206

my booking

22566

my visit

Creating an account

step 1. Go to realtosmart.com and click SignUp.
step 2. Enter your name, User name, Mobile No. ,email address, password and confirm password.
step 3. Once signed up, Realtosmart offers three distinct plan options.
  • 1. Core Plan : This plan includes access for a user, project management features, standard reports and analytics, and a property limit of 600
  • 2. Advanced Plan : Choose this plan for more comprehensive features. It allows you to add a users, manage up to 4 projects, includes HR management functionality, provides access to both standard and advanced reports and analytics, and extends the property limit to 1200. Moreover, the Advanced Plan also offers lead management options for enhanced business capabilities.
  • 3 . Enterprise plan : Opt for the Enterprise plan to unlock an extensive array of features. This plan boasts the ability to add up to 40 users, provides unlimited project management capabilities, includes comprehensive HR management functionalities, and grants access to both standard and advanced reports and analytics. In addition, the Enterprise Plan offers an unrestricted property limit, enabling you to manage an unlimited number of properties.Notably, this plan goes beyond the ordinary by integrating social media options, encompassing email, SMS, and WhatsApp communication channels. Moreover, the Advanced Plan also offers lead management options for enhanced business capabilities.

User Profile

how to edit User profile info
step 1. Click on your profile picture located in the top right corner of the RealtoSmart interface
step 2. From the dropdown menu, select "User Profile .
step 3. Once on the User Profile page, follow these sub-steps:
  • 1. Click on the icon located in the bottom right corner of your profile picture .
  • 2. You'll be prompted to either select an existing photo or upload a new one to update your profile picture.
step 4. To change your password, follow these steps:
  • 1. On the User Profile page, look for the "Change Password" section.
  • 2. Enter your old password in the designated field.
  • 3. Enter your new password in the designated field.
  • 4. Re-enter your new password to confirm it.

step 1. Access the SSM Setting section within the "Master" category of your RealtoSmart interface.
step 2. Within the "SSM Setting" locate and select the desired project from the available options.
step 4. Choose the appropriate user type for the selected project.
step 4. Click the "Submit" button to save your changes.
step 5. If needed, you can also delete a selected project by following the appropriate steps.

step 1. Access the Department section within the "Master" category of your RealtoSmart interface.
step 2. Once in the "Department" section, enter the full name of the department and a short department name (short form).
step 3. Click on the "Add Department" button to finalize and save the newly added department.

step 1. Access the "Inquiry management" section within the "Master" category of your RealtoSmart interface.
step 2. Within the "Inquiry Management" area, locate and select Inquiry Source Type.
step 3. Enter the name of the new Inquiry Source Type.
step 4. Click the "Add Source Type" button to save the new inquiry source type.

step 1. Access the "Inquiry management" section within the "Master" category of your RealtoSmart interface.
step 2. Within "Inquiry Management," find and select Inquiry Source Type.
step 3. Choose the appropriate Inquiry Source Type from the available options.
step 4. Enter the title and description for the inquiry source.
step 5. Click the "Add" button to save the new inquiry source.

step 1. Access the "Inquiry management" section within the "Master" category of your RealtoSmart interface.
step 2. Find and select Close reson within the "Inquiry Management" area.
step 3. Enter the details for the inquiry close reasons and description.
step 4. Click the "Inq Close Reasons" button to confirm and save the inquiry close reasons.

step 1. Access the User Admin Role section within the "Master" category of your RealtoSmart interface.
step 2. Enter your user name.
step 3. Choose your desired user role from the available options.
step 4. Click the "Add" button to finalize the user role assignment

step 1. Access the Alert Setting section within the "Master" category of your RealtoSmart interface.
step 2. Within this section, select the specific notifications you wish to send.
step 3. Choose the platforms (such as email, SMS, or app) to which you want to send these notifications.
You have select to choose the notifications you want to send and which platform to send them to.

step 1. Access the Templete section within the "Master" category of your RealtoSmart interface.
step 2. Click the icon to add a new template.
step 3. Provide a title and detailed content for the template.
step 4. If needed, attach files and specify the file type.
step 5. Click the "Submit" button to save the new template.
Using And Adding Integration Page Settings.

step 1. Go to General Setting.
step 2. Click on and choose your Company Logo.
step 3. Click on ok.

step 1. Go to General Setting.
step 2. .Enter Your Company Name,Contact Number,GST Number,Email Adress And Address.

step 1. Go to General Setting.
step 2. Set the opening time and closing time.
step 3. Toggle the "Consider Overtime" option based on your business requirements.
step 4. Update the settings for accurate operational hours.

step 1. Go To Email Setting.
step 2. add Email.
  • 1. Enter your company email address in the designated field.
step 3. Click On Update.

step 1. Go to SMS Setting.
step 2.Enter Your SMS Api
  • 1. add your SMS API key into the field.
3.Enter Your SMS Phone
  • 1. Enter the phone number you want to use for sending and receiving SMS messages.
4.Click on Update.

step 1.Go to Whatsapp Setting.
step 2.Enter your Whatsapp api key.
step 3.Click on Submit.

step 1. Go to india mart.
step 2. Enter Your Indiamart Lead Label, Api, Phone number And Select Date.
step 3. Click on Update.

step 1. Go to Website Lead Settings.
step 2. Enter your Website Lead Label And paste the Web API key you obtained into this field..
step 3. If you want to Generate the Web Api key Click on Generate Button.
step 4. Click on Submit.

