> For the complete documentation index, see [llms.txt](https://help.rechat.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.rechat.com/guides.md).

# Guides

- [Welcome to Rechat](https://help.rechat.com/guides/getting-started.md): These quick setup steps will help you unlock the full power of Rechat, from connecting your email and calendar to verifying your MLS and downloading the mobile app.
- [Signing In](https://help.rechat.com/guides/getting-started/how-do-i-log-into-my-rechat-account.md): Access your Rechat account for the first time or reset your password if you've forgotten it.
- [Using Multi-Factor Authentication (MFA)](https://help.rechat.com/guides/getting-started/how-do-i-log-into-my-rechat-account/multifactor-authentication.md): Passwords alone aren't always enough to protect your account. Multi-Factor Authentication adds an extra layer of security by requiring a verification code from an authenticator app when you sign in.
- [Setting Up Your Account](https://help.rechat.com/guides/getting-started/setting-up-your-account.md): Before you begin using Rechat, take a few minutes to set up your account and connect the services you use every day.
- [Getting the Rechat Mobile App](https://help.rechat.com/guides/getting-started/rechat-mobile-apps.md): Stay connected wherever your business takes you.
- [Deleting Your Account](https://help.rechat.com/guides/getting-started/delete-rechat-account.md): Need to permanently delete your Rechat account? We're here to help.
- [People](https://help.rechat.com/guides/crm.md): Managing contacts, communications and your sphere.
- [Contacts](https://help.rechat.com/guides/crm/contacts.md): Rechat’s Contacts feature is designed to help you manage your clients with ease, allowing you to stay organized, connected, and proactive.
- [Add Contacts](https://help.rechat.com/guides/crm/contacts/adding-contacts.md): Learn about the four ways you can add contacts.
- [Outlook/Google Sync](https://help.rechat.com/guides/crm/contacts/adding-contacts/connect-to-outlook-google.md): Sync your Contacts, Email and Calendar with a few simple clicks.
- [Auto-Created Contacts](https://help.rechat.com/guides/crm/contacts/adding-contacts/connect-to-outlook-google/parked-contacts.md): Parked contacts from Outlook or Google accounts and new leads.
- [Manual Contact](https://help.rechat.com/guides/crm/contacts/adding-contacts/adding-a-new-contact.md): Add client info directly into Rechat with all essential details like name, phone number, tags, and email.
- [Import a CSV Spreadsheet](https://help.rechat.com/guides/crm/contacts/adding-contacts/importing-your-contacts.md): You can import a CSV file quickly from any other CRM or Marketing tool.
- [Import Phone Contacts](https://help.rechat.com/guides/crm/contacts/adding-contacts/mobile-import.md): Importing contacts from your mobile phone is safe and easy.
- [Connect to Lead Sources](https://help.rechat.com/guides/crm/contacts/adding-contacts/connect-to-lead-sources.md): Lead Capture is the backbone of any successful real estate brokerage and agent, enabling you to efficiently gather, manage, and convert potential clients into loyal customers.
- [Realtor.com](https://help.rechat.com/guides/crm/contacts/adding-contacts/connect-to-lead-sources/connect-to-realtor.md): Realtor.com Connections℠ Plus subscribers can connect Rechat and Realtor.com so leads flow seamlessly into your contacts, allowing you to follow up more efficiently.
- [Zillow](https://help.rechat.com/guides/crm/contacts/adding-contacts/connect-to-lead-sources/connect-to-zillow.md): Rechat integrates seamlessly with Zillow leads. Follow the simple steps outlined below and your Zillow leads will be flowing into Rechat in no time!
- [Union Street Media](https://help.rechat.com/guides/crm/contacts/adding-contacts/connect-to-lead-sources/union-street-media.md): Seamlessly connect your Union Street Media website with Rechat to sync leads and contact details all in one place.
- [Placester](https://help.rechat.com/guides/crm/contacts/adding-contacts/connect-to-lead-sources/connect-to-placester.md): Route your Placester leads into Rechat for increased lead engagement and conversion. Your Placester leads, and their data, will automatically be transferred to Rechat.
