Quick start guide

From the welcome tour to your first lead, listing, import, and AI inbox — everything you need to go live in one afternoon.

New workspacesAll plans8 min read

What this guide covers

XchangeHero shows a five-step welcome tour the first time you open your dashboard. This page walks through the same flow in depth — with links to importing your data and setting up your team when you are ready.

The welcome tour

When you first land on your agency overview, a full-screen welcome modal introduces five quick wins. Each step explains what to do and includes a button that jumps straight to the right screen. You can go forward and back, minimize the tour to a small chip in the sidebar, skip entirely, or finish on the last step — your choice.

Getting started welcome modal with progress bars and step copy

The welcome tour: progress across five steps, clear copy, and a primary action per step.

Need help mid-tour?

The footer of the modal links to Contact support inside your workspace — same as /{your-workspace}/settings/support.

The five steps (and where they take you)

These mirror the in-app tour exactly. Replace {your-workspace} with your agency slug from the URL bar.

Set up your agency
Configure branding, territory patches, and core agency details from Settings.
/{your-workspace}/settings
Foundation before invites and imports.
Create your first lead
Open the prospecting pipeline and add or move your first valuation lead.
/{your-workspace}/prospecting/pipeline
Kanban from first contact through won instruction.
Track your listings
Use the listings progression board to see every deal by stage — Pre-Market through completion.
/{your-workspace}/deals/progression
This is your operational heartbeat once instructions land.
Import your data
Bring CSV exports from Jupix, Alto, Reapit, Street, Vebra, Dezrez, Expert Agent, CFP, Muvem, or a generic file.
/{your-workspace}/settings/migration
See the dedicated import guide for file prep and validation.
Automate your inbox
Copy your agency inbox address and start forwarding or CC-ing deal email — AI can log offers, viewings, notes, and more.
/{your-workspace}/inbox
The final step surfaces your unique inbox address in the tour.

Settings: your control centre

Step one sends everyone to Settings — not just static profile fields. From here you reach agency configuration, patches, billing, support, data import, and team & users.

Settings hub showing cards for agency, team, migration, and more

The Settings landing page — each card opens a focused area of workspace configuration.

Prospecting pipeline in context

Step two is about motion: getting leads out of spreadsheets and into a live Kanban. Once a valuation is won here, XchangeHero can create the listing at Pre-Market automatically — see Prospecting & valuations for the full story.

Prospecting pipeline board with columns for lead stages

Where new business enters the system before it becomes a live listing.

Agency Inbox & AI

The last tour step is your dedicated agency email. Anything you forward or CC there can drive suggested actions — offers, viewings, compliance checks, notes, and attachments. Read AI Inbox Agent for behaviour and confidence scores.

Agency Inbox with agency email address visible

Inbox list plus the address vendors and applicants should use (also shown on the final tour step).

Tip

Minimize the tour instead of skipping it — a chip stays in the sidebar so new admins can reopen the same walkthrough without hunting through menus.

XchangeHero