# Introduction to SalesRook Welcome to SalesRook! Designed specifically for estate agents, SalesRook streamlines workflows, automates client interactions, and simplifies data management. {% embed url="" %} SalesRook consists of two powerful tools: **SalesRook Core** and **SalesRook Negotiator**. Each tool addresses unique aspects of your daily operations to boost productivity and enhance client management. * **SalesRook Core** uses AI to automatically qualify and engage applicants, reducing manual tasks and ensuring all leads are thoroughly screened and documented, ready for follow-up. * **SalesRook Negotiator** integrates WhatsApp with Reapit CRM, making it easy to track conversations, maintain GDPR compliance, and provide team-wide access to client communications. Together, SalesRook Core and Negotiator offer a seamless solution for estate agents to manage leads efficiently, stay compliant, and focus on building valuable client relationships. *** ### SalesRook Core: Automated Lead Qualification and Engagement SalesRook Core leverages AI to handle applicant qualification, capturing essential details and automating follow-up, allowing your team to focus on high-priority tasks. **Key Features of SalesRook Core** * **Automatic Applicant Engagement**: * The conversational AI interacts with sales and lettings applicants, asking tailored questions to understand their specific needs. * **Sales Lead Identification**: * For sales inquiries, the AI identifies if an applicant is selling a property, collects the property address, and prompts immediate follow-up by notifying the relevant branch or negotiator. * **Mortgage Inquiry Flagging**: * The AI identifies potential mortgage-related inquiries, so your team can prioritize these opportunities as needed. **Qualified Lead Delivery** * **AI-Generated Lead Summary**: * When an applicant is fully qualified, SalesRook Core sends an email notification to the team, summarizing all critical information the AI has gathered. This summary includes key details like applicant needs, property information, and any flags for additional follow-up, allowing agents to start the conversation with all the necessary insights. **CRM Integration and Workflow Automation** * **CRM Integration**: * Qualified applicant data is automatically transferred to your CRM, making it easy to access and manage leads without manual entry. * **Email Notifications**: * In addition to CRM logging, SalesRook Core’s AI summary is emailed to the team, ensuring your agents are kept up-to-date with new leads without delay. **Always Available, Always Consistent** * **24/7 Availability**: SalesRook Core operates around the clock, managing inquiries as they come in. * **Consistent Interactions**: With standardized, reliable AI, every applicant receives the same thorough treatment, ensuring consistent data collection and quality. **Corporate WhatsApp Integration** * **Professional Messaging Platform**: Conversations happen through a corporate WhatsApp account branded with your company name and logo, presenting a polished, trustworthy image to clients. *** ### SalesRook Negotiator: Seamless WhatsApp Integration with Reapit CRM SalesRook Negotiator is specifically designed for estate agents using **Reapit CRM**, connecting WhatsApp and Reapit for a seamless communication experience that enhances client and team interactions. **Key Features of SalesRook Negotiator** * **Automatic Customer Identification**: * SalesRook Negotiator identifies customers in your Reapit contacts when you start a WhatsApp conversation, pulling up their details, activities, and open tasks. * **Real-Time Conversation Logging**: * Every WhatsApp conversation is automatically logged in the relevant Reapit activity feed, creating a reliable record accessible to all team members. **Enhanced Team Collaboration and Compliance** * **Shared Access**: * All conversations are visible to the team, providing continuity even if a team member is away. Messages are synced to Reapit, allowing team members to see all interactions as they happen. * **Regulated Storage Environment**: * By storing conversations in Reapit, SalesRook Negotiator ensures that data is securely stored in compliance with GDPR and AML regulations, minimizing legal risk. **Efficiency and Productivity Gains** * **Streamlined Workflow**: * Integrating WhatsApp and Reapit means no more manual copying and pasting between platforms, saving time and reducing the risk of error. * **Enhanced Productivity**: * Real-time message syncing lets agents focus on client service instead of data management, improving overall productivity. *** ### Benefits of SalesRook Core and Negotiator for Your Agency SalesRook Core and Negotiator work together or independently to enhance team productivity and streamline workflows. Here’s a quick overview of what each tool provides: * **SalesRook Core**: * Automated qualification and data capture for sales and lettings inquiries. * Delivery of AI-generated lead summaries via email, ensuring agents have all critical information to start conversations effectively. * Seamless CRM integration to reduce data entry and improve lead management. * **SalesRook Negotiator**: * WhatsApp integration with Reapit for automatic conversation logging. * Immediate customer data access for informed WhatsApp interactions. * Team access to ensure continuity and transparency in customer communications. *** ### Conclusion: SalesRook Empowers Your Team to Focus on What Matters SalesRook Core and Negotiator provide estate agents with powerful tools to manage client interactions efficiently, reduce administrative load, and ensure compliance. Whether you need automated lead qualification or seamless communication between WhatsApp and Reapit, SalesRook is designed to save time, improve teamwork, and let your team focus on closing deals. # SalesRook Negotiator Welcome to SalesRook Negotiator: Simplifying WhatsApp Communication for Estate Agents It's great to have you onboard. Your business has signed you up to use SalesRook which you'll use every day. This 'How-to' guide will help you get setup and understand how it works. ### First though, let us answer: 'What is SalesRook and why are we using it?' {% embed url="" %} Managing communication as an estate agent can be overwhelming. From emails and phone calls to managing viewings and client follow-ups, staying organized is a challenge—especially when you need to log everything in Reapit. That’s where **SalesRook Negotiator** steps in, making your WhatsApp communication streamlined, efficient, and automatically synced with Reapit. SalesRook Negotiator is designed to help estate agents integrate their WhatsApp messages with **Reapit Agency Cloud**, ensuring all conversations are logged, accessible to the team, and compliant with GDPR and AML regulations. Here's how SalesRook makes your work easier: *** #### Why SalesRook Negotiator? Managing customer interactions via WhatsApp has become a necessity for estate agents, but keeping track of all those conversations across different devices and team members can lead to confusion. With SalesRook Negotiator, all your WhatsApp chats are synced directly into Reapit, ensuring seamless communication and record-keeping across your team. *** #### Key Features of SalesRook Negotiator **1. Automated WhatsApp Sync to Reapit** * SalesRook automatically syncs your WhatsApp messages to the relevant contact, applicant, or property card in Reapit. * No more manually logging conversations. SalesRook updates the CRM in real time, saving you from missed data and tedious updates. **2. Identify and Match Contacts Instantly** * When you chat with a customer on WhatsApp, SalesRook automatically identifies them in your Reapit contacts database. * It pulls up their details, activities, and related tasks, ensuring you have all the relevant information at your fingertips while chatting. **3. Team Collaboration Made Easy** * All your conversations are accessible to the team, meaning no more lost chats when someone is away. * If a colleague leaves or moves to a different team, their input isn’t locked away on their device. Everything is automatically synced and visible in Reapit for full team access. **4. Regulatory Compliance and Security** * SalesRook helps ensure compliance with GDPR and Anti-Money Laundering (AML) regulations by keeping your customer data securely stored in Reapit, rather than scattered across personal devices. * Reduce the risk of mishandling sensitive customer data by keeping everything within a regulated and secure environment. **5. Improved Productivity and Efficiency** * SalesRook eliminates the need to juggle multiple platforms. Instead of copy pasting continuously between WhatsApp and Reapit, everything is consolidated. * This integration saves time, reduces errors, and makes your team more productive, transparent, and efficient. *** #### How SalesRook Makes Your Life Simpler With SalesRook, all your WhatsApp conversations are in one place—Reapit. You can focus on providing exceptional customer service without worrying about lost information or regulatory risks. Here’s how SalesRook simplifies your work: * **AutoSync** ensures that all your messages are updated in real-time across your Reapit CRM. * **Team Transparency** allows everyone on your team to access essential communications, even when key team members are unavailable. * **Compliance and Security** give you peace of mind when managing sensitive customer information. * **Productivity Boost** by reducing manual entry tasks, you can spend more time focusing on closing deals. *** #### The Future of Estate Agent Communication SalesRook Negotiator is designed to make estate agents more productive, transparent, and efficient by seamlessly integrating WhatsApp communication into Reapit. With less email and more real-time messaging, SalesRook is the key to modernizing and streamlining your client interactions. Start saving time and improving your team's communication with **SalesRook Negotiator** today! # How to Get Started A 'how to' guide for setting up SalesRook Negotiator In this section: {% content-ref url="/pages/LdGwS0QQhIctyePCja43" %} [Setup the WhatsApp Business App](/salesrook-negotiator/how-to-get-started/setup-the-whatsapp-business-app) {% endcontent-ref %} {% content-ref url="/pages/y7LtYlW7BnanzLXWqXo7" %} [Install and Set Up the SalesRook Chrome Extension](/salesrook-negotiator/how-to-get-started/install-and-set-up-the-salesrook-chrome-extension) {% endcontent-ref %} {% content-ref url="/pages/mP9MFQm8886sjMIfosqc" %} [Configure WhatsApp & SalesRook to Open Automatically](/salesrook-negotiator/how-to-get-started/configure-whatsapp-and-salesrook-to-open-automatically) {% endcontent-ref %} Let's get started... # Setup the WhatsApp Business App Before engaging with SalesRook we need to ensure that your WhatsApp setup is correct. This guide will walk you through the process of setting up WhatsApp Business for your work life. By completing the following instructions, you'll be able to run *both* the standard and business versions of WhatsApp, effectively separating your personal and professional communications. You can think of it as the WhatsApp equivalent of having an individual work email address (e.g., ). Setup varies slightly depending on whether 📱 - You use one mobile phone for everything (personal and work) OR 📱+📱- You use two mobiles, one for personal, the other for business ### I have one mobile phone If you use one mobile phone, to use WhatsApp and SalesRook legitimately, you'll need to run two version of WhatsApp from your device.\ \ Once complete, your setup will be:
**ACTION**: In your app store, please download and setup WhatsApp Business. **IMPORTANT:** **Do not** set it up using your normal mobile number. You **MUST** use your direct-dial-in (DDI) line. This will be your personal work number - most likely the one linked to the phone at your desk. If you're using two phones, you can install the standard WhatsApp on your personal device and WhatsApp Business on your work device. ### I have two mobile phones Great. Setup will be easier for you because you can connect WhatsApp and Reapit via SalesRook using the WhatsApp account linked to your business mobile. *n.b. If you're using the normal version of WhatsApp on your work phone, we highly recommend downloading and moving to use WhatsApp Business instead. It's free, and comes with many benefits for business use.* The logo looks like this in the app store:
**Benefits:** * Operate within WhatsApp's T\&Cs * Setup an out of office response for when you're not working * Setup a professional profile for yourself * Plus more: check out # Installing WhatsApp Business App How to install WhatsApp Business on your phone, step by step Note: This guide is for iPhone users, but the steps are similar for Android devices. 1. Open the App Store and search for '**WhatsApp Business**'. Install the app.
2. Launch the app, tap 'Agree & Continue'. 3. When prompted to use your phone number, select 'Use a different number'. **Do ****NOT**** use your mobile number** (unless you're using a work mobile,
4. Enter your desk/landline number (also known as Ddi number) and tap 'Done'. 5. Confirm your number by tapping 'YES'. 6. You'll need to verify your number with a 6-digit code. Since you're using a landline, tap "Didn't receive a verification code?" then select '📞Call Me'. WhatsApp will call your landline with the code.
7. After entering the verification code, tap 'Skip Restore' when prompted to restore from iCloud. 8. Decide whether to grant WhatsApp Business access to your contacts. We recommend choosing 'Don't Allow' for privacy reasons. 9. **Setup is complete 💪🏻** - You'll now have two WhatsApp icons on your home screen: one for personal use and one for business.
Start using WhatsApp Business for work conversations, while keeping personal chats separate on the regular WhatsApp app. 💪🏻 # Setting Up Your WhatsApp Business Profile Learn how to configure your WhatsApp Business profile with professional branding, automated messages, and essential settings for effective property client communication. ### **#1** - Create a Professional Business Profile **💼** Take time to set up your business profile thoroughly, ensuring it appears polished and professional.
1. Go to web.whatsapp.com and click the three dots menu (⋮) 2. Select "Settings" > "Business tools" > "Business profile" 3. Configure your profile: * Add your agency name * Upload your agency logo * Add business hours * Include your business address * Add your website * Write a brief description * Add your email address
### **#2** - Manage Expectations with Out-of-Office Responses **🌙** Set up your Out-Of-Office (OOO) response to keep clients informed when you're unavailable. You can do this in the 'Business Tools' section of 'Settings'.
