Real estate website employee training

Train the agent that will work on your website.

Answer these business questions. We convert them into preloads (what your employee knows) and actions (what your employee can do) before professional install on your site. Default path is built for agents and housing teams.

1. Business basics Business name Website URL Your name Lead delivery email Phone, optional

2. Job the employee will do Industry / job family Package (install + monthly) Primary goals (hold Ctrl/Cmd to multi-select) Agent display name Tone

3. Knowledge preloads What do you sell / offer? (1–3 sentences) Service area FAQs the agent may answer (one per line, optional format: Question => Answer) Approved claims the agent can make (one per line) Things the agent must never say (one per line)

4. Qualification questions

These become the employee’s interview script for visitors.

Questions to ask (one per line) What makes a lead “qualified”? (one per line)

5. Actions the employee can take

We enable actions based on your plan tier and goals. Add extras below.

Desired website actions (one per line) Booking / calendar URL (if appointments) Checkout / shop URL (if ecommerce) Objection handling (Trigger => Response), Showing Desk+ Escalation rule

6. Deploy preferences Lead webhook URL (optional) CRM note (optional) Brand accent color Embed mode

Your employee training pack is ready.

Preloads

Actions

Install on your website

Paste this snippet before </body> on every page where the employee should appear.

Open install instructions