Quick Start
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Quick Start
Get set up and see your data in Jtek right away.
Step 1
Use Google Chrome & bookmark Jtek
J
JTEK CRM
app.jtek.pro
Press Ctrl+D (or ⌘+D on Mac) to bookmark
Bookmark It
- Open Google Chrome (download it if you don't have it)
- Log into your Jtek dashboard
- Press Ctrl+D (or Cmd+D on Mac) to bookmark it
Jtek is optimized for Chrome. Other browsers may have limited functionality.
Phase 1 complete
You're set up for action. Onto configuring your tools.
Step 2
Import your contacts
- Go to Contacts in the left sidebar
- Click the Import button at the top right (see below)
Dashboard
Conversations
Calendars
Contacts
Opportunities
Payments
AllBuyersSellersInvestors
SM Sarah Mitchell sarah.m@example.com Buyer
JR James Rivera james.r@example.com Seller
EC Emily Chen emily.c@example.com Investor
MT Michael Thompson michael.t@example.com Seller
- Upload your CSV file or connect from another tool
Then map your fields
Match your spreadsheet columns to Jtek fields:
Full Name
→
Email Address
→
Phone Number
→
Company
→
Tags
→
Map your fields
- Match each spreadsheet column to the correct Jtek field (see above)
- Click Import to bring them in
- Go back and tag your contacts (e.g. "Buyer", "Seller", "Investor") for easy filtering later
Tags help you send targeted messages later. Organize your contacts now, it pays off big.
Common questions
What format?. Use a .CSV file. Excel, Google Sheets, and most CRMs export to CSV.
No CSV?. Click "Add Contact" to add them one at a time.
Book a 10-min call about this stepStep 3
Download the mobile app
Lead
Connector
Connector
Lead Connector
The official Jtek mobile app
Download App
- Search "Lead Connector" in the App Store or Google Play, or tap the download buttons above
- The app icon is an orange icon with a white box logo, that's the one (it's the official Jtek mobile app)
- Download and open the app
- Log in with the same email and password you use for your Jtek dashboard
- When prompted, enable push notifications so you never miss a lead
- You'll see all your contacts, conversations, and pipeline right on your phone
Common questions
Why "Lead Connector"?. It's the official mobile app for all accounts on our platform.
Book a 10-min call about this stepStep 4
Set up your notification alerts
5
📲 Push
Sarah just opened your email
Dashboard
Contacts
Conversations
Settings ▸
My Profile
New Lead Assigned
Push + Email + SMS
Inbound Message
Push + Email
Missed Call
Push only
Alerts On
- Go to Settings in the bottom-left sidebar
- Click My Profile
- Click the Notifications tab at the top (next to General)
- Enable New Lead alerts, set it to Push + SMS so you're always in the loop
- Turn on Inbound Message and Missed Call alerts too
- Click Save
Speed-to-lead is everything in real estate. Agents who respond in under 5 minutes close dramatically more deals.
Common questions
Can I set quiet hours?. Yes, under Notifications you can set a "Do Not Disturb" window.
Book a 10-min call about this step
Set Up Your Tools
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Set Up Your Tools
Configure email, phone, integrations, and calendar.
Step 5
Connect email and calendar
O
Outlook
Connected
Gmail
Connected
- Open Settings → My Profile
- Under Calendar Settings → Connected calendars, click + Add new and sign in with your Outlook or Google account
- Set your Linked calendar (where new bookings land) and add any Conflict calendars Jtek should check to prevent double-booking
My Business
Business Profile
My Profile
My Staff
Business Services
Calendars
Email Services
Phone System
My ProfileGeneralNotifications
Calendar Settings
Connected calendars
+ Add newO
Outlook calendar
you@yourbrokerage.com
Calendar configuration
Linked calendar
Bookings land in your Outlook calendar
Conflict calendars
Check other calendars to avoid double-bookings
Phase 2 complete
Your account is fully wired. Time to celebrate.
