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?
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?
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?
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?
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?
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?
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?
