Step 1 of 4

Let's start with you

Your AI texts your leads as you, so we just need the basics.

First name

Add your first name.

Last name

Add your last name.

Name your clients know you by optional

Your team or business name. Solo? Leave it blank and we'll use your brokerage.

Brokerage or company

Looks like you're a loan officer, so we'll set your AI up for loan leads.

Which brokerage or company are you with?

Email

Enter a valid email. This is how we find your account.

Cell phone

We text you the second your AI books a meeting.

Enter a 10-digit cell number.

Leads can call this number tooIf a lead asks for your number, your AI shares this one.

Cities or areas you serve

Add at least one city or area.

Time zone

Your AI texts in

English Spanish Both

"Both" opens in English, tells leads you speak Spanish, and replies in whatever language they use.

Step 2 of 4

Your AI's first text

This goes out seconds after a new lead comes in. We've already written one for you.

This is based on what's working. Across Starling agents, openers that say who you are, thank the lead, and ask one easy either/or question get the most replies and booked appointments. Keep that shape and you're set.

How should your AI sign its texts?

As me As my assistant

Leads see: "this is Jason with …"

First text

0/320 · {first_name} becomes the lead's name

Your AI needs a first text.

Anything your AI should never say? optional

Step 3 of 4

When it can book

Your AI books phone calls only inside these times. The defaults work for most agents.

Earliest call

Latest call

Latest time has to be after the earliest.

Call length

Earliest it can book

How far out it can book

Where should booked calls show up?

My CRM calendar Google Calendar

Bookings land in the calendar inside your CRM. You'll pick your CRM in the next step.

Days off or blackout dates optional

Step 4 of 4

Connect your CRM & launch

Last step. Pick where your leads live, and we'll connect your AI to it.

BestStarling CRMincluded · answers DMs too Follow Up BossAPI key BoldTrailformerly kvCORE Loftyformerly Chime GoHighLevelmy own account Real GeeksAPI key JungoSalesforce Something elseor no CRM yet

Pick the CRM your leads live in.

Nothing to paste. Your Starling CRM account is set up on our side. It's also the only setup where your AI answers TikTok, Instagram and Facebook messages, not just texts.

Follow Up Boss

Admin → API → Create API Key → name it "Starling AI"

API key

Paste it exactly as Follow Up Boss shows it. Can't find it? Leave it blank and we'll walk you through it on your launch call.

Optional settings

Who goes on booked appointments?

Whose older leads should your AI re-engage?

BoldTrail

Lead Engine → Lead Dropbox → My API Tokens → generate a Contacts token

API token

BoldTrail tokens last a year. We'll remind you before yours expires.

Optional settings

Assign new contacts to

Whose older contacts should your AI re-engage?

Lofty

Settings → Integrations → API → Generate key → expiration: Never

API key

Set expiration to "Never." If the key expires, your AI stops mid-conversation.

Optional settings

Assign new leads to

Whose older leads should your AI re-engage?

GoHighLevel (your own account)

Settings → Private Integrations → Create → allow contacts, conversations, calendars, users, opportunities

Private integration token

Location ID

Optional settings

Calendar ID

Assign new contacts to

Pipeline for new opportunities

Real Geeks

Ask your Real Geeks rep for "Lead Router API access"

Site UUID

User ID

API key

Don't have these yet? Leave them blank. We'll get them with you on your launch call.

Jungo (Salesforce)

We connect Jungo together on a quick screen share with whoever manages your Salesforce. Just tell us who that is.

Your Salesforce admin, name and email

Salesforce address optional

Tell us what you use

CRM name, or "none yet"

No CRM yet? Starling CRM is included with your plan and we'll set it up for you.

Partners optional

People your AI can send leads to when it makes sense. Skip this if you don't have any.

Add a lender, credit repair or referral partner

Preferred lender

Their application link

Credit repair partner

Their link

Agent referral link

Anything else we should know?

Sign off

Two boxes and your name, and we start building.

I authorize Starling AI LLC to connect to the CRM I picked aboveTo read and write contacts, notes, appointments and tags for my AI agent. I can revoke this any time inside my CRM. My leads agreed to get texts from meThey opted in (for example, through a lead form), and none come from a purchased list. Required by texting laws and phone carriers.

Tick both boxes to continue.

Type your full name to sign

Type your full name to sign.

Date

Let's start with you

Your AI's first text

When it can book

Connect your CRM & launch

Follow Up Boss

BoldTrail

Lofty

GoHighLevel (your own account)

Real Geeks

Jungo (Salesforce)

Tell us what you use

Partners optional

Sign off

You're all set