Help center
How to set up Placy Assistant for your agency, and what you can do with it every day.
- What Placy Assistant doesYour assistant in WhatsApp: your day, your leads and your listings, in one chat.
- Sign in with your WhatsApp numberNo password: a code comes to your WhatsApp.
- How to talk to Placy AssistantWrite or send a voice note. Reply to a message by swiping it.
- Confirm changes in one tapEvery change comes as a draft first. Nothing is saved until you confirm.
- Choose your languagePlacy Assistant answers in the language you write in, or in the one you choose.
- Your morning summary and today's planOne message every morning with your whole day.
- RemindersPlacy Assistant messages you at the minute you name.
- The new lead cardEvery new lead comes to your WhatsApp as a card with buttons.
- Add and update leads with a messageCreate a lead, change its stage or budget, close it as won.
- Several leads with the same namePlacy Assistant asks which one you mean.
- Notes and “How did the viewing go?”Swipe-reply to a client's message, and your words go to their notes.
- ViewingsBook, move and cancel viewings, several for one lead.
- A message for your client about listingsPlacy Assistant writes it; you open the chat and send it yourself.
- Contacts, owners and new developmentsAsk about anyone in your CRM, see who handles a listing, check projects.
- Find listings for a clientThe closest fits first, near-misses with a note, and you narrow in the same chat.
- Who to offer a new listing toA new listing comes in, and you get the leads it fits.
- Create a listing from photosSend photos and a short description; confirm the draft.
- Connect QobrixPaste your key, and Placy sets up its own Qobrix user. About 10 minutes.
- Connect EstateBudConnect with an API key, invite your agents and give them new leads. About 15 minutes.
- Your CRM isn't listedWe connect other CRMs on request. Send us a request from Placy Assistant.
- Start without a CRMYour leads and listings live in Placy itself. Import a spreadsheet or add them by message.
- Invite your teamAdd each agent by their WhatsApp number and pick a role.
- Connect Google Calendar and GmailViewings go straight into your calendar, and Placy sees when you're busy.
- If something doesn't workCommon situations and what to do.
- Connect EstateBudConnect EstateBud
- Create an API key in EstateBudConnect EstateBud · Connect EstateBud
- Paste it into Placy AssistantConnect EstateBud · Connect EstateBud
- Check the CRM cardConnect EstateBud · Connect EstateBud
- Invite your agentsConnect EstateBud
- Open Invite membersConnect EstateBud · Invite your agents
- Add each agent by their WhatsApp numberConnect EstateBud · Invite your agents
- The agent accepts on their phoneConnect EstateBud · Invite your agents
- Let their listings move to themConnect EstateBud · Invite your agents
- Assign waiting leadsConnect EstateBud
- See what’s waitingConnect EstateBud · Assign waiting leads
- Pick the agentConnect EstateBud · Assign waiting leads
- Or assign from the lead or the clientConnect EstateBud · Assign waiting leads
- The agent gets the lead on WhatsAppConnect EstateBud · Assign waiting leads
- Picked the wrong agent?Connect EstateBud · Assign waiting leads
- Choose where deals go in EstateBudConnect EstateBud
- Open the CRM cardConnect EstateBud · Choose where deals go in EstateBud
- Pick the pipeline and the stageConnect EstateBud · Choose where deals go in EstateBud
- What your agents getConnect EstateBud
- Connect QobrixConnect Qobrix
- Copy your key in QobrixConnect Qobrix · Connect Qobrix
- Paste it into PlacyConnect Qobrix · Connect Qobrix
- Let Placy create its userConnect Qobrix · Connect Qobrix
- Activate the user in a private windowConnect Qobrix · Connect Qobrix
- Paste the password and connectConnect Qobrix · Connect Qobrix
- Check the stagesConnect Qobrix · Connect Qobrix
- Invite your teamConnect Qobrix
- Open Invite membersConnect Qobrix · Invite your team
- Add each agent by their WhatsApp numberConnect Qobrix · Invite your team
- The agent accepts on their phoneConnect Qobrix · Invite your team
- Back to you: match the agent to their Qobrix userConnect Qobrix · Invite your team
- What your agents getConnect Qobrix
Nothing found. Try viewing, reminder, new lead or listing, or see If something doesn't work.
Your day with Placy
For agents. Everything you do in WhatsApp: your plan, leads, viewings, reminders and listings.
Your morning
A new lead
With a client
- Notes and “How did the viewing go?”Swipe-reply to a client's message, and your words go to their notes.
- ViewingsBook, move and cancel viewings, several for one lead.
- A message for your client about listingsPlacy Assistant writes it; you open the chat and send it yourself.
- Contacts, owners and new developmentsAsk about anyone in your CRM, see who handles a listing, check projects.
Set up your agency
For owners and admins. Two steps, in this order.
Connect your CRM, or start without one
With a CRM, your leads and listings come into Placy by themselves. Pick yours:
- QobrixPaste your key, and Placy sets up its own Qobrix user. About 10 minutes.
- EstateBudConnect with an API key, invite your agents and give them new leads. About 15 minutes.
- Another CRMWe connect other CRMs on request. Send us a request from Placy Assistant.
- No CRMYour leads and listings live in Placy itself. Import a spreadsheet or add them by message.
Invite your team
Add each agent by their WhatsApp number and pick a role.
What's new
- 1 NovemberPlacy Assistant answers about 40% faster: a typical answer comes in around 15 seconds instead of 25.
- 29 OctoberA listing from photos · new developments from your CRM · who handles a listing · a message for your client about the listings you pick · every CRM contact, not only leads.
- 26 OctoberClose a deal as won from any stage · narrow a list of listings without starting over.
Something doesn't work?
Common situations and what to do, or message your Placy contact on WhatsApp.