Getting started

Connect your phone line.

Forward your number, get a new local number, or move your number to RealtyMind. Then run a test call.

5 steps2 min readUpdated 10/30/2026

RealtyMind is in private pilot. Screens show sample data.

Try it in the demoRead the steps
Sofia ยท Test call
Test call started
Thanks for calling Bayfront Realty. This is Sofia, the brokerage's AI assistant. This call is recorded so we can serve you better. Is that OK with you?
Yes, just testing my line.
Got it. Your line is working. I will answer here 24/7.
Connected. You are all set.

Step by step

0 of 5 done

Tap a number to check off a step as you go.

  1. Open Setup, step 1

    Go to Setup. The first step is "Connect your phone line".

  2. Pick an option

    "Keep my number" forwards your cell or office line to Sofia. "Get a new local number" gives you a fresh number for ads and signs. "Move my number over" brings your number to RealtyMind and takes a few days.

  3. Turn on forwarding (if you kept your number)

    Set your carrier to forward calls to the RealtyMind number shown on screen. You can forward all calls, or only when you are busy or after hours.

  4. Run the test call

    Tap "Run test call". We call your line and Sofia picks up. It takes about 10 seconds.

  5. Check for "Connected"

    When Sofia answers and says the call is recorded, the screen shows Connected. Tap Continue.

Setup, step 1: Connect your phone line
Setup, step 1: Connect your phone line. Sample data.
Good to know
  • Nothing changes for your clients when you forward. They still dial the number they know.
  • Sofia only calls or texts people who opted in. Your line stays your number.

Questions

Which option should I pick?

Most agents start with "Keep my number". Pick a new local number if you want a separate line for signs and ads.

What if the test call fails?

Check that forwarding is on with your carrier, then tap "Test again". If it still fails, contact us.

Try it in the demo

Try step 1 in the demo. Clickable, with sample data.

Open demo
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