Can I create individual accounts for my team to gain access?
Can I purchase more calls?
How do we update our subscription / billing info?
What do we do if we need to change our email?
What do we do if we need to reset our password or forgot?
2. Campaign Setup
Is there a How-To Guide when you are first getting started?
What template should I be using to upload my leads?
What does the ‘Uncalled Numbers Only’ campaign checkbox do? What is the difference between using the 'Uncalled Numbers Only' checkbox and clicking ‘Run campaign’ a second time?
What is "The Soft Set" Campaign.
If you have multiple numbers for the same contact, will the AI call the other numbers for the same contact?
Can I use Prop.Ai to buy leads and skip trace?
Does Prop.Ai offer SMS campaigns?
What is GoHighLevel?
Is there specific times during the day that are restricted to run campaigns?
Can I schedule calls?
3. Scripts & Customization
Can I modify the scripts?
How do we make Gen refer to specific information (like customer’s name, address, company name etc)
Can I change the voice of Gen (Prop.Ai)?
4. Campaign Management & Troubleshooting
What is the difference between "Called" and "Called - No Answer"?
What does it mean when the Call Status says "New"?
What does it mean when I get a conversion?
Why is my call answered rate low?
Why are my conversion rates so low?
Why didn't Gen call all the prospects I uploaded?
Why isn’t Gen's test call going through to my phone number?
Why is Gen's test call showing up as Spam likely or Scam likely?
Does Prop.Ai offer SMS campaigns?
Why is Gen's test call taking a long time to dial me?
Why is Gen slow to respond to a call?
Why does Gen ignore my advice?
Why does Gen get stuck?
Why does Gen sound funny during calls?
Does Prop AI scrub my prospects for the National Do Not Call List?
How do I create a new campaign in Prop.ai to import my leads?
How can I map fields when uploading leads into Prop.ai?
What steps are involved in configuring my call script?
How do I launch my outbound calls once everything is set?
What’s the recommended time of day to schedule outbound calls for better pickup rates?
Why do many leads show as blocked or “Requested not to call” in the campaign, and is that expected?
How should I interpret call results and use the call summary/transcript?
What’s the initial outreach strategy for a new campaign batch?
5. Usage Limits & Quotas
What is the daily call limit?
Error Message in RED BANNER: "You have hit your daily call limit".
Why am I out of calls for today & it says "Gen will be back tomorrow"
When does the Daily Call Limit reset?
What counts as a call used against my balance?
Do calls rollover to the next month?
How do we know how many calls we have left from our monthly balance?
What if I want to call more than 2000 prospects? Do I have to make separate spreadsheets and upload them?
What do I do if we are not seeing call counts track correctly?
CRM
CRM Integration
How do I filter Dealsauce to show 90–120 days-on-market?
Where do I quickly locate workflows that do particular actions?
Where do I verify my inbound webhook trigger matches the right account?
Which button actually emails the closer?
How do I log into the CRM and send my leads to the CRM? (Challenge Team)
How do I activate and log into my CRM account?
What’s the difference between a CRM task and an appointment?
What’s the difference between the CRM and the Prop web app?
How do I join the Challenge Team integration so my leads sync into the CRM?
Texting & A2P
How will Prop CRM alert me when a deal needs underwriting or closing?
Why shouldn’t I send an AI call to a property’s phone number when it’s the agent’s line?
How do I text an agent about a different listing right from the property record?
How do I send a follow-up text to an agent from a property record?
Pulling Lists from DealSauce or Propstream
What are some good PropStream filters to use?
How do I export and download the filtered PropStream list?
Can Dealsauce search statewide instead of by county?
Why paste data with Ctrl-Shift-V into the template?
Where do I upload the CSV after pulling Dealsauce leads?
While importing a DealSauce list, how do I pre-schedule agent calls?
Which column usually contains the agent’s phone in a DealSauce CSV?
How do I speed up a 1 700-row Google Sheet?
How do I select a subset of leads in Deal Sauce before exporting?
How do I determine which counties to include around a target city?
