Guides

CoolBeans is one chat. You talk, the work happens. New sidebar buckets, Cmd+K, eSign, and Showings, all wired in.

The exact click-through for Google's "unverified app" warning, plus what the four scopes do and why.

Microsoft OAuth for Outlook / Office 365 / Microsoft 365. Walk-through of the "unverified app" warning, the admin-consent-required edge case, and what CoolBeans does with the scopes.

For agents whose email isn't on Google Workspace or Microsoft 365. App-password setup, common provider settings, and the one pitfall that breaks 90% of first attempts.

Bring your Quo dialer's calls — recordings, transcripts, AI summaries — into the CoolBeans contact timeline. API-key connect, no Zapier needed. Plus the honest v1 cutouts.

Generic dialer endpoint for any dialer that has a Zapier trigger. Mojo, RedX, BatchDialer, Vulcan7, Espresso, PhoneBurner — all bridge in ~10 minutes of Zap setup.

A dedicated Twilio number for outbound SMS, inbound SMS, and calls. Two provisioning paths and a US-specific A2P 10DLC note.

Calendar sync piggybacks on the Gmail OAuth grant. One connection, two-way sync, conflict detection in chat.

Alpha has two gates: an AlphaInvite token (CoolBeans's) and the GCP test users list (Google's). Both have to clear.

Outbound through your Gmail, inbound threads itself onto the right contact. Bulk senders filtered, bounces flagged.

Send and receive SMS, place and answer calls, all from your dedicated Twilio business line. 10DLC for US-bound traffic.

Hit the waveform icon in chat to start a hands-free voice session. Same tools, no typing. Built for the car.

Every inbound email, SMS, and call in one list. Triage queue with claim, mark-read, and team-scoped filters.

Turn on Web Push so you find out when a hot lead replies. Bell in the topbar keeps the full history.

The chat thread pinned to the top of the sidebar. Welcome card with live numbers, three quick chips, and auto-binding.

One keystroke to jump to any contact, deal, or page. Context verbs change based on where you're standing.

Two views on the same work: a kanban for stage at a glance, and chat threads per deal for the actual work.

Drop an APS, listing agreement, or amendment. CoolBeans reads every field and logs it into your pipeline.

Send any PDF for signature without leaving CoolBeans. Auto-place fills signatures, dates, and initials in one click.

BrokerBay confirmation lands in Gmail. CoolBeans parses it onto the Showings page, your calendar, and a push notification.

Run a methodology-faithful CMA. Get a pitch email and CMA in the same turn when you're going for a listing.

Feed CoolBeans 3 to 5 writing samples in Settings → Knowledge Base. Drafts start sounding like you, not a CRM.

Drop your FollowUpBoss / Lofty / KW Command export. CoolBeans maps the columns and dedupes.

Tags are for cohorts (Buyer, Hot, VIP). Custom fields are for facts (pre-approval amount, move-in date).

Drop one snippet on your website and CoolBeans starts logging every page each of your leads visits.

Ingest leads from your website form, FB Lead Ads, Zapier, or the inbound API. Round-robin to teammates.

0-to-100 score across five components. Hot flame for repeat web visitors. Saved views power the dialer and mass email.

Build a multi-step nurture in chat or from the page. Email, SMS, voice. One blast or a 5-step sequence on the same engine.

Describe the rule, CoolBeans writes it. Plus @research, @recap, @outreach, recipes, Cmd+J inline AI, and the daily digest.

Stack a saved view as a call list. Click-to-call down the rows, post-call AI summary, outcome flips lead status.

Tell CoolBeans how your brokerage bills you. Gross stays on the kanban; net flows everywhere else.

Solo agents get Analytics (pipeline health, lead-source ROI). Teams unlock the Leaderboard, ranked by deals won.

Mint a key, paste it into a tracker / Zapier / custom form, label it so you can revoke the right one later.

Bottom-right amber button on every page. One textarea, no form. Ara reads them daily.

Buckets are how CoolBeans keeps real client emails out of the same pile as newsletters and noise. Three are built in, and you can add your own.