step 1. Invoice(GST)
  • 1. Go to Invoice Setting
  • 2. Enter Your Incoice Prefix, Number, GST Percentage, Bank Name, Account No., IFCS code And attach your invoice signature file.
step 2. Invoice(NON GST)
  • 1. Go to Invoice Setting
  • 2. Enter Your Incoice Prefix, Number, GST Percentage, Bank Name, Account No., IFCS code, attach your invoice signature file, And HSN codes.
step 3. Automation
  • 1. Set up automated email and Whatsapp notifications for invoice-related actions.
  • 2. Click on Update.

step 1. Look for the "Login with Facebook" button or a similar option.
step 2. Click the button to initiate the login process.
step 3. add Lead lable.
  • 1. you can Select Lead Label Options.
step 3. Click on Update.

step 1. Access the Dashbord section within the "Account" category of your RealtoSmart interface.
step 2. Choose "Dashboard" from the available options.
step 3. Click the icon located below your Profile Picture.
step 4. Select the voucher type and input the associated email address.
step 5. Click the "Submit" button to finalize the addition of the voucher.

step 1. Access the Booking section within the "Account" category of your RealtoSmart interface.
step 2. Click the icon located below your Profile Picture.
step 3. Provide all the necessary details:
  • 1. Enter your mobile no, Builder name, firm name, pincode, Office address, contact name,contact number And Contact Post.
step 4. Click "Submit" to save the booking information.

step 1.Go to the Booking section.
step 2.Select the specific booking you wish to delete.
step 3.Click on the "Delete"
to remove the booking.

step 1. Access the OutWard section within the "Account" category of your RealtoSmart interface.
step2. Click the located below your Profile Picture.
step 3. Fill in all the required details:
  • 1. Enter your mobile no, Builder name, firm name, pincode, Office address, contact name,contact number
step 4. Click "Submit" to save the outward transaction details.

step 1. Attendance :
  • 1. Employee Self-Service :
  • 1 . HR personnel possess advanced privileges, allowing them to oversee and manage the attendance system.
  • 2. HR Management:
  • 1 .HR personnel possess advanced privileges, allowing them to oversee and manage the attendance system.
  • 2 . By assigningHR personnel a primary role, they can efficiently edit and modify user attendance records, ensuring data accuracy.
step 2. Leave :
  • 1. Fill out the Leave Request Form with the required information:
    • 1 .Name: Enter your full name.
    • 2 . Team Name: Select the team you belong to.
    • 3 . Date: Current date of form submission.
    • 4 . Reporting To: Choose your immediate supervisor or manager.
    • 5 . I Wish to Apply for (Days): Specify the number of days you intend to be on leave.
    • 6 . Leave From (Date): Enter the starting date of your leave.
    • 7 . Leave To (Date): Enter the ending date of your leave.
    • 8 . Reasons for Leave: Provide a detailed explanation for your leave request.
    • 9 . Type of Leave Requested: Select the type of leave from options like medical, compassionate, unpaid, or other.
    • 10 . Select Person to Assume Responsibilities: Choose a colleague who will take over your daily responsibilities during your absence.
    • 11 . . Once all details are completed, click the "Submit" button to send your leave request.
  • 2 .Once the request is submitted, it follows these steps:
    • 1 .Colleague Review: Your chosen colleague reviews the request. If they can manage the extra responsibilities, they approve.
    • 2 . Supervisor Assessment: Your supervisor evaluates the situation to ensure smooth workflow during your absence. If they agree, the request moves forward.
    • 3 . Executive Approval: The executive manager or designated high-level authority takes charge. They consider team dynamics and workload before giving final approval.
    • 4 . Confirmation: After approval, your leave is confirmed. Your colleague is informed of their tasks. You receive a notification for granted leave, ensuring a structured and transparent process.

step 1. Click the located below your Profile Picture in RealtoSmart.
step 2. Fill in all the necessary details based on your filtering criteria:
  • Duration:
  • 1. Enter the desired time duration for the filter.
  • 2. You can select the starting date and ending date within this duration.
  • Personal Details:
  • 1. Enter your ID for reference.
  • 2. Provide your mobile number.
  • 3. Input your full name.
  • 4. Select the specific people type relevant to your search.

step 1. Go to the Staff section.
step 2. Search for the user whose details you want to view.
step 3. Click on the user's name to access their details.

step 1. 1.Access the Staff. section.
step 2. Click located below your Profile Picture.
step 3. Provide the staff details:
  • 1. Enter your user name, mobile no, full name, e-mail address, select user type, select head, department alt mobile number, select Date of birth, And address.
  • 2. you can clicking the button will allow them to mark their attendance.
  • 3. you can select user's starting and ending time.
  • 4. you can choose active and inactive status.
step 4. Enter office-related information:
  • 1. enter Your sim allocation, select joining date, job location And week of day.
step 5. Provide emergency contact information
  • 1. enter your relative name, your relation, mobile number, And select blood group
step 6.enter finacial detail.
  • 1. enter your pan number, bank number, account number, IFSC code, branch name, salary, allowance, And total pay.

step 1. Go to Staff.
step 2. Search for the user and click on their name.
step 3. Click on and Fill details.
step 4. Click on Submit.

step 1. Access the Project section.
step 2. Click located below your Profile Picture.
step 3. project information.
  • 1. enter project name, project tagline, project short name, landmark, select project location,Address, select country,state,city And pincode.
step 4. project detail.
  • 1. select project type, project sub type, project status, enter total unit, unit available for sale, And possession.
step 5. Brokerage.
  • 1. Use the (%) toggle to show information in percentage format.
  • 1. Use the (₹ ) toggle to show information in rupees format.
  • 1. Enter brokerage details.
step 6. Click "Submit" to save the new project.

step 1. Go to Project.
step 2. Search for the user whose details you want to view.
step 3. Click on the user's name to access their details.

step 1. Go to Project.
step 2. Search Project and click on Project Name.
step 3. Click on and Fill details.
step 4. Click on Submit.

