Everything 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.
- A new apply lead gets a personalized intro from your inbox unless you turn that off. Later drafts still wait for your tap.
- 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 you design once. Draft waits for your tap. Automatic with a send step actually sends.
- 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 — Gmail, calendar, CRM, and more.
- 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.
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