Managing your AI assistant settings
A quick guide to what lives in your assistant settings, when to update them, and how.
Settings and configuration
Manage your assistant’s behavior and performance.
Escalations and follow-ups
What escalation emails are, when they show up, and how to avoid leads slipping through the cracks.
Branding, placement, and page targeting
How branding is applied, how to control where your assistant appears, and how to fix common placement issues.
Managing your brokerage profile
Your brokerage profile is the brand and business info Roof AI uses to answer visitor questions accurately and on-brand.
Troubleshooting
A hub for common issues, plus what to check first and what details to gather for support.