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How to Set Up AI Autopilot in Housing Market CRM

Tutorial 144 of 181 · 1 min 03 s

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AI Autopilot in Housing Market CRM works to the rules you set on its settings page: whether it is on, how its emails are sent, which of its seven jobs it does, when it follows up, the four guardrails every draft is checked against, the tone and signature it writes in, and a daily cap on what it may spend. This tutorial goes through each section and saves the settings.

In this tutorial you will learn

  • How to switch AI Autopilot on and off
  • Why every email waits for your approval
  • Which jobs it can do, and how to turn each one off
  • How the guardrails, signature and spending cap work

Follow along: the steps

  1. Open your Housing Market CRM account.
  2. Open Automation in the left menu.
  3. Click AI Autopilot in the left menu.
  4. One switch turns it on or off for your leads.
  5. Approve first: every email waits for you.
  6. Auto-send is not available yet.
  7. Choose its jobs: replies, follow-ups, alerts, viewings.
  8. The morning digest: one email at 08:00 on working days.
  9. Follow up after 2, 5 and 10 days, then it stops.
  10. Four guardrails, checked on every draft.
  11. No advice, no price promises. Complaints come to you.
  12. Pick a tone and write your signature.
  13. A daily cap on what the AI may spend.
  14. Click Save settings.