step 1. Go to Project.
step 2. Search Project and click on Project Name.
step 3. If you Want to Delete the Project Then Click on Delate Otherwise Click On WindUp.

step 1. 1.Go to property
step 2. Click below of your Profile Picture
step 3. Fill All Details like Property Information,Propery Price.
step 4. Click on submit.

step 1. Click the below of your Profile Picture.
step 2. Fill Intrested Site, Unit Number, Size, etc.

step 1. Go to follow up.
step 2. Click on(the upload icon) choose your file and fill in all detail.
step 3. Click on import.

step 1. Go to follow up.
step 2. Select the Inquiry detail you went to download and click on (file download icon) below of filter.

step 1. 1.Go to BrokerList.
step 2. Click below of your Profile Picture.
step 3. Fill all Details of Broker Like Mobile number, name, Firm name,Office Address, Operational Area Rera register number And GST number.
step 4. Click on submit.

step 1. 1.Go to BrokerList.
step 2. You can search and see the details of any Broker Name you want to see.
step 3. Click on the Broker Name

step 1. 1.Go to BrokerList.
step 2. Click on the Broker Name.
step 3. Click on and Fill details.
step 4. Click on Submit.

step 1. Go to Customerlist.
step 2. You can search and see the details of any Customer Name you want to see.
step 3.Click on the Customer Name.

step 1. 1.Go to customerlist.
step 2. Search Customer and click on Customer Name.
step 3. If you Want to Delete the Customer Then Click on Delate

step 1. Go to investor list
step 2.Click below of your Profile Picture.
step 3. Personal Information.
  • 1. Fill all Details of Investor Like Full name, Mobile number, Alt mobile number, select Birth Date, e-mail Address , Select Occupation ,Select Interested Site and Property sub type.
step 4. Address information
  • 1. Fill all detail like House no. , Society, Land mark, Pincode, Select area, countery, state and city.
step 5. Click on Submit.

step 1.Go to Investorlist.
step 2.You can search and see the details of any Investor Name you want to see.
step 3.Click on the Investor Name.

step 1.Go to Investorlist.
step 2. Click on the Investor Name.
step 3. Click on and Fill details.
step 4. If you Want to Delete the Customer Then Click on Delate
step 5. Click on Submit.

step 1. Go to Investorlist.
step 2. Select Investor you went to download and click on below of your Profile Name.

step 1. Go to Inquiry Management
step 2. Select the Followup option.
step 3.Click below of your Profile Name.
step 4. Personal Inquriry.
  • 1. Fill in all detail like Mobile no, full name, Alt Mobile no. Email Address, House, Society, select area, city, Date of Birth, And Anniversary Date.
step 5. CST interest.
  • 1. Fill in all Detail like select int area, property sub type, int site, budget, purpose of buying, And Apx buying time.
step 6. inquiry Information.
  • 1. Fill in all Detail like select inquiry type, inquiry source, And Next follow-up.
step 7. Follow up.
  • 1. Insert an inquiry description.
step 8. Click on submit.

step 1. Click below your Profile Picture.
step 2. Fill in the information you want to see Inquiry like id, name, mobile no, next follow up, select inquiry status, assign to, owner to, inquiry type, int area, Property subtype, property type, int site, And also select duration date

Step 1. Go to follow up
Step 2. You can search and see the details of any Inquiry Name you want to see.
Step 3. Click on the Inquiry Name.

Step 1. Go to follow up
Step 2. Click on choose your file and fill in all detail.
Step 3. Click on import.

Step 1. Go to follow up
Step 2. Select the Inquiry detail you went to download and click on below of filter.

Step 1. Go topending follow up
Step 2. You can search and see the details of any Pending Inquiry Name you want to see.
Step 3. Click on the Inquiry Name.
Step 4. also, you want to see Inquiry status, location and payment information.
Step 5. you can see all type Pending inquiry like Negotitations, visited, Appointment, Contacted Re visited, Re appointment, Fresh And cnr.

Step 1. Go to Inquiry Management.
Step 2. Go to all inquiry
Step 3. You can search and see the details of any Pending Inquiry Name you want to see.
Step 4. Click on the Inquiry Name.
Step 5. also, you want to see Inquiry status, location and payment information.
Step 6. you can see all type Pending inquiry like Negotitations, visited, Appointment, Contacted, Re visited, Re appointment Fresh And cnr.
Step 7.In all Inquiry you can see Today's foolowup inquriy and also see panding inquiry.

Step 1. Go to Inquiry Management.
Step 2. Select Close Requests options .
Step 3. You can search and see the details of any close requests you want to see.
Step 4. Click on the Inquiry Name.

step 1. The Inquiry Report feature offers comprehensive management of various inquiry types, including user-wise, inquiry-type, and inquiry-source reports. This functionality simplifies the process of reviewing inquiries and their statuses.
step 2. By incorporating a date selection option, users can effortlessly generate reports for specific time frames, enhancing the efficiency of the inquiry management process. The Inquiry Report is a valuable tool that provides an at-a-glance overview of different inquiries, enabling users to monitor and assess the status of each.
step 3. So, the Inquiry Report makes it simple for you to keep track of all the different inquiries and see how they're doing.

step 1. A site report is like a simple guide that helps you understand how a project is beginning. It also explains all the work using a diagram.
step 2. In this Site Report, you can see things like how many people talked about the project, how many people visited, and how many inquiries were made. It's all shown in a diagram format that's easy to follow and understand.

step 1.Access the "Intigration" category of your RealtoSmart interface.
step 2. Click On located below your Profile Picture.
step 3. Select a lead option .
step 4. after you can click on logo and enter connection name.
step 5. Click on login.

