Elise Sidekick is a Chrome or Edge extension designed to streamline your AI task management. It keeps you organized by providing easy access to all of your Tasks, Knowledge, and Conversations, all within the extension.
This streamlined approach applies across all types of tasks, whether you're dealing with prospects or residents.
Installing Sidekick
To get started, simply head to the Chrome Store or Edge Store, search for Elise Sidekick, and click "Add to Chrome" or "Get". Once installed, you can continue browsing your CRM as usual.
For quick access, consider pinning Sidekick to the top of your navigation bar. This ensures you always have visibility of your outstanding tasks.
To pin an extension, click the puzzle piece Extensions button next to your search bar. Locate Elise Sidekick and click the pushpin icon.
Using Sidekick
When navigating prospects in your CRM, Sidekick automatically detects the prospect you're viewing. Any active conversations will appear in the Conversation tab, allowing you to respond in line using the Reply box.
Users with permission to approve knowledge can view pending knowledge across all communities. From the Knowledge tab, users can approve and edit pending knowledge. To add additional knowledge, simply click "Add More Knowledge" to open the Knowledge page in the Elise app.
In the Tasks tab, clicking the Expand icon opens the Elise app, granting access to the full conversation. Additionally, clicking on a prospect's or resident's name allows you to copy it for reference.
View your calendar directly from Sidekick in the Calendar tab. View calendars by building or building group, and navigate to other days using the arrow keys or dropdown date selection. Click "Today" to snap back to today's schedule.
Scheduled tours will include the tour type in the preview. Click on the tour to take a focused view of the tour details, key preferences, and conversation history with the prospect.
Clicking on the Expand icon will redirect you to EliseCRM, where you can manage the events on your calendar.
In the Contacts tab, you can look up both prospects and residents from the comfort of your browser. No matter who may show up at the office, leasing agents can quickly pull up their status and conversation history. You can view the contact information, preferences, and conversation history for all contacts. Additionally, you can filter by prospect vs resident and status, as well search by name and contact information.
To tailor your experience, click the Settings gear icon to enable browser notifications for your tasks. This ensures you stay informed even when Sidekick is minimized.
See our How-To Guide for a quick rundown on how to best use Elise Sidekick: