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How to Approve AI Autopilot Replies in Housing Market CRM

Tutorial 145 of 181 · 54 s

Open the product

Every email AI Autopilot drafts in Housing Market CRM waits in one approval queue until you approve, edit or reject it. The queue also shows what it did for you over the last 30 days. This tutorial opens the queue, approves a reply, and deals with a draft held back because it states something that is not in your listing data.

In this tutorial you will learn

  • Where the drafts waiting for you are
  • How to approve or reject a draft
  • Why some drafts are held for review
  • How to edit a held draft and approve it

Follow along: the steps

  1. Open your Housing Market CRM account.
  2. Open Automation in the left menu.
  3. Click AI Autopilot approvals in the left menu.
  4. The last 30 days: leads handled, first reply, viewings booked.
  5. Each draft, waiting for you.
  6. Click Approve. It goes out at the next send.
  7. This one is held: it states something not in your data.
  8. Click Review on the lead.
  9. Click Edit to approve.
  10. Correct the text. This is exactly what the lead receives.
  11. Then Approve with my edits.