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Resources · Real estate guides

Everything you need to put your AI team to work.

Every guide for every part of your AI team, with the real estate library up front: your listings, your sphere, your neighborhood, your phone line, and everything behind them.

The library

Pick a guide and get moving today.

Chief of Staff

Meet your Chief of Staff01

What your Chief of Staff is, how to set it up, and how to put it to work running your AI team.

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Set up your Chief of Staff02

Name your Chief of Staff and give it the context about your business it needs to be useful from day one.

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Ask your Chief of Staff to get work done03

How to hand your Chief of Staff a goal in plain language and let it run the work across your apps.

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Organize your work in threads04

Keep separate lines of work in their own conversation threads, each with its own history.

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Schedule recurring work05

Set your Chief of Staff to run tasks on a schedule, like a daily briefing, and choose where the results land.

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Connect a messaging channel06

Reach your Chief of Staff from Telegram, Slack, or Discord, and have briefings pushed to you there.

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Add and manage skills07

Turn skills on or off and add new ones to expand what your Chief of Staff can do.

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Approve what goes out before it sends08

Your Chief of Staff drafts messages, posts, and bookings and checks with you before anything reaches a client. Here is how the approvals inbox works.

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Choose a model and customize instructions09

Pick which AI model powers your Chief of Staff, add custom instructions, and keep its business context current.

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Connect iMessage to your Chief of Staff10

Set up iMessage through Photon so you can text your Chief of Staff from your phone and it can handle conversations there.

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Debrief a call11

Talk for a minute after a call and your Chief of Staff turns it into updates, tasks, and drafts.

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Get and send documents12

Download what your Chief of Staff creates, save it to your knowledge base, and send it files to work from.

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Your money, in plain English13

Your Chief of Staff keeps your books tax-ready, tells you what to set aside for taxes, forecasts your cash, shows what actually made money, and answers can I afford it.

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Get a weekly business digest14

Have your Chief of Staff send a recurring briefing across your whole workspace, to your feed and your inbox.

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It remembers your business and sounds like you15

Your Chief of Staff keeps a lasting memory of your contacts, deals, and history, and learns your voice so its drafts read like you wrote them.

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Run your day from the To-do List16

One shared to-do list you and your Chief of Staff both work from, with suggestions it stages from across your business.

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Turn a goal into a project your Chief of Staff works17

Hand your Chief of Staff a goal and it builds a step-by-step plan in your Project Manager, works the steps it can, and tracks progress for you.

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Run a mission with your Chief of Staff18

Guided initiatives like launching a lead magnet or an offer, worked step by step, where your team does the heavy lifting and walks you through the rest.

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See everything your Chief of Staff can do19

Browse what your Chief of Staff can do in each Noli app, try suggested prompts with one click, and reconnect apps if a link ever drops.

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Review every conversation in one place20

See everything your Chief of Staff has discussed across web chat, scheduled runs, and channels like Telegram or Slack, and delete anything you want gone.

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Catch up with Notifications21

One feed of updates from your Chief of Staff, scheduled work that ran, anything that had an issue, and your daily reflection ready to read.

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Give your Chief of Staff its own email address22

The email desk gives your Chief of Staff a mailbox of its own, like any real hire. You email it instructions; everyone else gets handled like correspondence, with your approval on every reply.

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Hand your team the right tools23

Noli is your team. Like any great team, it does its best work when you hand it the right tools. Here is every optional key you can add to your Chief of Staff, what it unlocks, and how to get each one.

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CRM

CRM: your first contacts and pipeline01

Get your contacts in, set up your pipeline, and let the CRM run relationships and revenue.

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Get oriented to your CRM dashboard02

Tour your CRM dashboard, read the key metrics, and use the quick actions to start your day.

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Add and manage contacts03

Create people and companies, set lifecycle stages, and import an existing list into your CRM.

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Organize contacts with tags, notes & files04

Segment contacts with tags, keep internal notes, and attach files to build a full history.

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Create and manage deals05

Set up a deal, link it to a contact, and track its value and timeline through to close.

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Work your sales pipeline06

Move deals across stages with drag-and-drop and keep your whole pipeline up to date.

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Configure your pipeline stages & automation07

Customize your pipeline stages and set rules that fire automatically when a deal changes stage.

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Build automated workflows08

Set up triggers and actions so your CRM handles routine follow-up and busywork for you.

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Set up email sequences (drip campaigns)09

Build multi-step sequences with waits, conditions, and branching to nurture contacts over time.

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Manage your inbox: email, SMS & live chat10

Handle email, SMS, and website chat in one unified inbox tied to each contact.

