Command Centre.

Everything you need to run SMRT, in one place. Pick a tile to get started.

Onboarding

Welcome aboard.

A few details to get your AI coordinator configured. Save the generated JSON at the end and hand it off to the SMRT team to finish setup.

AI Assist

Paste your discovery call transcript

We'll extract everything we can — name, contact, market, hours, bio, newsletter — and pre-fill the form below. Nothing is submitted. Empty required fields will be highlighted in red so you can fill the gaps.

01

Agent profile

Your name, role, and how the AI should introduce itself.

Full name*Required

First name*Required

Last name*Required

Title* Pick from the list or type your own. Required

AI coordinator name Pick a name — or choose Custom to use your own. Default is Sarah.

Email*Valid email required

Phone*Required

02

Business

Your brokerage, office, and market focus.

Business name*Required

Company website

Site is live

Your personal/brokerage site. AI only shares this if a lead specifically asks for it.

Funnel URL*

Funnel is live

PRIMARY share link. Default format: {firstlast}.smrtagent.ai — but any URL works. Required

Office address

City

State

Zip

Preferred phone area codes (SMRT will buy a number in one of these for the agent's GHL account)

Pick a state first to see area codes

Click any code to deselect it. Submit with the codes you'd be happy with.

Timezone* Required

03

Coverage area

The zip codes you serve. Map updates live.

Add zips one at a time, search a city to auto-expand to every zip in it, or paste a bulk list. Remove anything you don't farm.

Add single zip

Add city

Add by county

Bulk paste zip list

0 zip codes selected

Add at least one zip code

04

Agent profile & AI characteristics

Generated by the Profile Builder from the onboarding call transcript. Paste the transcript above and click ✨ Build Profile to populate these fields.

Agent profile Generated by Profile Builder — editable

Structured knowledge document: who this agent is, their specialties, how they work, their differentiators. The AI reads this to represent them accurately in live conversations.

0 / 8000

AI characteristics Generated by Profile Builder — editable

How the AI agent will behave — its voice, tone, boundaries, and approach. This describes the AI, not the agent. The agent reviews and approves this in their homework form.

0 / 5000

Newsletter writing voice Generated by Profile Builder — editable

How this agent writes their newsletter — sentence patterns, forbidden constructions, structural preferences, and example phrases the AI must match. Used by the newsletter generator to produce output that sounds like them.

0 / 5000

05

AI instructions

Anything the AI should always know about you and your market.

Agent notes

0 / 2000

Injected directly into the AI system prompt as high-priority instructions. 2,000 character limit.

06

Scheduling

Working hours, appointment defaults, and reminder copy.

Availability

Hours start

Hours end

Buffer between appointments

Default appointment duration

07

Newsletter

Weekly market email sent automatically to opted-in leads.

Enable newsletter

Send day

Send time

08

A2P registration

Required by carriers for SMS compliance (10DLC).

Brand

Same as business above

Copies legal name, registered address, and website from Section 02.

EIN number

Legal business name

DBA name

Business type

Industry

State of registration

Registered business address

Company website

Authorized contact

Same as agent above

Copies name, email, and phone from Section 01.

Full name

Title

Email

Phone

Documents

EIN confirmation (CP 575 letter) How to find your EIN: Attach the CP 575 form (full PDF). The legal business name + EIN must match exactly. If you've misplaced the CP 575, request a 147c letter from the IRS.

Drop file here or browse

PDF, JPG, PNG, DOC, DOCX · max 20MB

Other documents (optional) Any supporting docs — articles of incorporation, business license, etc.

Drop files here or browse

PDF, JPG, PNG, DOC, DOCX · max 20MB each · multiple allowed

Submissions.

Agent onboarding form queue. Review each submission, change status, and hand off to provisioning.

Agents.

Every live agent on the SMRT platform, their sending level, and last 7 days of activity.

Messages.

Latest 50 messages across SMS, Email, and Facebook. Inbound and outbound in a single feed, newest first.

Direct message Send not yet wired — preview only

Owner agent.

Audit trail for the owner-channel assistant — the conversation thread, actions taken, reminders, and notes, per location. When an owner says "it did something weird yesterday", look here first. Read-only.

Owner memory.

Everything Jon remembers for an owner, laid out so you can see it — the Picture (business trends), the People (per-contact memory), the You (standing facts about the owner). Each memory shows how strongly it currently weighs (freshness × declared-beats-inferred), mirroring the live recall ranker. Read-only.

Analytics.

Submissions, leads, messages, and appointments across a rolling window. Pick a timeframe to rescope.

Docs.

Playbooks, runbooks, and integration reference for the SMRT stack.

System health.

Live heartbeat across the SMRT automation stack. Workflow status, message volume, and unified error feed.

Recent errors

Last 7 days

DevCom.

Shared task board for SMRT. Drop ideas, bugs, and requests — AI turns them into structured cards. Pick one up and ship it.

Description

Status

Notes

Assignee