1. Go to "Settings" > "Business tools" > "Away message" 2. Click "Turn on away message" 3. Configure your settings: * Schedule: Choose "Custom schedule" * Set your business hours * Select recipients (Recommended: "Everyone except...") 4. Suggested away message template: {% code overflow="wrap" %} ``` Thank you for your message. Our office is currently closed and will reopen at [TIME] on [NEXT BUSINESS DAY]. For urgent matters, please call our out-of-hours team on [NUMBER]. We look forward to assisting you during business hours. Best regards, [AGENCY NAME] ``` {% endcode %} ### **3. Setting Up Greeting Messages 👋** Automatically welcomes first-time contacts: 1. Go to "Settings" > "Business tools" > "Greeting message" 2. Click "Turn on greeting message" 3. Configure when to send: * Select "Anyone who messages you for the first time" * Choose "Everyone" or customise recipients 4. Suggested greeting template: {% code overflow="wrap" %} ``` Welcome to [AGENCY NAME]! Thank you for getting in touch. A member of our team will respond to your enquiry shortly. For immediate property updates, visit: [WEBSITE] Best regards, The [AGENCY NAME] Team ``` {% endcode %} **Pro Tips** 💡 * Keep messages concise and professional * Include clear next steps or expectations * Update business hours during holidays * Review and refresh automated messages quarterly # Install and Set Up the SalesRook Chrome Extension Follow these step-by-step instructions to install and configure the SalesRook Negotiator Chrome extension, which syncs WhatsApp messages with the Reapit CRM {% embed url="" %} **Step 1: Open Google Chrome** * Make sure you're using **Google Chrome** as the browser for this setup. **Step 2: Visit the Chrome Web Store** * In the top address bar, type **Chrome Web Store** and press Enter. * In the search bar located at the top left-hand corner of the Chrome Web Store, type **SalesRook** (all one word) and hit **Enter**. **Step 3: Add SalesRook to Chrome** * Look for [**SalesRook for WhatsApp and Reapit**](https://chromewebstore.google.com/detail/salesrook-for-whatsapp-an/fgeacaodamfkbhdilpeddnnlmjcjfieg?hl=en) in the search results. * Click on the result to open the extension page. * On the right-hand side, click **Add to Chrome**, then confirm by selecting **Add Extension**.
* **n.b.** If you're using the web browser **Microsoft Edge**, you will need to 'Allow extensions from other stores' first
**Step 4: Pin the SalesRook Extension** * After SalesRook is installed, close any pop-up windows. * In the top right corner of your Chrome browser, click the **jigsaw puzzle icon** (extensions menu). * Find **SalesRook** in the list and click the **pin icon** to ensure it remains visible in your toolbar for easy access.
**Step 5: Launch WhatsApp Web with SalesRook** * Click the pinned **SalesRook** icon in your toolbar. * This will open **web.whatsapp.com** with the SalesRook panel visible on the right-hand side.
**Step 6: Sign in with Reapit** * Once WhatsApp is loaded, click on **Sign in with Reapit** in the SalesRook side panel.
* Enter your **Reapit credentials** and click **Sign In**. **Step 7: Completion** * After signing in, you will see a confirmation message: **Welcome to SalesRook**. * If it's not already linked, please follow the WhatsApp instructions to link your device (mobile phone) using your business WhatsApp account
* Your setup is now complete, and you can begin syncing your WhatsApp messages with Reapit. # Configure WhatsApp & SalesRook to Open Automatically This guide will walk you through configuring your browser so that web.whatsapp.com with SalesRook automatically opens every time you start Chrome. {% embed url="" %} **Step 1: Open WhatsApp Web and SalesRook in Chrome** * Make sure both **web.whatsapp.com** and the **SalesRook** extension are open in your Chrome browser. **Step 2: Copy the WhatsApp Web URL** * In the address bar, highlight the **web.whatsapp.com** URL. * Right-click the URL and choose **Copy**. **Step 3: Open Chrome Settings** * Navigate to the top right corner of Chrome and click on the **three vertical dots** (menu). * From the dropdown menu, click on **Settings**. **Step 4: Configure Chrome Startup Settings** * In the Settings menu, look at the left-hand side panel and select **On startup**. * From the three options presented, choose **Open a specific page or set of pages**. **Step 5: Add WhatsApp as a Startup Page** * Click on **Add a new page** under the **On startup** settings. * Right-click in the URL field and select **Paste** to insert the **web.whatsapp.com** URL you copied earlier. * Click **Add** to confirm the action. **Step 6: Test the Setup** * Now, close Google Chrome completely. * Reopen Chrome to verify that it automatically opens at **web.whatsapp.com** with SalesRook active. That's it! Now, whenever you start Google Chrome, WhatsApp Web will open along with SalesRook, allowing you to seamlessly manage WhatsApp messages with Reapit CRM. # Daily Use A 'how to' guide for using SalesRook Negotiator day-to-day. In this section: {% content-ref url="/pages/4DuQxLn1n86Ltx6zOggQ" %} [Initiate Conversations and Sync Them to Reapit](/salesrook-negotiator/daily-use/initiate-conversations-and-sync-them-to-reapit) {% endcontent-ref %} {% content-ref url="/pages/pGWNhxAXkJEMCrT32zCP" %} [Link a WhatsApp Chat to a Property Card](/salesrook-negotiator/daily-use/link-a-whatsapp-chat-to-a-property-card) {% endcontent-ref %} # Initiate Conversations and Sync Them to Reapit This guide will walk you through how to connect WhatsApp conversations to Reapit. SalesRook Negotiator streamlines your workflow by allowing you to sync WhatsApp messages directly to Reapit CRM, ensuring that all your communications with leads and clients are organized and easily accessible. Whether you're managing existing chats or starting new conversations, this guide will walk you through how to connect WhatsApp conversations to Reapit. There are **two main ways** to initiate conversations and link them to Reapit: 1. Syncing ongoing conversations that already exist in WhatsApp. 2. Starting new conversations with contacts directly from Reapit. Follow the steps below for both methods to ensure your WhatsApp communications are always connected to the right Reapit profile. {% embed url="" %} **Method 1. Syncing Ongoing Conversations** If you have an existing conversation in WhatsApp that you want to link to a Reapit profile, follow these steps: 1. **Select the Conversation** * Open WhatsApp and click on the conversation you want to sync. * SalesRook automatically searches your Reapit database and links it to the profile that matches:
* In the yellow dropdown box on the right, select where you want to link the conversation: * **Applicant** * **Tenancy** * **Contact** * **Landlord** 2. **Sync Messages** * SalesRook automatically syncs messages into Reapit - This triggers each time you click on a WhatsApp conversation * The sync will copy all **NEW** messages exchanged to the selected card in Reapit. SalesRook will **NOT** duplicate **ANY** conversations in Reapit * You can, if required, manually sync by clicking the **Sync Now** button located in the bottom-right corner of the SalesRook panel. 5. **Conversations can be located in Reapit** * Open Reapit and navigate to the record your chose **(contact/tenancy/applicant).** * You should see the synced WhatsApp chat under **WhatsApp Chat Synced by SalesRook** in the activity feed * Click **Show More** to view the specific messages, including the test message you sent. *** **Method 2. Starting a New Conversation** If the contact isn’t part of an existing conversation in WhatsApp, you can start a new one and link it to Reapit: 1. **Find the Contact in Reapit** * Locate the person you want to chat with in Reapit. In the video example, we use **Mr. S Proctor**. 2. **Copy Their Phone Number** * Copy the contact’s phone number from Reapit. 3. **Start a New Chat in WhatsApp** * Go back to WhatsApp and SalesRook, then click the **blue button** in the top-right corner.
* Paste the phone number into the field and click **Start Chat**. * WhatsApp will start a conversation with that number * SalesRook will search for the number in Reapit. If it finds a match, it will link the conversation to Reapit automatically - Please note this may take a few seconds * From now on, every time you return to this chat in WhatsApp, any messages exchanged with this contact will automatically sync with their Reapit profile. *** With these steps, you can easily manage WhatsApp conversations in Reapit, linking new or ongoing chats to profiles and ensuring all messages are stored in the CRM for future reference. # initiate conversations and sync them to reapit SalesRook Negotiator syncs your WhatsApp messages directly into Reapit CRM, so every conversation with a lead or client is organised and easy to find. This guide covers both ways to get a chat linked correctly. {% embed url="" %} There are **two ways** to connect a conversation to Reapit: 1. Sync an ongoing WhatsApp conversation that already exists 2. Start a brand-new conversation directly from Reapit *** ## Method 1: Syncing an Ongoing Conversation 1. **Open the conversation** in WhatsApp and give it a few seconds. SalesRook detects the contact's phone number and displays the Reapit records connected to it. 2. **Select the correct record**, then click **Link to Chat** (the blue link button). The chat starts syncing straight away. 3. **Watch for the green banner** — a pop-up reading **"No more messages left to sync"** confirms the messages have synced successfully. Only **new** messages are copied across, so nothing gets duplicated. 4. **Check Reapit** — open the linked record and look in the **activity feed** for the synced WhatsApp thread. Click **Show More** to see the full conversation. *** ## Method 2: Starting a New Conversation 1. **Find the contact in Reapit** you want to message. 2. **Copy their phone number** from their Reapit record. 3. **Start the chat** — go to WhatsApp/SalesRook and click the **blue button** top-right, paste the number, and click **Start Chat**. 4. **Give it a few seconds** — SalesRook searches Reapit for a match. Select the correct record and click **Link to Chat** (the blue link button). 5. The chat syncs, and a green **"No more messages left to sync"** banner confirms it. From then on, every message in that chat syncs to their Reapit record automatically. # Link a WhatsApp Chat to a Property Card Here’s a step-by-step guide to help link a WhatsApp chat to a property card in Reapit, making it easier to track communication related to specific properties. {% embed url="" %} If you're speaking with a Vendor, it's highly likely that you will want the conversation to sync to the property card instead of the contact vendor card. {% endembed %} **1. Open WhatsApp and SalesRook** * Ensure both **WhatsApp** and the **SalesRook** extension are open in your browser. **2. Select the Conversation to Link** * In WhatsApp, choose the conversation you want to link. In this video example, we select the conversation with **Remi SalesRook**. * Currently, this conversation is linked to Remi’s **applicant card** in Reapit. **3. Unlink the Contact** * To link the conversation to a property instead, click the **Unlink Contact** button. * This will unlink the conversation from the applicant card. **4. Search for the Property** * To connect the conversation to a property, click the **dropdown menu** that appears. * You can search for the property either by **property ID** or **property address**. For this example, we’ll search by **property address**.
**5. Search for the Property Address** * In the search field, type the address or a keyword from the property name. For instance, enter '**79 Sakura'** to find properties containing this word. * Press **Search**. **6. Select the Correct Property** * SalesRook will search the Reapit database for properties matching your search term. In this example, we select **79 Sakura Walk** from the list. * The conversation is now linked to the **property card** for this address in Reapit.
**7. Verify in Reapit** * Open Reapit and navigate to the **property card** for **79 Sakura Walk** (example) * You should see the WhatsApp chat listed under **WhatsApp Chat Synced by SalesRook** *** By following these steps, you can easily manage and sync WhatsApp conversations to specific property cards in Reapit, helping you stay organized and ensure all property-related communication is correctly stored. # link a whatsapp chat to a property card {% embed url="" %} > 💡 If you're speaking with a vendor, you'll usually want the conversation synced to the **property card** rather than their contact/vendor card. {% stepper %} {% step %} **Open WhatsApp and SalesRook** Open both in your browser. {% endstep %} {% step %} **Select the conversation** Select the conversation you want to re-link. In this example, a chat currently linked to an applicant card. {% endstep %} {% step %} **Unlink the contact** Click **Unlink Contact** to remove the current link. {% endstep %} {% step %} **Search for the property** Click the dropdown that appears and search by **property ID** or **property address**. {% endstep %} {% step %} **Enter the address** Type the address or a keyword (e.g. "79 Sakura") and click **Search**. {% endstep %} {% step %} **Select the correct property** Select the correct property from the matching results, then click **Link to Chat** (the blue link button). Give it a few seconds and the chat will start syncing. {% endstep %} {% step %} **Confirm it synced** A green **"No more messages left to sync"** banner is your signal it worked. Open the property card's **activity feed** to see the full synced thread. {% endstep %} {% endstepper %} *** This keeps all property-related conversations exactly where the rest of your team will look for them. # Troubleshooting Issues with WhatsApp Business and SalesRook Common issues users face when using WhatsApp Business, along with best practices and advice on how to resolve them. While SalesRook helps streamline your WhatsApp messaging by syncing with Reapit CRM, it’s important to note that **SalesRook does not control the WhatsApp platform itself**. Your use of WhatsApp Business as an individual user is subject to the [WhatsApp Business Terms of Service](https://www.whatsapp.com/legal/business-terms). Below are common issues users face when using WhatsApp Business, along with best practices and advice on how to resolve them directly with WhatsApp. *** ### **Problem 1: "I was in the middle of sending a message and have now been blocked from WhatsApp Business."** **Explanation:** WhatsApp may block users for engaging in behaviour that appears spammy. This often happens if you: * Register a new number and send mass messages to many people at once. * Copy and paste the same message to numerous recipients. * Contact clients out of the blue with no prior communication history, and those clients either don't respond or block/report you.
