Inbox Apps: Ylopo Raiya

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Becca
  • Updated

Ylopo is proud to be the first partner of Follow Up Boss to develop an inbox app, setting a new standard in CRM integration. This pioneering Inbox App allows real estate professionals to access AI-driven conversations from Ylopo’s digital assistant, Raiya, directly within the Follow Up Boss interface. With this integration, you can seamlessly monitor, manage, and engage with leads, ensuring that every communication is leveraged for maximum impact. Streamline your lead management and stay ahead of the curve by bringing real-time, actionable insights into your daily workflow.

Note: The Inbox App is only available for Ylopo subscribers, Learn more about Ylopo subscriptions here.  

 

How it Works

Inbox

The Ylopo Inbox App conversations can be found on the Inbox page alongside your other team inboxes, ready for you to respond.

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Lead Profile

You may also respond directly from the lead profile, where you'll find the Ylopo Raiya conversation thread listed under the lead's timeline which you can easily filter by.

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How to Integrate 

Admin users of the FUB account will need to complete the steps below to submit the integration request successfully. 

1. Click here to navigate to Ylopo

2. Complete the form to sign up for the Ylopo Inbox App beta testing.

3. Once you have completed the form, you will see a confirmation screen.

4. From here, a Ylopo CSM will contact you to finish the integration setup. 

 

FAQs 

How do I create a Ylopo Raiya Inbox?
Check out this best practice video for setting up a Ylopo Raiya inbox!
What team members can see this communication?
It will depend on the inbox you have the messages come into (YLOPO will set this up with you) we recommend an inbox dedicated for your YLOPO messages and then the visibility of the inbox will be whoever can see that inbox.
Are agents seeing their assigned contacts' Raiya communicates there automatically? 
If an agent has access to the inbox where the communications are coming into then yes, they will be able to also see the communications on the lead page and continue to use their smart lists to see when Beth has responded.
How does this work with leads assigned to the pond?
Assignment to a pond does not affect the conversation. The agent can now access the Raiya conversations from FUB but they are now able to take over the conversation from their inbox.

 

Questions? Reach out to Ylopo at support@ylopo.com. 

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