- [Lead Routing](https://help.rechat.com/guides/crm/contacts/adding-contacts/lead-routing.md): Lead Routing allows teams and brokerages to automate how leads are assigned to agents based on sources, rules, and agent pools. Below are step-by-step instructions to set up Lead Routing.
- [Organize Your Contacts](https://help.rechat.com/guides/crm/contacts/managing-your-contacts.md): Use Tags and Lists to organize your contacts.
- [Tags](https://help.rechat.com/guides/crm/contacts/managing-your-contacts/tags-1.md): Tags are your shortcut to organizing and reaching the right contacts. Use them to easily categorize clients, segment your database, and run targeted marketing campaigns with just a few clicks.
- [Smart Lists](https://help.rechat.com/guides/crm/contacts/managing-your-contacts/lists.md): Smart Lists in Rechat help you organize and target specific groups of contacts based on custom filters. Automatically updated, these lists make it easy to quickly market to the right people.
- [Search](https://help.rechat.com/guides/crm/contacts/managing-your-contacts/search.md): Rechat’s robust search functionality helps you find any information within a contact profile, whether it’s a name, phone number, email, tag, or even notes.
- [Managing Duplicates](https://help.rechat.com/guides/crm/contacts/managing-your-contacts/managing-duplicates.md): Rechat helps you keep your contact database clean by automatically identifying and managing duplicate contacts.
- [Contact Profile Overview](https://help.rechat.com/guides/crm/contacts/contact-profile.md): Your contact profile is your command center for managing relationships, staying organized, and delivering a better client experience—from first conversation to closing and beyond.
- [Set Follow-Ups](https://help.rechat.com/guides/crm/contacts/set-follow-up-reminders.md)
- [Touch Reminders](https://help.rechat.com/guides/crm/contacts/touch-reminders.md): Whether you want to set reminders per contact or group contacts by tag for easier management, Rechat helps keep your follow-ups on track.
- [Client Celebrations](https://help.rechat.com/guides/crm/contacts/client-celebrations.md): Automatically send celebration emails for birthdays, wedding anniversaries, and home anniversaries to keep you connected without the worry of missing important dates.
- [RealScout](https://help.rechat.com/guides/crm/contacts/realscout.md): The RealScout and rechat. integration provides a client sync integration to transfer client record data from rechat. to RealScout!
- [Follow Up Boss (FUB) Integration](https://help.rechat.com/guides/crm/contacts/follow-up-boss-fub-integration.md): The Follow Up Boss (FUB) integration allows you to bring your contacts from FUB into Rechat so you can use Rechat’s powerful marketing tools with the people already in your database.
- [Calendar](https://help.rechat.com/guides/crm/calendar.md)
- [Tasks](https://help.rechat.com/guides/crm/tasks.md)
- [Inbox](https://help.rechat.com/guides/crm/inbox.md): Connect Gmail or Outlook to Rechat.
- [Testimonials](https://help.rechat.com/guides/crm/testimonials.md): Collect social proof. Build trust. Generate more business.
- [Collecting Testimonials](https://help.rechat.com/guides/crm/testimonials/collecting-testimonials.md): Learn how to request testimonials from your contacts and collect client feedback directly within Rechat.
- [Managing Testimonials](https://help.rechat.com/guides/crm/testimonials/managing-testimonials.md): View, organize, and manage all of your collected testimonials from a centralized location.
- [Using Testimonials in Marketing](https://help.rechat.com/guides/crm/testimonials/using-testimonials-in-marketing.md): Learn how to incorporate testimonials into your marketing materials to build trust and showcase client success stories.
- [Rechat Daily](https://help.rechat.com/guides/crm/5.-rechat-daily.md): Your personalized newsletter with your day's agenda, delivered to you everyday.
- [FAQ](https://help.rechat.com/guides/crm/faq.md): Some commonly asked questions about Rechat CRM.
- [Placeholders on Emails](https://help.rechat.com/guides/crm/placeholders-on-emails.md)
- [Marketing](https://help.rechat.com/guides/marketing.md): Email, Social, and Print marketing, all-in-one app, where you can also manage your contacts.