**Best Practices:** * **Warm up your account:** Avoid messaging hundreds of contacts right after registering a new number. * **Avoid repetitive messaging:** Sending the same message template to multiple recipients looks like spam and can trigger a block. * **Check the number’s history:** If your Direct Dial-In (DDI) number was previously issued and misused, you may want to contact your DDI provider for a new number. **How to Resolve:** If your account has been blocked, you can appeal to WhatsApp. Visit [WhatsApp Support](https://www.whatsapp.com/contact) to find the appropriate contact method. Explain your situation and request reinstatement. *** ### **Problem 2: "I received the message 'This account can no longer use WhatsApp Business. Recent activity does not follow the WhatsApp Business Terms of Service.' Can you fix it?"**
**Explanation:** This message usually means your account has been flagged for sending spammy or impermissible communications. Common reasons include: * Sending the same message to too many contacts. * Engaging in unsolicited communication with clients who block or report you. **How to Resolve:** Unfortunately, SalesRook cannot resolve this issue for you. You will need to contact WhatsApp directly. Use the following template to send an appeal email: **Subject:** Question about WhatsApp Business for iPhone **Email body:** > Request for Account Reinstatement Due to Unwarranted Blocking WhatsApp Number: \[INSERT NUMBER] > > Dear WhatsApp Customer Service, > > I hope this message finds you well. I am writing to kindly request your assistance in reviewing and reinstating my WhatsApp Business account, which has recently been disconnected. It appears there has been a misunderstanding regarding the activity on my account. > > I have always adhered to WhatsApp’s guidelines and have not knowingly engaged in any violations. All my contacts are professional connections who have provided their information in compliance with GDPR and have requested communication through WhatsApp for professional purposes. > > I kindly request that your team review my account and reinstate it at your earliest convenience, as it is essential for my work. > > Thank you for your attention to this matter. > > Regards, \[INSERT NAME] WhatsApp Number: \[INSERT NUMBER] Email this to the contact provided by WhatsApp at [WhatsApp Support](https://www.whatsapp.com/contact). *** ### **Problem 3: "I've downloaded WhatsApp Business, but I'm not receiving the verification code required to activate my account."** **Explanation:** This is a common issue during the account registration process, but unfortunately, SalesRook cannot assist with this. The registration process for WhatsApp is managed entirely by WhatsApp itself. **Best Practices:** * Double-check your phone number and ensure it is correctly entered. * Make sure you have a stable internet connection. * Confirm that your phone can receive SMS messages or calls. **Additional Troubleshooting Steps:** Some other actions that we’ve tried in the past that are worth trying: * **Turn off Wi-Fi and use cellular data instead.** * **Turn Data Roaming on** (iPhone: Settings > Cellular > Cellular Data Options > Data Roaming), and toggle **"Limit IP address tracking"** off. * **Change phone region to UK or United States** (Settings > General > Language & Region). * **Turn off any VPN** if you’re using one. * If you’re not using a VPN, **try turning one on** and setting the location to the UK. **How to Resolve:** If you're still not receiving the verification code, contact WhatsApp support directly for assistance through [WhatsApp Support](https://www.whatsapp.com/contact). *** ### **Problem 4: "Is there any way someone from your team could help one of my employees with WhatsApp? They keep getting their account blocked, and I can’t figure out why."** **Explanation:** We can provide best practice advice, but unfortunately, resolving WhatsApp account bans is beyond SalesRook’s control. Typically, account blocks occur because the user is sending the same message to too many people in a way that appears like spam. **Best Practices:** * **Avoid repetitive messaging:** Train your team to avoid copy-pasting the same message to multiple recipients, which can trigger WhatsApp's spam filters. * **Use different numbers:** If the account keeps getting banned, consider switching to a new phone number to prevent further blocks. **How to Resolve:** Have the employee send an appeal to WhatsApp using the following email contact: ****. Be sure to include the phone number in question and request a review of the account status. Alternatively, try registering a new number for the employee. *** #### *Final Reminder: WhatsApp is Not Our Product* *Please remember that SalesRook integrates with WhatsApp but has no control over WhatsApp Business accounts, their registration, or their banning processes. For any account-related issues, it’s best to consult directly with WhatsApp Support.* # Best Practices for Using WhatsApp Business with Property Clients This guide will help you set up professional message templates and maintain effective client communications through WhatsApp Business. ### Setting Up Message Templates in WhatsApp Business #### For Web Users (web.whatsapp.com) 💻 Quick replies help you respond faster and maintain consistency in your communications! 1. **Access Quick Replies** * Open WhatsApp Web * Click the three dots menu (⋮) * Select "Business tools" * Choose "Quick replies" 2. **Create New Templates** * Click the "+" icon * Enter a message shortcut (e.g., /viewing) * Type your message template *(or paste from the library below!)* * Click "Save" #### For Mobile Users 📱 Access templates on the go with these simple steps: 1. **Access Quick Replies** * Open WhatsApp Business * Tap Settings * Select "Business Tools" * Tap "Quick Replies" 2. **Create New Templates** * Tap the "+" button * Enter your shortcut * Type your message * Tap "Save" ### Essential Message Templates Library #### 1. Initial Contact & Consent ✅ **Obtain Written Consent:** When listing the property, confirm with the seller/landlord that they are happy to receive WhatsApp updates. This can be done via email or a WhatsApp opt-in message. {% code overflow="wrap" %} ``` CopyShortcut: /consent Template: "Hi {{name}}, thank you for choosing [Agency Name]. To ensure quick and efficient communication, we can provide updates via WhatsApp regarding viewings and feedback. Please reply ‘YES’ if you’re happy to receive messages from us this way. Best regards, {{agent_name}}" ``` {% endcode %} **Save Contact Information:** Ensure the seller/landlord’s details are stored in your CRM and in your business contacts. **Create a Dedicated Chat:** Initiate a chat using your WhatsApp Business account. Use their name and property address in the contact name for clarity. **Set WhatsApp Business Profile & Auto-Reply:** Ensure your WhatsApp Business profile has professional branding, an away message for out-of-hours enquiries, and a greeting message when a new chat starts. Here's more on how to do that: {% content-ref url="/spaces/DhKsMHvtrroLslryu0DA/pages/6trWCSQ9p2xLbjgSCAhs" %} [Setting Up Your WhatsApp Business Profile](/salesrook-negotiator/how-to-get-started/setup-the-whatsapp-business-app/setting-up-your-whatsapp-business-profile) {% endcontent-ref %} #### 2. Viewing Arrangements 🏠 **Booking Confirmation** Use this when you've successfully scheduled a viewing to keep sellers informed. ``` CopyShortcut: /vbook Template: "Hi {{name}}, A viewing has been arranged at {{property_address}} for {{date}} at {{time}}. Access arrangements: {{access_details}} I'll update you with feedback afterward. Best regards, {{agent_name}}" ``` **Viewing Reminder ⏰** Send this on the morning of viewings to ensure smooth access arrangements. ``` CopyShortcut: /vrem Template: "Hi {{name}}, Just a reminder of today's viewing at {{time}} for {{property_address}}. I'll provide feedback following the appointment. Best regards, {{agent_name}}" ``` **Access Arrangements 🔑** Use this to confirm specific access details before a viewing. ``` CopyShortcut: /access Template: "Hi {{name}}, For tomorrow's viewing at {{property_address}}, could you confirm: - Will you be present? - If not, shall we use the office key? - Any specific access instructions? Best regards, {{agent_name}}" ``` #### 3. Viewing Feedback 📝 **Initial Update** Quick acknowledgment after a viewing to keep sellers in the loop. {% code overflow="wrap" %} ``` CopyShortcut: /vfeed1 Template: "Hi {{name}}, The viewing at {{property_address}} is complete. The applicant is considering their options, and I'll share detailed feedback once received. Best regards, {{agent_name}}" ``` {% endcode %} **Detailed Feedback 📊** Use this comprehensive template once you've gathered proper feedback from viewers. ``` CopyShortcut: /vfeed2 Template: "Hi {{name}}, Following today's viewing at {{property_address}}, here's the detailed feedback: - Interest Level: {{interest_level}} - Positive Points: {{positives}} - Considerations: {{considerations}} - Next Steps: {{next_steps}} Would you like to discuss any aspects of this feedback? Best regards, {{agent_name}}" ``` **Low Interest Feedback 📉** Use this template when you need to discuss potential improvements based on viewer feedback. {% code overflow="wrap" %} ``` CopyShortcut: /vfeed3 Template: "Hi {{name}}, Following recent viewings at {{property_address}}, we're seeing consistent feedback about {{issue}}. Would you like to discuss some potential adjustments that could help attract more interest? I have some specific suggestions that have worked well for similar properties. Best regards, {{agent_name}}" ``` {% endcode %} #### 4. Market Updates & Regular Communication 📈 **Weekly Update** Keep your clients informed even when there's no viewing activity. {% code overflow="wrap" %} ``` CopyShortcut: /wupdate Template: "Hi {{name}}, Weekly update for {{property_address}}: - New Enquiries: {{enquiry_count}} - Marketing Activity: {{marketing_details}} - Market Changes: {{market_updates}} Please let me know if you'd like to discuss any adjustments to our marketing strategy. Best regards, {{agent_name}}" ``` {% endcode %} **Market Insight 📊** Use this when market changes might affect your client's property. {% code overflow="wrap" %} ``` CopyShortcut: /market Template: "Hi {{name}}, I wanted to share some market insights relevant to {{property_address}}: Properties similar to yours are seeing {{market_trend}}. This could mean {{implications}}. Would you like to schedule a quick call to discuss how we might adjust our strategy? Best regards, {{agent_name}}" ``` {% endcode %} **Price Discussion 💰** For when market conditions suggest a price adjustment might be beneficial. {% code overflow="wrap" %} ``` CopyShortcut: /price Template: "Hi {{name}}, Based on recent market activity and viewer feedback, properties similar to yours are seeing more interest at around {{suggested_price}}. Would you like to discuss adjusting our asking price to attract more qualified buyers? Best regards, {{agent_name}}" ``` {% endcode %} #### 5. Offer Management 📋 **New Offer Notification** Use this template to quickly inform sellers of new offers while maintaining professionalism. ``` CopyShortcut: /offer1 Template: "Hi {{name}}, We've received an offer on {{property_address}}: - Offer Amount: {{amount}} - Buyer Position: {{buyer_position}} - Key Details: {{details}} Would you like to discuss this? I'm available for a call at your convenience. Best regards, {{agent_name}}" ``` **Offer Update** Perfect for keeping sellers informed during negotiations. ``` CopyShortcut: /offer2 Template: "Hi {{name}}, Update regarding the offer on {{property_address}}: - Current Offer: {{amount}} - Buyer's Comments: {{comments}} - Suggested Response: {{suggestion}} Please let me know when you're free to discuss. Best regards, {{agent_name}}" ``` **Pending Offer Status ⏳** Use this to keep clients updated during the consideration period. {% code overflow="wrap" %} ``` CopyShortcut: /pending Template: "Hi {{name}}, Quick update on the offer for {{property_address}}: The buyers are currently {{status_update}}. I'll keep you informed of any developments. Best regards, {{agent_name}}" ``` {% endcode %} #### 6. Sale Progression 🎉 **Offer Acceptance** Use this to confirm when an offer has been accepted. {% code overflow="wrap" %} ``` CopyShortcut: /accepted Template: "Hi {{name}}, Congratulations! 🎉 The offer of {{amount}} on {{property_address}} has been accepted. I'll send the formal paperwork shortly. Next steps: - Solicitor details needed - Sales memorandum to be prepared - Anti-money laundering checks I'll be in touch soon with more details. Best regards, {{agent_name}}" ``` {% endcode %} **Chain Update** Keep clients informed about their property chain status. ``` CopyShortcut: /chain Template: "Hi {{name}}, Quick update on your property chain: - Your Sale: {{status}} - Your Purchase: {{purchase_status}} - Key Actions: {{actions_needed}} I'll keep you updated with any changes. Best regards, {{agent_name}}" ``` **Milestone Achievement 🏆** Celebrate progress in the sale process. ``` CopyShortcut: /milestone Template: "Hi {{name}}, Great news! We've reached a key milestone: {{milestone_details}} Next steps: {{next_steps}} Keep up the momentum! Best regards, {{agent_name}}" ``` #### 7. Property Marketing Updates 📸 **New Marketing Material** Use when you've added new marketing content. ``` CopyShortcut: /marketing Template: "Hi {{name}}, We've just updated the marketing for {{property_address}}: - New {{content_type}} added - Featured on {{platform}} - Current viewing interest: {{interest_level}} Would you like to review the new content? Best regards, {{agent_name}}" ``` **Engagement Statistics 📊** Share performance metrics with your client. ``` CopyShortcut: /stats Template: "Hi {{name}}, Your property marketing stats this week: - Portal Views: {{views}} - Saved/Favorited: {{saves}} - Enquiries: {{enquiries}} - Viewing Requests: {{requests}} Would you like to discuss any aspects of our marketing strategy? Best regards, {{agent_name}}" ``` ### Best Practices for Professional Communication 💡 #### Message Structure & Timing ⏰ * Start with a professional greeting and end with a sign-off * Respond within business hours (ideally within 1 hour) * Send viewing confirmations 24 hours in advance * Follow up viewings within 2 hours * Reserve sensitive or complex discussions for phone/email #### Template Management 📝 * Personalize templates for each client * Review and update templates monthly * Test new templates before widespread use * Keep shortcuts consistent (e.g., /vbook, /offer1) * Delete outdated templates regularly #### Professional Standards ✅ Do: * Maintain clear, concise communication * Document important conversations in your CRM * Use proper grammar and punctuation * Keep tone positive but realistic Don't: * Share sensitive personal data via WhatsApp * Use excessive emojis or informal language * Send messages at unsociable hours * Share unconfirmed information #### Communication Types 🔄 * **Property Updates:** Weekly updates, market insights * **Viewings:** Confirmation, reminder, feedback * **Offers:** Quick acknowledgment, detailed follow-up * **Milestones:** Celebrate progress, outline next steps Remember: While these templates save time, always add a personal touch to build genuine client relationships! 