+ Add new calendar
Then set working hours and connect your email
My Business
Business Profile
My Profile
My Staff
My ProfileGeneralNotifications
Weekly working hours
Days & times you're bookable
Mon9:00 AM-7:00 PM
Tue9:00 AM-7:00 PM
Wed9:00 AM-7:00 PM
Thu9:00 AM-7:00 PM
Fri9:00 AM-7:00 PM
Sat11:00 AM-3:00 PM
Email (2-way sync)
Sync sends & replies with your inbox
O
you@yourbrokerage.com
Connected
Signature
Auto-added to outgoing messages
Your Name
Realtor · DRE #00000000
you@yourbrokerage.com
Set hours · Sync email
- Scroll to Weekly working hours and set the days & times clients can book you
- Scroll to Email (2-way sync), click Connect, and sign in with your Outlook or Gmail, incoming and outgoing emails will sync both ways
Without 2-way email sync, replies you send from Outlook/Gmail won't appear in Jtek conversations. Without calendar sync, clients can double-book you. Five minutes here saves a week of headaches later.
Common questions
Linked vs Conflict calendar?, Linked is where Jtek writes new bookings. Conflict calendars are extras Jtek also checks (e.g. personal Gmail) so you never get double-booked.
What does 2-way email sync do?. Emails you send from Outlook or Gmail land in the contact's Jtek conversation, and replies come back in. Your CRM and your inbox stay in lockstep.
Outlook or Google?. Either works. Pick whichever you already live in, that's where your replies will naturally happen.
Book a 10-min call about this stepStep 6
Get a phone number & complete A2P
+1 562-609-4200
Local · Anaheim
DefaultA2P ✓
- Open Settings → Phone System → Phone numbers
- Top right, click + Add Number and choose Add Phone Number from the dropdown
My Business
Business Profile
My Profile
My Staff
Business Services
Calendars
Email Services
Phone System
WhatsApp
You are now A2P 10DLC compliant.
Manage Numbers 4 Phone Numbers
Manage your Phone Numbers and their configuration here
Add Number
Phone NumbersNumber PoolsVerified Caller IDs
Add Phone Number
Used for SMS and Calls
Add Number Pool
Used for Lead Tracking
Add Verified CallerID
Used for callerID masking
+ Add Phone Number
Then pick a local number
Buy your Number
Complete a few quick steps to start with your new number. Learn More
Select Country And Choose Number
🌐United States ▾
Area code 714
✓ SMS✓ MMS✓ Voice✓ LocalApply1 Number selectedProceed to Buy
Proceed to Buy
- Pick your country, type your area code (use a local one for your market), and check SMS + MMS + Voice capabilities
- Click Apply, select a number from the list, and hit Proceed to Buy (a low monthly fee)
- Open the Trust Center tab and complete A2P 10DLC registration, submit your business info, use case, and sample messages. Approval is 1-3 business days
Pick a number with your local area code. Locals are way more likely to answer a number that looks like home than a random toll-free or out-of-state digit.
Common questions
What's A2P 10DLC?. US carrier compliance for app-to-person SMS. Required before you can send marketing/transactional texts. Submit EIN, use case, and sample messages, approval is 1-3 business days.
Can I use my personal cell?. No. Carriers block automated SMS from personal numbers. You need a Twilio-backed business number through Jtek.
Why multiple numbers?. One main line, plus extras for team members or campaign tracking. Number Pools rotate sends across numbers to stay under daily SMS limits on big blasts.
Book a 10-min call about this stepStep 7
Great power comes with great responsibility
Wallet balance
$56.91▲ Auto
Recharge $50 below $10
Jtek runs on pay per use, so you only pay for what you actually send.