- [Marketing Center](https://help.rechat.com/guides/marketing/marketing-center.md): Explore Rechat's Marketing Center for effortless marketing—email, social, video, and more—all in one place.
- [Email Marketing](https://help.rechat.com/guides/marketing/marketing-center/email-marketing.md): Learn how to use Rechat's marketing templatesto quickly get out marketing emails from Rechat.
- [Newsletters](https://help.rechat.com/guides/marketing/marketing-center/email-marketing/newsletter.md): Newsletters are a vital tool for real estate agents, serving several important functions beyond just selling properties.
- [Select a Template](https://help.rechat.com/guides/marketing/marketing-center/email-marketing/selecting-a-template.md)
- [Customize Your Email](https://help.rechat.com/guides/marketing/marketing-center/email-marketing/customizing-your-email.md): Rechat's Marketing Editor tool allows you to quickly create beautiful emails either from scratch or by manipulating existing templates.
- [Google News Articles](https://help.rechat.com/guides/marketing/marketing-center/email-marketing/google-news-articles.md): Rechat makes it easier than ever to add engaging and relevant articles to your email marketing directly from Google News.
- [View Email in Browser](https://help.rechat.com/guides/marketing/marketing-center/email-marketing/view-email-in-browser.md): Learn how to add a “View Email in Browser” button to your emails, allowing recipients to open a web-based version of your message for easy sharing and improved accessibility.
- [Placeholders](https://help.rechat.com/guides/marketing/marketing-center/email-marketing/placeholders.md): Placeholders are powerful tools that enable admins and agents to dynamically insert relevant information into emails, templates, and other communication materials.
- [Best Practices](https://help.rechat.com/guides/marketing/marketing-center/email-marketing/best-practices.md): There are some basic guidelines to follow when creating an email campaign that can ensure your email looks professional and beautiful. Here are some tips you can follow.
- [Send or Schedule](https://help.rechat.com/guides/marketing/marketing-center/email-marketing/finalizing.md)
- [Email Quota](https://help.rechat.com/guides/marketing/marketing-center/email-marketing/email-quota.md): Track your monthly email usage, increase your sending limits, and understand how email subscription billing works in Rechat.
- [Embedded Videos](https://help.rechat.com/guides/marketing/marketing-center/email-marketing/embedded-videos.md)
- [Campaigns](https://help.rechat.com/guides/marketing/marketing-center/campaigns.md): Campaigns help brokerages deliver consistent, professionally designed email marketing through their agents without requiring every agent to create and schedule each email individually.
- [Participating in a Campaign](https://help.rechat.com/guides/marketing/marketing-center/campaigns/participating-in-a-campaign.md): Campaigns make it easy to stay connected with your database using professional email marketing prepared by your brokerage.
- [Create and Manage Campaigns for Your Agents](https://help.rechat.com/guides/marketing/marketing-center/campaigns/creating-campaigns.md): Campaigns allow Brokerage Marketing Admins to create, schedule, and send branded email marketing on behalf of multiple agents.
- [Social Marketing](https://help.rechat.com/guides/marketing/marketing-center/social-marketing.md): Rechat offers a series of Social Posts and Stories that you can either tap to share, or make quick updates to and share.
- [Social Post Building Blocks](https://help.rechat.com/guides/marketing/marketing-center/social-marketing/social-post-building-blocks.md): Adding headshots, phone numbers, team logos and more to social posts is important, that's why we offer building blocks for social posts!
- [Video Social Templates](https://help.rechat.com/guides/marketing/marketing-center/social-marketing/video-social-templates.md): Create eye-catching property videos in minutes and share them anywhere.
- [Connecting to Instagram](https://help.rechat.com/guides/marketing/marketing-center/social-marketing/connecting-to-instagram.md): Rechat allows members to schedule and share posts directly to Instagram.
- [Digital Ads](https://help.rechat.com/guides/marketing/marketing-center/social-marketing/digital-ads.md): Rechat Digital Ads revolutionizes how agents create and manage ad campaigns, offering a seamless way to capture leads and expand their reach beyond traditional email marketing.
