Getting Started
Creating the Cover Art
The cover is the first thing your client sees. Here's how to make it look incredible — without being a photographer.
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Photo of the Home
Upload any photo of the property — MLS listing photos work great — or choose Use Street View to pull the home straight from the address, no upload needed. Either way, our AI stylizes it into a beautiful illustration automatically.
👥
Photo of Your Client(s)
Social media photos work great — a casual snapshot is fine. No photo? Just describe your clients instead. And if you'd rather not show them at all — for privacy, or before you've met — choose Do Not Include and we'll feature the home and scene only.
🪧
Photo of Your Sign
No need to stage it perfectly. A photo of your sign in your garage, your car trunk, or leaning against a wall is completely fine. The AI will place it naturally in the scene.
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Pets
In the Pets section choose No Pet, Upload Photo, or Describe Pet. To describe, pick the number of pets and give each a breed and color — "one golden retriever," "two tabby cats." Be specific about quantity; our AI takes you literally here.
Pro Tip
Cover generation takes up to a minute. Don't refresh the page — the spinner means it's working. If you don't love the result, hit Refine Cover or upload a different photo and try again.
Choosing Your Type
Buyer vs. Seller Edition
Agent Storybook has two complete chapter sets — one for each side of the transaction.
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Seller Edition
Covers the full listing journey — staging, showings, offers, inspection, appraisal, and closing. Includes the vendor page for your trusted contractors and service providers.
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Buyer Edition
Walks buyers through the search, offer, option period, inspection, appraisal, and closing process. Written to calm first-time buyers and inform experienced ones.
Not sure which to use? If your client is listing a home, use Seller. If they're purchasing a home, use Buyer. If you're representing both sides of a transaction, publish two separate Storybooks.
Table of Contents
Milestone Dates
The Table of Contents gives your client a clear map of the chapters ahead, with each milestone date shown beneath its chapter. You're in complete control of when and how the dates are filled in.
Milestone dates are completely optional — you don't need them to publish a Storybook. Publish first, then add dates as they're confirmed throughout the transaction.
1
Publish without dates
Send your client their Storybook the day you sign the listing agreement or buyer rep. They don't need to see dates yet — the chapters and cover art are the experience.
2
Add dates as they're confirmed
Go back to the admin panel, open the Storybook, and fill in milestone dates as they happen — option period expiration, inspection date, closing date. Hit Update and the client's Storybook updates instantly.
3
Your client sees it live
The Storybook URL never changes. Your client can refresh their page at any time and see the latest milestones you've added. No need to resend the link.
Pro Tip
Adding a closing date to the Table of Contents is a great excuse to text your client: "Just updated your Storybook with your closing date — check it out!" It keeps engagement high throughout the transaction.
Vendor Page
Customizing Your Vendor Directory
Your vendor page is a curated directory of the people your clients need — inspectors, lenders, cleaners, contractors, movers. It lives inside their Storybook.
You can set a default vendor list that appears on every Storybook, or customize it per property. To edit your defaults, go to Account Settings → Default Vendors.
A note on monetization: Some agents charge vendors a small annual fee — typically $100–$300 — to be listed in their Storybooks. If you're publishing dozens of Storybooks per year, your vendor page becomes a valuable referral channel. A lender who appears in every one of your buyer Storybooks is getting meaningful exposure. It's worth a conversation.
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Each Vendor Entry Includes
Name, company, phone number, email, website, and a short description. Fill in as much or as little as you have — only the name is required.
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Per-Property Customization
If a specific transaction calls for a different inspector or a specialized contractor, you can override your defaults for that Storybook without affecting your master list.
Customize
Editing Your Chapters
Every Storybook ships with professionally written chapters. If your market or process needs different wording, you can edit it — once — and it applies everywhere.
✏️
Edit Once, Applies Everywhere
In Account Settings → Chapter Content, tweak a chapter's title, subtitle, or text. Your edits apply across all your Storybooks — existing and future — since each one renders live.
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Separate Seller & Buyer Copy
Toggle between Sellers and Buyers to edit each edition independently. Leave anything untouched and it keeps our default — and the styled cards, checklists, and Table of Contents stay intact.
Because Storybooks render live, edited copy appears on your clients' existing Storybooks immediately — so make changes deliberately.
Delivery
Sending to Your Client
Once your Storybook is published, you have two links — a private client link and a public preview link. Here's when to use each.
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Client Link (Private)
This is the full Storybook — all chapters, the Table of Contents, the dashboard, everything. Send this directly to your client via email or text. Do not post this publicly.
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Preview Link (Public)
This shows only the cover art and a tasteful property announcement. Safe to post on Instagram, Facebook, or LinkedIn. Every share is a passive advertisement for your brand.
1
Click 'Send' on the storybook row
Open My Storybooks in your admin panel, find the storybook in the table, and click Send in its Actions column. A modal will appear.
2
Enter client details
Fill in your client's name and email address. Your name will pre-fill from your account — update it if needed.
