Your Agentbox QuickStart Guide
Welcome to the new Agentbox! Your journey starts now with essential steps and must-dos to swiftly launch into success with your Premium features. Let's dive in and make things happen!
First up...
Retrieve your Agentbox Digital login
In order to access Agentbox Proposals and Auto Responders, you will be required to set up a login for Agentbox Digital. The details for this process have been emailed to you.
Open the Agentbox Help Centre
The Agentbox Help Centre serves as the definitive guide for mastering everything related to Agentbox—and it's an invaluable resource for setting up your office's new features!
Agentbox Help CentreNote the access level required for each step
Some aspects of Premium feature set-up must be completed by the appropriate Admin-level user in your office. Please note which steps have an *Office Admin Only tag and seek out your office's Admin-level user to complete these steps.
Prospector
1 - Connect your CoreLogic account
* All users
This is so Prospector can connect with on-the-market data.
2 - Create core areas
* Office Admins only
Your Office Admin can create core areas for all agents.
3 - Assign core areas
* Office Admins only
Your Office Admin can assign core areas to all agents.
Agentbox Auto Responders
Once activated for your office, Auto Responders will immediately begin sending automatically with our templated responses. To customise responses for each live listing, follow the steps below.
1 - Receive set-up email
* Office Admins only
Once Auto Responders have been activated for your office, your Office Admin will receive a notice, and you will receive your login details via email.
2 - Navigate to available listings
* All users
Under an available listing in the CRM and on the General Tab you will find the 'Auto Responder' button. This will redirect you to log in to Agentbox Digital.
3 - Update Responders as needed
* All users
Once logged in to Agentbox Digital, you can edit the copy for the listing you selected in the CRM, along with all other active listings.
Agentbox Proposals
Please be aware that your access to Agentbox Proposals is coming soon. Expect further communication from us in the coming days to finalise the setup for this feature.
Debits & Credits
1 - Contact Agentbox Support
* Office Admins only
When you're ready to start using the Debits & Credits module, get in touch with our team at support@agentbox.com.au.
2 -Complete initial set-up
* Office Admins only
Our team will guide you through the setup process, but extra info can be accessed here.
3 - Get familiar
* Office Admins only
Use the Agentbox Help Centre to familiarise yourself with Debits & Credits. You'll find a how-to guide for everything you need!
Agentbox Help Centre
Unlock the solution with just a few clicks – it might be closer than you think
Your Go-To for Guidance
The Agentbox Help Centre serves as the definitive guide for mastering everything related to Agentbox—an invaluable resource for users seeking comprehensive how-to information.
Tip: We recommend bookmarking this page to your browser so you can reference it any time you need it!
Getting Started with Premium:
eLearning Course
The Agentbox Academy is the central learning resource centre of all things Agentbox. It spans across our CRM, mobile apps, websites, digital proposals - You name it, we've got it.
Our incredible training team have put together an eLearning course to help you get up-to-speed with your new Premium products.
The Agentbox Academy also offers personalised workshop packages for your team or agency and can be delivered onsite or via online consulting. Our team are here to help and can customise training to suit your needs.
Support at Agentbox
Agentbox Support
