🤖 Your Assistant — User Guide

🤖 Meet Your Assistant

Your assistant has a name — by default "Scout", but you can rename it to anything you like (see Personalized Name). It works the same on every page of the app and across every channel.

• ✅ Available on every page — just click the chat bubble in the corner
• ✅ Voice and text — type, or tap the microphone to talk in the browser
• ✅ Call from any phone — dial in and have a real voice conversation, hands-free
• ✅ On your phone too — message your assistant from WhatsApp or Telegram
• ✅ Page-aware — it already knows what property or deal you're viewing
• ✅ Remembers you — keeps your preferences (markets, ROI minimum, buyer criteria) across sessions

💬 How to Open the Chat

Click the chat bubble button in the bottom-right corner of any page to open the chat window. Your assistant is available on:

• Flip Deals — review deal metrics, ROI, and filter/sort the list
• Off-Market — browse expired MLS listings, change filters, ask about visible listings
• Property pages — full property data, comps, valuations, and deal analysis
• Market Explorer — market trends and statistics for any location
• CRM — find buyers or leads, add follow-up tasks, open a lead
• Profile & Settings — update your name, phone, or preferences
• Help pages — get help with platform features

🎙️ Talking to Your Assistant (Voice Chat)

You can have a real spoken conversation with your assistant on any logged-in page. No typing required — great for driving between properties or walking a site.

How to Start a Voice Conversation

1. Open the chat window (tap the chat bubble in the corner).
2. Click the microphone button next to the Send button.
3. In a second or two, your assistant will greet you — just start talking.
4. To end the conversation, click the microphone button again.

How Long You Can Talk

• Free users: 5 minutes of voice per day
• Paid subscribers: 30 minutes of voice per day
• Each voice session: capped at 15 minutes — if you want more, just click the mic to start a new session
• When your daily limit is used up, the mic button is disabled with the tooltip "Daily voice limit reached. Resets at midnight."

What Voice Chat Can Do

Anything the text chat can do — search deals, navigate pages, explain deals, pull property details, add buyers to your CRM, and so on. For long answers, your assistant will say something like "Putting the details in the chat" and drop the full answer into the chat window so you can scan it when you're back at the computer.

Example Voice Commands

• "Show me my top 3 deals in Riverside."
• "Open the property page for 4544 Talofa Avenue."
• "Explain ARV for this property."
• "Take me to my CRM leads."
• "What's my max offer on this deal if I want 25% ROI?"

Transcript

During the call, the chat window stays clean so you're not distracted. When you end the session, the full transcript appears in chat as a written record of everything said.

📱 Reach Your Assistant from Your Phone

Your assistant isn't just on the website. You can reach the same assistant — with the same tools and the same memory of your past conversations — right from your phone. Three ways, one account.

📞 Phone Call

Call +1 (805) 719-7162 from any phone. If your number is already linked, your assistant picks up in about two seconds and you can just start talking. If you're calling for the first time and haven't linked yet, the assistant will ask you to enter your 6-digit code on the keypad — generate one from your Profile page.

• Works from any mobile or landline that can make a regular phone call.
• Completely hands-free once the call connects — say what you want naturally.
• Same tools as the browser: ask for deal analysis, find comps, open a CRM lead, set a reminder.
• Call quality is phone-line audio (narrowband), not HD — don't expect music-studio fidelity, but voice is clear.

🟢 WhatsApp & ✈️ Telegram

If you prefer text, WhatsApp and Telegram work through our platform's bot — you don't need your own WhatsApp Business or Telegram account beyond the regular one you already use. Link once on the Profile page and message the bot any time.

How to Set Everything Up

Setup is on your Profile page and takes about a minute. See the Reach your assistant from your phone section of the Profile help page for step-by-step instructions for each channel.

What You Can Ask from Your Phone

• "Any new A-grade deals in Phoenix today?"
• "What's the ARV on 123 Main Street?"
• "Save this deal — I'm interested: [link]"
• "How's the Austin market doing?"
• "What follow-ups do I have today?"

⚡ What Your Assistant Can Do

Your assistant has about two dozen distinct abilities. Here they are grouped into what you'd actually want to use them for. You don't need to memorize any of this — just ask in plain English and your assistant will figure out which tool to use.

🔍 Finding Deals

• Search your analyzed flip deals — by city, state, ROI, price range, or grade.
  "Find deals in Phoenix with at least 25% ROI under $300k."
• Search active for-sale listings — homes currently on the market by location, price, beds, baths, or size.
  "Show me 3-bed homes for sale in Tucson under $400k."
• Filter the Flip Deals page — applies filters on-screen, not in chat, so you can keep browsing.
  "Filter flip deals to Austin, minimum B grade, under $350k."
• Sort the Flip Deals page — by ROI, profit, grade, price, or days on market.
  "Sort these by highest profit first."
• Filter the Off-Market page — change state/county, recency, price, or beds without touching the dropdowns.
  "Show me Orange County expired in the last 7 days under $600k."
• Look up off-market listings anywhere — answers analytical questions about expired listings in any county without changing your current view.
  "What's the most motivated expired listing in Riverside under $500k?"
• Find buyers who match a deal — ranks your buyer list by who's most likely to buy a specific property.
  "Who are my matching buyers for this deal?"

