--- source_url: "https://help.insiderealestate.com/en/articles/13170400-boldtrail-streams" title: "[BoldTrail] Streams | BoldTrail Helpdesk" mirrored_at: 2026-08-19T01:03:24.169Z host: help.insiderealestate.com cited_in_42a: true mirror_canonical: "https://index.42a.ai/help.insiderealestate.com/en/articles/13170400-boldtrail-streams" --- > **Original source:** https://help.insiderealestate.com/en/articles/13170400-boldtrail-streams ## Overview Streams is a focused mobile companion app designed to complement your BoldTrail CRM. Built for agents who need to stay responsive while away from their desk, Streams delivers urgent tasks and high-intent lead signals directly to your mobile device—enabling you to act on what matters most, when it matters most. ## What Streams Does Streams handles mobile-critical activities that drive responsiveness and results: Streams works alongside your existing BoldTrail tools. Your desktop CRM remains your command center for deep work, reporting, and campaign management. Streams ensures nothing urgent slips through the cracks while you're mobile. ## Installation and Setup _Download the app here_ _On your phone?_ _Click below to download._ ## Initial Configuration **First Launch:** **Notification Settings:** Configure which alerts you receive by navigating to Settings > Notifications within the app. You can customize notification types as needed. ## Core Workflow: The Zero-Out Approach Streams is built around a daily rhythm designed to keep you responsive and proactive: This workflow helps you maintain responsiveness while creating space for proactive outreach. ## My Day: Your Urgent Task Dashboard ### Purpose My Day displays all time-sensitive activities that require immediate attention. These tasks directly impact your responsiveness metrics and Vitals score. ### Task Types My Day includes six types of urgent items: **Type** **What it means** **How it appears** **When it disappears** Missed Call Client called but you didn't answer Phone system logs an unanswered inbound call When you call, text, or email them back Unanswered text Client texted and you haven't replied Client sends a text after 24+ hours of silence When you text, call, or email them back Needs Email Client emailed and you haven't replied Client sends an email after 24+ hours of silence When you email, call, or text them back Showing Request Client wants to see a property Client submits "Request a Showing" form When you contact them any way Asked Question Client asked a question Client submits a question form or asks in chat When you contact them any way Valuation Request Client wants to know a property value Client submits a valuation form When you contact them any way ### Understanding the 24-Hour Rule For Unanswered Text and Needs Email items, tasks only appear if the client reaches out after 24+ hours of conversation silence. This prevents active conversations from creating unnecessary alerts. **Example:** ### Contact Eligibility My Day only displays contacts meeting these criteria: ### Navigation **Accessing My Day:** **Task Information:** Each card shows: ### Taking Action **One-Tap Response Options:** **What Counts as a Response:** Any personal, human-initiated communication removes the item: **What Does NOT Count:** **Completing Tasks:** ### Troubleshooting My Day **Item not appearing?** Verify the contact meets eligibility criteria (status, type, valid contact info) and that the triggering action occurred. Check if you've already responded within the last 24 hours for text/email items. **Item still showing after response?** **Same client appearing multiple times?** This is normal. A client can appear in multiple categories simultaneously. When you contact them, all related items will disappear. ## Streams Tab: Behavioral Intelligence ### Purpose The Streams tab surfaces meaningful behavioral signals that indicate lead readiness. Instead of waiting for leads to reach out, you can engage proactively based on demonstrated interest. ### Signal Types The system tracks and surfaces: ### Using the Streams Tab **Reviewing Signals:** **Engaging Leads:** **Managing Signals:** ## Streams BoldTrail Assistant ### Purpose The BoldTrail AI Assistant provides quick, conversational support for common tasks and questions while you're working in Streams. It's designed to help you access information and complete actions efficiently from your mobile device. ### Using the AI Assistant #### **Accessing the Assistant:** **Asking Questions:** **Speaker Function:** The assistant includes a speaker feature that can read responses aloud. This feature is currently being refined and may experience occasional delays. ### **AI Best Practices** Utilize this daily workflow and 10 AI prompts to get you started! ## Push Notifications ## Notification Strategy Streams delivers targeted alerts for time-sensitive activity. Each notification takes you directly to the relevant task or signal—no generic landing screens. ## Notification Categories ## Notification Management **Responding to Alerts:** Tap any notification to open directly to the associated task or signal. You'll land on the action screen ready to call, text, or email. **Customizing Notification Preferences:** ### Lead Acceptance Notifications When your brokerage uses a lead routing system, you may receive leads that require