These placeholders can be used in the templates below. Values in your tenant list always win over org settings.

Spoken only when a call reaches voicemail. Placeholders like {{property_name}} and {{office_phone}} are filled per call. Spanish is translated automatically on save.

Placeholders filled per tenant: {{tenant_name}} {{property_name}} {{amount_due}} {{status}} {{due_date}} {{unit_label}} {{office_phone}} — and for the SMS, {{link}} = the payment link. "Reply STOP to opt out" is always appended to texts for carrier compliance.

🌎 Spanish is automatic for rows with language=es — the agent speaks Spanish, and the greeting, text, and voicemail are auto-translated from the English above on save. Nothing to translate here.

Calls always start no earlier than 8:00 AM tenant-local. Choose an earlier end (8:00 PM) for a conservative-compliance posture in states like Maryland. This only restricts the window — it never extends calling past 9:00 PM.

Spoken by the agent as the callback number (voicemail, FAQ answers). Leave blank to use the default.

How the agent identifies the property/company on calls and texts. Leave blank to use the default.

Standard (Deepgram) is included; Premium (Cartesia) is more lifelike; Premium+ (ElevenLabs) is the most natural.

Optional — leave blank for the default premium voice.

Optional — leave blank for the default natural voice.

Leave blank to use the platform defaults.

IANA timezone, e.g. America/New_York. Leave blank to use the default.

Upload a CSV/Excel with question, answer columns, or edit the table below. The agent answers only from these entries, only after confirming the tenant's identity, and always hands off payment-plan, dispute, hardship, waiver, legal, and amount-owed questions to the office (even if an entry seems to cover them). Put {{office_phone}} in an answer so it's right per property. Max 40 entries, ~300 characters per answer. 🌎 Spanish is auto-translated on save.

All tests use a sample tenant (Andrew · Sample Property · $1,450 past due) — not your uploaded list.

Changing your password signs you out of every other device.

Add Simitar as a custom connector in Claude, then sign in with these console credentials. Claude can then check campaign status, validate & upload tenant lists, review outcomes, manage billing and users — all scoped to your account.

Answers callers' questions from your FAQ, offers to text a secure payment link, and hands off to your office. Never takes a card over the phone. Uses your prepaid credits — pauses at $0.

Turning this on signs everyone who hasn't set one up back out, and asks them to set it up the next time they sign in. Nobody is locked out — they finish the setup and carry on. Anyone who already has an authenticator keeps working uninterrupted.

What the homepage concierge agent can do for a visitor — navigate them to a page, or walk them through a form. Adding and enabling/disabling requires an org admin.

The first thing your Salesforce voice assistant says, and its instructions. These take effect on the next call. Saving requires an org admin.

The assistant uses this to understand what you and your producers mean — your lines, your customers, how you sell, your vocabulary — and to choose sensible defaults it says out loud before doing anything. It never states a company fact that isn't written here; anything not written below gets an honest "I don't know" and an offer to follow up. Salesforce stays the source of truth for a specific account, contact, lead, opportunity or case. Takes effect on the next call. Saving requires an org admin.

A short description of your company and what it does.

The products, coverages or services you offer.

Your typical customer or segment.

Channels, stages, what makes a lead qualified, typical deal shape.

Internal names, abbreviations or vocabulary your team uses.

How your company approaches selling: the method's steps, the questions producers should answer at each one, and what "stuck" looks like. The assistant coaches from this and from nothing else — with none written here it says so rather than offering advice of its own.

Structured rules (optional) — the numbers and criteria the assistant measures a deal against. Leave any of them blank and it falls back to your firm's own history, then to general practice, saying which it used. These are what turn your written method above from something it quotes into something it can check.

Whole days, 1–365. Blank = no rule of your own.

Your cadence target. A deal past this but not yet stalled gets a nudge rather than an alarm.

One per line, as Stage: what has to be true to leave it — for example Discovery: SOW sent. Use your Salesforce stage names. Up to 12.

One item per line — what has to be true for a deal to be qualified in your method. Up to 12.

How management measures pipelines: coverage, conversion, activity cadence, cycle time — whatever you actually use, with the numbers. Written here, the assistant reads a producer's figures against them; left empty, it gives the figures and calls them neither good nor behind.

Have a company overview, capability deck or FAQ sheet? Upload up to 5 (PDF, Word, text) and we'll draft the sections above from them. Nothing is saved — the draft fills them in for you to edit, and it only takes effect when you press Save context.

Read-only. This is the exact block compiled into the assistant's instructions for your next call — including anything trimmed to fit.

Short factual answers a producer or caller may ask the assistant for mid-call — a phone number, a policy detail, a process step. These belong to the Salesforce assistant only — they are stored separately from any other agent's FAQ. Upload a CSV/Excel with question, answer columns, or edit the table below. If a caller's question isn't covered here the agent says it doesn't know and offers to follow up. Max 40 entries, ~300 characters per answer. 🌎 Spanish is auto-translated on save.

Controls how the Salesforce voice assistant files the notes it logs against your records, and adds free-text filing guidance to its persona. Full capability reference: docs/sf-capability-matrix.md. Saving requires an org admin.

Each object can either use the default or override it. Objects left on “use the default” follow the Default dropdown, so changing the Default later moves them all — an object you set explicitly stays where you put it.

Everything your Salesforce voice assistant can do, with an example of how to ask for it — and a switch for each one. A disabled capability is politely declined on calls and dropped from the agent's persona. Changes take effect on the next call. Saving requires an org admin.

Caller verification — always on. Callers are identity-checked before any Salesforce action; this control can't be turned off.

Each seat is a user who self-enrolls (their own phone confirmation, PIN, and Salesforce login) to use the Salesforce voice assistant under their own identity. Managing seats requires an org admin.

Re-crawls your published site and regenerates the concierge's site-knowledge synopsis. Admin-only; safe to run anytime.

Anonymous, in-memory notes from returning visitors (no contact info, never written to disk). Cleared automatically on restart or after 7 days.