| What you use | You pay | $10 gets you |
|---|---|---|
| Text segment (SMS 160 characters) | $0.01 / segment | 1,000 segments |
| Calls you make | $0.0168 / min | 595 minutes |
| Calls you receive | $0.0102 / min | 980 minutes |
| $0.0007 / email | 14,285 emails | |
| AI that replies to leads | $0.024 / reply | 415 replies |
| AI that writes for you | $0.108 / 1,000 words | 92,595 words |
| AI images | $0.072 / image | 140 images |
Step 8
Connect Facebook, Instagram & TikTok
f
- Open Settings → Integrations → All Integrations
- Connect Facebook first (it covers Instagram too), then TikTok Messaging and TikTok Lead Ads
Settings
Calendars
Email Services
Phone System
WhatsApp
Other Settings
Custom Fields
Integrations
Tags
IntegrationsAll Integrations
Search Integrations
f
Facebook
Auto-sync lead ads, DMs, and comments across your Facebook Pages and Instagram
ConnectInstagram
Connect via Facebook. Meta requires your IG to be linked to a Facebook Business Page
Connect♪
TikTok Messaging
Sync TikTok DMs into Jtek and automate replies from your inbox
Connect♪
TikTok Lead Ads
Pipe TikTok lead-form submissions straight into Contacts
Connect🔍
Google
Gmail, Calendar, Sheets, Ads, sync your Google workspace
Managein
LinkedIn
Sync leads from your LinkedIn lead-gen ads into the CRM
ConnectClick Facebook → Connect
Then pick which Pages to sync
f
Automatically sync leads from Facebook & Instagram to your CRM
Settings
CancelUpdate and Continue
Pick your Pages
- After Facebook authorizes, pick which Pages to sync, set the Sync Time (All Leads or New Leads only), and click Update and Continue
- Repeat for TikTok Messaging and TikTok Lead Ads, same flow
- Once connected, every DM, comment reply, and lead-form submission from FB, IG, and TikTok lands in your Conversations inbox
Instagram only connects through a Facebook Business Page. If your IG is a personal account, switch it to Business or Creator in IG settings and link it to your Facebook Page first, otherwise the connection will fail.
Common questions
Why does Instagram need Facebook?. Meta requires it. IG Business/Creator accounts authenticate through the linked Facebook Business Page, there's no direct IG connection.
My IG is a Personal account. Open IG → Settings → Account → Switch to professional account, then link it to your Facebook Page in Meta Business Suite.
What can I do once they're connected?. Reply to DMs, comments, and lead-form leads from one inbox, schedule posts to all three from Social Planner, and trigger auto-DM workflows from Automation.
Book a 10-min call about this step
Automate Your Follow Ups
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Automate your follow ups
Create the beast in your business with this setup.
Step 9
Set up your pipeline
Lead
Acme
Lyra
Qual
Sarah M
Won
$420k ✓
- Open Opportunities → Pipelines in the top sub-nav
- Top right, click + Create Pipeline, a dialog opens
- Name it (e.g. "Buyers") and rename the default stages to match your workflow. For a buyer pipeline try: New Lead Inquiry → Credit Repair → Pending Pre-Approval → Home Shopping → Pending
Create Pipeline
×Pipeline name *
Pipeline stages (5)
+ Add stage⋮⋮14%🗑
⋮⋮29%🗑
⋮⋮43%🗑
⋮⋮57%🗑
⋮⋮71%🗑
CancelCreate
Phase 3 complete
Your follow-up runs on autopilot. Last phase to go.
Name & Create
Your pipeline opens as a Kanban board
Dashboard
Conversations
Calendars
Contacts
Opportunities
Payments
Marketing
OpportunitiesOpportunitiesForecastPipelinesBulk Actions
Buyers ▾49 opportunities
⬇ Import+ Add opportunity
⏷ Advanced Filters (1)⇅ Sort (1)
New Lead Inquiry
27 · $11.85M
Miguel
Referral$600K
Kyle Z.
Phone$0
Kay F.
Phone$0
Credit Repair
5 · $2.6M
Jennifer V.
IG$650K
Cristian R.
IG$515K
Pending Pre-Approval
6 · $4.8M
Sandra L.
Lakewood$750K
Hugo N.
IG$700K
Home Shopping
8 · $5.5M
Halaa
IG$1.2M
Natalie L.
Phone$1.4M
Pending
3 · $5.4M
tanyajjg
IG$4M
Aimee H.
IG$550K
Drag cards to move stages
- Open Opportunities → Opportunities and pick your Buyers pipeline from the dropdown, you'll see your stages as Kanban columns
- Click + Add opportunity to drop a new lead in, then drag the card from stage to stage as they progress
Build a separate pipeline per workflow. Buyers, Sellers, Rentals, Investors. Each gets its own stages so the steps actually match what you do day-to-day.
Common questions
What's "probability %"?. Your estimate of how likely a deal closes from that stage. Used for forecasting (e.g. Home Shopping ≈ 57%). You can ignore it at first and tune later.
Can I have multiple pipelines?. Yes, make one each for Buyers, Sellers, Rentals, Investors. Pick which to view from the top dropdown.
How do leads get into a pipeline?. Manually (+ Add opportunity), via form submissions, or auto-added through a workflow (see step 11).
