files out of the way without deleting anything.

It fits in your pocket, on phone and desktop

Install it from the browser and it runs like an app. A bottom tab bar and an unread badge on the icon. Push notifications carry a Call button on new leads, so calling back is one tap. On desktop, Cmd+K opens a command palette that reaches everything: any lead, any page, any action.

What moving a stage does

Move someone to a new stage and your next task is written for you, so nothing depends on you remembering it at eleven at night.

Text delivery receipts

Texts carry delivery receipts, so you know it landed. And if a visitor replies while you are mid-takeover, your phone gets the push that second.

Before a draft sends

You edit it or bin it, and it goes out only when you press send.

Two hands passing house keys in warm doorway light, the night ink-blue behind them.

Act V · Monday morning

What you can see

Numbers you did not have to assemble.

Shows you what is working

A simple report every Monday: how many people chatted, how many became leads, how many booked.

Your lead count, live

A running count of the people who wrote back this month. Not a bill.

Everything exports

Leads as a spreadsheet, conversations as transcripts. The leads export keeps working after you cancel, which is the point.

The dashboard insights, and what is in the digest and the export

Insights, past the three counters

The dashboard carries what the email does not: what people actually asked about, where they fall out, and which source produced them. It also shows when they turn up through the week. Export any of it as a PDF for a listing presentation or a brokerage meeting.

What else is in the Monday email

Each of those three comes with how it compares with the week before, and a button through to the dashboard.

What the lead count is for

It runs from your first day, and you can open every one of them, so the number can be checked against the names. It is a record of the work, not a bill.

What the lead and conversation export holds

Every conversation comes out as one row per message, so you or your broker can read exactly what was said.

Your side of it

And the half only you see

Everything above is what your visitors meet. This is what you open.

Inside your dashboard there is a second AI, and this one works for you rather than for your visitors. It answers from your real leads, your real tasks, what is really booked.

What you can ask your copilot
It opens knowing your real numbers for the day and which lead you are looking at, so “write her a follow-up” needs no explaining who. It is a full assistant, ask it anything at all, with one thing no other assistant has: your own pipeline open in front of it. Ask who has gone quiet and it answers from your real leads, your real tasks, what is really booked. And it does the work, not just the reading: draft and send the reply, set the task, move the appointment, add the lead, queue the follow-up, each one waiting on your confirmation before it happens. Tell it once that you like your follow-ups short and it remembers, and it can still teach your website assistant a better answer the moment you give it one.
Where the copilot sits on your screen
It opens in a panel beside your work rather than taking the screen. On a computer you drag its top or left edge and it keeps that size, and it can fade while your cursor is elsewhere, which you can switch off. On a phone it opens full screen instead, and so does a narrow window on a computer, where there is no edge to drag.

Nothing it writes goes anywhere on its own. Every draft arrives with a confirm button, and until you press it, nothing has been sent, saved or changed.

What the one command screen shows
Both of them report to one screen. Pick a day, a week, a month or two dates of your own, and see how much your copilot did and how many replies your assistant sent in it, beside the follow-up steps and tasks still waiting to go out. Those are counts, not a history. The follow-up steps that stopped are listed one by one, with the reason each one stopped. There is no list of running jobs, because the copilot only works while you are waiting on it.
Naming and dressing your assistant
And it is yours to dress. On the same screen you give your assistant a name, pronouns and a picture, and that is who your leads meet. The pronouns also pick the voice a caller hears when you miss a call. Ask it whether it is a person and it says it is an AI; that one is not a setting. Your own dashboard comes in two rooms, light and dark, one switch in the sidebar, and the browser you set it in remembers it.
Try Copilot in the live demo

The demo runs a smaller model on a sample book, with no write access.

How the demo differs from yours
It opens from the bottom-right of the demo dashboard and reads Marisol’s sample book, against a fixed snapshot. Yours runs the full model against your live pipeline.
If you are not one person

When it is more than you

The same product, once there are several of you.

Every agent gets their own assistant, trained on their own listings and their own voice. The broker gets one roll-up across all of them. Agents never see each other’s leads.

Seats, transfers and transcripts
The broker can drill into any single desk from the roll-up. Seats are invited and billed together, a lead moves from one agent to another in a click, and a broker can export any agent’s conversation transcripts, one row per message, which is the thing a supervising broker actually needs when a question comes back six months later.
How office leads are routed
Office leads route themselves too: round robin, or first to claim, where the lead sits in a claim pool on every agent’s home screen and the fastest hand wins it. That covers what arrives through the office’s own doors, a forwarded portal email, the lead API, an open-house sign-in sheet, or a lead someone types in, and an office activity feed with an In-rotation roster shows who got what and who is up next. A lead from an agent’s own website chat stays that agent’s.

Every feature shown here is included on every plan.

Plans, listings and texting — the fine print
The plans differ only in how many seats you need. Listings work the same on every plan, up to 500 per agent rather than 500 for the whole team, and no plan charges you by how many you load. Text alerts go to you, the agent, when you opt in. Automated marketing texts to your leads are sent only after they opt in during the conversation; if someone texts or calls you first, the assistant can answer them the way you would. See our SMS Terms.
Ready when you are

You’ve seen what it does. See what it does for you.

From $299/mo for one agent · first 30 days free · no setup fee · cancel in two clicks.

Prefer to talk? Call or text (858) 330-4320