AgentPulse Back to my dashboard

Help and how-to

Everything you need to run AgentPulse day to day, in the order you will probably need it. Nothing here sends anything to a client on its own, you always have the last word.

Watch the full walkthrough

Two minutes, start to finish: sharing your intake link, approving clients, sending weekly updates, and how the portal looks to your buyers and sellers.

Just signed up? Start here, in three steps

One minute: what to do first, how to put your own brand on it, and where the words in every client update come from.

Open the three step guide in my account

Short how-to videos

Pick the task you need. Each guide takes less than a minute.

Add your first client

Add your branding

Where content comes from

Review and send

What your client sees

Share your client intake link

  1. 1Open your Dashboard and scroll to the card called Share your client intake link.
  2. 2Tap Share link on your phone to send it by text, or Copy on a computer and paste it into an email.
  3. 3Your buyer or seller fills in their details on a page branded with your name, logo, and brokerage.
  4. 4Their answers land in Waiting for your review on your Dashboard. Nothing becomes a real client until you press Add client.

Good to know: You can send the same link to everyone. Each person gets their own private page after you approve them.

The client portal

  1. 1When you accept a submission, the client gets a welcome email with a private link. No password, no app.
  2. 2Their page shows when they last heard from you, when the next update is coming, and every update you have sent.
  3. 3They can upload photos, documents, and messages, and add a profile photo so you see a face with the name.
  4. 4Anything they send waits in review on their client page until you approve or decline it.

Good to know: Need to resend the link? Open the client, then use Email them the link or Copy portal link.

Weekly updates and check-ins

  1. 1Open a client and choose Send weekly update. AgentPulse writes a first draft for you.
  2. 2Read it, change anything you want, then send. The client gets it as a branded email with their portal link inside.
  3. 3Sending logs the contact for you and resets that client's clock, so your pulse stays green.
  4. 4Clients can rate each update and leave a comment, and you see that feedback on your dashboard.

Good to know: Drafts never send on their own. Nothing reaches a client until you approve it.

Nudges, so nobody goes quiet

  1. 1Every morning AgentPulse looks for clients who are due or overdue for a check-in.
  2. 2It opens an alert and writes their check-in ahead of time, then emails you one short digest.
  3. 3Open Nudges, read each draft, and send the ones you like with one tap. Skip the rest.
  4. 4You can turn the morning digest and the automatic drafts on or off in Settings.

Good to know: The digest arrives once a day, even if several clients are due.

Text updates

  1. 1Turn texts on for your account in Settings, and set the short sender name clients will see.
  2. 2Clients opt themselves in from their own portal by adding a mobile number. You cannot switch it on for them.
  3. 3Texts always come alongside the email, never instead of it, and every message explains how to stop.
  4. 4A client can reply STOP or flip the switch off in their portal at any time.

Good to know: If a text does not go out, the usual reason is no opt-in on file or a number that is not a mobile.

Team seats

  1. 1On a Team plan, open Team and invite each agent by email.
  2. 2Every agent keeps their own clients, intake link, and branding.
  3. 3Use the Viewing selector at the top of the page to look at a teammate's workspace. That view is read only.
  4. 4Seats are limited to what you pay for. Change the count from Billing.

Good to know: Invites expire, so resend if a teammate waits too long.

Trial and billing

  1. 1Every new agent gets 14 days free, with no card needed.
  2. 2When the trial ends there is a short grace period, then adding clients and logging contact pause until you pick a plan.
  3. 3Choose a plan from Billing or the pricing page. Founding Agent pricing stays locked in for as long as you keep the plan.
  4. 4Use Manage billing to change your card, switch plans, or cancel.

Good to know: Your data stays put if you cancel. Nothing is deleted.

Quick answers

Still stuck?

Email support@agentpulse.biz with your name and what you were trying to do, and we will get back to you.

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