Engentfy Assistant Setup
Your Engentfy Assistant activated, connected and working from your phone, with a person walking you through it.
The Engentfy Assistant is simple to start: subscribe, verify your number, tap two links. This setup is for the agent who wants it done with them, not by them. We get you subscribed and verified, connect your Gmail and Google Calendar, connect your Lofty if you have one, load your open deals and their deadlines, set your language and the way you like to be addressed, and spend a week on the chat with you until delegating feels normal.
What we set up
- Subscription and license check done with you, number verified on WhatsApp
- Gmail and Google Calendar connected, tested with a real email and a real booking
- Lofty connected when you use it, so leads, tasks and deals answer from the chat
- Your open deals loaded with their escrow, inspection, appraisal and financing dates
- Contacts and the people you text most saved, so names resolve on the first try
- Language, tone and notification hours set the way you want them
- Voice notes and photos tested, in your language
- A first-week plan: one thing to delegate each day, with us on the chat
What you walk away with
- An Assistant that already knows your deals, your calendar and your inbox
- A one-page card of what to say to it for your most common tasks
- The walkthrough recording
- Thirty days of adjustments by chat
How long it takes
One session of about an hour, the same day as the kickoff call, then a week of daily check-ins on the chat.
Price
$59.99 one-time. Fixed price, paid on your 15-minute scoping call before we book your setup session.
Questions agents ask
Do I need the subscription first?
No. We do it together on the session. The Assistant is $34.99 a month, cancel any time, and the setup itself is the Concierge's fixed price.
I do not use Lofty. Does the setup still make sense?
Yes. Email, calendar, property records, deals and deadlines work without a CRM. When your CRM gets a connector, we add it in the thirty days of adjustments.
Can you set it up for my whole team?
Each agent has their own Assistant and their own number. We can run the sessions back to back for a team; ask on the Concierge page and we scope it.
What if I already subscribed and it is not doing much for me?
That is exactly what the first-week plan is for. We connect what is missing, load your deals, and practice with you until it sticks.