your response before they're assigned to you. These appear as **Lead Acceptance** notifications in Streams. When a new lead is offered to you, you'll receive a push notification directing you to a dedicated screen with the lead's details—including their name, lead type, property interests, and source. From there, you can **Accept** to claim the lead or **Decline** to pass. Accepting immediately routes the lead to your account so you can start taking action; declining removes it from the queue. ## Smart Number Calling Streams integrates with BoldTrail's Smart Number system, enabling you to call leads professionally without exposing your personal number. #### Features #### Making Calls ## Messaging: Text and Email Streams lets you communicate with leads directly from the app via text or email — and now supports sending attachments in both. ## Sending Attachments You can attach files to both text messages and emails directly within Streams. Tap the attachment icon in the text or email compose view, select your file, and send. The system handles permissions and upload automatically, and all activity logs to BoldTrail CRM in real time. ## Troubleshooting ## Notifications Not Appearing ## Calls Not Connecting ## Behavioral Signals Not Appearing ## Frequently Asked Questions ### How much does Streams cost? There is no cost, Streams is included with your BoldTrail subscription! ### Do I need to delete the BoldTrail Agent App? No, you don't need to delete it. However, we recommend silencing push notifications in the BoldTrail Agent App to avoid duplicate alerts while you're using Streams. Streams includes more notification types designed to keep you connected to urgent activities. ### Why is the same client showing up multiple times? This is normal and by design. A client can appear in multiple categories at once. **Example:** Sarah Johnson might show: When you contact Sarah, all of her items will disappear from My Day. ### Has the system already contacted my lead? Possibly. If you have behavioral trigger automations enabled in your CRM, the system may have already sent an automated text or email when the behavior occurred. We recommend checking the contact record to see recent communications before reaching out to avoid duplicate messaging. ### How do I know if an automated message was already sent? Tap the signal card to open the contact details. Review the recent communication history to see if an automated message was sent. This helps you avoid sending duplicate messages. ### How does calling work in Streams? Streams uses your BoldTrail Smart Number for all calls. When you tap to call: ### What is the BoldTrail AI Assistant? The AI Assistant provides conversational support for common tasks and questions while you're working in Streams. It's designed to help you access information quickly from your mobile device. ### Can I talk to the AI Assistant? You can use your device's native keyboard voice-to-text feature to input questions, but the AI Assistant doesn't currently support direct voice conversation within the app (but be on the lookout for AI Assistant updates!) ### The AI Assistant didn't understand my question. Why? The AI Assistant is evolving. Some responses may require clarification, and certain queries may not yet be supported. Your feedback helps us improve its capabilities. ### What is AI Chat History? Every conversation you have with the AI Assistant is saved in the app. You can scroll back through all your past AI recommendations, next steps, and context — so you never have to start from scratch. Conversations going forward from launch are saved; prior history was not retroactively captured. ### What is AI Communication Preview? Before any message or email goes out, the AI Assistant surfaces a full preview so you can review, edit, confirm, or cancel. It's a built-in safety net that helps you send the right message every time. ### **Can I accept leads in Streams?** Yes. When a new lead comes in, you'll receive a push notification that takes you directly to a dedicated Lead Acceptance page. You can accept the lead and follow up immediately — the app will also let you know if the lead has already been claimed. ### Does Streams have a dialer? Streams does not currently include a multi-dialer. When you initiate a call in Streams, your device is called first and then connected to your client. A more robust dialer experience is something the product team is actively working on—stay tuned for updates. ### Can I send attachments? Yes. You can attach files to both text messages and emails directly within Streams. Tap the attachment icon in the compose view to get started. * * * Related Articles - [ \[BoldTrail\] Behavioral Automation Overview ](https://help.insiderealestate.com/en/articles/3332635-boldtrail-behavioral-automation-overview) - [ \[BoldTrail\] Dashboard Overview ](https://help.insiderealestate.com/en/articles/3332643-boldtrail-dashboard-overview) - [ \[BoldTrail - Onboarding\] Download Mobile Apps ](https://help.insiderealestate.com/en/articles/7985133-boldtrail-onboarding-download-mobile-apps) - [ \[BoldTrail\] Vitals ](https://help.insiderealestate.com/en/articles/10113463-boldtrail-vitals) - [ \[BoldTrail\] Coming Soon: BoldTrail + Buffini ](https://help.insiderealestate.com/en/articles/15687169-boldtrail-coming-soon-boldtrail-buffini)