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Run email marketing campaigns11

Send email blasts to mailing lists and track opens and clicks from your CRM.

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Use AI email suggestions with Scout12

Let Scout draft email replies and help you write faster without starting from a blank page.

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Build landing pages in your CRM13

Create landing pages with a drag-and-drop builder, start from templates, and publish in a click.

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Create sales funnels14

Chain pages into a multi-step funnel with checkout, upsells, and step-by-step analytics.

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Create and publish courses15

Build courses with modules and lessons, enroll students, and track their progress.

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Build forms and surveys16

Create custom forms and surveys, embed them anywhere, and collect submissions into your CRM.

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Add a live chat widget to your site17

Set up website chat in Customer Service so visitors can message you, grounded in your own answers with human review.

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Schedule events and meetings18

Manage your calendar, set availability, and let people book time with shareable booking pages.

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Accept payments with Stripe19

Connect Stripe to sell products, send invoices, and track payments inside your CRM.

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Generate reports and analyze data20

Use prebuilt reports and KPIs to see revenue, contacts, bookings, and landing-page performance.

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Manage your team, roles & settings21

Invite teammates, set roles, and configure your CRM's defaults, channels, and Scout's tone.

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Use the AI assistant (Scout)22

Ask Scout questions about your CRM, get summaries and insights, and have it take actions for you.

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Connect integrations23

Connect your email, calendar, SMS, Stripe, and knowledge base so your CRM works end to end.

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Run an affiliate program24

Recruit affiliates, give them referral links, and track conversions, commissions, and payouts.

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Customer Service: your AI support desk25

An AI support desk that drafts or auto-sends replies to your customers across email, SMS, and website chat, grounded in your own answers.

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Connect your support channels26

Connect a dedicated support email, an SMS number, and a website chat widget so Customer Service can answer on every channel.

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Build your support knowledge library27

Give Customer Service your own answers and documents so drafted replies stay accurate and sound like you.

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Reply modes and flag scenarios28

Choose whether replies wait for your approval or send on their own, and flag sensitive situations for review.

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Review and approve replies29

Work the Customer Service queue to approve, edit, or dismiss drafted replies, and track your support activity.

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Call Debrief: talk for a minute, get records30

Just got off a call? Talk for 60 seconds about what happened and your CRM turns it into a call note, tasks, tracked promises, and a follow-up draft.

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Never drop a promise, a follow-up, or a checklist31

Your CRM tracks what was promised in both directions, reminds you at the right moment, and spins up repeatable task checklists automatically.

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Collect more reviews with Reputation32

Set your review link once, then request reviews in two clicks or put the asking on autopilot after every payment.

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Knowledge Base

Knowledge Base: capture and retrieve01

Get your documents and notes in, then retrieve and reason over them anywhere in Noli.

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Add documents to your knowledge base02

Upload files, import web pages, and pull in YouTube videos with transcripts so your knowledge base can use them.

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Capture quick notes and ideas03

Save rich-text notes and collect ideas in the Idea Vault with category, status, effort, and impact.

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Capture meeting notes04

Record live, paste a transcript, or upload audio, and let AI extract decisions and action items for you.

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Organize with folders, tags & bulk actions05

Use folders, tags, and bulk actions to keep your knowledge base tidy as it grows.

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Search and chat with your knowledge06

Ask questions and get answers grounded in your own documents, with source citations and tag or date scoping.

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Use your AI thinking partners07

Brainstorm and plan with Launch Mentor, then stress-test your plans with the Pre-Mortem devil's advocate.

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Analyze your customers with Customer Voice08

Build personas and generate customer reports from the feedback and notes in your knowledge base.

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Research competitors with Competitive Intel09

Add competitors, run AI deep-dive research, and discover players you didn't know about.

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Write long-form content in the Writing Studio10

Outline, research, draft, set a style guide, and run multi-pass editing for books, newsletters, and more.

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Build courses and learn from your knowledge11

Turn your knowledge into AI-generated lessons, spaced-repetition flashcards, and quizzes.

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Journal and write future-self letters12

Reflect with AI-assisted journaling and schedule letters to your future self with predictions to check.

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Talk to your knowledge with voice chat13

Have a real-time spoken conversation with your knowledge base and save the transcript when you're done.

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Connect Slack, Telegram & cloud drives14

Link Slack and Telegram bots and sync Google Drive, Dropbox, and Notion into your knowledge base.

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Personalize your AI15

Set custom instructions, save memory facts, and choose a response style so answers fit you.

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Manage API keys to connect other apps16

Generate scoped API keys so other apps and agents can query your knowledge base.