Book a 10-min call about this stepStep 10
Automate follow-up at each stage
Trigger
SMS
Email
Dashboard
Contacts
Opportunities
Automation
Trigger: Opportunity Stage = New Lead
Send SMS: “Hi {{first_name}}, just saw your inquiry, got a sec?”
Wait 2 days
Send Email: “Still on the hunt?”
One workflow per stage
- Go to Automation → Workflows and click + Create Workflow
- Pick the trigger Opportunity Status Changed and set the stage filter (start with your first stage, e.g. “New Lead”)
- Add actions: an immediate SMS, a Wait step (1-3 days), then an Email follow-up
Then repeat for every stage
New Lead → Speed-to-lead text
SMS → Wait 2d → Email
Contacted → Nurture sequence
Email → Wait 3d → SMS check-in
Meeting Booked → Reminder sequence
SMS day-before → SMS 1hr-before
Proposal Sent → Follow-through
Wait 2d → Email recap → SMS nudge
Closed Won → Onboarding & ask for review
Welcome email → Wait 14d → Review request
One workflow per stage
- Click Publish, then duplicate the workflow and change the stage filter for the next pipeline stage
- Repeat until every stage you built in step 10 has its own follow-up sequence, that’s your sales engine on autopilot
Use SMS for the early stages (New Lead, Contacted) where speed wins deals, and email for the later stages where you’re nurturing. Every stage needs at least one follow-up, that’s the whole point.
Common questions
SMS or email?. SMS for hot/early stages (~98% open rate), email for nurturing later stages. Mix both for best results.
What if a lead replies?. The automation pauses automatically when someone responds, so you can take over the conversation.
Book a 10-min call about this stepStep 11
Add your first deal
Lead
Showing
Sarah M
123 Main
Dashboard
Contacts
Opportunities
Conversations
Pipeline ✓
- Go to Opportunities in the left sidebar
- Click + Add Opportunity (or open a contact and add them to the pipeline from there)
- Fill in: contact name, deal value, and starting stage
- Practice dragging the card to the next stage to see how the pipeline works
Add a real prospect you're working with right now. The pipeline is most powerful when it reflects your actual deals.
Common questions
Can I have multiple pipelines?. Yes, you can create separate pipelines for buyers, sellers, and rentals.
Book a 10-min call about this stepStep 12
Create a Smart List
Smart list filter
Tag: BuyerSource: FB
Last 30 days
Matches1,284
- Go to Contacts in the left sidebar, then click Smart Lists in the top tab row
- Click Advanced filters above the table, a drawer slides out from the right
✨ Ask AI
Dashboard
Conversations
Calendars
Contacts
Opportunities
Payments
ContactsSmart ListsBulk ActionsTasksCompanies⚙
Contacts10,072 Contacts
⬇ Import + Add Contact
≡ All≡ Clients≡ Sellers≡ Buyers14 more ▾+ Add smart list
Advanced filters⇅ Sort (1)
SM Sarah Mitchell sarah.m@example.com
JR James Rivera james.r@example.com
Advanced Filters
×Open Advanced Filters
- Pick a field like Tag, set the condition to is, then choose a value (e.g. Buyer)
- Click + Add Filter and stack another condition, for example Pipeline Stage is Home Shopping, then hit Apply
Then save it as a Smart List
✨ Ask AI
Dashboard
Conversations
Calendars
Contacts
Opportunities
Payments
ContactsSmart ListsBulk ActionsTasksCompanies⚙
Contacts84 Contacts
≡ All≡ Clients≡ Sellers≡ Buyers14 more ▾+ Add smart list
⏷ Advanced filters (2)
Tag is Buyer ×
Pipeline Stage is Home Shopping ×
SM Sarah Mitchell Home Shopping Buyer
JR James Rivera Home Shopping Buyer
Add smart list
×Home Shopping Buyers
Advanced filters2 applied ›
Sort by1 applied ›
Fields8 selected ›
CancelCreate
Name & Create
- Top right, click Unsaved changes → Save as new smart list, the Add smart list sheet slides open on the right
- Type a clear name like "Home Shopping Buyers", double-check the 2 applied filters, and click Create
- Your new Smart List shows up as a tab in the Smart Lists row at the top, open it any time, then use Bulk Actions to text, email, add a tag, or push the whole group into a workflow
Smart Lists update automatically. A contact that newly matches your filters shows up without you lifting a finger, that's the difference between a CRM and a spreadsheet.