step 1.Navigate to the side menu and select "Social Campaign" > "Manage Bot".
step 2. Click On Icon Located Below Your Profile Picture.
step 3. Now you can see types of bots on the list
  • 1. Lead Generation Bot
  • 2. Lead Qualification Bot
  • 3. Sales Funnel Bot
  • 4. Lead & Sales Funnel Bot
  • 1. Lead Generation Bot:
  • ->.A lead generation bot is designed to automate the process of identifying and collecting potential customer information. It manages tasks such as engaging with website visitors through chat, capturing contact details, qualifying leads based on predefined criteria, and integrating with CRM systems for further follow-up. Additionally, it can nurture leads through personalized communication, ensuring a seamless and efficient lead acquisition process.
  • 2. Lead Qualification Bot:
  • -> .A lead qualification bot automates the process of assessing and categorizing potential customers based on their likelihood to convert. It engages with leads through interactive conversations, asking targeted questions to gather essential information such as needs, budget, and purchasing timeline. The bot evaluates responses against predefined criteria to determine lead quality, ensuring only high-potential prospects are passed to the sales team. This streamlines the sales process, saves time, and enhances overall efficiency by focusing efforts on the most promising leads.
  • 3. Sales Funnel Bot:
  • -> .A sales funnel bot guides potential customers through the various stages of the sales process, from initial awareness to final purchase. It interacts with leads, providing relevant information, answering questions, and offering personalized recommendations based on user behavior and preferences. The bot can nurture leads by sending follow-up messages, reminders, and promotional offers, ensuring continuous engagement. By automating these tasks, the sales funnel bot helps convert prospects into paying customers more efficiently, while also providing valuable insights into customer behavior and funnel performance.
  • 4. Lead & Sales Funnel Bot:
  • -> . A lead and sales funnel bot combines the functionalities of lead generation, qualification, and sales funnel management into a single automated system. This bot engages with potential customers, capturing their contact details and gathering essential information to qualify them as leads. It then guides qualified leads through the sales funnel by providing relevant content, answering queries, and making personalized recommendations. Throughout the process, the bot nurtures relationships with timely follow-ups and promotional offers, optimizing the journey from initial contact to conversion. This integrated approach enhances efficiency, increases conversion rates, and provides comprehensive insights into lead and sales funnel performance.
  • step 4. Select the bot you want to use.
    step 5. Enter the bot's name and click the "Submit" button.

Step 1: After successfully creating your bot, you will see it listed.
Step 2: You will also see an icon like this: .
Step 3: Click the button to open a modal where you can add questions for your bot.
Step 4: You will now see a list of various types of questions.
Step 5: Describe different question types and their functions in the next topic.

Step 1: Select a question type, then drag and drop it to the right side.


Ask User:

In this section, users are prompted to provide specific information directly. These question types facilitate gathering user input efficiently for various purposes such as feedback collection, contact information acquisition, or data entry.

Bot Question type :
  • 1. Question type ():
  • -> Question types determine the format and nature of the responses. Common types include open-ended questions, which allow for detailed answers, and closed-ended questions, which restrict responses to specific options. Choosing the right question type is crucial for gathering relevant and useful information efficiently.
  • 2. Single Choice ():
  • -> Single choice questions allow respondents to select only one option from a list of predefined answers. This type of question is useful for gathering clear, decisive data and is often used in surveys and forms where a specific, singular response is required.
  • 3. Email ():
  • -> Email questions are designed to collect email addresses from respondents. This type of question ensures that the input follows the standard email format, helping to gather contact information for further communication, newsletters, or follow-up surveys.
  • 4. Mobile Number ():
  • -> Mobile number questions are used to collect respondents' phone numbers. This type of question typically includes validation to ensure the input is in the correct format. Gathering mobile numbers can be essential for contact purposes, such as sending SMS notifications or verifying user identity.
  • 5. Number ():
  • -> Number questions are used to collect numerical data from respondents. This type of question ensures that only numbers are entered, which is useful for gathering quantitative information, such as ages, quantities, or any other data that requires numerical input.
  • 6. Rating ():
  • -> Rating questions allow respondents to evaluate an item on a scale, typically represented by stars, numbers, or other icons. This type of question is useful for gauging satisfaction, quality, or other metrics that benefit from a graded response, providing a quick and easy way to gather feedback.
  • 7. Date Picker ():
  • -> Date Picker questions provide a user-friendly interface for selecting dates from a calendar. This type of question ensures accurate date input and is useful for scheduling events, setting deadlines, or collecting any date-specific information.
  • 8. Time Picker ():
  • -> Time Picker questions provide a convenient way for users to select a specific time using a clock interface. This type of question ensures accurate time input and is useful for scheduling appointments, setting reminders, or collecting any time-specific information.
  • 9. Range ():
  • -> Range questions allow respondents to select a value within a specified range using a slider. This type of question is useful for gathering data on a continuum, such as rating satisfaction from 1 to 10, indicating levels of agreement, or selecting quantities within a defined scope.


  • Giving Information:

    This section focuses on providing users with relevant information. Users are presented with content, instructions, or details to inform them about specific topics, processes, or updates. It serves as a platform to communicate essential information effectively and ensure users are well-informed.

    • 1. Location ():
    • -> Location questions are used to gather geographical information from users, such as their current address or preferred location. This type of question helps in tailoring services, providing location-based recommendations, or analyzing demographic patterns.
    • 2. Website ():
    • -> Website questions allow users to provide URLs or links to relevant web pages. This type of question is useful for collecting references, sharing resources, or gathering information related to specific online content.
    • 3. Statement ():
    • -> Statement questions allow users to provide textual information or comments without a specific response format. This type of question is useful for gathering opinions, feedback, or qualitative data from users in their own words.
    • 4. URL Navigator ():
    • -> URL Navigator questions allow users to navigate through a series of webpages or links provided in the survey or form. This type of question is useful for guiding users through specific online resources or directing them to relevant content based on their preferences or needs.
    • 5. Media ():
    • -> Media questions allow users to upload or provide multimedia content such as images, videos, or audio files. This type of question is useful for collecting visual or auditory information, sharing presentations, or receiving creative responses from users.