- [Print Marketing](https://help.rechat.com/guides/marketing/marketing-center/print-marketing.md): Create polished marketing materials in minutes.
- [Seller Report](https://help.rechat.com/guides/marketing/marketing-center/seller-report.md): Show Sellers Everything You’re Doing to Market Their Home
- [Automated Market Reports](https://help.rechat.com/guides/marketing/marketing-center/automated-market-reports.md): Automatically send Market Reports to your contacts every month.
- [Market Reports](https://help.rechat.com/guides/marketing/marketing-center/market-reports.md)
- [Canva](https://help.rechat.com/guides/marketing/marketing-center/canva.md): Design your marketing in Canva, then send it directly into Rechat’s Marketing Center as a reusable marketing asset.
- [Getting Started](https://help.rechat.com/guides/marketing/marketing-center/canva/getting-started.md)
- [Design with Rechat Data in Canva](https://help.rechat.com/guides/marketing/marketing-center/canva/design-with-rechat-data-in-canva.md)
- [Send Emails directly in Canva Using Rechat Email Sender](https://help.rechat.com/guides/marketing/marketing-center/canva/send-emails-directly-in-canva-using-rechat-email-sender.md): Create your design in Canva and send it directly through Rechat as your email sender.
- [Flows](https://help.rechat.com/guides/marketing/flows.md): Flows streamline communication, nurture leads, offer personalization, and provide valuable insights. These automated workflows are essential for staying competitive in today's real estate market.
- [Agent Network](https://help.rechat.com/guides/marketing/agent-network.md): Agent Network helps agents market smarter and close faster by offering tools to reach thousands of top-performing agents with targeted messages, MLS data, and automated workflows—all in one platform.
- [Agent Network: How to Use & FAQs](https://help.rechat.com/guides/marketing/agent-network/agent-network.md): Rechat's Agent Network allows you to market your listings and sales with our beautiful email templates to nearby agents.
- [Listing Marketing Dashboard](https://help.rechat.com/guides/marketing/promoting-listings.md): Successfully marketing a listing is crucial for attracting the right buyers and generating interest, and Rechat’s Listing Marketing Dashboard simplifies your process.
- [Websites](https://help.rechat.com/guides/marketing/websites.md): Creating a single property website is a strategic move for promoting listings.
- [Connect Existing Domains](https://help.rechat.com/guides/marketing/websites/connect-existing-domains.md): If you prefer to use an existing domain for your website, you can integrate it through your website’s domain management settings.
- [Presentations](https://help.rechat.com/guides/marketing/presentations.md): A great presentation does more than show numbers. It helps you explain pricing clearly, guide clients with confidence, and present yourself like the professional they want to hire.
- [Flipbook](https://help.rechat.com/guides/marketing/flipbook.md): Turn your presentations and brochures into a page-turning experience.
- [Marketing Drafts](https://help.rechat.com/guides/marketing/marketing-drafts.md): Rechat automatically saves marketing drafts while you work, making it easier to pause and return to unfinished campaigns later.
- [Insights](https://help.rechat.com/guides/marketing/getting-insights.md): Once you send an email campaign, you can track the detailed results about its recipients.
- [Activity Feed](https://help.rechat.com/guides/marketing/getting-insights/activity-feed.md)
- [Email Deliverability](https://help.rechat.com/guides/marketing/email-deliverability.md): Email deliverability is the ability for your emails to successfully reach your recipient’s inbox instead of being filtered into spam or promotions folders.
- [Deliverability Health Checklist](https://help.rechat.com/guides/marketing/email-deliverability/deliverability-health-checklist.md): Use this checklist to quickly assess the health of your email sending and identify what to improve.
- [Best Practices to Keep Your Emails Out of Spam](https://help.rechat.com/guides/marketing/email-deliverability/best-practices-to-keep-your-emails-out-of-spam.md): Strong deliverability comes down to sending the right message to the right people at the right time.