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Set up notifications and your weekly digest17

Turn on a weekly summary email and optionally have it delivered through Telegram too.

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Write high-converting copy with the AI Copywriter18

Draft ads, emails, landing pages, and social posts in a focused chat that pulls from your own knowledge base instead of generic filler.

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Draft newsletters readers actually want19

Write engaging newsletters with an AI writer that knows the give-versus-ask rhythm and pulls stories and insights from your own knowledge base.

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Find your blind spots before reality does20

Stress-test any plan or decision with Pre-Mortem's two modes, then save the findings and turn prevention steps into to-dos.

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Marketing (AMS)

Marketing: your first campaign01

Tell the marketing system about your business and let it research, plan, and ship content.

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Set up your brand profile02

Tell your marketing system who you are so everything it produces sounds like your business.

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Set your automation level and preferences03

Choose how much your marketing system does on its own and where it pauses for your review.

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Connect integrations and API keys04

Connect publishing platforms, your CRM, Google, social accounts, and optional service keys.

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Build competitive intelligence05

Add competitors, run landscape research, and read teardowns to find your edge.

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Define and research audience personas06

Create audience personas, run deep research, and use the insights across your marketing.

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Get a full content kit that is built to perform07

Give your marketing a platform and a topic, and get back research on what is working right now plus the post or video script, titles, hooks, and a thumbnail.

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Use your strategic playbook08

Read your positioning, priority actions, channel strategy, and messaging in one place.

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Monitor market signals and opportunities09

Track trends, social listening, and content performance signals to act on opportunities early.

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Research keywords and build your topic queue10

Explore keywords, score topic opportunities, and save the best ones to write about.

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Set up your style guide and brand voice11

Define how your marketing system writes with a voice profile, reference docs, and notes.

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From topic to published post12

Follow a post through the content pipeline from planned to in progress to review to published.

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Repurpose content for social media13

Turn an article into per-platform social variants, then schedule or auto-publish them.

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Track content performance with Google Search Console14

Connect Google Search Console to see rankings, impressions, clicks, and click-through rates.

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Generate and schedule email sequences15

Create email sequences, edit individual emails, and schedule the sends.

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Create and manage ad campaigns16

Build an ad strategy, generate creative variants, and track campaign performance.

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Create lead magnets17

Generate checklists, guides, and ebooks as polished PDFs, then customize and download them.

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Build marketing landing pages18

Create a landing page, connect a lead magnet, edit the copy, and track submissions.

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Run marketing funnels19

Compose a landing page, lead magnet, email sequence, and ads into one funnel and track leads.

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Generate AI images20

Create AI images, choose a style and size, and reuse them across your content.

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Create videos21

Make avatar videos and short-form clips with scripts written by your marketing system.

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Build your content library22

Upload reference documents and import from your knowledge base to ground your content.

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Run local marketing23

Set service areas, optimize your Google Business Profile, and find community events.

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Manage partnerships and outreach24

Build a partner database, sort partners by tier, and run personalized outreach sequences.

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Project Manager

Project Manager: your first goal01

Turn a goal into a step-by-step plan, and let it coach you through with your own knowledge.

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Understand the three modes: Launch, Omni & Genius02

Learn what Launch, Omni, and Genius mode each do so you pick the right knowledge source for every project.

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Generate steps with your AI coach03

Open the coach chat, pick a planning strategy, and turn your goal into an ordered set of steps.

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Create and organize steps manually04

Add your own steps, edit titles and notes, reorder them by dragging, and delete what you don't need.

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Break down a big step with drill-down05

Turn one large, intimidating step into smaller sub-steps so you always know the next concrete action.

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Customize your AI coach's personality06

Choose a coaching style or write your own custom prompt so your project manager talks the way you like.

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Bring your own AI keys07

Add your own AI provider keys once for your whole workspace, and they cover the project manager too.

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Connect your Knowledge Base for Genius mode08

Link your Noli Knowledge Base in one click so your project manager plans using your own notes.

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Complete steps and reflect09

Mark steps done, capture a quick reflection, and finish a project with a closing note.

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Use Focus mode to stay on track10

Hide everything except your current step so you can concentrate on the one thing in front of you.

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Track your streaks and activity11

See your current and longest streaks plus weekly progress to build a steady completion habit.

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Share a project with your team or an accountability partner12

Make a project visible to your team, or send a public link that shows progress only or full details.

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See it for your market

Ready to see it for your neighborhood?

Run the free Leverage Analysis and see exactly what an AI team would do for your neighborhood, built from your real market data. No card, no commitment.