Storybook Admin — Sum Technologies

Admin

How It Works

Story Type

Seller Buyer

Property

Street Address

URL: agentstorybook.ai/stories/—

Client Name(s)

Client Email Optional — opts your client into chapter update emails

CC Email Optional — e.g. their spouse

Cover Illustration

📷 Click to upload or drag & drop a photo of the home

📷 Click to upload or drag & drop a photo of your clients

Generating cover art

Listing Consult

List Date

Pre-Photo Date

Pre-Photo Time

Photography Date

Photography Time

Under Contract

Closing Date

Options

Include Leaseback Chapter

For occupied properties

Shows recommended vendors to client

Dashboard

A snapshot of your storybook portfolio.

Agent Profile

Set once and applied to every new Storybook. Your brokerage appears on all books; your name and yard sign appear on Seller books.

Agent Name

Agent Photo Your headshot — used as the chat avatar on your storybooks

📷 Click to upload your headshot

Brokerage Shown on every Storybook — required on real estate marketing

Default Yard Sign Applied to all your Seller Storybooks

📷 Click to upload your yard sign

Don’t Include Clients on Covers

New Storybooks default to no clients on the cover — home & scene only

Team Members

Invite Agent by Email

Account Branding

Logo Shown in cover footer — PNG or SVG recommended

🏷️

Click to upload your logo

↺ Reset to default

Live cover preview

Updates as you change colors — sample

A Real Estate Story

123 Maple Ave

Default Vendors

Saved to every new Storybook automatically. Buyer and Seller editions have separate default vendor lists.

These vendors will pre-populate on every new Storybook. You can always customize or remove them per property.

Chapter Content

Tweak the wording in any chapter. Edits apply to all your storybooks. Structured pieces (table of contents, checklists) stay as designed.

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Storyteller Assistant

An AI chat assistant on your storybooks that answers your clients' questions in your voice, grounded in their specific journey. It defers anything legal, financial, or deal-specific back to you. Available on Team and Brokerage.

Show the assistant on my storybooks

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Preview your assistant

Chat with it using your current settings above — no need to save first. It uses a sample client, not a real one.

Emails are sent from your connected Gmail address. Agent Storybook never stores your email password.

API Access

Connect AgentStorybook to Zapier or your own tools. Treat keys like passwords — anyone with a key can create storybooks on your account. Read the API docs →

New Key Label

Subscription

Manage your billing, update payment methods, or change your plan.

Your Storybooks are paused.

Storybook Limit Reached