🎯 Need help? Contact our support team at 📧 # SalesRook Core Welcome to SalesRook Core: Streamlining Your Sales Pipeline Management We’re excited to have you onboard! Your organization has empowered you with SalesRook Core to optimize your sales process and focus on what matters most—closing deals. This guide will help you understand how the dashboard works and how to customize it for your unique needs. ## What is SalesRook Core and Why Use It? SalesRook Core is an intuitive tool designed to streamline your sales pipeline management, providing a clear and concise overview of your account activities, opportunities, and tasks. It enables you to monitor opportunity statuses, track pipeline values, analyze conversion rates, and stay on top of tasks—all from one centralized dashboard. By offering instant insights, customizable widgets, and time filters, SalesRook Core helps you focus on high-value opportunities, identify bottlenecks, and optimize your workflow. With its efficiency and simplicity, SalesRook Core ensures you stay organized and prioritize your efforts effectively. {% embed url="" %} #### How to Use the SalesRook Core Dashboard The SalesRook Core dashboard provides a clear and concise overview of your account activity, opportunities, and tasks. It is designed to help you quickly understand your pipeline and prioritize your actions. Follow the steps below to familiarize yourself with the dashboard and customize it to suit your needs. *** #### Step 1: Understanding the Dashboard Layout When you log in to SalesRook Core, the dashboard is the first screen you’ll see. It provides an overview of your account, including: * **Opportunity Status**: Displays the total number of opportunities in the pipeline, broken down into categories: * Open * Lost * Abandoned * Won (e.g., 24 opportunities won) * **Opportunity Value**: Shows the total value of your pipeline and how much has been won so far (e.g., €56,983 won). * **Conversion Rate and Funnel Distribution**: Offers insights into how opportunities are moving through your pipeline stages. * **Tasks**: Lists any manual actions or other pending tasks. *** #### Step 2: Adjusting the Time Period * The dashboard data reflects the time period selected in the upper section of the screen. * To change the time period: * Click on the time selector. * Choose from pre-set options like the past year, or customize the date range as needed. *** #### Step 3: Customizing the Dashboard The dashboard can be tailored to display the information that’s most important to you. **Edit the Dashboard Layout:** 1. Click on **Edit Dashboard**. 2. Rearrange widgets by dragging and dropping them to your preferred positions. For example: * Move "Tasks" to the top if they are your priority. * Reorganize widgets like "Opportunity Status" or "Conversion Rate" for quick access. **Add New Widgets:** 1. In the **Edit Dashboard** mode, look for available widgets to add. 2. Select a widget (e.g., "Appointment Count"). 3. Click **Save** to add it to your dashboard. **Save or Cancel Changes:** * After making adjustments: * Click **Save Changes** to confirm your new layout. * Click **Cancel** to revert to the previous configuration. *** #### Step 4: Navigating Your Dashboard Once customized, your dashboard will reflect your priorities and provide at-a-glance insights: * Monitor opportunities, their values, and statuses. * Track your manual tasks and actions for better pipeline management. * Use the customizable widgets to highlight metrics most relevant to your workflow. *** #### Additional Support If you have questions or encounter issues while using the SalesRook Core dashboard: * Contact the SalesRook support team. * Refer to additional help documentation available on the SalesRook website. # Welcome Letter to Estate Agents Important: Your New Lead Management System is Now Live! Hello team, **Important change to your workflow**: Starting today, you'll no longer receive enquiry emails directly from Rightmove, Zoopla, and other portals. Instead, you'll receive **(Read This)** emails from SalesRook with fully qualified leads. This email explains this important transition and how it will transform your daily operations. Please take a few minutes to read through this information and **forward this to everyone on your team** to ensure everyone understands the new process.

Look at the difference - from bare-bones enquiry before to a complete applicant profile.

## Welcome to SalesRook Core! 🚀 Congratulations on joining the future of property communications! We're thrilled to have your team onboard and can't wait to help you transform how you handle enquiries, qualify leads, and uncover new valuation opportunities. ### How Does SalesRook Core Work? SalesRook Core gives you a powerful AI assistant (your AI Persona) that revolutionises your property business: * **Instant Responses**: Your AI Persona immediately engages with applicants via WhatsApp when they enquire through Rightmove, Zoopla, OnTheMarket, your company website, and other portals * **Smart Lead Qualification**: Automatically collects essential information (budget, timeline, preferences) and identifies sales opportunities * **Hidden Opportunity Detection**: Uncovers valuation opportunities and mortgage referrals that might otherwise be missed * **CRM Integration**: Sends detailed summaries directly to your CRM (Reapit, Alto, Acquaint, LeadPro etc) and your branch inbox

Now when someone enquires about a property, they immediately receive a personalised WhatsApp message.

### How Does This Affect Me as a Negotiator? Here's how SalesRook Core will transform your daily workflow: * **Save 25+ Hours Per Week**: No more manual follow-ups or data entry for portal enquiries * **Focus on High-Value Activities**: Spend more time on viewings, valuations, and relationship building * **Better-Qualified Leads**: Receive comprehensive applicant profiles with all essential information already collected * **Never Miss an Opportunity**: Every valuation opportunity and mortgage referral is automatically identified and flagged Instead of starting each day with basic portal enquiries requiring phone calls and chase-ups, you'll receive fully-qualified leads with detailed profiles and clear next steps. ### Response Protocol & Timing Your AI Persona works on a strategic communication schedule: * **Initial Response**: Instant engagement when an enquiry comes in * **Follow-up Nudge**: If no reply after 1 hour, a gentle follow-up is sent * **Timeout Process**: If still no reply after another hour, the conversation is considered "timed out" and a summary is sent to your team This balanced approach ensures maximum engagement without being intrusive while providing timely updates to your team. ### Understanding Email Notifications #### What is a (Read This) Email?

A (Read This) email - every detail is captured, organised, and delivered to you.

Emails marked with **(Read This)** contain important qualified lead information or valuation opportunities that require your immediate attention. These are high-priority communications that have been pre-qualified and are ready for your follow-up. Look for these key elements in each summary: * Applicant's full contact details * Property preferences and requirements * Budget and timeline information * Potential valuation or mortgage referral opportunities * Suggested next steps
### Understanding SalesRook Outcomes Every enquiry processed through SalesRook Core receives a **SalesRook Outcome** status, which appears in all (Read This) emails and AI summaries sent to your CRM integrations. This helps you quickly prioritize your follow-up actions: * **Qualified by AI** ✅ - The contact has fully completed the qualification questionnaire agreed during onboarding. These leads are ready for immediate follow-up and have been passed directly to your team. * **Responsive Unqualified** ⏳ - The contact has engaged with your AI Persona but hasn't finished the complete qualification process. SalesRook will continue following up to get them fully qualified, but you'll receive them in this status if they don't complete it. * **Unresponsive** ❌ - The lead hasn't responded to your AI Persona following the initial contact and follow-up attempts. **Important:** Any lead that is not fully qualified may respond later and change their SalesRook Outcome to "Responsive Unqualified" or "Qualified by AI." ### Handling Common Scenarios #### What if Someone Calls the Office Asking to Speak to Your AI Persona? If a client calls asking to speak with your AI Persona (like "Grace"): 1. **Be Natural**: "Grace works with our digital team handling enquiries. I'm her colleague \[Your Name] and I have all your details here. How can I help?" 2. **Focus on Service**: "I see you've been discussing \[property/requirement] with Grace. Let me pick up where she left off." 3. **Maintain Continuity**: Review the conversation summary before speaking to ensure a smooth transition. #### What if Someone Recognises This is AI? If a client mentions they're speaking with AI: 1. **Be Transparent**: "Yes, we use AI to ensure instant responses 24/7, but rest assured your enquiry is being handled with the same care and attention as always." 2. **Emphasise the Benefits**: "This allows us to respond immediately at any time and collect all your requirements so our team can focus on finding you the perfect property." 3. **Transition to Human Support**: "I'm \[Your Name], a real person here to help you now that we understand your requirements. How can I assist further?" ### Understanding Conversation Quality Based on our extensive sentiment analysis across thousands of conversations, the vast majority of interactions between your AI Persona and potential clients will be positive and productive. Over 95% of conversations are rated as "good" or "excellent" by clients, with many specifically praising the quick, helpful responses. However, as with any system, not every single conversation will be perfect. You might occasionally encounter a conversation that didn't go as smoothly as we'd hope. Please don't let one or two less-than-ideal interactions cloud your overall impression of the system. Our data shows that: * Most applicants appreciate the instant responses, even outside business hours * The quality of information gathered is consistently high * The conversion rate from enquiry to viewings increases significantly

The vast majority of interactions between your AI Persona and potential clients will be positive and productive

#### Reporting Issues with AI Summaries If you notice any issues with the AI summaries or interactions: 1. Email with "Summary Feedback" in the subject line 2. Include the property reference and applicant name 3. Briefly describe the issue (e.g., "Missing information," "Inaccurate summary," "Tone concerns") 4. Our team will review and improve the system promptly Your feedback helps us continuously refine the system for even better results. ### Getting Started 1. **Watch an explainer video**: 2. **Explore our documentation**: * SalesRook Core: * SalesRook Core training: ### Need Help? Our team is here to support you every step of the way: * **Technical Support**: * **Training Resources**: * **Feedback**: Let us know what you think about SalesRook [HERE](https://anonymousfeedbacklink.com) (It's anonymous!) We're excited to be partnering with you to transform your property communications and help your business thrive. Welcome aboard! **IMPORTANT REMINDER**: Please forward this page to everyone on your team who handles enquiries to ensure a smooth transition to this new system. The SalesRook Team # How to: Set up your user settings This guide will help you quickly set up your SalesRook user account, including calendar integration, profile updates, and availability settings, so you can start using SalesRook efficiently. For a more convenient setup, you can follow these step-by-step instructions instead of watching the video. {% embed url="" %} ### Step 1: Accessing Settings 1. **Log into SalesRook**: Once logged in, you will land on the dashboard. 2. **Navigate to Settings**: Click on the **Settings** tab located at the bottom of the left sidebar. ### Step 2: Calendar Integration SalesRook supports integration with both **Google** and **Outlook** calendars. Follow the appropriate steps for your preferred calendar. #### Google Calendar Integration 1. **Go to Integrations**: In the Settings tab, scroll down and select **Integrations** from the list on the left. 2. **Sign In with Google**: Click on the **Sign in with Google** button. 3. **Choose Your Google Account**: Select the Google account you want to connect with SalesRook. 4. **Allow Permissions**: Allow SalesRook to access your calendar by granting the necessary permissions. 5. If your account is already connected by another user, click on the **Add Account** button to connect a new one. #### Outlook Calendar Integration 1. **Navigate to Integrations**: Scroll down to **Integrations** under the **My Profile** section. 2. **Connect Outlook**: Click the **Connect** button next to the Outlook integration. 