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User Guide

Create a QR + Host

Build a listing record, attach supporting documents, and generate a QR code buyers can use to start a conversation instantly.

Goal
Create a complete listing setup that can answer buyer questions accurately
Outcome
QR code, messaging entry point, and a testable buyer conversation

1. Input listing details

Before you create the record, make sure your active listing is 100% accurate and 100% complete. This reduces rework and improves response quality.

  • Agent first name
  • Property address (Secondary info not required).
  • Showing date.
  • After entering the information above, click "Save step 1".
Listinghost create listing form showing fields used to collect listing details.
Step 1 screenshot: capture the property basics before creating your Listing Host.

2. Upload supporting files

Upload listing materials the assistant uses as the source of truth. Use the most comprehensive listing PDF available. Use PDFs only. If you upload a second PDF, use it for more specific details (for example, disclosures).

  • Upload listing materials the assistant will use as the source of truth.
  • PDF only, two files maximum.
  • Use the listing file that contains the most information available and any additional documents about the house only.
  • After selecting the file from your computer, click "Upload and Ingest" to create your Listing Host. Your host is then ready to answer questions about the listing 24/7.
Listinghost upload area showing supporting PDF files for the AI listing concierge.
Step 2 screenshot: upload your listing PDF(s) and ingest to prepare your concierge.

3. Review your Listing Host's QR and details

After your QR is created, review all associated details for accuracy.

  • Under "Listing", verify the listing address is correct.
  • The "Listing Code" generated is unique to this listing and QR.
  • The "SMS Body" is the auto-generated message a user will send to your Listing Host. Make sure the address and agent's name are correct.
  • If any of the information is incorrect or you want to create the listing over, just scroll down to "My Listings", place a checkmark in the square, and delete the listing. From there you can start over.
Listinghost listing review screen showing QR code, listing details, listing code, and SMS body.
Step 3 screenshot: review the QR and listing details before publishing.

4. Strategically place the QR

Once the QR and host are configured, place it where buyers naturally engage:

  • Simply right-click the QR and select Copy, then place it in any of the following:
    • Sign riders
    • Open house tables
    • Brochures
    • Digital listing materials
  • Print at a size that scans easily based on the expected scanning distance.
  • View our Branded Template Samples for ideas.
  • Add a short call-to-action near the QR (for example, "Scan to ask questions").
  • Use the same QR across channels to keep the experience consistent.

5. Validate before going live

Run a final mobile test after printing or publishing the QR. This catches placement, scan quality, and response issues before buyers see them.

  1. Scan the QR from the actual printed placement.
  2. Ask common buyer questions.
  3. Confirm the conversation appears in your dashboard/logs.
  4. Verify follow-up owner and process are ready.