- [Switching Email Platforms Without Hurting Deliverability](https://help.rechat.com/guides/marketing/email-deliverability/switching-email-platforms-without-hurting-deliverability.md): Switching email platforms can temporarily impact your deliverability. This is normal and expected.
- [How Email Authentication Works (SPF, DKIM, DMARC)](https://help.rechat.com/guides/marketing/email-deliverability/how-email-authentication-works-spf-dkim-dmarc.md)
- [How to Set Up Your Domain for Email Sending](https://help.rechat.com/guides/marketing/email-deliverability/how-to-set-up-your-domain-for-email-sending.md): Proper DNS setup ensures your emails are authenticated and trusted by email providers.
- [Why Are My Emails Going to Spam?](https://help.rechat.com/guides/marketing/email-deliverability/why-are-my-emails-going-to-spam.md): Use this guide to quickly identify and fix common issues.
- [What Are Spam Traps (and How to Avoid Them)](https://help.rechat.com/guides/marketing/email-deliverability/what-are-spam-traps-and-how-to-avoid-them.md): A spam trap is an email address used to identify senders who are not following proper email practices. These addresses do not belong to real users.
- [Understanding Bounces and Unsubscribes](https://help.rechat.com/guides/marketing/email-deliverability/understanding-bounces-and-unsubscribes.md): Learn the difference between bounced emails and unsubscribes, and how each impacts your email deliverability.
- [Search](https://help.rechat.com/guides/search.md): Rechat’s Search Center brings property searches, saved searches, wishlists, and buyer tours together in one place.
- [Searching for Properties](https://help.rechat.com/guides/search/searching-for-properties.md): Use Rechat’s property search to find listings from your available MLS data, review properties on a map or in a list, and select listings to share, save, market, or add to a tour.
- [Saved Searches and Wishlists](https://help.rechat.com/guides/search/saved-searches-and-wishlists.md): The Saved area of the Search Center contains two organizational tools: Saved Searches and Wishlists.
- [Creating and Managing Tours](https://help.rechat.com/guides/search/creating-and-managing-tours.md): Tours help you organize several properties for an upcoming showing and provide clients with a professional, easy-to-follow Tour Sheet.
- [Searches & Tours](https://help.rechat.com/guides/searches-and-tours.md): Rechat’s Property Searches and Tours provide you with the tools to find, organize, and showcase properties seamlessly.
- [Transactions](https://help.rechat.com/guides/deals.md): Transactions brings the property, people, dates, documents, tasks, communication, and compliance requirements connected to a real estate transaction into one organized workspace.
- [Navigate and Manage Your Deals](https://help.rechat.com/guides/deals/navigate-and-manage-your-deals.md): The agent-facing Transactions dashboard, labeled My deals, gives you one place to create, find, and manage your transactions.
- [Create a Deal](https://help.rechat.com/guides/deals/create-a-deal.md): Create a Deal to organize the property, people, dates, documents, and other information connected to a transaction.
- [Understand Your Deal Workspace](https://help.rechat.com/guides/deals/understand-your-deal-workspace.md): Every Deal brings the people, property information, dates, documents, tasks, notes, and marketing connected to a transaction into one organized workspace.
- [Manage Deal Information](https://help.rechat.com/guides/deals/manage-deal-information.md): Keeping the information inside a Deal accurate helps Rechat organize the transaction, populate forms, display important deadlines, and connect the correct people to the record.
- [Understand Your Transaction Checklist](https://help.rechat.com/guides/deals/understand-your-transaction-checklist.md): Your transaction checklist is the roadmap for the documents and compliance requirements associated with a Deal. It helps you understand what is needed and organize completed documents.
- [Upload and Organize Documents](https://help.rechat.com/guides/deals/upload-and-organize-documents.md): Add documents completed outside Rechat or received from another party to keep the complete transaction record organized inside the Deal.
- [Split a PDF](https://help.rechat.com/guides/deals/split-a-pdf.md): Use Rechat’s PDF splitter when one uploaded PDF contains several transaction documents that need to be saved separately.
- [Submit Documents for Office Review](https://help.rechat.com/guides/deals/submit-documents-for-office-review.md): Submit completed transaction documents to your office so authorized staff can review them for the brokerage’s requirements.
