Client onboarding
👋 Welcome aboard
This is the email you'll use to log into your BrokerBridge dashboard, so make sure it's one you can access.
🔒 We only use your email to save your progress and send you updates.
We build, install and keep improving your AI bot. You focus on content and your community. We handle speed to lead and the back end.
Your bot, trained on your voice and your funnel.
Nothing goes live until we're both happy.
Ongoing training on real conversations.
Your bot goes live in test mode only.
End-to-end testing of every flow.
Message it like a customer would.
We apply your feedback and retest.
Launched once we're both happy.
Real customers always come up with situations no amount of testing can cover. That's normal, and it's exactly why the refinement phase exists.
After launch, your bot keeps getting trained and improved on real conversations. Every new scenario becomes something it handles next time.
Your feedback is what trains your bot. The clearer the message, the faster we can fix it.
No scenario, no detail on what's wrong, and a bit abrupt. We have to guess, which slows everything down.
Polite, specific and with the example pasted in.
We can fix this first time.
Broker support and deal tracking. Your go-between with the broker if any deals aren't tracking.
BrokerBridge operations and SignalBot engineer.
Your chatbot. First point of contact for any bot issues, fixes and training.
Promo strategy. How to promote exclusive drops and warm up your chat.
✏️ Roles shown are placeholders and can be edited.
Enter your email on the first page to see your live progress.
Each one takes 5–10 seconds. Hear Cam's example, read the script, record yours. That's what trains your bot to sound like you.
Open voice note training →Questions? Just message Max in your chat.