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Using the AI Assistant
How to use the built-in AI Assistant: where the chat button is, the live brokerage data it can look up for you, BrokerChamp how-to and real estate questions, marketing copy, and the limits on it.
Updated August 18, 2026
Where to Find It: the floating chat button in the lower right corner of every dashboard page. It carries the name your brokerage gave the assistant, so it may read Ask Champ or Ask ChampBot rather than anything generic. Click it to open the chat panel. The panel header holds Conversation history, New chat and Close, plus Collapse on very wide screens.
Who can use it: every signed in agent, staff member and admin, as long as an admin has switched on Enable AI Assistant under the gear icon, Settings and Features, AI Assistant. There is no separate permission to grant. What it can look up is scoped to you automatically: agents get their own numbers, brokers and admins get brokerage wide data their admin capabilities already allow.
What the Assistant Can Look Up for You
The assistant is not just a writing tool. It can query your live BrokerChamp data and answer with real numbers: your GCI for a period, your transactions and their statuses, your leaderboard rank, your landing page link, and which documents are missing on a deal. Ask in plain language, for example "what is my GCI year to date" or "what documents am I missing on 123 Main".
Brokers and admins can ask for brokerage wide answers too, within the admin capabilities they already have:
- Production: company production, top producers, an individual agent's production, the biggest deal, office stats, team stats.
- People: agents who have closed nothing, agents who have gone quiet, new hires, departed agents, sponsorship status, expiring licenses, login activity.
- Onboarding: an onboarding summary, and who is stuck.
- Leads: your leads, cold leads, lead details, lead stats.
- Compensation: what a plan pays, and how a plan is performing.
What Else It Is Good At
- BrokerChamp how-to questions: it has read every help page and answers with the menu path. It cites the page it used, and the citation opens the full walkthrough.
- Finding a file: ask where the marketing logos are, or whether there is a lease addendum, and it searches the Company Form Library and hands you the link.
- Real estate questions: contracts, terminology, process, market norms.
- Marketing copy: social captions, listing blurbs, agent bios, follow up messages.
- Web search, when the answer is not in your own data.
What It Will Not Do
- Legal or tax advice. It points you at a licensed professional instead.
- Fair housing violations. It refuses copy that uses protected class language in listings or recruiting.
- Falsify contract terms, dates or signatures.
- Walk you through a screen you do not have permission to use. It knows your role, and sends you to your broker instead.
Rating an Answer
Every reply carries four small buttons: Copy, Helpful, Not helpful and Report. Report asks "What was wrong with this response? (optional)" and files it for review. Use Not helpful and Report freely. That is how a wrong answer gets found and fixed.
Limits
- A daily message limit per person. Brokers and admins get five times the agent allowance, because brokerage wide analysis legitimately costs more.
- A short burst limit: 20 messages in any five minutes.
- A daily processing and spend allowance per person, and a daily and a monthly spend cap for the whole brokerage.
- When you hit any of them the assistant tells you which one and when it resets. These limits are set by BrokerChamp, not in your settings screen.
Warning: Do not paste client Social Security numbers, full account numbers or private contract terms into the chat. Values shaped like an SSN or an account number are redacted before anything leaves BrokerChamp, but treat that as a safety net, not a licence.
Tip: Be specific, then iterate. "Write a three sentence Instagram caption for a four bedroom Tudor in East Dallas with a new kitchen" beats "write me a caption", and you can follow up with shorter, more casual, different tone. Click New chat when you change subject so the old thread stops colouring the answers.
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The Vibe Brokerage uses BrokerChamp to manage $274M in volume across 1,515 transactions, 4 Texas markets, and residential, commercial, and property management divisions.
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