    • Human Handover:

      Human Handover involves transferring control or responsibility from automated systems to human operators. This process ensures human oversight, intervention, or decision-making when complex situations arise, maintaining safety, reliability, and accountability in automated processes.



      WhatsApp Questions:

      WhatsApp Questions refer to queries and interactions specifically designed for use within WhatsApp bots. These questions are tailored to the messaging platform's interface and functionality, allowing users to engage with bots seamlessly through text-based conversations, receive automated responses, and perform various tasks within the WhatsApp environment.

    • 1. Templates Based Flow ():
    • -> Templates Based Flow involves structuring conversation flows using predefined message templates. This approach streamlines interactions within messaging platforms like WhatsApp by offering pre-built response options, guiding users through various scenarios or inquiries efficiently.
    • 2. Menu List ():
    • -> Menu List presents users with a structured list of options within a conversation flow, typically displayed as a menu. This approach simplifies navigation and interaction in messaging platforms like WhatsApp, allowing users to select predefined choices easily and proceed with their desired actions.
    • 3. Buttons ():
    • -> Buttons provide users with interactive options presented as clickable buttons within WhatsApp conversations. This feature enhances user engagement by offering a visual and intuitive interface, allowing users to easily select from multiple choices and navigate through conversation flows effortlessly.

Step 1: Drag and drop the desired question type, then click on the edit button ().
Step 2: Review the details of the selected question type.
Step 3: Set your question to ask the user.
- How can Set from basic, advanced, jump to next question, or upload media question types :
  • 1. Basic:
  • -> Basic questions are straightforward inquiries that prompt users for simple responses. They are often used for collecting essential information or initiating conversations. If you need a short form for a question regarding follow-up or feedback, Basic questions serve as an ideal choice due to their simplicity and ease of understanding.
  • 2. Advanced:
  • -> Advanced questions offer more sophisticated options and functionalities, such as dropdown menus, checkboxes, or conditional logic. These features enable the collection of detailed and structured data from users, enhancing the precision and depth of information gathered. For instance, with a dropdown menu, the user's selected value can directly populate the inquiry, streamlining the data collection process.
  • 3. Continue to jump to the next question:
  • -> This feature allows you to configure the flow of questions so that once a user responds to a specific question, they are automatically directed to the next relevant question in the sequence. It streamlines the conversation flow, ensuring a smooth and logical progression through the interaction based on the user's responses.
  • 4. Upload Media:
  • -> The Upload Media feature allows users to submit various types of media files, such as images, videos, or documents. It enhances interaction by enabling users to share visual or multimedia content, facilitating a richer and more engaging experience. For instance, users can upload images to provide additional context or illustrate their responses effectively.
  • 5. Question:
  • -> The Question feature allows users to select and customize various types of questions by clicking on the pencil button icon. Users can choose from a list of question types and customize them according to their preferences. If the user changes the type of question, the previously set question type values (e.g., basic, advanced, continue to jump) are cleared, retaining only the question name.

  • Step 4: After filling in all necessary details related to the question, click on the update button to finalize your question.

Bot Preview:

The Bot Preview feature allows users to visualize and test their bot's interactions before deployment. It provides a simulated environment where users can interact with the bot as if they were an end-user. This enables users to validate the bot's behavior, review conversation flows, and ensure that the bot responds accurately to various inputs. Bot Preview helps in identifying any issues or areas for improvement before launching the bot to the public, ensuring a seamless user experience.

step 1. Open Setting By Clicking The 'Setting' Button
1. Language

Select Your Language

2. General Settings

Select Your Product and Save Button Click

When the bot can't provide an answer, it should prompt for human assistance.

1. Depending on the platform you are using (like Zendesk, Intercom, or custom-built systems), you can configure triggers for handover

1. User Commands: Implement commands like "Talk to a human" that the bot recognizes.

2. Fallback Intents: Use fallback intents that get triggered when the bot doesn't understand the user's input.

3. Sentiment Analysis: Integrate sentiment analysis tools to detect negative sentiments and trigger handovers.

2. Determine when and how the reminder should be triggered. Consider scenarios such as

1. Inactivity: The user has not responded within a specified time frame.

2. Scheduled Follow-Up: A follow-up is needed based on the conversation context (e.g., waiting for user input or additional information).

3. User Request: The user requests to be reminded later.

3. Bot Active Timings

Define the days and hours when the bot should

4. Whatsapp Settings
1. WhatsApp Conversations Restart Commands

Note: Separate different string by Enter.

2. Conversation Message default footer text.

Note: Separate string or Enter. (Only one text allowed.)

3. WhatsApp End of Conversation Statement

Note: Separate string by Enter. (Only one end text allowed.)

4. WhatsApp wrong answer Statement

Note: Separate string by Enter. (Only one end text allowed.)

5. Instagram Settings
1. Instagram Restart Texts add setting

Note: Use An Enter To Separate Each String.

2. Instagram End Text
3. Instagram Comments Automation
4. Story Reply Automation
6. Bot Trigger

1. Options in Add your Answer

2. Sub-Flow in add your bot and Jump To in add your Question

7. String To Trigger

1. Options in Add your Answer to send messages and file

step 1.Connect social media accounts
step 2. The bot is Facebook Instagram and Whatsapp in messages work.