Common questions
What's a good first Smart List?, "Home Shopping Buyers" (Tag = Buyer + Pipeline Stage = Home Shopping) and "Past Clients" (Tag = client). You'll use both weekly.
Where do my Smart Lists live?. As tabs at the top of Contacts → Smart Lists. If you have more than will fit on screen, click 14 more ▾ to see the rest.
Does the list update on its own?. Yes. As contacts match (or stop matching) the filters, they're added or removed automatically.
Book a 10-min call about this step
Start Growing
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Start Growing
Launch automations, campaigns, and funnels to generate revenue.
Step 13
Send a mass text to your database
Hey {{first_name}}, quick q, are you still looking this season?
Yes! Got time tmrw?
Sending to 247
- Go to Contacts in the left sidebar, then click the Smart Lists tab and open All (or any Smart List you want to text)
- Check the box at the top of the column to select the visible page, then click Select all your contacts to grab the whole list
- In the action bar above the table, click More → Send SMS
✨ Ask AI
Dashboard
Conversations
Calendars
Contacts
Opportunities
Payments
ContactsSmart ListsBulk ActionsTasksCompanies⚙
Contacts9,672 Contacts
⬇ Import + Add Contact
≡ All≡ Clients≡ Sellers≡ Buyers14 more ▾+ Add smart list
All Contacts SelectedUnselect all 9,672
↑ Export⚡ Trigger automation✉ Send email+ Add tags🗑 DeleteMore ▾
MR Marcus Reyes marcus.r@example.com hometour
PS Priya Shah priya.s@example.com
Send SMS
Send email
Send WhatsApp
Request reviews
Add tags
↑ Export
More → Send SMS
Phase 4 complete
You're officially a Jtek power user.
Then write your reintroduction text
Bulk SMS
Send messages to multiple contacts
From phone number i
+1 562-609-4200 ▾
Pick an SMS template
▾
SMS Message *
Hey {{contact.first_name}}, this is [Your Name] with [Your Brokerage]. Saving your number so I can send you occasional market updates and check-ins.
🖼+😊🏷+
📎 Attach files (max 5 MB each)
BC
businesscard.png
687 KB
CancelSend SMS
Click Send SMS
- Pick your From phone number, the Jtek number you provisioned in step 6
- Type a short reintroduction in the SMS Message box. Identify yourself by name + company and set the expectation of occasional updates. Jtek automatically appends a compliant opt-out, so don't add one yourself
- Optional: attach your headshot or business card so they can save your contact
- Click Send SMS. Jtek paces the sends through your number so you stay carrier-compliant
Mass texts are a one-shot reintroduction, the point isn't to sell. Get your name into their phone so the next time you text about a listing, it lands warm instead of cold.
Common questions
How big a list can I text?. Any size. Jtek paces sends through your number to stay carrier-compliant, bigger lists take a few hours to deliver.
What's the right message?. Identify yourself by name + brokerage, set expectations ("occasional updates"), and keep it under ~160 chars. Jtek auto-appends the opt-out language so you don't need to write one in.
Will I get charged?. Yes. SMS sends come out of your wallet at $0.01 per segment, so $10 covers about 1,000 texts. Big blasts cost a few dollars.
Book a 10-min call about this stepStep 14
Send your first email campaign
✓2,847 sent
📬42% open rate
- Click Marketing → Emails in the top sub-nav, then open the Campaigns tab
- Click the blue + New button (top right) and pick Email Marketing Templates or Blank
Dashboard
Conversations
Contacts
Opportunities
Payments
Marketing
Automation
Sites
Email Marketing
StatisticsCampaignsTemplates
Campaigns
Create and manage campaigns for all of your emails
📁 Create Folder+ New
Email Campaigns
Workflow Campaigns
Bulk Action Campaigns
Blank
Email Marketing Templates
Your Templates
+ New → template
Then design and send
← BackNot SavedFirst-Time Homebuyer ✎PreviewSaveSend or Schedule
Edit image
×Edit
Visibility
Image URL
Alt text
Width
600
Height
300
Send or Schedule
- Rename the campaign at the top, then design the email, logo, hero image with a headline, body copy, and one clear CTA button
- Click Send or Schedule in the top right
- Set the Subject (try "{{contact.first_name}}, this week in [Your Market]") and pick your Audience, the Smart List from step 13
- Send a test to yourself, then hit Send or schedule it for a Tuesday 8 AM send
One list. One topic. One CTA. Long, multi-topic emails get ignored, focused emails to a targeted Smart List are what close deals.
