Help CenterEverything you needto run Chippi.
Short, practical guides for every part of the workspace — from your first import to the automations that run your book while you close.
Learn each feature in a minute.
Getting started
Set up your workspace and bring your book into Chippi in a few minutes.
- Sign in and name your workspace.
- Import your contacts from a CSV or a connected CRM.
- Connect your inbox and calendar so Chippi can read and book.
Chippi, your teammate
Chippi reads every lead, drafts in your voice, and lines up the next move.
- Open the Chippi tab to see your prepared day — new leads, follow-ups, drafts.
- Every draft waits for your tap; nothing sends on its own.
- Ask Chippi in plain language to draft, book, or summarize anything.
People & leads
Your whole book in one list, scored against your live pipeline.
- Open People to see every contact with intent and last-touch at a glance.
- Leads are ranked so you know who to call first.
- Open any contact for the full history, notes, and Chippi’s suggested reply.
Deals & pipeline
A board that keeps itself current as tours book and offers move.
- Drag a deal across stages, or let a booked tour move it for you.
- Each card shows value, GCI, and a health dot so risk surfaces early.
- Chippi writes the next step on every deal so nothing goes quiet.
Automations
Standing orders Chippi runs on its own — every run still drafts for your tap.
- Workflows react to an event: a new lead, a reply, a deal changing stage.
- Routines run on a schedule: every morning, every weekday, every hour.
- Build one from a template or describe it and let Chippi wire it up.
Tours & calendar
Times proposed against your real availability, booked with a tap.
- Connect Google Calendar so Chippi only ever offers times you actually have.
- Approve a proposed time and the calendar, thread, and deal all update.
- Reschedules and confirmations are drafted for you automatically.
Integrations
Connect the tools you already pay for — Chippi works across them.
- Add Gmail, Google Calendar, HubSpot, DocuSign, WhatsApp and more.
- Connections are managed through Composio with 50+ apps available.
- Chippi reads and writes in both directions so your systems stay in sync.
Brokerage floor
One teammate behind every desk, with a view of the whole floor.
- See every agent’s volume, win rate, and live pipeline on one leaderboard.
- Route incoming leads to the right agent in a tap.
- Publish shared templates and workflows across the brokerage.
Every lead flows through Chippi. The work comes back done.
Still need a hand?
Book a walkthrough and we’ll set Chippi up on your real book, or reach the team directly — we answer fast.
Ready to see Chippiin action?
Chippi works your whole book, reading leads, drafting in your voice, booking tours, and clearing the busywork, so your hours go to closing.
Talk to us