Overview : Live Video Tours : Agents Experience

Overview : Live Video Tours : Agents Experience

Context

The agents can also access the Live Video tour through the agent's calendar and the hyCRM app. In this article, you will learn how the agents in their Hyly.AI account can access the Live Video Tours.

Agents Calendar

The Live Video Tour shows up in orange color in the Agents Calendar. With this color code, you can easily identify the Live Video Tours scheduled on the calendar.




To check the tour details, click on the tour, and it will take you to the hyCRM contact card of the prospect.



Access to Live Video Tours from hyCRM

You can check the tour details by clicking on the tour in the agent's calendar as an agent. It will direct you to the hyCRM contact card of the particular prospect. A pop-up will show as soon as you are in the hyCRM contact card of the prospect. From here, you can Reschedule, Cancel or Delete the tour. You can also copy the link to the Live Video tour from here. You have to click on the Live Video tour link to join the call.


Note - You won't be able to join the call as an agent unless you are logged into Hyly.AI.



You can also check the Live Video tour link at the top of the contact card. From here, you can take actions like:

i) Mark it as Toured
ii) Mark it as No Show
iii) Delete tour
iv) Email the prospect
v) SMS the prospect
vi) SMS the agent
vii) Copy the Live Video tour link



Use Live Video Tour - Agent View

Step 1a - Join the Live Video Tour

Click on the link to join the call.


The call screen will show up, saying, 'Please wait until the 'prospect name' joins the tour.



Step 1b - 'Mute' and 'Unmute' the Mic or 'Turn on' and 'Turn Off' the Video

Once the prospect joins the link, you can:
1. Mute or unmute yourself by clicking on the mic icon on the screen.
2. You can turn on or turn off the video for yourself by clicking on the video icon.



Note - The person in Blue t-shirt is the prospect.

Step 1c - Take Notes

You can take notes while being on the call
1. Click on the Notes Icon
2. Write the Notes
3. Save the Notes


Step 1d - Update 'Contact Info' (If required)

You can update the contact info by clicking on the 'Touring Prospect' icon on the top left > Click on 'Contact Details,' fill in the details such as:

1. First Name
2. Last Name
3. Email Id and
4. Phone no.' of the prospect 

Click on 'SAVE' to save the details.



Step 1e - Update 'Preferences'

You can update the preferences by clicking on the 'Touring Prospect' icon > Click on 'Preferences'  and fill in the details such as

1. Desired Bedrooms
2. Desired Moving Date and
3. Comments (if any)

Click on 'SAVE' to save the details.


Step 1f - End Tour and Submit Reviews

You can end the tour by clicking on the 'End Tour' Icon. Once you click on it, you'll get a confirmation notification; you can either confirm to end the tour or continue the call. 



Once you click on 'Confirm End Tour,' you'll get a notification to select if the tour is 'Completed' or if the prospect is a 'No Show' case. Select one of the options, and then you can add any Notes if required and click on 'Close Tour.'



After closing the tour, you will get a survey notification through which you can 'Like' or 'Unlike' your experience, or else you can 'Skip' the question.



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