Common questions
Best first campaign?. A weekly market snapshot to your Home Shopping Buyers Smart List: one stat, one listing, one CTA. Tuesday 8 AM PT works great.
Will my email land in spam?. Connect a custom sending domain in Settings → Email Services before you blast a big list. Without it, Gmail will throttle you.
Can I schedule?. Yes. Hit the Schedule dropdown next to Send and pick a date/time.
Book a 10-min call about this stepStep 15
Create a lead capture form
Buyer Guide
First Name
Email
Phone
Send My Guide →
- Click Sites → Forms in the top sub-nav
- Top right, click the blue + Create Form button, choose Start from Scratch, and hit Create
Dashboard
Conversations
Contacts
Opportunities
Marketing
Automation
Sites
Memberships
All Forms
Form featuresCreate Form
Search for forms
+ Create Form
Then drag in fields and save
← Backopen house ✎PreviewIntegrateSave
Form Element
×Quick Add
Add Object
Personal Info
⋮⋮
Full Name
⋮⋮
First Name
⋮⋮
Phone
⋮⋮
Email
Submit
⋮⋮
Submit
First Name
Enter your first name
Last Name
Enter your last name
Phone *
+1 (555) 000-0000
Email *
your@email.com
Submit
Save your form
- From the Quick Add panel on the left, drag the fields you want onto the canvas, typically First Name, Last Name, Phone, Email, then a Submit button
- Rename the form at the top (e.g. "Open House"), then click the blue Save button
- Click Integrate to grab the form link, embed code, or QR, drop it on your site, in your IG bio, or print it for an open house
Fewer fields = more submissions. Name + Phone + Email is enough for most lead-gen forms, every extra field drops conversion.
Common questions
Where do submissions go?. Straight into Contacts. New submissions also trigger any workflow you've wired to "Form Submitted".
How do I share it?. Hit Integrate: copy the link, embed code, or QR. Drop the link in your IG/TikTok bio for instant lead capture.
Can I tag the contact?. Yes. In Settings → Form Setup, add a tag (like "open-house") so the lead lands in the right Smart List automatically.
Book a 10-min call about this stepStep 16
Build a funnel with AI Studio
Ask AI
Dashboard
Conversations
Calendars
Contacts
Opportunities
Payments
✨ AI Studio BETA
AI Agents
Marketing
Automation
- In the left sidebar of your Jtek dashboard, click ✨ AI Studio (it has a Beta tag, just below Payments)
- In the "Describe what you want to build…" prompt, write a clear, specific description, include your audience, the page goal, the sections you want, and the form fields to capture. Example:
"Real estate buyer guide lead-gen page, 3 sections, bold headline → 3 benefit bullets → form for name/email/phone. Modern, trustworthy vibe." - Hit the ↑ submit arrow and wait 2-4 minutes while AI Studio builds the page
Then refine in chat and publish
Chat
Make the headline bolder
Updated. Anything else?
Swap the hero image
Done, picked a new one ✓
Type a change… ↑
✓ Generated in 2:48
Preview Publish
Refine in chat
- When the page is ready, refine it in the live chat, type things like "make the headline bolder", "swap the hero image", "shorten the form to 2 fields". No need to start over
- Connect the form to the stage automation you built in step 11 so every new lead gets an instant follow-up text or email
- Click Publish and share the funnel link, or point your Facebook/Google ads at it
AI Studio gets you 80% of the way there in minutes. The remaining 20% is your voice and brand, edit the copy, drop in your own photos, and tweak colors before you publish. That's the part that converts.
Common questions
Where do I find AI Studio?. It's a top-level tab in your left sidebar (with a yellow Beta badge), right below Payments and above AI Agents.
What makes a good prompt?. Be specific. Include audience, page goal, sections, form fields, and the vibe you want. Vague prompts get vague pages.
Don't love the result?. Just keep chatting. Tell AI Studio what to change ("rewrite the headline", "use a different photo") instead of starting over.
Book a 10-min call about this step