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Follow these steps to complete your account setup and start using PULSEIntel PRO.

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Before You Begin

Make sure you have:
  • Your login credentials (email and password)
  • Basic information about your real estate business
  • Your market/area of focus

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Setup Steps

1

Complete Your Profile

After logging in, you’ll see the onboarding wizard. Fill in your:
  • Name and contact information
  • Brokerage details (if applicable)
  • Market/area you serve
  • Years of experience
This information helps personalize your experience and AI recommendations.
2

Set Up Your Market

Configure your target market to get relevant insights and data:
  1. Go to Settings > Market Configuration
  2. Select your primary geographic areas
  3. Choose property types you work with
  4. Set your typical price range
3

Import Your Contacts

Bring your existing contacts into PULSEIntel PRO:
  1. Navigate to CRM > Contacts
  2. Click Import Contacts
  3. Upload a CSV file or connect your existing CRM
  4. Map your fields and complete the import
Start with your most active contacts first. You can always import more later.
4

Configure Your AI Agent

Set up your AI voice agent to handle calls:
  1. Go to AI Agents > Agent Settings
  2. Choose a voice and personality for your agent
  3. Set your availability hours
  4. Add your calendar for appointment booking
Your AI agent can answer questions, qualify leads, and schedule appointments 24/7.
5

Set Your First Goal

Stay motivated with goal tracking:
  1. Navigate to Goal Planning
  2. Click Create Goal
  3. Set a realistic target (e.g., “Close 2 deals this month”)
  4. Break it down into daily tasks

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What’s Next?

Now that your account is set up, explore these features:

Your First Steps

Learn the daily workflow for success

Managing Contacts

Master your CRM to never miss a lead

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Need Help?

If you get stuck during setup, our support team is here to help. Email [email protected] or use the chat button in the bottom right corner.