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GeekAI Text (SMS) Assistant


Table of Contents


What is Geek AI

Geek AI is your built-in virtual texting assistant, designed to help you stay engaged with more leads without sacrificing time. It automatically starts conversations with new leads, keeping them active and connected while you focus on the parts of your business that require your attention.

Inside your CRM, Geek AI goes by the name Robin. This automated assistant uses proven best practices and thousands of successful conversations to deliver the kind of follow-up that keeps your leads warm, engaged, and in communication with your brand.

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How Geek AI Works

Geek AI is a responsive texting assistant that works seamlessly within your Real Geeks CRM. As soon as a new lead registers on your website, it begins the conversation automatically. Geek AI welcomes the lead, asks questions, and helps uncover buying or selling intent.

It’s designed to sound natural and helpful, keeping your leads engaged while you focus on other priorities. Geek AI can answer basic questions, check in with leads over time, and keep the conversation active until it’s time for you to step in.

When a lead asks something specific, requests property details, or signals they’re ready to take the next step, Geek AI triggers a notification so you can take over at the right time. This built-in handoff system ensures you never miss an opportunity to connect with someone who’s ready to talk.

You also have the option to manually pause Geek AI and continue the conversation yourself whenever it makes sense to do so.

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Managing Your AI Conversations

Even though Geek AI is automated, you stay in full control of the lead experience.

How to Manually Pause Geek AI

If you see a conversation moving in a positive direction and want to personally take over, you can manually pause Geek AI at any time.

To pause Geek AI:

  • Open your text conversation with the lead and click Stop Assistant

    Screenshot 2025-08-18 at 1.51.21 PM

Important

Once Geek AI is stopped for a lead, it cannot be reactivated. Make sure you’re ready to manage that lead personally before you pause the assistant.

Assistant Conversation Handoff Notification

To help you stay informed when a lead is ready to move forward, Geek AI includes a built-in notification called Assistant Conversation Handoff. This alert lets you know exactly when to step in and follow up with an engaged lead.

To enable this notification:

  1. Go to leads.realgeeks.com

  2. Click Settings, then select Notifications

  3. Click the Custom option

  4. Find Assistant Conversation Handoff and choose your preferred notification method (email, text, or mobile app)

    assistant-convo-handoff-notification

These controls let you step in confidently when the moment is right, while still giving Geek AI the space to handle routine follow-up for you.

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Why Use Geek AI

Here’s the reality: most of the leads in your CRM won’t be ready to move for a while.

On average, online real estate leads take 6 to 24 months to convert. And before they’re ready to work with an agent, they typically need 8 to 12 follow-up touches.

That’s a big time investment for someone who might not transact for another year.

Geek AI takes that follow-up off your plate. It keeps your long-term leads engaged behind the scenes while you focus on conversations that are closer to the finish line. Whether your lead is cold, casual, or just browsing, Geek AI meets them where they are and makes sure you stay top of mind for when they’re ready.

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Who Can Use Geek AI

Geek AI is available to all Real Geeks customers who are enrolled in a marketing package through Real Geeks. If you’re on the Grow, Expand, or Conquer plan, Geek AI is already included in your account and ready to use.

These packages are designed to support your lead generation efforts, and Geek AI helps you stay connected with those incoming leads by automatically starting and maintaining conversations on your behalf.

If you’re not sure which marketing package you’re currently on, you can check by logging into accounts.realgeeks.com and clicking Billing to view your account details.

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Setting Up Geek AI for Your Leads

If Geek AI is included in your marketing package, it is available in your account. However, it will not start working until you choose which lead sources should activate it.

This setup allows you to control exactly which types of leads will receive automated communication from Geek AI. You decide when and where it runs, based on the lead sources you select.

How to Choose Lead Sources That Trigger Geek AI

To activate Geek AI for specific lead sources:

  1. Go to leads.realgeeks.com

  2. Click Automations from the left-hand menu

  3. Select Geek AI

  4. Click Choose Sources

  5. Select a Lead Source

Repeat this process for each lead source you want Geek AI to work with.

To remove a lead source, simply click the X next to the source name.

Once selected, Geek AI will automatically begin working for any new leads that come from those sources. You can update your selections at any time by returning to this page.

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How Much Does Geek AI Cost

If you’re on the Grow, Expand, or Conquer package, Geek AI is included in your monthly billing at no additional cost. You don’t need to take any extra steps to activate it.

For agents on the Establish package (our base-level marketing plan), Geek AI is not included by default. However, you can choose to add it to your account for $200 per month.

Here’s a breakdown by package:

Marketing Package Geek AI Access Cost
Establish Available as Add-On $200/ Month
Grow Available as Add-On $100/ Month
Expand Included Included in Bill
Conquer Included Included in Bill

To confirm your current package or view your billing details, visit accounts.realgeeks.com and click Billing.

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Final Tips for Getting the Most Out of Geek AI

Geek AI is designed to help you stay in touch with more leads, more often, without sacrificing your time or energy. To make the most of it, treat Geek AI as a partner in your long-term follow-up strategy—not a set-it-and-forget-it tool.

Check in on your AI conversations regularly.

Review lead responses in your CRM to see where a personal touch might be needed.

Step in when it matters.

Use the Assistant Conversation Handoff notification to know when a lead is warming up. This allows you to jump in at the right time and close the gap between interest and action.

Pair Geek AI with other tools.

Follow up with saved searches, market reports, or workflows to continue nurturing your leads beyond the initial conversation.

Keep your lead source settings updated.

As your marketing strategy evolves, return to the Geek AI settings to update which lead sources you want the assistant to handle.

