Set up Secretary mode
Updated 22 October 2026
The Short Answer
Pick Secretary as your bot's mode, or leave it: a new account starts on it. It answers from what you have published (your listings, track record, page, FAQs and documents), takes down what the client wants and how to reach them, and passes every other question to you, saying you will reply today.
Secretary is the middle setting: nobody is ignored, and nobody gets a figure or a view you did not publish.
How do I set up Secretary mode?
A new account is already on Secretary. To put it on a row yourself:
- Open Extensions → Reply Assistants.
- Press the row for the people it should answer — Everyone for anyone without a row of their own, New Leads for people who found you by themselves (the only row your page and website answer), or a group or client. New Assistant adds a row.
- Under Mode, choose Secretary.
- Press Save — or Add on a new row.
- If the row is off, press Turn On.
- To change what it asks and what it reads, press Configure Secretary under the dropdown.
The row's pill now reads Secretary. It takes effect on the next message a client sends.
What does it actually do?
It replies so the client is not left in silence, and answers from what you have published:
- your listings: asking price or rent, size, bedrooms, tenure, each listing's own description, and which of them fit what the client wants
- your track record and what your page says about you
- your FAQs and uploaded documents, read out as written and naming where it comes from
Anything else (what a home is worth, market prices, stamp duty, loans, eligibility, advice) is passed to you, and the client is told you will reply today. It never gives a figure of its own.
It asks for what you need to know (by default the kind of property, the area and the timing). It asks for contact once; on your web page that is through the form under the chat. Your own clients and other agents are passed straight to you with no questions. Someone who asked not to be contacted is answered but asked nothing.
For a viewing it gives your booking link if you have one. Otherwise it notes the time they asked for and says you will confirm it today. It never tells them a viewing is booked.
Where do the details end up?
In the conversation itself, in your Inbox, and on their prospect in your book once they become one. What they want goes into their profile, and every question they asked is on the lead, in their own words.
From there you can reply yourself — 1 credit per message — or add them to your book as a prospect if they are not there yet.
Why choose this over Advisor?
When the answering matters enough that you want to do it, but not enough to lose someone who wrote at midnight.
It is the right setting when your value is your judgement rather than your availability.