Social Media icon click to your accounts show

1. Click on an Account to Send a Message

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Creating an account

step 1. Go to realtosmart.com and click SignUp.
step 2. Enter your name, User name, Mobile No. ,email address, password and confirm password.
step 3. Once signed up, Realtosmart offers three distinct plan options.
  • 1. Core Plan : This plan includes access for a user, project management features, standard reports and analytics, and a property limit of 600
  • 2. Advanced Plan : Choose this plan for more comprehensive features. It allows you to add a users, manage up to 4 projects, includes HR management functionality, provides access to both standard and advanced reports and analytics, and extends the property limit to 1200. Moreover, the Advanced Plan also offers lead management options for enhanced business capabilities.
  • 3 . Enterprise plan : Opt for the Enterprise plan to unlock an extensive array of features. This plan boasts the ability to add up to 40 users, provides unlimited project management capabilities, includes comprehensive HR management functionalities, and grants access to both standard and advanced reports and analytics. In addition, the Enterprise Plan offers an unrestricted property limit, enabling you to manage an unlimited number of properties.Notably, this plan goes beyond the ordinary by integrating social media options, encompassing email, SMS, and WhatsApp communication channels. Moreover, the Advanced Plan also offers lead management options for enhanced business capabilities.

User Profile

step 1. Click on your profile picture located in the top right corner of the RealtoSmart interface
step 2. From the dropdown menu, select "User Profile .
step 3. Once on the User Profile page, follow these sub-steps:
  • 1. Click on the icon located in the bottom right corner of your profile picture .
  • 2. You'll be prompted to either select an existing photo or upload a new one to update your profile picture.
step 4. To change your password, follow these steps:
  • 1. On the User Profile page, look for the "Change Password" section.
  • 2. Enter your old password in the designated field.
  • 3. Enter your new password in the designated field.
  • 4. Re-enter your new password to confirm it.

step 1. Access the SSM Setting section within the "Master" category of your RealtoSmart interface.
step 2. Within the "SSM Setting" locate and select the desired project from the available options.
step 4. Choose the appropriate user type for the selected project.
step 4. Click the "Submit" button to save your changes.
step 5. If needed, you can also delete a selected project by following the appropriate steps.

step 1. Access the Department section within the "Master" category of your RealtoSmart interface.
step 2. Once in the "Department" section, enter the full name of the department and a short department name (short form).
step 3. Click on the "Add Department" button to finalize and save the newly added department.

step 1. Access the "Inquiry management" section within the "Master" category of your RealtoSmart interface.
step 2. Within the "Inquiry Management" area, locate and select Inquiry Source Type.
step 3. Enter the name of the new Inquiry Source Type.
step 4. Click the "Add Source Type" button to save the new inquiry source type.

step 1. Access the "Inquiry management" section within the "Master" category of your RealtoSmart interface.
step 2. Within "Inquiry Management," find and select Inquiry Source Type.
step 3. Choose the appropriate Inquiry Source Type from the available options.
step 4. Enter the title and description for the inquiry source.
step 5. Click the "Add" button to save the new inquiry source.

step 1. Access the "Inquiry management" section within the "Master" category of your RealtoSmart interface.
step 2. Find and select Close reson within the "Inquiry Management" area.
step 3. Enter the details for the inquiry close reasons and description.
step 4. Click the "Inq Close Reasons" button to confirm and save the inquiry close reasons.

step 1. Access the User Admin Role section within the "Master" category of your RealtoSmart interface.
step 2. Enter your user name.
step 3. Choose your desired user role from the available options.
step 4. Click the "Add" button to finalize the user role assignment

step 1. Access the Alert Setting section within the "Master" category of your RealtoSmart interface.
step 2. Within this section, select the specific notifications you wish to send.
step 3. Choose the platforms (such as email, SMS, or app) to which you want to send these notifications.
You have select to choose the notifications you want to send and which platform to send them to.

step 1. Access the Templete section within the "Master" category of your RealtoSmart interface.
step 2. Click the icon to add a new template.
step 3. Provide a title and detailed content for the template.
step 4. If needed, attach files and specify the file type.
step 5. Click the "Submit" button to save the new template.
Using And Adding Integration Page Settings.

step 1. Go to General Setting.
step 2. Click on and choose your Company Logo.
step 3. Click on ok.

step 1. Go to General Setting.
step 2. .Enter Your Company Name,Contact Number,GST Number,Email Adress And Address.

step 1. Go to General Setting.
step 2. Set the opening time and closing time.
step 3. Toggle the "Consider Overtime" option based on your business requirements.
step 4. Update the settings for accurate operational hours.

step 1. Go To Email Setting.
step 2. add Email.
  • 1. Enter your company email address in the designated field.
step 3. Click On Update.

step 1. Go to SMS Setting.
step 2.Enter Your SMS Api
  • 1. add your SMS API key into the field.
3.Enter Your SMS Phone
  • 1. Enter the phone number you want to use for sending and receiving SMS messages.
4.Click on Update.

step 1.Go to Whatsapp Setting.
step 2.Enter your Whatsapp api key.
step 3.Click on Submit.

step 1. Go to india mart.
step 2. Enter Your Indiamart Lead Label, Api, Phone number And Select Date.
step 3. Click on Update.

step 1. Go to Website Lead Settings.
step 2. Enter your Website Lead Label And paste the Web API key you obtained into this field..
step 3. If you want to Generate the Web Api key Click on Generate Button.
step 4. Click on Submit.

