Skip to main content
Sign in

Setting Up AI-Guided Tours

  • Updated

This article provides detailed instructions for setting up AI-Guided Tours (AIGT) in your communities. 

AIGT uses Elise's sophisticated AI Assistant to give your prospects high-touch, friendly, and secure self-guided tours. AIGT can handle scheduling, access control, on-tour experiences, and follow-ups. See the AI-Guided Tours Overview article for more details on how this cutting-edge platform helps you deliver more effective and engaging tours. 

Navigate to each section of this article with the links below: 

 

Launch AI-Guided Tours

You must use Elise's LeasingAI product to launch AIGT. Elise does not currently offer AIGT as a standalone product. 

Use THIS FORM to contact EliseAI Support and launch AI-Guided tours for your communities. List the communities you wish to set up with AI-Guided tours in the form's Description text box. 

 

Smart Access Set Up

You must set up smart access devices for prospects touring your communities. These devices, which include lockboxes and smart locks, allow prospects to enter units without live assistance. 

Generally, AIGT can integrate with:

Reach out to your CSM or Contact Support for more information on integrating AIGT with your smart access platforms and devices. 

If you have not already installed smart access devices, Elise recommends using IglooHome Lockbox. Read the sections below for instructions on setting up IglooHome. 

 

Igloohome App Set Up

Get started with IglooHome by adding your communities to the IglooHome app. 

NOTE: CLICK HERE to view the full IglooHome User Manual.  

  1. Download the IglooHome mobile app from the App Store or Google Play. 01 igloohome app .png
  2. Turn on Bluetooth on your mobile device. 
  3. Open the IglooHome app and create a new account. 
  4. Tap the "+" button on the top right corner of the app. 
  5. Select Add new home.                                                                                                                               02 add new home.png
  6. Find the community's Building ID in your AI Portal:
    • Click Units in your AI Portal's left sidebar.
    • Search for the community name in the Building dropdown menu. 03 building dropdown.png
    • View the URL in your browser's address bar. After "buildingid=" you should see "b_" followed by a string of numbers. For instance, "b_119531". The string of numbers is your community's building ID. 04 building ID.png
  7. Name your new Home in IglooHome using this structure: (Building ID) Building Name.
    • For instance: (119351) Handy Homes

 

IglooHome Lockbox Setup

Pair your lockboxes with the IglooHome app after adding your communities.    

  1. Open your new IglooHome lockbox. (It should open easily when unpowered.) 
  2. Use the mini screwdriver included with the lockbox to unscrew the four small screws (Phillips). 05 unscrew.png
  3. Insert the four AAA batteries included with the lockbox. 
  4. Test the lock: 
    • Wake the lock by pressing any button on its front body. 
    • Press 1234567890, then press the lock icon. 
    • The LED indicator on the lock flashes green when it successfully unlocks. 
  5. Pair the lock to your IglooHome account: 
    • Tap the "+" button on the top right corner of the IglooHome app. 
    • Select Pair lock or device. 
    • Wake the lock by pressing any button on its front body. 
    • Select Keybox 3E as the lock model. 
    • Name the lock, then pair the lock with your community.
  6. Use the IglooHome app to open the lockbox at any time while in Bluetooth range. 

 

IglooHome Lockbox Installation

Once you pair your lockboxes to your IglooHome app, you can secure the lockboxes to their final locations. 

Option 1: Secure the lockbox directly to a handle, knob, or railing (e.g. the door handle of a unit). 

  1. Unlock the lockbox. 
  2. Push the shackle release to the right. 06 option 1 doorknob 01.png
  3. Pull out the shackle. 
  4. Secure the lockbox on a handle or knob. 
  5. Re-insert the shackle into the lockbox.  06 option 1 doorknob 02.png

Option 2: Mount the lockbox on a surface (e.g. the wall of a leasing office).