3. **Choose Your Outlook Account**: A pop-up will appear for you to choose your Outlook account. 4. **Grant Permissions**: Allow SalesRook to connect to your Outlook calendar. ### Step 3: Calendar Configuration Once your calendar is integrated, you can configure how SalesRook will manage your appointments. 1. **Set Primary Calendar**: * Scroll down to the **Calendar Configuration** section. * In the **Primary Calendar** field, select which calendar you want to use for your SalesRook appointments (either Google or Outlook). * Click **Edit** to make your selection, if not already chosen. 2. **Check for Conflicts**: * In the **Check for Conflicts** section, select which calendar(s) you would like SalesRook to check for availability when scheduling appointments. * Click **Edit** to choose additional calendars, such as your Google Calendar, or holidays (e.g., holidays in your region). ### Step 4: Profile Information 1. **Update Personal Data**: * Scroll up to the **Personal Data** section. * Make any necessary updates to your profile information, such as your name or contact details. * Click **Update Profile** to save changes. 2. **Change Password** (Optional): * If you need to change your password, click the **Change Password** option. * Enter your current password and the new password, then click **Update Password**. ### Step 5: Set Availability SalesRook uses your availability to help your AI persona schedule meetings on your behalf. 1. **Adjust Availability**: * In the **User Availability** section, set your preferred hours for meetings. * Uncheck days when you're not available (e.g., Wednesdays). * Select the times when you're available for meetings (e.g., 11:00 AM to 3:00 PM). 2. **Copy Availability to Other Days**: * If you want to apply the same availability to other days, click the **Copy to All Days** icon. * Click **Update Availability** to save your changes. ### Step 6: Set Meeting Location 1. **Choose Meeting Location**: * Scroll down to the **Meeting Location** section. * You can choose a custom location, such as a Zoom meeting link, Google Meet, a physical address, or a phone number. * For example, if you prefer Zoom, fetch your personal Zoom room link. 2. **Set Time Zone**: * Ensure that your time zone is correct. You can adjust it by selecting your region (e.g., **Belgrade** if your time zone is +1). ### Final Step: Complete Your Account Setup Once you've completed all the settings and configurations, your account is now set up and ready to go! #### Need Help? If you have any questions or encounter any issues during setup, please don’t hesitate to reach out to the SalesRook team for assistance. # SalesRook Calendar Setup Guide This guide will help you set up and manage your SalesRook calendar, configure settings, adjust availability, set meeting preferences, and ensure smooth integration with your AI persona. {% embed url="" %} ### Step 1: Access Calendar Settings 1. **Navigate to the Calendars Section**: On the left-hand side of the dashboard, click on **Calendars**. 2. **Open Calendar Settings**: In the Calendars section, click on **Calendar Settings** to access the configuration page. ### Step 2: Edit Calendar Details 1. **Open the Edit Menu**: Under the **Action** dropdown (represented by three dots), click on **Edit**. 2. **Change Calendar Name**: In the settings, you can change the name of the calendar to something more specific, like “Incredible Properties Calendar.” 3. **Modify Meeting Invite Title**: This title will appear in both your Google or Outlook calendar as well as your clients' calendars. Customize it to reflect the meeting or event appropriately. ### Step 3: Manage Team Members (If Applicable) 1. **Add Team Members**: * Click on the **Add Team Member** bar to include individuals who will participate in calls or appointments. These are the team members who will take the appointments scheduled by your AI persona. 2. **Remove Team Members**: * To remove someone from the calendar, click the **X** button next to their name. 3. **Set Team Member Priority**: * If multiple team members are on the calendar, you can adjust priority levels. * For example, you can set a team member to **High Priority** to ensure they receive more appointments. * If you leave both team members at **Medium Priority**, meetings will be distributed equally. ### Step 4: Set Meeting Location 1. **Choose Your Meeting Location**: * If you use Zoom, click on the **Zoom Integration** option. * For Google Meet, select the **Google Meet** option. * If you conduct phone calls with clients, you can enter your phone number in the **Phone** field. 2. **Save Your Changes**: Click **Save** to update your meeting location settings. ### Step 5: Set Availability 1. **Adjust Regular Availability**: * Specify the regular hours your team is available to take calls and meetings. These are the base hours and can be adjusted on individual calendars under **My Profile**. 2. **Copy Availability Across Days**: * If your availability is the same every day (e.g., from 11:00 AM to 3:00 PM), click **Copy to All** to apply these hours to every day of the week. 3. **Review Team Member Availability**: * Availability is synced with personal calendars and can be adjusted under the **My Profile** page for each user. ### Step 6: Configure Meeting Preferences 1. **Meeting Interval**: * Set the amount of time between booking slots in your calendar (e.g., 30 minutes). 2. **Meeting Duration**: * Define the standard duration for meetings, such as 30 minutes, 45 minutes, or 1 hour. 3. **Minimum Scheduling Notice**: * Specify how much notice is needed before scheduling a meeting. For example, you may set a minimum of **2 days** notice. 4. **Maximum Bookings Per Day**: * Set the maximum number of meetings you want to schedule per day (e.g., **3 meetings per day**). 5. **Bookings Per Slot Per User**: * To prevent double-booking, set the number of bookings per slot to **1** for each user. 6. **Buffer Time**: * Set the amount of time you want between meetings (e.g., **45 minutes**). ### Step 7: Save and Exit 1. **Save Your Settings**: After reviewing and adjusting all settings, click **Save** to apply your changes. 2. **Close the Settings Page**: Once saved, you can close the settings page to return to the main dashboard. ### Final Step: Complete Your Calendar Setup Your calendar is now set up and ready to use! The settings you've applied will ensure that your AI persona schedules appointments according to your preferences and availability. #### Need Help? If you have any questions or run into issues during the setup, feel free to contact the SalesRook support team for assistance. # SalesRook Conversations Tab Guide This guide helps you navigate the Conversations tab in SalesRook, manage conversations, view contact details, and track interactions in real time. {% embed url="" %} ### Step 1: Accessing the Conversations Tab 1. **Navigate to the Conversations Tab**: On the left-hand side menu of your dashboard, locate the **chat bubble** icon. 2. **Click on the Icon**: Click on the **Conversations** icon to open the Conversations tab. ### Step 2: Types of Conversations In the Conversations tab, you will see several types of conversations. These categories help you organize and manage your messages more efficiently. 1. **Unread**: Shows conversations that have unread messages. * If there are multiple unread messages in a thread, you’ll see an indicator with the number of unread messages. * If only the last message is unread, you’ll see a small dot indicating that. 2. **Recents**: Displays all recent conversations, including messages you’ve just received or sent. 3. **Starred**: This section includes conversations that you’ve manually marked with a star for easy tracking. * Use this if you want to prioritize a conversation (e.g., for upcoming appointments or potential leads). * You can mark conversations as **starred** or **unstarred** by clicking on the star icon next to the conversation. 4. **All**: This shows all conversations in the account, including those with your AI persona or team members. ### Step 3: Understanding Conversations When you open a conversation, here’s how to read and interact with it: 1. **Message View**: * **Blue Bubbles**: These represent messages you’ve sent. * **Gray Bubbles**: These represent messages from your client. * Conversations are updated **chronologically** in real time, so you’ll see new messages appear instantly. 2. **Responding to a Message**: * To reply to a conversation, simply type your message in the input box and send. The message will appear immediately in the conversation history. ### Step 4: Contact Details On the right-hand side of the conversation, you’ll find detailed information about the contact. 1. **Contact Information**: * **Full Name**: View the contact's full name. * **Contact Card**: Click on their initials to open the contact card, which shows their email, phone number, and more. 2. **Owner**: * The owner indicates who in your team is assigned to manage this contact. You can assign or reassign the contact by selecting a user from the dropdown list. 3. **Tags**: * Tags give additional context about the contact’s journey or engagement. For example, you might see tags like "Reactivation Campaign" or "Responsive" to indicate the type of interaction or status. 4. **DND (Do Not Disturb)**: * If a contact requests not to be contacted, you can enable **DND** to stop all future messages from being sent to them. * You can toggle the **DND** setting on or off by clicking the checkbox. This action is logged, and your client will not see it. ### Step 5: Appointments and Opportunities In the right-hand sidebar, you can also view information about scheduled appointments and opportunities. 1. **Appointments**: * If any appointments are scheduled with the contact, they will appear here. For example, you may see an appointment with a confirmed status or past appointments. * You can also manually book new appointments directly from this section. 2. **Opportunities**: * Opportunities show the lead’s current status in your deals pipeline. For example, you might see that the contact is in the **Responsive** stage. 3. **Call History**: * Calls made or received will also be logged in this section. * Outbound calls will appear on the right side, while incoming calls are listed on the left. 4. **Email Logs**: * All emails sent to the contact will also be logged in the conversation thread, providing a complete history of your communications. ### Step 6: Tracking and Managing Conversations The **Conversations** tab provides a comprehensive view of your interactions with each contact. You can see real-time updates, track appointments, and monitor the status of each opportunity. Use the **Starred** section for easy access to important conversations, and ensure you can always stay on top of follow-ups. ### Final Step: Additional Support If you have any questions or need further assistance with the **Conversations** tab in SalesRook, feel free to reach out to the SalesRook support team. We’re happy to help! # SalesRook Opportunities Guide This guide shows you how to manage opportunities in SalesRook, organize leads, assign values, book appointments, and move deals through stages. {% embed url="" %} ### Step 1: Access Opportunities 1. **Navigate to Opportunities**: On the left-hand side menu of your dashboard, click on **Opportunities** to open the opportunities pipeline. ### Step 2: Understanding the Opportunity Pipeline The pipeline is a visual representation of your sales cycle, helping you organize and predict revenue based on prospect behavior. There are several stages in the pipeline: 1. **New Opportunity**: * This stage includes leads who have not yet interacted with your AI persona or your team. These are new prospects entering the system, often from your website or forms. 2. **Responsive**: * Leads who have responded to your AI persona or team messages are moved to this stage. 3. **Unresponsive**: * Leads who were initially responsive but haven’t replied in a few days are categorized as unresponsive. 4. **Booked Appointment**: * Once a lead has booked an appointment, either through your AI persona or manually by your team, they are moved here. 5. **Confirmed Booking**: * After confirming an appointment, the lead is moved to this stage. You can drag the contact card or manually update the stage. ### Step 3: Moving Leads Through the Pipeline 1. **Manually Moving Leads**: * Drag a lead’s card from one stage to another within the pipeline. For example, from **Booked Appointment** to **Confirmed Booking**. 2. **Update Lead Status**: * Click on a contact card to open more details, then change the lead's stage. You can also assign a monetary value to the opportunity, representing the expected revenue from this lead. 3. **Set Lead Value**: * Enter the expected value (e.g., $200, $6,000) based on the offer you expect them to accept. ### Step 4: Contact Details and Actions 1. **Owner**: * The **Owner** field shows which team member is responsible for following up with the lead. The owner is typically inherited from the contact owner but can be changed. 2. **Add Tasks or Notes**: * You can add tasks or notes for yourself or your team from within the opportunity screen. 3. **Call or Message**: * From the opportunity screen, you can directly **call** or **message** the lead by clicking on the phone icon or message button. ### Step 5: Finalizing Opportunities 1. **Changing Opportunity Status**: * After confirming a lead’s appointment or deal, you can set the status to **Won**, **Lost**, or **Abandoned**: * **Won**: Successful deal. * **Lost**: Lead is no longer interested. * **Abandoned**: Lead became unresponsive. 