Logged into your HelloAlex account with your Username and Password you were provided on Account Activation.
To login to your HelloAlex account you can access the login via the home page.
Visit HelloAlex.io and click the “Login”
There are 3 specific profiles that can be used in your HelloAlex account. How this profiles apply will be based on your account role as the Master or Child.
Master – Main account owner this is used for the Broker, Team Lead or Solo Agent. Child – These are the sub accounts created under your account and will all use the Company information from the Master account. This allows you to share credits, leads, property data to all sub accounts as well.
How to Setup Your Profiles
To configure your profiles you want to click on the “My Account” option on the left menu.
3 types of Profiles
Profile: This profile is used as part of the HelloAlex system and allows us to understand which users are accessing the system. This Data maybe used as the default if the Agent data is not completed in any of the enhanced marketing services. The information in this profile is also used by our AI on any conversations.
Agent: This allows you to personalize your Agent information that is displayed by default on the enhanced marketing services, webpages and within the property listing websites. This also allows you to load your license information so it can be used on marketing pieces.
Company: This is the company information that is used within the Enhanced Marketing Services. This allows you to upload your logos, company images, contact information for the company instead of the Agent. This saves you from having to load this each time you create a marketing template.
Please complete each of these profiles during the setup stage and it will optimize the user experience as they interact with the HelloAlex AI.
Adding or Deleting Fields?
It is simple to add or delete fields in any of the profiles. All you need to do is click the green “+” button to add another field. The red “-“ button deletes a field.
This allows you to add multiple fields to personalize your information.
This is the Agent profile, it should match your Alex Profile however allows you personalize each of your Agents within your account.
This is the company profile that is used within the Enhanced Marketing Services and will pre-load into any of our templates.