Geek AI helps keep your database active, your brand visible, and your pipeline moving—even when you’re focused on deals that are ready to close.

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FAQ

  • How will I know if the assistant needs to hand off a conversation to the assigned agent?
    • When a lead is ready for agent follow-up, you’ll receive a notification called “Assistant Conversation Handoff.” This notification is sent via text, email, and the Real Geeks mobile app and is automatically enabled when you sign up for Geek AI. You can customize these notifications in your CRM’s Notification Settings.
  • How can I see the information that is gathered by the assistant?
    • The assistant’s conversation history is saved directly in the lead’s activity log in your Real Geeks CRM. You can review all messages exchanged with the lead to see their responses and any information Robin has collected.
  • Can the assistant be enabled/disabled for individual agents in my company?
    • No, you cannot enable or disable Geek AI for individual agents. Instead, you can turn off the assistant on individual leads or sources.
  • How can I know if a message was sent by the assistant or the assigned agent?
    • Messages sent by the assistant are clearly labeled in the lead’s activity log in your CRM. This makes it easy to distinguish between conversations initiated by Geek AI and those sent by an agent.
  • How does this work with the Drip/Workflow & Sign Up Responder Text system?
    • Geek AI operates independently of the Drip/Workflow and Sign-Up Responder systems. If Geek AI is enabled, it will take precedence in engaging new leads, ensuring they receive personalized communication without overlap from other automated systems.
  • Is there a Free Trial?
    • No, Geek AI does not currently offer a free trial. However, agents consistently report significant increases in lead engagement and appointment bookings after implementing the tool.
  • How does billing work? Is there a contract?
    • Geek AI is billed monthly and requires no long-term contract. You can cancel at any time without additional fees.
  • Does this do chats or emails?
    • Geek AI is designed exclusively for texting leads via the Real Geeks CRM. It does not handle chats or email communication.
  • Can I change the name from Robin?
    • No, the default name of the Geek AI assistant is Robin.
  • Can I turn this on for leads already in my database?
    • No, Geek AI only initiates conversations for new leads. Existing leads in your database cannot be engaged by the assistant.
  • How does Geek AI work with the Round Robin system?
    • Geek AI will initiate conversations with all new leads from the selected sources, regardless of the assigned agent. Robin will occasionally include the assigned agent’s name in messages, ensuring a seamless introduction.
  • Does Geek AI automatically update the lead’s info?
    • No, Geek AI will only record conversation messages in the lead’s activity log. It does not update additional lead details or fields.
  • Does Geek AI follow a linear script?
    • No, Geek AI adapts to natural conversations and responds with contextual answers and empathy. Most leads who interact with Robin believe they are speaking with a real person.
  • Will the assistant text my leads in the middle of the night?
    • No, Geek AI respects sleep hours and will delay responding to leads between 8 PM and 8 AM in the lead’s local time (based on their area code).
  • Will text messages be sent from my cell phone number?
    • No, the assistant uses the number enabled for texting in your CRM. If a prospect calls the number, the call is routed to the assigned agent or the website owner as a fallback.
  • How long should I let the assistant talk to my leads?
    • The assistant’s script has been optimized over millions of conversations. Most agents allow Robin to handle the entire conversation and take over when the assistant notifies them the lead is ready for handoff.
  • How long does Geek AI onboarding take?
    • Geek AI is typically activated within one business day of signing up. No additional onboarding steps are required.
  • Do I customize what the assistant says?
    • No, the assistant’s script is carefully crafted for success and updated regularly based on data from millions of conversations.
  • What’s the difference between Geek AI and a chatbot?
    • Chatbots follow rigid scripts and struggle with unpredictable questions. Geek AI uses advanced natural language processing to respond contextually and empathetically, mimicking real human conversations.
  • What happens if a lead asks to be removed from text messages or says they are not interested?
    • Geek AI will automatically opt the lead out of further communication. You can manually follow up with the lead if needed.
  • Can I manage or take over conversations from the assistant via the Real Geeks App?
    • Yes, you can take over Geek AI conversations by texting the lead directly from the CRM or pressing “Stop Assistant” within the conversation window. This feature works on both the desktop and mobile versions of the CRM.
  • If I make contact with a lead outside of the Real Geeks CRM, will the assistant know?
    • No, Geek AI does not track communication outside the CRM. If you want to stop the assistant, use the “Stop Conversation” button in the CRM.
  • Are there reports available to show the number of active conversations and past conversations?
    • While there are no dedicated reports, you can use Advanced Search Filters to analyze active conversations, past interactions, and leads needing follow-up. Filters such as “AI Assistant is Active” and “AI Assistant Stage” provide insights into performance.
  • How long does the assistant follow up for?
    • The assistant will continue following up with leads for up to 12 months after the initial conversation is initiated.
  • Does Geek AI really work?
    • Yes! Agents report a 2x higher appointment booking rate after adding Geek AI to their lead qualification process. Portfolio-wide, we see a 56% engagement rate, 11% agent follow-up rate, and 3% appointment set rate.
  • Can Geek AI respond in multiple languages?
    • Yes, Geek AI is bilingual and can communicate in both English and Spanish.
  • How do most agents use Geek AI?
    • Agents use Geek AI to respond to new leads when interest is highest. Robin collects qualifying information, books appointments, and helps manage lead engagement, freeing agents to focus on high-value tasks.
  • Does the initial text outreach to leads happen so fast that they think it’s automated?
    • No, Geek AI delays its initial outreach by 2 minutes after a lead inquiry to create a more natural flow.

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