retune is free if you run your own copy, which runs on your own computer with an agent that builds what you ask for.
you write down, once, what a good lead looks like for you. after that every lead lands on a board with a score, the reason for it, a next step and a follow-up you can copy.
the agency in the video is harborview realty in austin. i made it up to show the feature.
the leads board isn't switched on for new accounts by itself. sign up, then email me at olive@reframe.so and say you want the lead board on your bot. once it's on, a leads tab shows up next to capture and you follow the steps below. you'll need the account for step 1.
your bot needs to ask visitors for their details first, like name, email and phone. that's the capture tab, where you pick what the bot asks for. someone becomes a lead once they've answered all of it.
in the video, the visitor is jordan. jordan asks the usual questions first, then gets specific: moving from denver in january, a three bed near mueller, around 600k, already pre-approved.
then jordan is on the board. the agency's cutoff is 75, so the card went straight to qualified. the reasons quote what jordan typed, so you can see why without opening the chat. if getting back to leads is the hard part, following up on website leads faster is about that.
the score updates as the chat goes on. it's scored again every two messages from the visitor, up to six times.
new cards show a dot until you open them.
the table shows leads from every bot in your workspace. the csv has a column for each detail your bot asks for, so you can import it into a crm that takes a csv. to send leads on by themselves instead, see connect your chatbot to your crm.
it scores what the visitor said. it doesn't check it. if someone says they're pre-approved, the score believes them until you call.
the score is the default ai model's read of the chat, unless you pick another model next to your ideal customer. it can be off, which is why the reasons are there to read. it runs on the openai key in your settings, like your bot's answers.
someone who answered your questions but never sent a message sits on the board as "scoring when they chat".
if you edit your ideal customer, click re-score all. you can also move any card to another column by hand.
if a score doesn't finish, the lead waits as pending. the "score pending" button scores it again.
it doesn't email anyone. you copy the draft and send it yourself, from your own email.
to score a lead, the chat goes to the ai model.
the summary and the reasons come from the chat itself, and the reasons quote the visitor's words. the bot answering on your site is the same one as before. when it doesn't know something, it says so, and the question goes to an inbox where you write the answer once.
if you're an agent, a chatbot for real estate agents is the version for you.
it helps once the list is longer than your morning. if you get a few leads a week, you can read them yourself and this won't add much.
if it's useful, take it. if it's missing something, tell me and i'll build it.
olive