How Can We Help?
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Quick Start
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System Features
- Setting up automated reports
- How to create assignments for my agents
- What are communities?
- What is the messaging feature?
- How to manage the File Vault
- About Certifications
- Navigating the Dashboard
- Checking Your Assignments
- Tracking your numbers
- Accessing your reports
- How Can I Adjust My AI Coaching Style Preferences?
- How Activity Mode Works
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- How do I sign up and create my account?
- How Do I Sign Up and Create My Account?
- What Is the First Thing I Should Do After Logging Into Pulse AI?
- How Do I Complete My Profile?
- How Do I Set Up My Market Territory?
- How Do I Complete My Agent Intelligence Profile?
- What Is the 12-Month Production Planner and How Do I Use It?
- What Is the PULSE Score and How Is It Calculated?
- Why Is My PULSE Score Low/High?
- How Can I Improve My PULSE Score?
- What Are the 5 Components of the PULSE Score?
- How Do I Create a New Goal?
- What Types of Goals Can I Set?
- How Do I Track My Progress on a Goal?
- What Are Daily Actions and How Do They Help Me?
- How Do I Mark a Daily Action as Complete?
- Can I Add My Own Custom Daily Actions?
- What Kind of Questions Can I Ask the AI Personal Advisor?
- How Does the Advisor Use My Personal Data (PULSE Score, Market, Goals)?
- What Is the "Decision Engine" and How Does It Work?
- Why Did the Advisor Say "That Is Not Something I Can Help With"?
- How Are Credits Used for the AI Advisor?
- What Kind of Content Can I Generate in the Content Studio?
- What Are "Content Packs" (Social Media, Outreach, My Market)?
- How Do I Download a Content Pack?
- How Do I Generate a Custom Social Media Post/Video Script/Ad Campaign?
- How Do I View My Previously Generated Content?
- How Do I Use the Role-Play Simulator?
- What Types of Scenarios Are Available?
- How Do I See My Performance Results?
- What Is the "Objections Library" and How Can I Access It?
- Understanding Your Access: Credits & Subscriptions
- How Do Credits Work in Pulse AI?
- What Happens If I Run Out of Credits?
- How Do I Update My Personal Profile Information (Name, Phone, Brokerage)?
- How Do I Change My Market Configuration (Primary Territory, ZIP Codes)?
- How Can I Adjust My AI Coaching Style Preferences?
- How Do I Manage My Notifications (Email, Reminders)?
- How Does "Refer & Earn" Work?
- Where Can I Get My Referral Link?
- When Will My New Credits for Referrals Be Added?
- How Activity Mode Works
- Getting Started with Integrations
- Connecting Your Google Calendar
- Integrating with Lofty CRM
- Integrating with Follow Up Boss (FUB)
- Troubleshooting Integration Issues
- Show Remaining Articles (32) Collapse Articles
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User Management
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White-Label & Custom Content
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Contact Us
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Account & Billing
- How do I cancel my subscription?
- How do I add more users to my team account?
- How to I remove licenses from my team account?
- Understanding Your Access: Credits & Subscriptions
- How Do Credits Work in Pulse AI?
- What Happens If I Run Out of Credits?
- How Can I Upgrade or Manage My Subscription?
- How Does "Refer & Earn" Work?
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What Is the First Thing I Should Do After Logging Into Pulse AI?
After you log in, you’ll notice a friendly little helper pop up at the bottom right of your screen: the Onboarding Widget. This is your personalized checklist for getting the most out of PULSE AI.
- Follow the Steps: The widget will show you a few key steps you need to complete. Think of it like a GPS giving you directions to your destination. We recommend following these steps in order.
- Why It Matters: Each step you complete helps the AI learn more about you, your business, and your goals. The more it knows, the better it can coach you!
Imagine you’re starting a new recipe. The first thing you do is gather all your ingredients and tools. The Onboarding Widget helps you get all your “business ingredients” in place.