Help center
Setup guides, compliance tips, and onboarding walkthroughs
Everything you need to get an AI assistant answering enquiries, booking viewings, and syncing to your CRM — plus the Fair Housing, TCPA, and data protection habits that keep automated messaging safe. Free to read, no account required.
Setup guides
Connect your website, phone number, calendar, and CRM so the AI can start working.
- Quick start: your first AI conversation in 15 minutesCreate your account, add your first listings, train the knowledge base, and run a test conversation with your AI real estate assistant in about 15 minutes. 6 min read
- Add the lead capture widget to your websiteInstall the Lytle.ai embed script on your website so enquiries are captured, answered instantly, and pushed into your pipeline and CRM. 4 min read
- Set up SMS so the AI can text leads backConnect a phone number, configure inbound and outbound SMS, and keep your texting compliant with consent, quiet hours, and STOP handling. 5 min read
- Sync leads and notes to Follow Up BossConnect Follow Up Boss so new leads, conversation notes, and SMS transcripts sync into your CRM automatically, with de-duplication by email and phone. 4 min read
Onboarding walkthroughs
Step-by-step first hour, first week, and team rollout plans.
- Your first week: an onboarding walkthroughA day-by-day onboarding plan for your first week with an AI real estate assistant, from knowledge base training to switching on autonomous follow-up. 7 min read
- Rolling out to a team or brokerageHow to roll an AI leasing and sales assistant out across multiple agents or offices: pilot design, routing rules, escalation policy, and measuring results. 6 min read
Compliance tips
Fair Housing, TCPA/SMS consent, and UK/EU data protection practices for AI messaging.
- Fair Housing tips for AI conversationsPractical Fair Housing guidance for teams using AI to answer property enquiries: protected classes, steering, screening language, and what to escalate to a human. 6 min read
- SMS consent and TCPA basicsHow to collect express written consent, honour opt-outs, respect quiet hours, and keep records when an AI assistant texts real estate leads. 5 min read
- Data protection and record keepingHow lead, conversation, and knowledge base data is handled, plus practical retention, access, and deletion guidance for UK, EU, and US teams. 5 min read
- UK compliance: Equality Act, UK GDPR and PECR for AI messagingHow UK estate and letting agents can run an AI assistant within the Equality Act 2010, UK GDPR, PECR marketing rules, and Right to Rent obligations. 7 min read
Still stuck?
Try the live assistant demo to see how a real enquiry is handled, or email support@lytle.ai and we'll walk you through setup.