- [Prepare and Send Forms](https://help.rechat.com/guides/deals/prepare-and-send-forms.md): When enabled by your brokerage, Rechat connects with SkySlope Forms and DigiSign so you can prepare forms and send them for electronic signature directly from a Deal.
- [Manage a Listing Deal](https://help.rechat.com/guides/deals/manage-a-listing-deal.md): A listing Deal keeps the seller, listing information, dates, documents, photos, tasks, marketing, offers, and closing activity connected in one workspace.
- [Add and Manage an Offer on a Listing](https://help.rechat.com/guides/deals/add-and-manage-an-offer-on-a-listing.md): When your seller accepts an offer, add it to the existing listing Deal. Rechat keeps the original listing record and adds the buyer-side details to the same Deal.
- [Manage a Buyer Deal](https://help.rechat.com/guides/deals/manage-a-buyer-deal.md): A buyer Deal organizes the buyer, property, contract information, dates, documents, tasks, and office-review requirements associated with a purchase.
- [Manage a Deal Through Closing](https://help.rechat.com/guides/deals/manage-a-deal-through-closing.md): As the transaction approaches closing, confirm that required documents are complete, office feedback has been resolved, important dates are accurate, and the transaction is ready for final processing.
- [Administering Transactions](https://help.rechat.com/guides/deals/administering-transactions.md): Transactions Admin gives authorized brokerage staff a centralized place to locate Deals, monitor incoming work, review submitted documents, communicate with agents, and more.
- [Navigate the Transactions Admin Dashboard](https://help.rechat.com/guides/deals/administering-transactions/navigate-the-transactions-admin-dashboard.md): The Transactions Admin dashboard helps authorized staff locate Deals across the brokerage, monitor operational inboxes, and identify transactions that require attention.
- [Review Transactions and Documents](https://help.rechat.com/guides/deals/administering-transactions/review-transactions-and-documents.md): Authorized transaction staff can review Deal information, monitor submitted items, communicate with agents, and approve or decline documents according to the brokerage’s process.
- [Lucy: Your AI Assistant](https://help.rechat.com/guides/lucy-your-ai-assistant.md): Lucy supports your day-to-day workflow across marketing, communication, and client management — helping you move from idea to execution in seconds.
- [Open Houses](https://help.rechat.com/guides/open-house-registrations.md): Rechat’s Open House Registration Page gives you a simple, professional way to collect visitor information and turn open house attendees into organized leads.
- [Create and Use an Open House Registration Page](https://help.rechat.com/guides/open-house-registrations/create-and-use-an-open-house-registration-page.md): Rechat can automatically create an Open House Sign-In Page for your MLS listing, or you can create one manually when needed.
- [Manage and Follow Up With Open House Attendees](https://help.rechat.com/guides/open-house-registrations/manage-and-follow-up-with-open-house-attendees.md): When a guest submits an Open House Registration Page, Rechat automatically adds the attendee to your People Center.
- [Mobile Sales Machine](https://help.rechat.com/guides/mobile-sales-machine.md): We believe the future of work for real estate is mobile. Rechat turns your phone into a mobile sales machine. Check out some of the great features you can expect to find in your iOS (Apple) app.
- [Rechat On-The-Go](https://help.rechat.com/guides/mobile-sales-machine/rechat-on-the-go.md): Rechat On-The-Go is a series of quick, 5 minute or less videos showcasing various features that members can quickly do on the go through the Rechat mobile app on iPhone.
- [Texts for Leads & Clients](https://help.rechat.com/guides/mobile-sales-machine/texts-for-leads-and-clients.md): Whether you're following up with a new lead, reviving cold contacts, or nurturing relationships, this collection of ready-to-use texts will help you communicate efficiently and professionally.
- [Personalized Stickers](https://help.rechat.com/guides/mobile-sales-machine/personalized-stickers.md): Stand out from the crowd by using personalized stickers in your Rechat Video Clips!


---

# Agent Instructions
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## Querying This Documentation
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Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

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