What filter criteria should I apply in Deal Sauce to build a clean single-family buy-box list?
How do I export the DealSauce list and get it into the Challenge Team spreadsheet?
How do I know if a market’s list needs refreshing and what’s the quick workflow?
smartlists
My teammate can’t see our Smart Lists—what do I check?
How do I make a Smart List global from day one?
How do I build a “Nurture” smart list for unclear leads?
How can I share my new smart list with the whole team?
What columns should I show in the Answered-Call list for quick triage?
Which filters build the “Close” smart list of ready deals?
How do I build a “Properties” smart list tied to one agent?
How do I apply OR logic inside the smart list filter builder?
How can I double-check a teammate now sees a shared smart list?
Where do I add my Prop account to a challenge team?
How do I filter contacts by a specific email to create a smart list?
How can I save my filtered contacts list under a custom name?
What’s the quickest way to show only leads who’ve answered a call?
What should I do if the Contacts page hangs or freezes when updating smart lists?
How do I add the “Assigned” (owner) column to my smart list?
How can I update multiple saved smart lists with the new “Assigned” column?
How do I create a smart list with multiple filters for a specific user?
How can I customize which columns appear in my smart list?
How do I manually snooze a contact so it temporarily leaves my smart list?
How do I manually snooze a contact so it temporarily leaves my smart list?
What does a smart list filtered by “Followers” do?
How do I create a smart list of all the leads I’m following?
How can I monitor the progress of the leads in my follower-based smart list?
Why should I be regularly monitoring the leads I’m following?
How can I surface the most valuable leads first in the Pre-Qualify smart list?
Which column can I remove to declutter the view when reviewing leads?
Opportunities & Pipelines
How do I bulk-move multiple contacts to the “Cancelled” stage?
Can I update many contacts to a new pipeline with one action?
What’s the quickest way to disqualify one contact?
How can I move someone with the Pre-Qual MVP follow-up form?
When should I assign a stage versus using the form method?
How can I manually move a deal from Underwriting to Cancelled with one click?
What’s the best way to verify the stage actually changed?
How do I bulk move contacts to a different pipeline using the new tag system?
How do I move a single contact to another pipeline from the contact view?
Why doesn’t a lead move instantly when I change its pipeline or stage?
How can I use AI to pull out new property addresses and zips from a call and capture the qualitative details?
What’s the process for updating a property’s status when one goes under contract and new ones emerge?
How do I change which property is the primary outreach property and adjust its priority slot?
How can I verify new opportunities were created after updating properties, and what if they don’t appear immediately?
What should I include in the opportunity notes for underwriters to give context on a warm lead?
Prequalifying
Which button actually emails the closer?
How do I walk through the Pre-Qual Agent Light form during a call?
What happens after I submit that Pre-Qual form?
Where do I mark a lead Cold right in the Prequal form?
Which fields does the Agent Light form map automatically?
What information above the List Price must I fill manually?
Where do I click Back after submitting Agent Light so the contact opens?
How can I track my pre-qualification call counts?
How do I label a property as pre-qualified/approved and associate the correct agent?
How can I set an automatic follow up reminder when filling out a form?
Underwriting
Where do I start an underwriting submission inside Prop AI CRM?
What if arrears or back-tax fields are empty in the underwriting form?
How do I add multiple existing loans during underwriting?
Where do I pick the desired exit strategy in underwriting?
What happens after I click Submit on an underwriting form?
How can I see GPT’s creative offer analysis?
How is the projected assignment fee calculated?
How do I know the underwriting form actually submitted?
What automated checks run once an underwriting form is in?
Where do I read GPT’s creative-offer analysis on a deal?
What’s the quickest way to check a lead’s underwriting score?
How do I notify my team about a stalled underwriting lead in Discord?
How do I correctly fill out and submit the underwriting form?
What happens after I submit the underwriting form and how is the deal evaluated?
What types of offer recommendations are provided, and how do I interpret them?
How does the system suggest what to do with the deal (disposition), and how is the assignment fee calculated?
What are the next steps once I like the offers, and can I revise them?
