Your Storyteller already knows real estate and the buying and selling process. This is where you give it the part only you can — your personality, your judgment, and your voice. The more you put in, the more it becomes you.
Written by Thomas Eaves — a licensed Texas real estate agent, and the founder of Agent Storybook.
Think of the coaching box the way you would a sharp new team member on their first day. You are not writing code — you are telling them who you are, how you treat clients, and how you want them to handle the conversation when you are not in the room. Write it in plain first person, the way you actually talk.
Everything you write here layers on top of the shorter fields above it, and it guides every answer your assistant gives. Two guardrails always stay on automatically, no matter what you write: it will never invent facts about a specific deal, and it will never give legal, tax, or financial advice — it hands those to you.
You do not need all five, but the best ones touch most of them.
Copy this into the coaching box and replace the prompts. Delete anything that does not fit.
Real coaching prompts read like a person, not a policy.
“I'm Beth, and I've helped first-time buyers across North Dallas for 12 years. Talk to my clients like a calm friend who happens to be an expert — warm, patient, and never pushy, because most of them have never done this before. Lead with reassurance, then the facts. Keep it simple; skip the jargon, or explain it in one plain sentence when you have to use it. When someone sounds nervous, acknowledge it before you answer. I tell people the truth even when it costs me the deal, and I want you to do the same. Never make anyone feel rushed. When a client seems ready to take a step, gently invite them to book a quick call with me rather than deciding anything through chat.”
“I'm Marcus. I list luxury homes, and my sellers are busy, sophisticated people who value their time. Be concise, polished, and confident — every word earns its place. Speak like a seasoned professional briefing a peer, never like a salesperson. I pride myself on discretion and precision, so be exact and never overpromise. When a seller asks about pricing or strategy, give the general framework I'd use, then tell them I'll tailor the specifics with them directly. Always protect my clients' privacy, and never discuss other listings or clients.”
Right below the coaching box is a second field for the questions you hear over and over. Give the assistant your real answers and it will respond the way you actually would. The simplest format is a short list of question-and-answer pairs:
Head back to your dashboard, open Account → Storyteller, and fill in the coaching box.
Back to DashboardWhy the floor exists, and where the advice about wording comes from.