2. **Review Opportunity Values**: * The sum of the opportunity values is displayed in each column for a quick view of your revenue. ### Step 6: Filters and Views 1. **Filter Opportunities**: * Use the filter options to display specific leads, such as those assigned to a particular user or those that are abandoned. ### Step 7: Customizing Your Pipeline 1. **Create a New Pipeline**: * To create a custom pipeline, click on the **Create New Pipeline** button. * Name the pipeline and add stages that fit your team’s workflow (e.g., post-booking stages). * Once created, the new pipeline will appear in the dropdown menu, allowing you to switch between different pipelines for various processes. ### Final Step: Additional Support If you have any questions or need help navigating the opportunities section, please reach out to the SalesRook support team. # How to Turn Off Your AI Persona in SalesRook This guide shows you how to disable your AI persona in SalesRook, allowing you to take control of a conversation and prevent the AI from responding. {% embed url="" %} ### Step 1: Access the Conversations Tab 1. **Navigate to Conversations**: Go to the **Conversations** tab on the left-hand side of your dashboard. 2. **Find Your Contact**: Locate the contact with whom you want to disable the AI persona. You can search by name, phone number, or find the contact in your list. ### Step 2: Disable the AI Persona (Booking Bot) 1. **Open Contact Details**: Click on the contact's initials to open their profile. 2. **Scroll to Booking Bot Section**: On the left-hand side of the contact's profile, scroll down to the **Booking Bots** section. 3. **Change Bot Status**: * You will see a **Bot Status** dropdown menu. By default, the bot is **enabled**. * Click on the dropdown and select **No Bot** to disable the AI persona from responding. 4. **Save Changes**: Make sure to click **Save** to confirm the change. ### Step 3: Confirm AI Persona is Disabled * After disabling the bot, your AI persona will no longer interfere with the conversation. You can now communicate directly with the client without interruption. ### Step 4: Alternative Method - Disable from Contacts 1. **Go to Contacts Section**: You can also disable the AI persona by navigating to the **Contacts** section. 2. **Find and Open Contact**: Search for the contact by name or phone number and open their profile. 3. **Disable the AI Persona**: As described in Step 2, disable the bot by selecting **No Bot** in the **Booking Bot** section and saving the change. Now your AI persona will no longer respond to messages while you manage the conversation directly. If you have any questions, feel free to contact the SalesRook support team. # How to create WhatsApp Templates in SalesRook This guide shows you how to create WhatsApp templates in SalesRook to initiate or continue conversations after 24 hours, streamlining communication with clients. {% embed url="" %} ### Step 1: Access WhatsApp Settings 1. **Go to Settings**: On the left-hand side of the dashboard, click on **Settings**. 2. **Navigate to WhatsApp**: In the Settings menu, click on **WhatsApp**. 3. **Select Templates**: Under the WhatsApp section, click on **Templates**. ### Step 2: Create a New Template 1. **Click on Create Template**: If you don’t have any templates in your account, click on the **Create Template** button. 2. **Fill in Template Details**: * **Template Name**: Enter a name for your template (this is for internal reference). * **Category**: Select **Marketing** or **Utility**. Use **Marketing** for general templates and **Utility** for notifications. * **Language**: Select the language for the template (e.g., **English**). * **Header** (Optional): You can add a header, but it's usually not required. 3. **Add Message Content**: * **Message Body**: Write the message that you want to send, and you can use placeholders to personalize the message. * To add custom fields, click **Add Variable**. For example, you can replace "Hi" with the contact's first name by selecting **Contact First Name** from the variable options. ### Step 3: Customize the Template 1. **Add Variables**: * Click on the **tag icon** to select variables like **Contact First Name**, **Assistant Name**, or **Business Name**. * These variables will automatically populate with the relevant information when the template is used. 2. **Opt-Out Information (Optional)**: * If this is the first message to a contact, you can use the **Footer** section to provide opt-out information. This is optional. 3. **Preview the Template**: * After filling out the message body and custom fields, check the preview to see how it will look when sent. ### Step 4: Submit and Approve the Template 1. **Submit for Approval**: Once you've finished setting up your template, click **Create**. 2. **Approval Process**: * The template will be submitted for approval and will typically be approved quickly (within a minute or so). * Once approved, the status will change from **Pending** to **Approved** (shown in green). ### Step 5: Use the Template in Conversations 1. **Send the Template**: Once the template is approved, you can use it in any conversation. * In the conversation, select **Use Template** and choose the template you’ve created. * Send the message to the contact. *** Now you can easily create, customize, and use WhatsApp templates to initiate or continue conversations in SalesRook. If you have any questions, feel free to reach out to the SalesRook support team! # How to: Add to your AI Persona's Knowledge Base This guide shows how to add to the Knowledge Base in SalesRook, enabling your AI persona to respond accurately to client questions by adding variations of questions and answers. {% embed url="" %} ### Step 1: Access the Knowledge Base 1. **Click on the Robot Icon**: Locate and click on the robot face icon, which gives you access to the Knowledge Base. 2. **Open the Knowledge Base**: This will open the Knowledge Base interface where you can add or update questions and answers. ### Step 2: Add a Question and Answer 1. **Click on the Add Button**: In the Knowledge Base, click on the **Add** button to begin adding a new entry. 2. **Enter the Question**: Type in the question exactly as the client has asked it. This ensures that the AI persona will recognize similar inquiries. 3. **Add an Answer**: Provide an adequate and clear answer to the question. 4. **Click Add**: Once the question and answer are entered, click **Add** to save this entry to the Knowledge Base. ### Step 3: Add Variations of the Same Question 1. **Copy the Answer**: After adding the first question and answer, copy the answer to use for additional variations of the question. 2. **Rephrase the Question**: Enter different variations of the same question, such as "Can I get in touch with someone right now?" or other common ways your clients might phrase their inquiries. 3. **Add Multiple Variations**: Click **Add** for each new variation to ensure the AI persona can recognize different ways of asking the same thing. ### Step 4: Test the Knowledge Base Update 1. **Create a Test Lead**: For additional assurance, create a test lead and ask the question yourself to see how the AI persona responds. 2. **Verify Response**: Ensure the AI persona provides the correct answer based on the variations added. ### Final Step: Need Help? If you need assistance or encounter any issues while updating the Knowledge Base, please feel free to reach out for support. *** # How to Turn Your AI Persona On in SalesRook This guide will show you how to reactivate your AI persona if it has been turned off, whether manually or automatically, and how to manage its status for specific contacts. {% embed url="" %} ### Step 1: Access the Relevant Contact 1. **Navigate to the Contacts Tab**: You can find the contact by searching in the **Contacts** tab. 2. **Use the Conversations Tab**: Alternatively, go to the **Conversations** tab, locate the conversation where the AI persona has had issues, and click on the contact's initials to open their details. ### Step 2: Reactivate the AI Persona 1. **Open Contact Details**: Once you have found the relevant contact, scroll down to the **SalesRook 1** section on the left-hand side. 2. **Find AI Persona Status**: Look for the **AI Persona Status** field. 3. **Use the Dropdown Menu**: The AI persona status will be displayed in a dropdown menu. If it is turned off, simply select the option to turn it **On** again. ### Step 3: Respond and Resume Interaction * **Respond in AI Persona**: If the AI persona was turned off due to a timeout or another issue, manually respond in the conversation and select **AI Persona** to resume control. * **AI Persona Takes Over**: Once reactivated, the AI persona will resume handling the conversation from that point onward. *** By following these steps, you can easily reactivate your AI persona and resume seamless communication with your clients. Let us know if you need any further assistance! # How to Connect Your Social Media to SalesRook This guide will show you how to connect your Facebook and Instagram accounts to SalesRook, enabling you to manage inquiries from both platforms in one place and respond quickly using your AI persona. {% embed url="" %} ### Step 1: Access Settings 1. **Log into SalesRook**: After logging in, you'll land on the main dashboard. 2. **Navigate to Settings**: Click on **Settings** in the bottom left corner of the screen. ### Step 2: Connect Facebook and Instagram 1. **Go to Integrations**: In the **Settings** menu, select **Integrations** from the left-hand sidebar. 2. **Click on Facebook and Instagram Icons**: You will see icons for **Facebook** and **Instagram**. Click on either icon to begin the connection process. 3. **Select Connect**: Click the **Connect** button next to each platform. * A pop-up will appear prompting you to log in to your **Facebook** account. ### Step 3: Choose Your Facebook Page 1. **Log In to Facebook**: Enter your Facebook credentials and log in. 2. **Select a Facebook Page**: Choose the Facebook page you want to connect with SalesRook. Note that you can only connect one page, so select the page you want to integrate. 3. **Click Connect**: After selecting the page, click **Connect** to link it to SalesRook. ### Step 4: Configure Messenger and Instagram Settings 1. **Toggle Messenger and Instagram**: You will see two buttons for **Messenger** and **Instagram**. * **Blue** means the integration is enabled. * **Gray** means the integration is off. * Ensure both buttons are blue if you want to receive messages from Facebook Messenger and Instagram. ### Step 5: Ready to Use Once connected, your integration is complete and ready to use. Your AI persona will now be able to manage incoming messages from Facebook and Instagram, providing faster responses to inquiries. # How to: Assign a user to a contact This guide shows you how to assign contacts to team members and add followers to keep the right people informed. {% embed url="" %} ### Step 1: Navigate to Contacts 1. **Go to the Contacts Tab**: From the SalesRook dashboard, click on the **Contacts** tab to access your list of contacts. 2. **Select the Contact**: Locate the contact you want to assign and click on their profile (e.g., **SarahTest**). ### Step 2: Assign a User to the Contact 1. **View the Current Owner**: In the center of the screen, you will see the **Owner** field, showing the current team member assigned to the contact (e.g., Sarah). 2. **Unassign the Current Owner**: If you need to change the assignment, click on **Unassign Owner** to remove the current user. 3. **Select a New User**: From the dropdown menu, choose the team member you want to assign the contact to. 4. **Save Changes**: The new user will now be assigned to this contact. ### Step 3: Add Followers to a Contact (Optional) 1. **Add Followers**: Followers are team members who need to be aware of the contact’s progress but aren’t responsible for managing the contact. 2. **Click the Plus Sign**: In the **Followers** section, click the **plus sign** to add a new follower. 3. **Select a User**: Choose the user you want to add as a follower from the dropdown menu. ### Step 4: Assign a User from Conversations (Alternative Method) 1. **Go to Conversations**: Navigate to the **Conversations** tab and find the relevant conversation with the contact. 2. **Change the Owner**: On the right-hand side of the screen, you’ll see the **Owner** field. Click **Unassign** and select the new owner from the dropdown menu. ### Step 5: Automate Contact Assignment (Optional) * If you want contacts to be automatically assigned to a specific team member, contact SalesRook support, and we can set this up through automation. # How to: Set up your user availability This guide will walk you through the steps to set your user availability in SalesRook, ensuring that appointments are only booked for times that work for you. {% embed url="" %} ### Step 1: Access Settings 1. **Log into SalesRook**: After logging in, navigate to the bottom left corner of the screen. 2. **Click on Settings**: In the menu, click on **Settings** to open the settings page. ### Step 2: Update User Availability 1. **Navigate to My Profile**: Once in the **Settings** section, click on **My Profile**. 2. **Scroll to User Availability**: Scroll down until you see the **User Availability** section. By default, the availability is set from **12 a.m. to 12 a.m.**, Monday through Friday, which typically needs adjustment. 3. **Adjust Available Days**: Select the days you are available for calls. For example, select **Monday**, **Wednesday**, and **Friday** if those are your available days. 4. **Set Available Times**: For each selected day, choose the time slots when you are available to take calls (e.g., **9 a.m. to 5 p.m.**). 5. **Copy Availability to Other Days**: If the same availability applies to multiple days, click the **Copy to All** button to apply the times to other days. 6. **Save Changes**: Once you've made your adjustments, click **Update Availability** to save your changes. ### Step 3: Set Meeting Location 1. **Choose Meeting Location**: Select how you will be meeting with your contacts (e.g., Zoom link, physical address, phone call). * This information will be included in appointment reminder emails and text messages. ### Step 4: Adjust Time Zone 1. **Change Time Zone**: If needed, adjust the time zone to reflect your actual location. For example, select **Central European Time** if that is your correct time zone. ### Step 5: Calendar Integration (Optional) 1. **Add Calendar Integration**: You can integrate your calendar with SalesRook to automatically sync meetings. * This integration will help avoid scheduling conflicts and ensure appointments are only booked during your available hours, including holidays.