  1. Unlock the lockbox.
  2. Drill two holes in a wall.                                                                                                                               07 drill 01.png
  3. Hammer the screw anchors into the holes.
  4. Mount the lockbox on the wall with the mounting seal rings and two screws. 07 drill 02.png

 

AIGT Settings 

After installing your smart access devices, use your AI Portal's AIGT Settings Page to finish setting up AI-Guided tours.

To access your AIGT Settings Page, click Settings in your AI Portal's left sidebar. Then, click AI-Guided Tours in the Settings dropdown menu. 

08 settings.png

Click each community in the page's left sidebar to access the community's AIGT settings.

You must fill out required AIGT settings for each community to ensure the best possible performance from your AI Assistant. An Orange Icon appears next to communities with incomplete AIGT settings

11 complete incomplete settings.png

 

Connect Your Smart Access Account

Follow these instructions to connect your IglooHome account to your AIGT communities. If you use another smart access hardware, Contact Support to connect your account. 

Note that you must connect your account to each individual community.

  1. Select a community from the page's left sidebar. 
  2. Click Manage Lock Connections at the top of the page. 
  3. Click Edit on the right side of the IglooHome panel. 09 edit conection.png
  4. Click Connect building. This opens an IglooHome login page. 10 connect acct.png
  5. Sign in on the IglooHome login page. This connects your IglooHome account to the community. 

 

Lockbox and Smart Lock Setup

Follow these instructions to fill in lockbox/key and smart lock information for your AIGT communities. Your AI Assistant includes this information in its messages to prospects. 

  1. Select a community from the page's left sidebar. 
  2. Click Sync Building in the page's top right corner. This populates the Lockbox & Keys section with the community's assigned lockboxes and smart locks. 
  3. Use the Location field to add location information for each lockbox or smart lock. 13 location.png
  4. Click Add Lock Image to upload a photo of the lockbox or smart lock in its final location. Your AI Assistant sends this photo to prospects as a visual aid.  
  5. Click Add Key. Fill in the fields for each lockbox key or smart lock access method:
    • Label: Type in a key name.
    • Type: Select key type (Physical Key, Code, and so on).
    • Access: Select units the key can open.
    • Additional Access Info: Type in any additional information about the unit, such as layout and square ft. 
  6. Click the purple checkbox on the right to save your key information. 12 add key.png
  7. If your community uses two lockboxes or smart locks (e.g. one for gate access and one for unit access), click Select Community Entry Lockbox at the top of the page. Select the device that provides access to your community or serves as the tour starting point.                                                             14 select community entry.png

 

Prospect Registration

For added security, you can collect a prospect's credit card information before an AI-Guided tour. To enable this feature:

  1. Scroll down to the Registration section of the AIGT Settings page. 
  2. Toggle the Collect Credit Card Information switch. 15 credit card.png

 

Community Map

Your Community Map allows prospects to navigate a community during AI-Guided tours. You can use Engrain Maps (Strongly Recommended) or send prospects a Static Map Image. 

Engrain Maps: AIGT supports interactive wayfinding through Engrain Maps. Prospects can explore properties using live location tracking, multi-floor navigation, and clear tour markers. Follow these instructions to set up Engrain Maps for AI-Guided tours: 

  1. Contact Support to enable Engrain Maps for your communities. Support can walk you through setting up Engrain and sharing a 2D map with rent information.
  2. Scroll down to the Community Map section of your community's AIGT settings page once Elise enables your Engrain maps. 
  3. Click the Engrain tab under the Community Map heading. This opens your interactive community map page. Use this page to add markers to the Engrain Map sent to prospects. 22 map section.png
  4. Select a floor to view (if applicable) in the Floor dropdown menu above the map. 
  5. Click on the map to add a marker. 
  6. Use the Marker Information sidebar to assign marker properties like title, description, and lock.
  7. Delete a marker, if needed, by clicking on a marker, then clicking Delete Marker in the right sidebar.  

