Homebot

Learn everything you need to know to start leveraging Homebot today.

Workshop: Getting Started on Homebot

Customer-Success

Learn how to jump start your Homebot experience.

Getting Started

In this article, watch a brief video walking you through getting started on Homebot. Below the video, you'll find step-by-step tutorials:

How to Get Started on Homebot

In this article, get a better understanding of the digest and buyers report

Understanding The Tools Your Clients are Receiving

Learn how to add your clients, manage their profile information, and how to manage email issues.

How to Add and Manage Clients

Are you using Homebot as a team? Learn the best way to create & manage your team account in this article.

How to Create a Team Account on Homebot

This article will teach you how to navigate your profile and settings like a pro!

How to Manage Your Profile and Settings

Have questions about the Homeowner Digest flow? Learn everything you need to know here.

Everything You Need to Know About The Homeowner Digest

Learn all the best ways to customize your Homebot

Three Ways to Customize Your Homebot

Start Here

Learn how to add your personalized message in the disclaimer section on Homebot reports.

How to Add a Custom Disclaimer

Learn where your monthly invoices are coming from and how to ensure they don't end up in spam.

Where Are My Invoices Coming From?

Understand why you may be charged sales tax, which states are impacted, and what to expect.

Understanding Homebot's Sales Tax

Learn how to allow authorized parties to access your account.

Can My Assistant Log Into My Account?

Learn how to login using a password instead of email link

How Do I Set a Password to Login to My Account?

Learn how to change your company and office information, plus additional customization for your clients

How to: Update My Company or Office Information?

Learn how to find and update your profile information.

How To Edit Your Profile

Learn how to add a photo to ensure every outgoing report shows your face!

How to Upload a Profile Photo

Learn how to manage your billing information

How to Update Your Billing Info

Curious what our copy is for the automated welcome email? Read it here.

What Does The Welcome Email Say?

Looking to personalize your welcome email? Learn how here!

How Do I Edit My Welcome Email?

Learn how non-disclosure states work and how to manage your clients.

How Homebot Works in Non-Disclosure States

Support@homebot.ai | 720.432.1115 | 8am-6pm MST Mon - Fri

Find answers and get help from Intercom Support and Community Experts

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Title

{assigneeName} needs more information from you