Set up your company (4 steps)
Company details, your AI agent, your plan and free trial, and team invites.
After signing up you go through 4 short steps before reaching the dashboard. Everything you pick here can be changed later in Settings or on the AI agent page.
The dashboard opens when you finish
The owner can't open the dashboard until step 4 is done. If you close the page halfway, you'll come back to the same step next time. Only the owner goes through setup; teammates go straight to the dashboard.
1. Set up your company
- Company name: the name customers know you by, e.g. "Elite Real Estate".
- Company WhatsApp number: the number your customers message, with the country code, e.g. +20 10 0000 0000.
- Your business: Brokerage, Developer sales team or Independent broker. This shapes how the agent sells: a developer sales team, for example, starts from projects and payment plans.
- Country: Egypt, Saudi Arabia, UAE, Kuwait, Qatar, Bahrain, Oman, Jordan, Lebanon, Iraq, Morocco or Tunisia. It sets your company's timezone and price currency (EGP for Egypt, SAR for Saudi Arabia, AED for the UAE, USD elsewhere).
- AI agent dialect: picked for you from the country (Egyptian for Egypt, Gulf for the Gulf, Levantine for Jordan and Lebanon, Modern Standard elsewhere). You can change it, or choose Match the customer.
Click Create company. Your free trial starts now.
2. Meet your AI agent
- Agent name: the name customers see in the chat, e.g. "Sara" or "Elite Assistant". At least 2 letters.
- Tone: Friendly, Professional or Luxury. The "How it replies to a customer" preview changes with each choice.
Click Continue. You'll set the greeting, instructions and qualification fields later on the AI agent page.
3. Pick your plan
- Choose Monthly or Annual (annual comes with 2 months free).
- Pick a plan: Starter, Growth (Most popular) or Pro. Each shows its AI conversations, seats and channels.
- Click Choose this plan and continue, or Continue with the free trial, decide later.
The trial runs either way: 14 days and 50 AI conversations with Growth features, no card needed. If you pick a plan, it's saved as a request and the PropDrop team will contact you to activate it before the trial ends.
4. Invite your team (optional)
- Enter an Email and choose a Role: Manager or Sales agent. Click Add another for more people.
- Click Create invites & finish, or Skip for now.
PropDrop doesn't email invites. Once created, you get a link for each person: Copy link or Send on WhatsApp. Links stay valid for 14 days and you'll find them later under Team. Click Go to dashboard and you're done.
Roles at a glance
| Role | What they can do |
|---|---|
| Owner | Everything. Nobody can remove the owner. |
| Manager | Everything except removing or demoting the owner. |
| Sales agent | Works qualified leads only (and their viewings and tasks), can view contacts, and manages their own notification and app settings. |