Quickstart
Get your Sift AI agent up and running in 5 minutes
Quickstart
This guide walks you through the minimum steps to get your first AI agent live and responding to leads.
Go to sift.software/auth and sign up with your email. You'll start a 14-day free trial with full Growth-tier access — no credit card required.
After signing up, you'll be redirected to the onboarding wizard.
The onboarding wizard collects your agency details in 7 steps:
- Company name and type of agency
- Location (city and country)
- Agent name — what your AI agent will call itself
- Personality — professional, friendly, or casual tone
- Greetings — your agent's opening message to new leads
- Property upload — upload an Excel file or skip for now
- Review — confirm everything and finish
Tip
You can change all of these settings later from the dashboard.
Your agent needs listings to recommend. The fastest way:
- Go to Sources in the sidebar
- Click Upload File
- Upload an Excel or CSV file with your property data
- Sift auto-maps your columns (title, price, bedrooms, location, etc.)
- Review the mapping and confirm
Don't have a file ready? You can also set up website scraping to import listings automatically.
- Go to Playground in the sidebar
- Type a message like "I'm looking for a 3-bed semi in Hackney, budget around £500k, we're chain-free"
- Watch how the agent qualifies the lead, searches your properties, and responds
The config panel on the left lets you adjust the agent's behavior in real time.
- Go to Deploy in the sidebar
- Copy the embed code snippet
- Paste it into your website's HTML, just before the closing
</body>tag - The chat widget appears in the bottom-right corner
That's it — your agent is now live and talking to visitors.