Static Map Image: If you have not enabled Engrain Maps, you can upload a static map image for your AI Assistant to send to prospects: 

  1. Scroll down to the Community Map section of your community's AIGT settings page, then click the Media tab. 20 community map.png
  2. Click + Upload Community Map below the tab. This opens an Upload Media window.  
  3. Upload your community map. Your photo must be less than 1MB. We support PNG, GIF, JPEG, SVG, and WEBP images. 
  4. Enter a map name and description. Ensure that AIGT is selected in the Type dropdown menu. 
  5. Click Confirm to upload your map. 
  6. Remove the map, if needed, by clicking on the map image, then clicking the Trash Can Icon in the pop-up window. 

 

Tour Confirmation and Welcome Message

Follow these instructions to configure the tour confirmation and welcome messages that your AI Assistant sends to prospects. 

  1. Scroll down to the Tour Confirmation Message section of your community's AIGT Settings Page. 
  2. Fill out the required text boxes, which include Start Location and Parking Instructions.
  3. Preview each AI Assistant message on the right side of the page. 23 tour confirmation.png

 

Support Settings

The Support Setting determines how your AI Assistant responds when it cannot resolve an issue that a prospect encounters on a tour. To configure the Support Setting: 

  1. Scroll down to the Support Setting section of your community's AIGT Settings Page. You can select between Provide self-service instructions and Escalate to a designated AIGT support team. 
  2. Select Provide self-serve instructions to type instructions for prospects in a text box. 16 support setting 01.png 
  3. Select Escalate to a designated AIGT support team to add a dedicated support team for AIGT and set up a VoiceAI Routing Plan. (NOTE: You must subscribe to VoiceAI for Leasing in order to use this feature.) 
    1. Click the +Add Team Button that appears at the bottom of the page. 
    2. Select SGT (Self-Guided Tours) as your Team Name.
    3. Ensure that SGT Issues is selected under Responsibilities. Screenshot 2025-04-23 at 12.07.45 PM.png
    4. Click Save to create your AIGT support team. 
    5. Click the link under Routing Plan to set up a VoiceAI routing plan, points of contact, and office hours for your AIGT support team. 

 

AIGT Touring Hours

If you use EliseCRM for your tours calendar, follow these instructions to set AIGT touring hours for each community: 

  1. Click Settings in your AI Portal. 
  2. Click Calendar and Tours. Then, select a community from the page's left sidebar. 
  3. Scroll down to the Self-Guided dropdown menu under Tour-Specific Settings. Ensure that the switch on the right is enabled.                                                                                                                  03 switch.png
  4. Click the Self Guided dropdown menu to adjust the AIGT touring hours and settings: 
    • Appointment Hours: Scroll down to the grid at the bottom of the menu to set the hours in which you offer AI-Guided tours.                                                                                                           01 calendar.png
    • Booking Method: In Conversation or Link
    • Appointment Duration: Desired length of each appointment
    • Valid Appointment Start Times: When on the hour the AI can schedule tours
    • Advanced Notice for Appointment: Minimum advance time for the first available tour slot
    • Concurrency Shared By: The types of tours that can share concurrent tour slots
    • Tour Access Issues: Type self-help instructions for prospects that encounter AIGT access issues 02 settings.png
  5. See Updating Office Hours and Touring Hours for more information on touring hours. 

If you use an external CRM for your tours calendar, set your AIGT touring hours in the external CRM. 

 

Physical Signage

Your Elise AIGT includes two physical signage options: 

  1. A-Frame: Large Outdoor Sign with Stand: Place this sign outside the building or location where the AI-Guided tour begins so prospects can easily find the lockbox or start location.                    17 signage 01.png
  2. Letter-Sized Tabletop Sheet: Insert the sheet into the included tabletop holder. Then, place the sign on a counter or table in a high-traffic indoor location or leasing office.                                              18 signage 02.png

 

Related to

Related articles