Managing your brokerage profile

What this is

Your AI assistant settings are the brokerage details Roof AI uses to answer visitor questions accurately and on-brand – things like who you are, what you specialize in, and how to reach you. These are configured in Settings under your dashboard, during onboarding and any time after.

Who this applies to

• Core: Recommended (helps answer brokerage questions on listing pages)
• Intelligence / Full service: Strongly recommended (more sitewide traffic = more varied questions)

What to include

Use this as your starter checklist:

• Office hours, contact info, locations
• Service areas (cities / neighborhoods you serve)
• Buyer / seller / renter FAQs (timelines, next steps, what to bring, how showings work)
• Policies (fair housing language, photo/listing removal requests routing, disclaimers)
• “How we work” (consultations, listing process, recruiting info if you're on the Full service tier)
• Any “always true” facts you want the bot to default to

What not to include

• Sensitive personal info or anything you wouldn’t want echoed back to visitors
• Anything that changes daily (ex. temporary promos) unless you can commit to frequent updates
• Private internal SOPs that aren’t meant for consumers

Update cadence

• Monthly: review your AI assistant settings for outdated info
• Same-day: update immediately if you change contact info, office hours, service areas, or policies

Common failure modes (and how to avoid them)

• Outdated policies: visitors get incorrect instructions → update cadence
• Contradictory info: bot hedges or gives mixed answers → remove duplicates and pick one source of truth‍
• Too generic: bot sounds like any brokerage → add specifics (hours, locations, process details)