step 1. Invoice(GST)
  • 1. Go to Invoice Setting
  • 2. Enter Your Incoice Prefix, Number, GST Percentage, Bank Name, Account No., IFCS code And attach your invoice signature file.
step 2. Invoice(NON GST)
  • 1. Go to Invoice Setting
  • 2. Enter Your Incoice Prefix, Number, GST Percentage, Bank Name, Account No., IFCS code, attach your invoice signature file, And HSN codes.
step 3. Automation
  • 1. Set up automated email and Whatsapp notifications for invoice-related actions.
  • 2. Click on Update.

step 1. Look for the "Login with Facebook" button or a similar option.
step 2. Click the button to initiate the login process.
step 3. add Lead lable.
  • 1. you can Select Lead Label Options.
step 3. Click on Update.

step 1. Access the Dashbord section within the "Account" category of your RealtoSmart interface.
step 2. Choose "Dashboard" from the available options.
step 3. Click the icon located below your Profile Picture.
step 4. Select the voucher type and input the associated email address.
step 5. Click the "Submit" button to finalize the addition of the voucher.

step 1. Access the Booking section within the "Account" category of your RealtoSmart interface.
step 2. Click the icon located below your Profile Picture.
step 3. Provide all the necessary details:
  • 1. Enter your mobile no, Builder name, firm name, pincode, Office address, contact name,contact number And Contact Post.
step 4. Click "Submit" to save the booking information.

step 1.Go to the Booking section.
step 2.Select the specific booking you wish to delete.
step 3.Click on the "Delete" to remove the booking.

step 1. Access the OutWard section within the "Account" category of your RealtoSmart interface.
step2. Click the located below your Profile Picture.
step 3. Fill in all the required details:
  • 1. Enter your mobile no, Builder name, firm name, pincode, Office address, contact name,contact number
step 4. Click "Submit" to save the outward transaction details.

step 1. Attendance :
  • 1. Employee Self-Service :
  • 1 . HR personnel possess advanced privileges, allowing them to oversee and manage the attendance system.
  • 2. HR Management:
  • 1 .HR personnel possess advanced privileges, allowing them to oversee and manage the attendance system.
  • 2 . By assigningHR personnel a primary role, they can efficiently edit and modify user attendance records, ensuring data accuracy.
step 2. Leave :
  • 1. Fill out the Leave Request Form with the required information:
    • 1 .Name: Enter your full name.
    • 2 . Team Name: Select the team you belong to.
    • 3 . Date: Current date of form submission.
    • 4 . Reporting To: Choose your immediate supervisor or manager.
    • 5 . I Wish to Apply for (Days): Specify the number of days you intend to be on leave.
    • 6 . Leave From (Date): Enter the starting date of your leave.
    • 7 . Leave To (Date): Enter the ending date of your leave.
    • 8 . Reasons for Leave: Provide a detailed explanation for your leave request.
    • 9 . Type of Leave Requested: Select the type of leave from options like medical, compassionate, unpaid, or other.
    • 10 . Select Person to Assume Responsibilities: Choose a colleague who will take over your daily responsibilities during your absence.
    • 11 . . Once all details are completed, click the "Submit" button to send your leave request.
  • 2 .Once the request is submitted, it follows these steps:
    • 1 .Colleague Review: Your chosen colleague reviews the request. If they can manage the extra responsibilities, they approve.
    • 2 . Supervisor Assessment: Your supervisor evaluates the situation to ensure smooth workflow during your absence. If they agree, the request moves forward.
    • 3 . Executive Approval: The executive manager or designated high-level authority takes charge. They consider team dynamics and workload before giving final approval.
    • 4 . Confirmation: After approval, your leave is confirmed. Your colleague is informed of their tasks. You receive a notification for granted leave, ensuring a structured and transparent process.

step 1. Click the located below your Profile Picture in RealtoSmart.
step 2. Fill in all the necessary details based on your filtering criteria:
  • Duration:
  • 1. Enter the desired time duration for the filter.
  • 2. You can select the starting date and ending date within this duration.
  • Personal Details:
  • 1. Enter your ID for reference.
  • 2. Provide your mobile number.
  • 3. Input your full name.
  • 4. Select the specific people type relevant to your search.

step 1. Go to the Staff section.
step 2. Search for the user whose details you want to view.
step 3. Click on the user's name to access their details.

step 1. 1.Access the Staff. section.
step 2. Click located below your Profile Picture.
step 3. Provide the staff details:
  • 1. Enter your user name, mobile no, full name, e-mail address, select user type, select head, department alt mobile number, select Date of birth, And address.
  • 2. you can clicking the button will allow them to mark their attendance.
  • 3. you can select user's starting and ending time.
  • 4. you can choose active and inactive status.
step 4. Enter office-related information:
  • 1. enter Your sim allocation, select joining date, job location And week of day.
step 5. Provide emergency contact information
  • 1. enter your relative name, your relation, mobile number, And select blood group
step 6.enter finacial detail.
  • 1. enter your pan number, bank number, account number, IFSC code, branch name, salary, allowance, And total pay.

step 1. Go to Staff.
step 2. Search for the user and click on their name.
step 3. Click on and Fill details.
step 4. Click on Submit.

step 1. Access the Project section.
step 2. Click + located below your Profile Picture.
step 3. project information.
  • 1. enter project name, project tagline, project short name, landmark, select project location,Address, select country,state,city And pincode.
step 4. project detail.
  • 1. select project type, project sub type, project status, enter total unit, unit available for sale, And possession.
step 5. Brokerage.
  • 1. Use the (%) toggle to show information in percentage format.
  • 1. Use the (₹ ) toggle to show information in rupees format.
  • 1. Enter brokerage details.
step 6. Click "Submit" to save the new project.

step 1. Go to Project.
step 2. Search for the user whose details you want to view.
step 3. Click on the user's name to access their details.

step 1. Go to Project.
step 2. Search Project and click on Project Name.
step 3. Click on and Fill details.
step 4. Click on Submit.