# How to: Install your SalesRook widget This guide will walk you through the steps to retrieve the installation code for your widget in SalesRook and how to add it to your website to make the widget live. {% embed url="" %} ### Step 1: Log into SalesRook 1. **Log into SalesRook Core**: Use your credentials to log into your SalesRook account. ### Step 2: Access the Widget Builder 1. **Navigate to the Widget Builder**: On the left-hand side menu, find and click on **Widget Builder**. 2. **Open Widget Settings**: This will take you to your widget page, where you’ll land directly in the **Widget Settings** section. ### Step 3: Retrieve the Installation Code 1. **Find the Install Section**: On the widget settings page, locate the **Install** section. 2. **Copy the Installation Code**: You will see the installation code displayed. Click the **Copy** button to copy the code to your clipboard. ### Step 4: Add the Code to Your Website 1. **Go to Your Website**: Navigate to the backend of your website where you want the widget to appear. 2. **Paste the Code**: Paste the copied code above the closing **\** tag on your website’s HTML. 3. **Save Changes**: After pasting the code, save your changes to update your site. ### Step 5: Make the Widget Live * Once the code is added, the widget will be live on your website and ready to use. # How to: Create an interactive WhatsApp template This guide shows you how to create WhatsApp templates in SalesRook for initiating contact, re-engaging leads, sending broadcasts, and saving frequently used messages. {% embed url="" %} ### Step 1: Access the WhatsApp Settings 1. **Log into SalesRook**: Start by logging into your SalesRook Core account. 2. **Go to Settings**: In the bottom left corner of your screen, click on **Settings**. 3. **Navigate to WhatsApp**: From the left-hand menu, select **WhatsApp**. ### Step 2: Open the Template Section 1. **Click on Templates**: In the WhatsApp settings, you will see two tabs: **Numbers** and **Templates**. Click on **Templates** to view and create new templates. ### Step 3: Create a New Template 1. **Click Create Template**: Click the blue **Create Template** button on the right side of the screen. 2. **Enter Template Name**: Choose a unique internal name for the template (e.g., **September Broadcast**). This name will not be visible to customers. * The template name should only use lowercase letters and underscores. 3. **Select Template Category**: * **Marketing**: Choose **Marketing** for general templates (commonly used). * **Utility**: Choose **Utility** for notifications, though Meta may reject these templates more often. 4. **Choose Language**: Select the language you want the template to be in (e.g., **English**). ### Step 4: Set the Header (Optional) 1. **Choose Media for Header**: * The **Header** section allows you to attach media like text, images, videos, documents, or locations. * If you don’t need a header, toggle it off. If you want to include a document, toggle the header on and select **Document**. 2. **Upload Your File**: Click to upload your document. This will be shown in the message preview. ### Step 5: Write the Message Body 1. **Compose the Message**: Enter the body of your message in the text field. * You can format the text with **bold**, **italic**, **strikethrough**, or **monospace**. 2. **Add Variables**: * To personalize your message, click **Add Variable** to insert dynamic content (e.g., contact’s first name). * Place the variable in the message where it makes sense (e.g., "Hi, {Contact First Name}"). * **Mapping Variables**: Select the relevant variable, such as **Contact First Name** or **User First Name**. ### Step 6: Add Footer (Optional) 1. **Add Opt-Out Footer**: If needed, include a footer for opt-out messages (e.g., "Reply STOP to unsubscribe"). * The footer text will appear in paler text and has a character limit of **60 characters**. ### Step 7: Add Buttons (Optional) 1. **Click Add Button**: You can add buttons to your template for quick replies or actions. * **Custom Buttons**: You can create a custom quick reply button (e.g., "Rent" or "Buy"). * **Action Buttons**: You can also add buttons like **Visit Website**, **Call Phone Number**, or **Copy Offer Code**. 2. **Add Multiple Buttons**: Up to 10 buttons can be added, and you can rearrange them as needed. ### Step 8: Save and Submit the Template 1. **Click Create**: After finalizing your template, click **Create** to save and submit it. * The template will be pending approval, and it usually gets approved within a few seconds. 2. **Check Approval**: Once the template is approved, it will be available for use. Refresh the page to see the status change to "Approved." *** # How to: Import a list of contacts into SalesRook Core This guide explains how to import or update contacts in SalesRook Core, ensuring a smooth and efficient process. {% embed url="" %} ### Step 1: Prepare Your File 1. **Format Your File as a CSV**: Ensure your contact data is in a CSV format, as SalesRook only accepts this file type. If your spreadsheet contains extra columns that SalesRook doesn't support, you can either leave them out or create custom fields in SalesRook to import them. ### Step 2: Navigate to the Contacts Tab 1. **Go to the Contacts Tab**: In SalesRook, click on the **Contacts** tab located in the left-hand sidebar. 2. **Click on Import Contacts**: Look for the button that resembles a download icon. Hover over it, and it will display **Import Contacts**. Click on this option. ### Step 3: Upload Your File 1. **Upload the CSV File**: A pop-up will appear prompting you to upload your file. Click **Choose File**, find the CSV file on your computer, and select it. 2. **Click Next**: After selecting your file, click the **Next** button to proceed. ### Step 4: Map Your Data 1. **Map Columns to Contact Fields**: The system will automatically try to match the columns in your file to SalesRook's contact fields. If some fields don’t match, you will need to manually map them. For example, if "email address" doesn’t automatically match, select **Email** from the dropdown list. 2. **Unselect Unnecessary Columns**: If you do not want to import specific columns (e.g., postal code), check the box to exclude them from the import. 3. **Click Next**: Once you’ve mapped all relevant fields, click **Next** to continue. ### Step 5: Set Import Preferences 1. **Choose Import Options**: * **Add New Records**: Import new contacts. * **Update Existing Records**: If a contact already exists, update their details. * **Both**: You can add new records and update existing ones. 2. **Select Matching Criteria**: Choose how SalesRook will match existing contacts (e.g., by email or phone number). 3. **Add Tags**: You can add tags to the contacts during the import (e.g., “September Import”). 4. **Confirm Consent**: Check the box confirming that all contacts have consented to be contacted and are not from a third party. ### Step 6: Submit the Import 1. **Click Submit**: After confirming all details, click **Submit** to begin the import process. 2. **Track Progress**: You can view the progress of the import. Usually, this process is quick and the contacts will be imported almost immediately. ### Step 7: Verify the Import 1. **View Imported Contacts**: After the import is complete, you can see the newly imported contacts in the **Contacts** tab. All relevant fields (e.g., name, phone number, email) will be populated. 2. **Filter by Tags**: If you added tags during the import, you can easily filter contacts by those tags for future reference. *** # How to Integrate Calendar with SalesRook Core This guide will walk you through the steps to connect your calendar to SalesRook, ensuring your appointments are synced and availability is checked to avoid double-booking. {% embed url="" %} ### Step 1: Access Calendar Settings 1. **Go to Settings**: In the bottom left corner of the dashboard, click on **Settings**. 2. **Navigate to My Profile**: In the settings menu, click on **My Profile**. 3. **Find Calendar Settings**: Scroll down to the **Calendar Settings** section. ### Step 2: Connect Your Calendar 1. **Add a New Calendar**: Under the **Connected Calendars** section, click on the blue **Add New** button. 2. **Select Calendar**: Choose the calendar you want to connect. If using Google Calendar, click **Connect** next to **Google Calendar**. 3. **Sign In with Google**: A pop-up will appear prompting you to sign in to your Google account. 4. **Choose Your Google Account**: Select the Google account where you want SalesRook to write appointments and click **Continue**. 5. **Allow Permissions**: Grant SalesRook the necessary permissions to access and manage your calendar. After approval, the calendar will be connected. ### Step 3: Configure Multiple Accounts (Optional) 1. **Add More Accounts**: If you want to connect additional Google accounts, click the **Sign in with Google** button again and repeat the process for each account. ### Step 4: Set Calendar Configuration 1. **Check Calendar Configuration**: Scroll to the **Calendar Configuration** section to ensure your main calendar is selected under **Conflict Calendars**. 2. **Add More Calendars**: If needed, click **Add** and select any other calendars you want to sync for availability and booking. ### Step 5: Verify User Availability 1. **Check Availability**: Ensure your **User Availability** is properly set with the correct time zone, available days, and hours. *** # Understanding AI Response Times During Testing vs Real-World Usage Learn why AI response times during testing feel different from real-world usage, and understand the technical factors behind WhatsApp-based conversations. When testing SalesRook's AI personas, you may notice response times that feel slower than expected, particularly during concentrated testing sessions. This article explains why testing scenarios differ significantly from real-world usage patterns and what to expect during both. ### The Difference Between Testing and Real Usage #### Testing Scenario * Focused on completing the conversation quickly * Continuous back-and-forth messaging * Heightened awareness of any delays * Goal is to efficiently evaluate the system #### Real-World Usage * Conversations unfold naturally over time * Responses happen between other daily activities * No pressure to complete quickly * Goal is to share information to secure a property ### Why Response Times Vary #### WhatsApp Infrastructure SalesRook's AI personas operate within WhatsApp's messaging infrastructure, which involves multiple routing steps: ``` Your Message → WhatsApp → WhatsApp Business Servers → SalesRook AI → Response back through the same chain ``` This multi-hop architecture inherently adds latency compared to direct web interactions, but it's the trade-off for meeting customers where they already communicate. #### Common Technical Factors * **API Rate Limiting**: WhatsApp Business API has built-in rate controls * **Server Capacity**: Brief delays during peak usage periods * **Network Connectivity**: Temporary issues between WhatsApp servers and our processing systems * **AI Model Processing**: Occasional queuing or retry requirements at the AI provider level While some level of latency is inherent to the multi-step WhatsApp infrastructure, delays extending beyond normal conversational rhythm are uncommon and standard across all WhatsApp Business applications. ### Real-World Usage Patterns Our analysis of 50,000+ weekly property enquiry messages shows that authentic enquirers demonstrate remarkable patience with the conversation flow because they're genuinely interested in the property. #### Typical Conversation Timeline * **Duration**: 2-3 minutes of actual conversation * **Real Time**: Often unfolds over 10-15 minutes or several hours * **Context**: Response happen while: * Making coffee or having dinner * Commuting to work * Browsing other properties * Handling daily activities #### User Expectations Just as there's no expectation that a human agent would reply within 5 seconds to every message, real applicants don't expect instant responses. A 30-60 second processing delay feels entirely natural within this conversational rhythm. ### What Users Are Accustomed To #### WhatsApp Platform Norms Regular WhatsApp users are familiar with: * "Waiting for this message" notifications * Temporary delivery delays * Message retry requirements * Variable response times
#### AI Platform Experience Users of ChatGPT and similar services regularly encounter: * "Something went wrong" messages * Temporary access unavailability * Processing delays requiring retries * System capacity limitations ![](https://1667602189-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDhKsMHvtrroLslryu0DA%2Fuploads%2F8GibmqpMZO4BlOTQYhJ7%2FScreenshot%202025-07-23%20at%2014.57.09.png?alt=media\&token=aed11720-877b-48d5-9785-38ede81afff3)![](https://1667602189-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDhKsMHvtrroLslryu0DA%2Fuploads%2FLa5rPquRIyeE31QjDCC8%2FScreenshot%202025-07-23%20at%2014.58.58.png?alt=media\&token=5ee48db9-696f-4b12-9be4-604c580cd788) ### Data Insights Our sentiment analysis across all processed messages shows: * Response time complaints are virtually non-existent * High engagement rates throughout conversations * Completion rates remain consistently strong * User satisfaction scores unaffected by brief delays ### Best Practices for Testing #### Setting Expectations 1. **Understand the medium**: WhatsApp conversations naturally have a different rhythm than web forms 2. **Allow natural pacing**: Don't rush through the conversation 3. **Test multiple scenarios**: Try testing at different times and with varying response speeds 4. **Consider context**: Remember that real users are multitasking #### Training Your Team * Explain the difference between testing urgency and real-world usage * Share examples of typical conversation timelines * Emphasise the value of the rich data collected vs. speed * Highlight that users choose WhatsApp for convenience, not speed ### Troubleshooting Persistent Issues If you experience consistent delays longer than 2-3 minutes: 1. **Check your internet connection** 2. **Try refreshing the WhatsApp web/app** 3. **Test at a different time of day** 4. **Contact our support team** if issues persist ### Summary The natural rhythm of WhatsApp conversations, combined with the infrastructure realities of AI processing, creates response times that may feel slow during focused testing but are completely normal for real users engaging authentically with your property enquiries. Remember: Real applicants are sharing information they believe will help them secure their next home - they're not trying to complete a test efficiently. *** **Need Help?** If you have questions about AI response times or want to discuss optimising your conversation flows, contact our support team at [support@salesrook.com](mailto:hello@salesrook.com). # How to Pull Property Data from Reapit Using Power Reports Export property data from Reapit for valuations attribution analysis This guide explains how to export comprehensive property data from Reapit using Power Reports. This export is essential for **valuations attribution analysis** - helping you understand which lead sources (including SalesRook) deliver the most valuable instructions and completions. #### Why Export This Data? By exporting your Reapit property data with key date fields (Created, Instructed, Exchange/Tenancy Start), you can: * **Track which sources generate instructions** - Compare performance across Company Website, SalesRook, Rightmove, Zoopla, OnTheMarket * **Measure conversion rates** - See which channels turn enquiries into actual instructions * **Prove ROI** - Demonstrate the value of your marketing spend and technology investments * **Optimize your strategy** - Make data-driven decisions about portal spending The SalesRook team uses this data to create comprehensive attribution reports showing exactly where your most valuable instructions originate. **Time Required:** 5-10 minutes\ **Difficulty:** Beginner\ **Applies to:** All Reapit users working with SalesRook *** ### What You'll Export Using this method, you can export detailed property information including: * Property references and office assignments * Complete address details (house number, name, postcode) * Current status (Sales and Lettings) * Primary contact information and email addresses * Last modified dates * And many other custom fields *** ### Step-by-Step Instructions #### Step 1: Access Power Reports 1. In Reapit, navigate to **Reports** in the main menu 2. Select **Power Reports**
*** #### Step 2: Select Property Report Type 1. Choose **Property Report** from the available report types 2. **Important:** Check the box to **include archived records** * This ensures you capture all historical property data
*** #### Step 3: Run Separate Reports for Sales and Lettings ⚠️ **Note:** You'll need to run this process twice - once for Sales and once for Lettings **For Sales:** * Select the Sales department/type **For Lettings:** * Select the Lettings department/type
*** #### Step 4: Add Search Criteria At least one search criterion must be added to run the report. We recommend: 1. Add criterion: **Registered date** 2. Set it to: **before \[future date]** * Example: "Registered before 31/12/2026" * This captures all records in your system
*** #### Step 5: View the Results Grid Once the report runs, you'll see a grid displaying all matching records with various fields showing.
*** #### Step 6: Create a Custom Excel Template 1. **Right-click** on any column header 2. Hover over **Export to** 3. Select **Create/Edit Custom Excel Template**
*** #### Step 7: Choose Template Type You have two options: * **Create from Blank:** Start with no fields pre-selected * **Create from Standard:** Includes the fields currently visible in the grid **Recommendation:** Choose "Create from Standard" to start with existing fields, then add more.
