Step 1 · About you

Let's get you set up.

Tell us about your business so Harvst can personalize the workspace. Takes 30 seconds.

First name *

Last name *

Brokerage / business name *

Your email *

Cell phone for replies

City *

State *

Step 2 · Your AI assistant

Meet your AI teammate.

Your AI replies 24/7 in your voice, qualifies intent, and only hands you the conversations that need a human. Let's give them a name and personality.

Assistant name *First name only · used in their replies

Voice + tone

Warm

Friendly, neighborly, conversational — feels human first.

Professional

Polished, concise, business-first — for higher-end markets.

Casual

Texting-style, low-pressure — works great for cold outreach.

Energetic

Upbeat, fast-paced — perfect for momentum markets.

Signature line

How your AI signs off e.g. "— Patty @ Smith RE"

Train your AI dispatcher

Your value pitch what makes you different in 1–2 sentences

Top 3 objections you hear one per line — AI prepares responses

Default close what's the AI driving toward?

When your AI is unsure, it should…

Hand-raise to me

Pause the thread and notify me with full context.

Defer politely

"Let me confirm and circle back" — keep thread warm, notify me.

Live preview

S

Sage

Your AI assistant

AI Dispatcher

Hey Mike, this is Sage from Smith Real Estate. Saw your place just up the street from a recent sale — wanted to check if you've thought about your home's value lately?

Outbound · iMessage · 9:14 AM

Step 3 · Coverage & market

Where do you hunt?

Area codes, property types, and target lead profiles. We use these to shape your AI's prompts and prefill your tools.

Area codes you prospect

Helps the AI use the right local phrasing and target the right SMS senders.

Service radius from your city

5 mi15 mi50 mi

Property types you work

Single Family

Condo / Twn

Multi-Family

Mobile Home

Land

Luxury

Lead profiles you target

Absentee

High Equity

Free & Clear

Pre-FC

Vacant

Long-Term Owner

Average price range (optional, in thousands)

Floor

Median

Step 4 · Brand & compliance

One last thing: SMS registration.

US carriers require every business sending SMS to register under A2P 10DLC. We'll submit your application — usually approved in 1–2 business days. Skip for now if you'll send via iMessage only.

Legal business identity

Legal business name as registered with the state

Business type

EIN / Tax ID 9 digits, no dashes

Business website

Business address

Street address

City

State

ZIP

Country

Campaign details

Brand vertical

Use case description how customers got on your list

Sample outbound message carriers review this

Auto-included for compliance: every outbound includes "Reply STOP to opt out", honors STOP/UNSUBSCRIBE, and respects DNC tags. Quiet hours enforced by recipient timezone (8am–9pm local).

Step 5 · Knowledge base

Your custom AI playbook.

We've built your personality, scripts, and lead-handling rules from everything you just told us. Review and activate.

IdentityGenerated

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Outbound voiceGenerated

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Targeting rulesGenerated

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Reply handlingGenerated

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Hand-raise rulesGenerated

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Sample messages your AI will send

S

Sage

Custom-tuned to your business

AI Dispatcher

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Outbound · iMessage · Cold farm

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Outbound · iMessage · Circle prospect

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Outbound · iMessage · Reply to "What's it worth?"

Personalizing your workspace…

This usually takes about 6 seconds.

Saving your profile
Generating custom AI prompts
Configuring targeting rules
Loading shared knowledge base
Submitting SMS brand registration
Spinning up your dashboard