Welcome to the Squaremeters AI Help Center
Squaremeters AI is an AI agent platform for estate agencies, property consultants and developers. The AI voice assistant answers the phone 24/7, qualifies callers, suggests listings from your portfolio, books appointments and logs every call in the CRM; Conversation AI and automations carry the same work across written channels and follow-ups. This guide walks you through every screen step by step, with visuals.
Get started
Just getting started? These six articles plan your first week.
First-week checklistYour first 7 days after go-live: forwarding check, test call, call logs, team, calendar, listing update routine and pipeline review.Phone numbers and forwardingForward your existing office number to the assistant or use a new dedicated number; all calls, missed calls only, or after hours.Listing knowledgeHow the assistant knows your listings, how it suggests them to callers, and what to do when your portfolio changes.Live transferThe assistant transfers hot callers and special requests to an agent; it calls the agent first, reads a short summary, then connects the call.Booking appointmentsThe assistant checks calendar availability, suggests times in plain language and books viewings, valuations or office meetings.My staffAdd your broker, agents and office assistant to the panel; set their role, permissions and phone, and remove a leaver safely.
Modules
A guide to every module in the panel's left menu.
Getting startedFirst login, a tour of the panel and your first-week setup checklist.5 articlesAI Voice AssistantThe assistant that answers 24/7: qualifying, listing search, bookings, live transfer and call logs.15 articlesConversation AIThe AI that replies in writing on WhatsApp, Instagram, Messenger and web chat.7 articlesAutomationsConfirmations, reminders, follow-ups and task assignment scenarios.8 articlesConversationsCalls, WhatsApp, Instagram, Facebook, SMS and email in one inbox.7 articlesContactsBuyer, seller and tenant records; imports, tags and smart lists.11 articlesOpportunities & PipelinesTrack every deal stage by stage, from first call to completion.8 articlesCalendarsViewings, valuations and office meetings.10 articlesDashboardYour office at a glance: widgets, filters and custom dashboards.4 articlesReportingMeasure calls, ads, lead sources, team and appointment performance.8 articlesMedia StorageListing photos, title deeds, contracts and brochures.4 articles
Setup & integrations
Configure your account for your office and connect your channels.
WhatsApp Business APIConnect your office number to Meta's official WhatsApp Business API — requirements, setup steps, display name, number status and limits.Facebook and Instagram lead formsSave people from Meta ad forms automatically, map questions to the right fields, and let the assistant call consented leads within seconds.Connecting Facebook and InstagramConnect your Facebook Page and Instagram account so Messenger, Instagram DMs and lead forms flow into the panel.Create a pipelineHow the buyer, seller and lettings pipelines are built, and how to add, reorder and chart stages.Custom fieldsGet to know the Property enquiry and Consent field groups, protect the fields the assistant fills in, and add your own fields.Roles and permissionsThe difference between Admin and User, what each permission group unlocks, and recommended settings for a broker, agent and office assistant.Email servicesSend email from your own domain; add and verify SPF, DKIM and DMARC records, and collect client replies in the inbox.
Real estate playbooks
Ready-made pipelines, fields and team setups.
Buyer pipelineThe recommended Buyers pipeline for people looking to buy: stages, who moves each card and where the assistant fits.Seller and valuation pipelineThe Sellers pipeline for people who want to sell: from valuation booking to signed instruction and sale.Lettings pipelineThe Lettings pipeline for tenant enquiries: pre-screening, viewings, referencing and agreement, and the assistant's role.