*** #### Step 8: Add Custom Fields 1. Click the **Add** button at the bottom of the template editor
2. For each field you want to include, you'll need: * **Header:** The column name that will appear in Excel * **Merge Code:** The C# string that points to the database object e.g. `Property.Code`
*** ### Essential Merge Codes for Valuations Analysis Here are the most useful merge codes for property analysis: | Field | Merge Code | | ---------------------------------- | ----------------------------------------- | | Reference | `Property.Code` | | Office Name | `Property.ActiveOffName` | | House Number | `Property.Address.HseNo` | | House Name | `Property.Address.HseName` | | Address Line 1 | `Property.Address.Address1` | | Address Line 2 | `Property.Address.Address2` | | Address Line 3 | `Property.Address.Address3` | | Address Line 4 | `Property.Address.Address4` | | Postcode | `Property.Address.Postcode` | | Status (Sales) | `Property.Sales.StatusNameGrid` | | Status (Lettings) | `Property.Lettings.StatusNameGrid` | | Primary Contact | `Property.CurrentCntName` | | Primary Contact Email | `Property.PrimaryContact.GetPhone("e")` | | Primary Contact Mobile | `Property.PrimaryContact.GetPhone("sms")` | | Created Date | `Property.Created` | | Instructed Date | `Property.Sales.Instructed` | | Exchange Date (Sales) | `Property.Sales.Exchange` | | Last Tenancy Start Date (Lettings) | `Property.Lettings.LastTenancyStart` | | Last Modified Date | `Property.Amend` | #### How to Add Each Field 1. Click **Add** 2. Enter the **Header** name (e.g., "Postcode") 3. Enter the corresponding **Merge Code** (e.g., `Property.Address.Postcode`) 4. Repeat for each field you need
{% hint style="info" %} #### 💡 Note on Merge Codes Your merge codes may differ slightly depending on your Reapit database configuration and any customisations you've designed with Reapit. **Need help finding the right merge code?** * Click the blue **"Merge Code"** link in the Excel Export Column Edit dialog (shown above) to see available options for your database * Contact your **Reapit Customer Success Manager** for support with custom fields or database-specific merge codes The merge codes listed in this guide are standard for most Reapit configurations, but your setup may have additional custom fields or slightly different naming conventions. {% endhint %} *** #### Step 9: Save and Export the Template 1. Give your template a descriptive name * Example: "Property Export - Sales" or "Valuations Analysis Export" 2. Click **Accept**
*** #### Step 10: Confirm Export When prompted "Export using this template?", click **Yes** The report will export to Excel with all your selected fields.
*** ### Using Your Template in Future Once you've created a custom template, you can reuse it quickly: 1. Run your Power Report as normal (Steps 1-5) 2. **Right-click** on any column header 3. Select **Export to** > **Excel Spreadsheet (.xls) - Custom** 4. Find and select your previously created template This saves significant time for recurring reports!
*** ### Tips and Best Practices #### For Valuations Analysis & SalesRook Attribution When analysing valuations opportunities and measuring SalesRook's performance, include these fields: * **All address fields** (especially Postcode - for matching with SalesRook data) * **Status fields** (to identify current instruction status) * **Created Date** (when the property first entered your system) * **Instructed Date** (when you won the instruction - critical for conversion tracking) * **Exchange Date** (for sales properties - measures final completion) * **Last Tenancy Start Date** (for lettings properties - tracks successful lets) * **Last Modified Date** (to prioritise recent activity) * **Primary contact details** (to reach property owners) These date fields enable SalesRook to create attribution reports showing: * Which enquiry sources convert to instructions * Time from initial enquiry to instruction * Completion rates by source (exchanges/tenancy starts) * Full journey tracking for ROI analysis #### Naming Your Templates Use clear, descriptive names like: * "Sales Properties - Full Export" * "Lettings Valuations Analysis" * "Monthly Property Report" * "SalesRook Attribution Export" #### Running Regular Reports Consider scheduling regular exports (e.g., quarterly) to: * **Track SalesRook performance** over time with attribution analysis * **Identify trending postcodes** and high-performing sources * **Monitor instruction conversion rates** across different channels * **Spot opportunities for follow-up** on stalled valuations * **Justify marketing spend** with data-driven insights **Pro tip:** Export data covering at least 6 months for meaningful trend analysis. Include properties modified/created during your analysis period to capture the complete picture. *** ### Troubleshooting **Problem:** Report returns no results * **Solution:** Check your search criteria aren't too restrictive. Use a future date for the "Registered before" filter. **Problem:** Can't find a specific field * **Solution:** Contact Reapit support for the correct merge code, or check Reapit's documentation. **Problem:** Template doesn't save * **Solution:** Ensure you've given it a unique name and have the necessary permissions. *** ### Integrating with SalesRook Once you've exported your property data, you can work with the SalesRook team to create comprehensive **valuations attribution analysis**. #### Why This Matters Understanding which sources generate your most valuable instructions is critical for optimising your marketing spend and lead generation strategy. By exporting your Reapit property data, SalesRook can help you: **Track Performance by Source** * Identify which enquiry sources (Company Website, SalesRook, Rightmove, Zoopla, OnTheMarket) convert to instructions * Compare conversion rates across different channels * Measure which sources drive actual completions (sales/lettings) **Measure SalesRook's Impact** * Attribute valuations captured by your AI persona to actual instructions * Track the full journey from initial enquiry to instruction to completion * Calculate ROI on your SalesRook investment **Optimise Your Strategy** * Identify high-performing sources to increase investment * Spot underperforming channels that need improvement * Make data-driven decisions about portal spending #### What SalesRook Does With Your Data When you provide your Reapit property export, we: 1. **Match valuations to instructions** - Cross-reference postcodes and addresses from SalesRook-identified valuations with your actual property records 2. **Calculate conversion rates** - Determine how many SalesRook-captured leads became instructions vs other sources 3. **Track outcomes** - Monitor which instructions progressed to exchange/completion 4. **Create visual reports** - Deliver clear dashboards showing performance by source 5. **Provide actionable insights** - Highlight opportunities to improve conversion rates #### Example Analysis A typical SalesRook valuations analysis report includes: * **Source comparison** - Properties, instructions, and completions by enquiry source * **Tracked vs untracked** - Visibility into historical data before SalesRook implementation * **League tables** - Performance rankings across all tracked sources * **Conversion funnels** - Visual representation of enquiry → instruction → completion This analysis helps you demonstrate the value of AI-powered lead qualification and justify continued investment in tools like SalesRook. #### How to Share Your Data 1. Export your property data following this guide 2. Send the Excel files to your SalesRook account manager or 3. We'll typically deliver your analysis within 1-2 weeks **Recommended export frequency:** Quarterly or bi-annually to track performance trends over time. *** ### Need Help? If you have questions about: * **Reapit Power Reports:** Contact Reapit support * **Using this data with SalesRook:** Contact our support team at * **Custom merge codes:** Reapit's documentation or support team can provide additional codes # Broadcast with SalesRook A guide to understanding SalesRook's broadcast service In this doc is: {% content-ref url="/pages/QvFFORdlrpSZnj6tcdsE" %} [What is Broadcasting?](/broadcast-with-salesrook/what-is-broadcasting) {% endcontent-ref %} {% content-ref url="/pages/biGJLL1HtqxAhLMilxR8" %} [How Estate Agents Use Broadcasting](/broadcast-with-salesrook/how-estate-agents-use-broadcasting) {% endcontent-ref %} {% content-ref url="/pages/qTcQIAIjyNlB1yzeqzGI" %} [How It Works](/broadcast-with-salesrook/how-it-works) {% endcontent-ref %} # What is Broadcasting? ## **What is Broadcasting?** Our broadcasting feature lets you send instant text messages (SMS and WhatsApp) to leads who've already shown interest in your properties and services. Think of it as having a direct line to hundreds of potential buyers and sellers - all at the touch of a button. *** ### Key Benefits * **Instant Property Alerts:** The moment you get new instructions, reach everyone who's been looking for that type of property. No more waiting weeks for the right buyer to walk through your door. * **Reactivate Old Leads:** Got a database full of contacts from months ago? Bring them back to life with targeted messages about new properties that match what they were looking for. * **Beat the Competition:** While other agents are still posting on Rightmove and waiting, you're already texting serious buyers directly. First contact often means first sale. * **Precision Targeting:** Reach specific segments of your database with laser-focused messaging that speaks directly to their needs and preferences. * **Cost-Effective Growth:** Leverage your existing lead database without additional advertising spend, maximizing your ROI on previous marketing investments. * **Time-Saving Automation:** Send hundreds of personalized messages in minutes, not hours, freeing up your team to focus on closing deals. *** ### Proven Use Cases **Property-Specific Campaigns** Send targeted messages about new listings that match your leads' specific criteria - whether they're looking for luxury condos, family homes, or investment properties. Your message lands directly in their inbox when they're most likely to be interested. **Segment-Based Outreach** Identify and communicate with distinct groups within your database: * Landlords: Share investment opportunities and property management services * First-time buyers: Highlight starter homes and financing options * Luxury clients: Showcase premium properties and exclusive listings * Commercial investors: Target business properties and development opportunities * Getting property viewings * Advertising new listings *** ### Investment & Value No Additional Cost: Broadcasting is included in your existing **Sales Rook subscription at no extra charge.** You're already paying for this powerful feature - now it's time to unlock its full potential. *Please note your token usage may increase depending on how frequently you broadcast, but the value you gain from the additional reach and engagement is well worth it.* Immediate ROI: Start seeing results from your first broadcast campaign. Our clients typically see response rates 3-5x higher than traditional email marketing because you're reaching warm leads who already know your brand. # How Estate Agents Use Broadcasting ### Examples of some broadcasts sent by our clients
### Broadcast Message Ideas to Drive Viewings, Instructions and Engagement **New Property Launches** *"Hi Sarah, that 3-bed Victorian terrace you were looking for in Clapham just came on the market at £850k. Interested in a viewing today? WhatsApp me using the link below"* Perfect for when you get fresh instructions that match specific buyer requirements. *** **Price Reductions** *"Good news! The 2-bed flat in Battersea you viewed last month has just dropped to £650k. Shall we arrange another viewing?"* Turn price drops into quick sales by alerting buyers who showed interest previously. *** **Similar Properties** *"Hi Mark, I know the penthouse in Shoreditch didn't work out, but I've just listed a similar property with better value. Worth a look?"* Keep buyers engaged even when their first choice falls through. *** **Landlord Services** *"Hi there, we're seeing 15% rental increases in your area. Thinking of letting your property? Free valuation available this week."* Target property owners in high-demand areas with your lettings services. *** **Buyer Matching** *"We've got 3 buyers looking for exactly your type of property in Greenwich. Market's hot right now - shall we arrange a valuation?"* Let sellers know there's immediate demand for their property type. *** ### Real Success Stories Case Study: One of our top-performing clients with branches in Newton abbot, Plymouth, Portsmouth and Southampton consistently uses broadcasting to reach out to leads interested in specific neighborhoods in their areas of operation. When new properties become available in those areas, they immediately notify their qualified prospects. This proactive approach has resulted in 40% faster sales cycles and a 25% increase in repeat client referrals. # How It Works ### Instructions for Requesting a Broadcast {% embed url="" %} *** **Step 1:** Submit Your Request - Fill in our form with who you want to reach and what you want to say. Upload your contact list as a CSV file. Form Link: [![icon](https://www.google.com/s2/favicons?domain=https%3A%2F%2Fsalesrook.com%2Fbroadcast\&sz=64)SalesrookRequest a WhatsApp Broadcast // SalesRook](https://salesrook.com/broadcast) **Export Contacts from Your CRM** * Use your CRM's export function to create a CSV file * Contact your CRM provider's support if you need help with exports * Filter for relevant contacts (e.g., recent applicants, specific price ranges) **CSV Format Requirements Create a simple Excel spreadsheet with these columns:** * first\_name * last\_name * phone\_number (format: 447712345678 - no spaces, no '+', no '0' prefix) * \[optional] Any additional columns needed for your template **Example CSV format:** first\_name,last\_name,phone\_number John,Smith,447712345678 Sarah,Jones,447798765432 **💡 Pro Tips:** * Keep column names simple and lowercase * Remove any special characters from phone numbers * Test your CSV in Excel to ensure clean formatting **Step 2:** Message Creation - We'll draft a professional message based on your request, or you can provide your own. We can include links to your website, specific property pages, or any landing page you want leads to visit - and we'll track every click for you. **Step 3:** Smart Scheduling - Your messages are queued to go out at optimal times over several days to maximise response rates, rather than hitting everyone at once. **Step 4:** Easy Contact Options - We make it simple for leads to reach you: * Include a "Message Me" button with a preset response related to your broadcast * Leads can contact you instantly with one tap **Step 5:** Track & Respond Your messages go out **within 2 working days**, then you handle the responses and book those viewings! Top Tip: Start with your hottest leads first - people who've viewed properties in the last 3 months or made enquiries recently. *** **Ready to Fill Your Diary with Viewings?** Your database is sitting there full of potential buyers and sellers. Broadcasting turns those contacts into actual business - fast. Stop letting other agents get there first. Start using the direct line to your clients that's already included in your package. [Request Your First Broadcast](https://salesrook.com/broadcast) - we'll have your messages sent within 2 working days. # Need Help? We're Here for You! If you need assistance or have any questions, don't hesitate to reach out. We are here to help you! **Contact Us**\ Email Support: For general inquiries or technical support, please email us at: 📧 ****\ \ WhatsApp Support: For quick support, you can also reach us on WhatsApp: 📱 **+44 808 175 1725** We are committed to providing timely assistance and ensuring that your experience with SalesRook is smooth and successful.