Set up your reply assistant from start to finish
Updated 22 October 2026
The Short Answer
Your reply assistant answers clients for you. Open Extensions then Reply Assistants, give the Everyone row a mode (Secretary, Advisor or Auto-Reply) and save, set what it knows in Configure Assistants, connect WhatsApp under Connectors, try it on the row's Test tab, then switch it on under Where Clients Meet It.
This is the reply assistant that answers your clients, not a person you invite to share your account (that is Invite an assistant to share your account).
How do I set up my reply assistant?
- Open Extensions → Reply Assistants and press the Everyone row.
- Under Mode, pick Secretary, Advisor or Auto-Reply, and press Save. If the row shows Turn On, press that too.
- Press Configure Secretary (or Advisor, or Auto-Reply) under the dropdown. Set its Welcome Message, Skills and files under Behaviour → Knowledge, then press Save.
- If your WhatsApp number is not connected yet, connect it in Extensions → Connectors. See Connect your WhatsApp number.
- Back on the row, press Test and type in Message as Everyone… the way a client would. Nothing is sent to anyone; tests use your credits.
- Open ⋯ → Configure Assistants, go to Where Clients Meet It, flip the WhatsApp Line switch and press Turn On.
It worked when that row reads [your number] is live — your assistant answers clients here.
Which mode should I pick?
| Mode | What it does |
|---|---|
| Secretary | Answers from your listings, page and documents; passes the rest to you. |
| Advisor | Answers any property related questions. |
| Auto-Reply | Replies with what you've preset. |
A new account starts on Secretary, so if you have never opened the list, that is what is answering. You can change the mode on a row any time and press Save.
For when each one fits, see Advisor, Secretary or Auto-Reply — which should I use?
What do I set in Configure Assistants?
Open ⋯ → Configure Assistants and pick the mode under Mode at the top. Everything under it belongs to that mode only:
- Welcome Message and Welcome Questions: what a client sees first on your chat link. WhatsApp has no opening screen, so they are not used there.
- Skills: what it may do, such as Collect Contact, Share Listings and Book Viewings.
- Behaviour: Knowledge is the files this mode reads from (Add File adds one), and Strategy is what it should push for.
- Limits: Answer Only Property Questions and the credit caps.
Under For Every Mode sit When You Reply and Where Clients Meet It. Press Save at the foot. See Does each mode have its own settings?
Where does it answer, and how do I switch each place on?
Where Clients Meet It lists three places, each with its own switch:
- WhatsApp Line answers every row's people. Flipping it asks Turn On Replies? — press Turn On. Off, messages still arrive and your assistant stays quiet.
- My Page answers at your link. Turn the page on first, under My Page → Configure Page → Turn On; then flipping this asks Turn On Your Assistant?.
- Your Website opens the install sheet. See Put your bot on your website.
On My Page and your website everyone starts as new, so only the New Leads row is answered there. To change what a visitor meets, change the New Leads row. See Answer clients on your WhatsApp number.
Can some clients get a different mode?
Yes. In Extensions → Reply Assistants, Everyone and New Leads are always on the list, and New Assistant adds a row for a group or for one client, each with its own mode.
A person's own row comes first, then their group, then New Leads, then Everyone. So Past Clients can get Advisor while everyone else gets Secretary.
Each row has its own Test tab, and Replies shows every reply that row's assistant has sent. See Choose who your assistant answers and Test your assistant before a client sees it.