📊 Analyzing a Deal

• Pull full property details — address, price, beds/baths, year built, lot size, last sold.
  "Give me the details on 4544 Talofa Ave."
• Get the full ARV & flip analysis — purchase price, rehab, ARV, net profit, ROI, deal grade, comp count.
  "What's the ARV and ROI on this deal?"
• Explain why a deal got its grade — plain-English breakdown of ARV confidence, rehab, comps, risks, and strengths. Includes offer strategy and distress signals when available.
  "Why is this deal rated B+?" · "What's wrong with this one?"
• Compare 2–4 deals side-by-side — price, ARV, ROI, grade, comps, beds/baths in one table.
  "Compare my top 3 Riverside deals."
• Calculate your max offer — works backward from ARV to the price that hits your target ROI.
  "What's my max offer on this one for a 25% return?"
• Break down the rehab cost — categorized (kitchen, bath, mechanicals, roof, structural, etc.) with an assessment of each.
  "Break down the renovation costs on this deal."
• Generate a printable PDF report — a branded flyer for the deal you can share with lenders or partners.
  "Make me a PDF report for this property."

🗺️ Getting Around the App

• Open a specific property or deal — Your assistant finds it and opens the page for you.
  "Open the property page for 123 Main St."
• Go to any page — Flip Deals, CRM, Dashboard, Profile, Shared Deals, Market Selection, or a CRM tab (Buyers, Leads, Tasks, Pipeline).
  "Take me to my CRM leads." · "Open my profile."

👥 CRM & Lead Management

• Find contacts — search buyers or seller leads by name, ZIP, budget, buyer type, or lead status.
  "Find all cash buyers in 85281 under $400k."
• Open a lead or buyer record or switch CRM tabs.
  "Open the lead for Jane Smith." · "Switch to the Tasks tab."
• See your follow-up tasks — pending, overdue, or due within a week.
  "What do I need to do today?" · "Show me my overdue follow-ups."
• Save a deal to your watchlist — mark it interested, good deal, contacted, or under contract.
  "Save this deal — I'm interested." · "This is a good deal."
• See your watchlist — everything you've saved, newest first.
  "Show me my watchlist."
• Watch a search for new matches — Your assistant alerts you when new deals match your saved criteria or when prices drop.
  "Alert me for new Austin deals under $250k with 25% ROI."

📈 Market Insights

• Get a market briefing — deal count, average ROI, price range, hottest ZIPs for a city or ZIP code.
  "How's the Phoenix market?" · "Market summary for 78701."
• Get market intelligence — city summaries and county investment scores with competition, volume, and growth metrics.
  "Which counties in Arizona are best for flipping?"

⚙️ Settings & Preferences

• Update profile fields — company name, display name, business phone, or business email. Your assistant asks you to confirm before saving anything.
  "Change my company name to Smith RE Investments."
• Remember a preference — like your minimum ROI, preferred cities, or max renovation budget. Your assistant uses these automatically in future chats.
  "I only look at deals above 20% ROI." · "I prefer Phoenix and Tucson."
• Recall what your assistant remembers about you — your saved preferences.
  "What do you know about me?"

🧠 Conversation Memory

• ✅ Within-session memory — remembers everything discussed in the current chat
• ✅ Cross-session summary — keeps a summary of past conversations so context carries over next time
• ✅ Cross-channel memory — what you said on WhatsApp or Telegram is available when you come back on the website
• ✅ Saved preferences — if you tell your assistant "I only look at 20%+ ROI deals", it'll remember next time

✨ Personalized Assistant Name

You can give your assistant a custom name in Profile & Settings.

• Choose any name — popular picks include Aria, Max, Nova, or keep the default Scout
• The assistant greets you by recognizing its own name
• Voice gender (for voice chat) is inferred from the name you choose
• Personality and name stay consistent across all pages, voice chat, and WhatsApp/Telegram

🚫 What It Won't Do

• ❌ Won't tell you whether to buy or pass on a specific property — that decision depends on your goals, finances, and risk tolerance
• ❌ Won't give legal advice — no contract, title, zoning, or real estate law guidance
• ❌ Won't give tax advice — consult a licensed CPA for tax questions
• ❌ Won't give financial planning advice — consult a licensed financial advisor
• ❌ Won't change your password or delete your account — for security, those require using the profile page directly

💡 Tips for Best Results

• ✅ Be specific — "Find 3-bed homes under $300k in Ventura County with 25%+ ROI" beats "find me deals"
• ✅ Ask follow-ups — Your assistant remembers the conversation, so "and the top one of those?" works without repeating context
• ✅ On a property page, just ask — Your assistant already has full context; no need to provide the address or property ID
• ✅ Try voice for hands-free deal review in the car — tap the microphone and speak naturally
• ✅ Save preferences once — "Remember: I only do flips in Phoenix and Tucson" so future searches auto-filter
• ✅ Ask "what can you do?" any time — Your assistant will summarize what's possible on the current page