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πŸ€– AI Chatbot β€” in-app + SMS

A floating chatbot in the bottom-right of every page, trained on our 200+ blogs and FAQ. It answers questions, walks clients through features, and can submit projects on their behalf. Tied to a phone number too β€” text it from anywhere with files attached, get a project filed without ever opening the app.

Wave 2 · 🟑 Next Two surfaces, one brain F-080 · F-081 · F-082
The goal

Cut support volume. Submit projects from a text message. Be where the realtor is.

Realtors live on their phones, in iMessage, in their cars between showings. The in-app chatbot handles the questions; the SMS-tied bot handles the "I'm in the parking lot of a new listing, here's the photos, make a post" moments. Same brain on both surfaces β€” both grounded in our blogs, FAQ, and product docs. When the bot can't answer, it escalates to a human via email with full conversation context attached.

βˆ’support tickets
Most "how do I…" questions get answered without us touching them.
+ SMS submissions
Realtors text photos + "make a post about this listing" β€” bot files the project for them.
+ trained on your blogs
Hundreds of articles + FAQ feed the answers. Realtors get expert advice, not "contact support."
+ context on escalation
When the bot escalates, support gets the full conversation β€” not "user wrote: help."
In-app chatbot Β· F-080 Β· F-081

Floating chat in the bottom-right of every page

Persistent. Click to open. Knows what page they're on, who they are, what their account state is. Answers from our blog corpus + FAQ. Can take actions β€” file a project, find an old post, walk through how to connect a social account.

app.socialrealtr.com/dashboard Β· with chatbot open
Welcome back, Sarah

Posts this week

12

Pending Approval

43

Followers

8,420

πŸ“° Latest news

Bank of Canada holds rate Β· CREA reports MoM growth Β· Concord breaks ground...

⚑
Studio Assistant
Online Β· trained on Trent's playbook
βŒ„
Hey Sarah πŸ‘‹ What can I help with today?
how do I get YouTube tags to show up?
YouTube has its own caption + tags section that's separate from your other platforms β€” that's coming in the new approval flow. Here's a walkthrough β†’
file a new project for me β€” listing at 89 cedar lane, video, 60 sec, voice = mine
Got it. Just confirming:
β–Έ 89 Cedar Lane listing
β–Έ Video, 60 sec
β–Έ Your voice, Tom Ferry tone
β–Έ Pulls from your headshot pool + Cloud Storage

Want me to file this? Burns 1 project credit (you have 14).
Powered by AI Β· trained on socialrealtr.com blog + FAQ
1
2
3
4
1Floating widget β€” bottom right of every page (F-080). Persistent across the app. Click avatar to open / close. Greets by first name; knows account state. "Trained on Trent's playbook" tagline reinforces the source authority.
2Answers grounded in our blog corpus. When the question maps to an existing blog, bot quotes + links. Doesn't make stuff up. Inline link β†’ article on socialrealtr.com (also drives blog traffic for SEO).
3Quick action buttons in bot replies. Bot doesn't just answer β€” it offers next-step actions. Shortcut to a tutorial, a feature, or a related task. Reduces clicks-to-outcome.
4Submit a project from a chat (F-081). Bot parses the request, summarizes back, asks for confirmation. One click files the project. Burns the right credit. The "I want to do something" path is conversational, not form-based.
SMS-tied chatbot Β· F-082

Text us. Bot files projects. Bot replies with confirmation.

Realtors get a phone number tied to their account. They text it from the parking lot of a new listing β€” photos attached, voice memo describing what they want β€” and the bot files a project, replies with a status link, and pings them when it's ready. Twilio under the hood. Account-linked so we know who's texting.

9:41πŸ“Ά 100%
⚑
Studio Assistant
+1 (855) 705-7225
Today 2:14 PM
[3 photos] new listing! 89 cedar lane β€” 4 bed, $1.4M, open house Saturday at 1pm. make a video for me + 3 carousel posts
⚑ Open house Saturday is tight β€” two paths:

πŸ€– AI Studio Β· ~60 sec Β· 1 Studio video + 3 Studio post credits
πŸ‘‹ Human team Β· ~24 hr Β· 4 Project credits

Open house is in 3 days. I'd recommend AI Studio. Want that?
AI for the carousel, human for the video
Smart split. Filing:
β–Έ 1Γ— video β†’ human team (24 hr Β· 1 Project credit)
β–Έ 3Γ— carousels β†’ AI Studio (60 sec Β· 3 Studio post credits)
Burns 4 credits total. You have 14 + 8.
Confirm?
go
Filed βœ…
AI carousels ready in 60 sec β€” I'll text the link.
Video draft from team in ~16 hrs.
Yesterday 4:30 PM
πŸ“Ί Your video for 12 Maple is ready to approve β†’ socialrealtr.com/p/12maple
approve all
Approved + scheduled across FB, IG, LinkedIn, GBP. πŸŽ‰

What the SMS bot can do

⭐ THE KEY INTELLIGENCE β€” AI vs Human routing (F-081). When bot detects a project request, it offers TWO paths: AI Studio (fast + cheap, ~60 sec, Studio credits) vs Human team (polished + slower, ~24 hr, Project credits). Bot RECOMMENDS based on context: urgency keywords β†’ AI; high-stakes/luxury β†’ Human. Realtor can split too ("AI for carousel, human for the video"). This is what makes the bot smart, not just a form replacement.
5File a project. Photos + description β†’ bot proposes routing β†’ confirms credit cost β†’ files on confirmation.
6Answer questions about content status. "what's pending?" β†’ bot summarizes the queue with a link.
7Approve / reject from text. "approve all" or "reject the LinkedIn one" β†’ bot acts. Confirmation sent back.
8Push reminders. "your project is ready" + status link. Tied to F-126 SMS reminder system.
9Account-linked auto-auth. Phone number = identity. No login over SMS. Realtor sets phone in their account; only that number can text in.
10Voice-to-project. Voice memo β†’ transcribed β†’ parsed β†’ project (with routing question). Realtor talks to it like a personal assistant.
When the bot can't help Β· escalation

Hand off to a human, with full context

If the bot doesn't have an answer (or the user explicitly asks for a person), it escalates via email β€” with the full conversation pre-formatted as a ticket. Support sees what was asked, what the bot tried, where it stalled. No "user said: help."

Couldn't quite nail that one.
I'm pinging support with our whole conversation so they can pick up where I left off. Reply when you have a minute β€” they usually get back within a couple hours.
Bot drafts the email with conversation history attached β†’ user reviews β†’ user sends from their own email client. No surprise outbound.

Open questions for Trent