step 1. Go to Project.
step 2. Search Project and click on Project Name.
step 3. If you Want to Delete the Project Then Click on Delate Otherwise Click On WindUp.

step 1. 1.Go to property
step 2. Click below of your Profile Picture
step 3. Fill All Details like Property Information,Propery Price.
step 4. Click on submit.

step 1. Click the below of your Profile Picture.
step 2. Fill Intrested Site, Unit Number, Size, etc.

step 1. Go to follow up.
step 2. Click on(the upload icon) choose your file and fill in all detail.
step 3. Click on import.

step 1. Go to follow up.
step 2. Select the Inquiry detail you went to download and click on (file download icon) below of filter.

step 1. 1.Go to BrokerList.
step 2. Click below of your Profile Picture.
step 3. Fill all Details of Broker Like Mobile number, name, Firm name,Office Address, Operational Area Rera register number And GST number.
step 4. Click on submit.

step 1. 1.Go to BrokerList.
step 2. You can search and see the details of any Broker Name you want to see.
step 3. Click on the Broker Name

step 1. 1.Go to BrokerList.
step 2. Click on the Broker Name.
step 3. Click on and Fill details.
step 4. Click on Submit.

step 1. Go to Customerlist.
step 2. You can search and see the details of any Customer Name you want to see.
step 3.Click on the Customer Name.

step 1. 1.Go to customerlist.
step 2. Search Customer and click on Customer Name.
step 3. If you Want to Delete the Customer Then Click on Delate

step 1. Go to investor list
step 2.Click below of your Profile Picture.
step 3. Personal Information.
  • 1. Fill all Details of Investor Like Full name, Mobile number, Alt mobile number, select Birth Date, e-mail Address , Select Occupation ,Select Interested Site and Property sub type.
step 4. Address information
  • 1. Fill all detail like House no. , Society, Land mark, Pincode, Select area, countery, state and city.
step 5. Click on Submit.

step 1.Go to Investorlist.
step 2.You can search and see the details of any Investor Name you want to see.
step 3.Click on the Investor Name.

step 1.Go to Investorlist.
step 2. Click on the Investor Name.
step 3. Click on and Fill details.
step 4. If you Want to Delete the Customer Then Click on Delate
step 5. Click on Submit.

step 1. Go to Investorlist.
step 2. Select Investor you went to download and click on below of your Profile Name.

step 1. Go to Inquiry Management
step 2. Select the Followup option.
step 3.Click below of your Profile Name.
step 4. Personal Inquriry.
  • 1. Fill in all detail like Mobile no, full name, Alt Mobile no. Email Address, House, Society, select area, city, Date of Birth, And Anniversary Date.
step 5. CST interest.
  • 1. Fill in all Detail like select int area, property sub type, int site, budget, purpose of buying, And Apx buying time.
step 6. inquiry Information.
  • 1. Fill in all Detail like select inquiry type, inquiry source, And Next follow-up.
step 7. Follow up.
  • 1. Insert an inquiry description.
step 8. Click on submit.

step 1. Click below your Profile Picture.
step 2. Fill in the information you want to see Inquiry like id, name, mobile no, next follow up, select inquiry status, assign to, owner to, inquiry type, int area, Property subtype, property type, int site, And also select duration date

Step 1. Go to follow up
Step 2. You can search and see the details of any Inquiry Name you want to see.
Step 3. Click on the Inquiry Name.

Step 1. Go to follow up
Step 2. Click on choose your file and fill in all detail.
Step 3. Click on import.

Step 1. Go to follow up
Step 2. Select the Inquiry detail you went to download and click on below of filter.

Step 1. Go topending follow up
Step 2. You can search and see the details of any Pending Inquiry Name you want to see.
Step 3. Click on the Inquiry Name.
Step 4. also, you want to see Inquiry status, location and payment information.
Step 5. you can see all type Pending inquiry like Negotitations, visited, Appointment, Contacted Re visited, Re appointment, Fresh And cnr.

Step 1. Go to Inquiry Management.
Step 2. Go to all inquiry
Step 3. You can search and see the details of any Pending Inquiry Name you want to see.
Step 4. Click on the Inquiry Name.
Step 5. also, you want to see Inquiry status, location and payment information.
Step 6. you can see all type Pending inquiry like Negotitations, visited, Appointment, Contacted, Re visited, Re appointment Fresh And cnr.
Step 7.In all Inquiry you can see Today's foolowup inquriy and also see panding inquiry.

Step 1. Go to Inquiry Management.
Step 2. Select Close Requests options .
Step 3. You can search and see the details of any close requests you want to see.
Step 4. Click on the Inquiry Name.

step 1. The Inquiry Report feature offers comprehensive management of various inquiry types, including user-wise, inquiry-type, and inquiry-source reports. This functionality simplifies the process of reviewing inquiries and their statuses.
step 2. By incorporating a date selection option, users can effortlessly generate reports for specific time frames, enhancing the efficiency of the inquiry management process. The Inquiry Report is a valuable tool that provides an at-a-glance overview of different inquiries, enabling users to monitor and assess the status of each.
step 3. So, the Inquiry Report makes it simple for you to keep track of all the different inquiries and see how they're doing.

step 1. A site report is like a simple guide that helps you understand how a project is beginning. It also explains all the work using a diagram.
step 2. In this Site Report, you can see things like how many people talked about the project, how many people visited, and how many inquiries were made. It's all shown in a diagram format that's easy to follow and understand.

step 1.Access the "Intigration" category of your RealtoSmart interface.
step 2. Click On located below your Profile Picture.
step 3. Select a lead option .
step 4. after you can click on logo and enter connection name.
step 5. Click on login.