Question 1

How does Realis keep AI responses accurate, secure, and compliant?

Accepted Answer

Realis is designed with real estate workflows in mind. For information where accuracy matters, we prioritize official and authoritative sources and use a controlled knowledge base to reduce the risk of incorrect AI-generated information.Connections to your CRM, email, and calendar are permission-based. Realis only accesses the information needed to complete the task you request and does not send, change, or update anything without your authorization.Because Realis works through WhatsApp, you can use the tools you already have without replacing your existing systems or adding another complex platform.

Question 2

CRM connection and Privacy

Accepted Answer

Do I need to change my CRM to use Realis?No. Realis connects to the CRM you already use, such as Follow Up Boss, HubSpot, Lofty, or kvCORE/BoldTrail. It helps you access and update the information you need directly from WhatsApp.What CRM information can Realis see?Only the information you authorize through your connected account—for example, contact details, leads, notes, tasks, and deal-related records. Realis uses it only to complete your request.Can Realis change or add anything to my CRM?Not without your authorization. Before creating, updating, or sending anything, Realis shows you what it plans to do and asks for your approval.

Question 3

Email, Calendar connection and privacy

Accepted Answer

What can Realis access from my email?Realis can help you draft emails and, when authorized, use your connected Gmail or Microsoft account to send them. It does not send an email until you approve the recipient, subject, and message.What can Realis access from my calendar?When you connect your calendar, Realis can check availability and help prepare appointments or reminders. It will not create, update, cancel, or invite anyone to an event without your confirmation.

Question 4

Does Realis store my CRM, email, or calendar information?

Accepted Answer

Realis does not store copies of your CRM records, emails, or calendar data for its own use or sell that information. It accesses the minimum information needed to complete your request. Your connection authorization is kept securely while the integration is active and can be disconnected at any time.

Built by agents. FOR agents.

CORE
Starter for growth

PRO
For active agents

PREMIUM
For power users

Frequently asked questions

How does Realis keep AI responses accurate, secure, and compliant?

CRM connection and Privacy

Email, Calendar connection and privacy

Does Realis store my CRM, email, or calendar information?

built by real estate agents, for real estate agents.

CORE Starter for growth

PRO For active agents

PREMIUM For power users

Frequently asked questions

How does Realis keep AI responses accurate, secure, and compliant?

CRM connection and Privacy

Email, Calendar connection and privacy

Does Realis store my CRM, email, or calendar information?

built by real estate agents, for real estate agents.

CORE
Starter for growth

PRO
For active agents

PREMIUM
For power users