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AI Settings (/settings/ai) lets you shape how Winnie — your AI assistant — sounds, what she knows, and what she’s allowed to do on your behalf.

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Persona

Make Winnie sound like you:

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Knowledge base

Feed Winnie information she should know about you and your business:
  • Your market — city, neighborhoods, price ranges you specialize in
  • Your bio — background, years of experience, certifications
  • Your listings — current and recent listings to reference in conversations
  • FAQs — common client questions and your preferred answers
  • Avoid topics — subjects Winnie should never bring up

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Permissions

Control what Winnie is allowed to do on your behalf:
Enabling autonomous actions means Winnie will act without a manual approval step. Start with approvals on and gradually grant autonomy as you become comfortable with her behavior.

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Compliance

  • TCPA opt-out detection — Winnie automatically stops texting contacts who reply with opt-out keywords
  • CAN-SPAM compliance — All AI-generated emails include an unsubscribe link
  • Do Not Call — Winnie won’t initiate AI calls to numbers on your DNC list

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Usage

View your AI credit usage for the current billing cycle and see a breakdown by feature (message drafts, transcription summaries, workflow suggestions, etc.).