3
Hit Send
The email sends from your connected Gmail address — so it lands in their inbox from you, not from a generic no-reply address. Personal, professional, and on-brand.
Pro Tip
Send the Storybook the same day you sign the agreement. That first impression — a beautiful, personalized digital experience arriving within hours — sets the tone for the entire transaction.
Email Setup
Connecting Your Gmail
Connecting Gmail lets you send Storybooks directly from your own email address. Your client sees it coming from you — not from a third-party service.
1
Go to Account Settings
In the admin panel, navigate to Account Settings and find the Email section.
2
Click 'Connect Gmail'
A Google authorization window will appear. Sign in with the Gmail account you want to send from — this is typically your work or brokerage email.
3
Approve send-only access
Agent Storybook requests send-only permission. We cannot read your inbox, access your contacts, or view any of your existing emails. Ever.
4
You're connected
Your settings page will confirm the connected address. You can disconnect at any time — our access is revoked immediately.
Note: You may see a Google warning screen that says "This app isn't verified." This is standard for newer applications and does not mean anything is wrong. Click Advanced → Continue to proceed. We are in the process of completing Google's verification program.
Automation
API & Zapier
Already living in a CRM or a Google Sheet? Connect Agent Storybook so Storybooks create themselves — no extra app to log into.
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Generate an API Key
In Account Settings → API Access, click Generate Key. Treat it like a password — anyone with it can create Storybooks on your account.
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Connect Zapier or Your CRM
Map your fields — address, client names, dates, even a public photo link — to the "Create Storybook" action. A finished Storybook comes back automatically, cover and all.
🖼️
Hands-Off Covers
No photo to upload? We pull the home from Street View and generate an on-brand cover with no people — or add a public client-photo URL to illustrate them.
Client Chat
The Storyteller Assistant
Your clients can ask questions right inside their Storybook. The Storyteller answers in your voice, grounded in their specific journey — and hands anything sensitive back to you. Available on Team and Brokerage.
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An Assistant on Every Storybook
A chat bubble — wearing your photo — floats on your clients' Storybooks. They can ask what a step means, when their next milestone is, or what to expect, and get an instant, on-brand answer.
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Set Your Voice
In Account Settings → Storyteller, fill in the short questionnaire: your tone, your background, your specialties, and how it should handle questions it can't answer. It speaks the way you do.
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Add Your Photo
In Account Settings → Agent Profile, upload a headshot. It becomes the round chat avatar, so the assistant feels personal — like texting you directly.
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Safe by Design
It never invents details about the deal and never gives legal, tax, or financial advice. When a question needs you, it points the client straight to your contact info.
The Storyteller only appears once you've filled in your persona, and it's available on Team and Brokerage plans.
White-Label
Setting Up Your Branding
Your branding settings make every Storybook look like it came from you — your logo, your colors, your name. Here's how to get it right.
1
Upload your logo
Your logo appears on the Storybook cover and in the footer. PNG with a transparent background works best. Horizontal logos display better than square ones — if you have both, use horizontal.
2
Set your Brand Color
This color appears on the book cover border and cover text — it shows on a white background. Darker colors read better here. If your brand is very light, try a slightly darker shade of your primary color.
3
Set your Accent Color
This color is used for headings, buttons, and highlights throughout the Storybook — on dark backgrounds. Golds, whites, and light colors work well here. Avoid very dark colors as they'll disappear against the dark background.
4
Test before sending
Publish a test Storybook with your own name and address before sending to a real client. View it on your phone and on a laptop. Make sure your logo is visible, your colors look intentional, and everything reads correctly on both screens.
Pro Tip
If your logo is dark and disappears against the Storybook's dark background, try adding a subtle glow effect in your branding settings — or export a light version of your logo specifically for digital use.
White-label branding is available on Team and Brokerage plans. Solo plan subscribers can still publish beautiful Storybooks — they'll display Agent Storybook branding by default.
Your Plan
Plan Limits
Every plan includes a set number of Storybooks and agent seats. Here's a quick reference.
| Plan |
Storybooks |
Agents |
Branding |
| Solo |
10 |
1 |
Agent Storybook default |
| Team |
30 |
Up to 5 |
Your logo + colors |
| Brokerage |
500 |
Up to 250 |
Your logo + colors |
When you reach your Storybook limit, the publish button will let you know. You can either upgrade your plan or delete older Storybooks to free up slots. Your clients' existing Storybook links will keep working regardless.
To upgrade, downgrade, or cancel your subscription, go to Account Settings → Manage Subscription. Changes take effect at the start of your next billing period.
Pro Tip
Closed transactions don't need to stay in your active list forever. Archive or delete Storybooks from completed deals to keep your dashboard clean and your slot count low.
Support
Something Not Working?
We want to know about it. Here's the fastest way to get help.
🐛
Report a Bug
Email
support@agentstorybook.ai with a description of what happened and what you expected to happen. Screenshots help a lot.
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General Questions
Same address —
support@agentstorybook.ai. We're a small team and we read every email personally. You'll hear back from a human, not a bot.
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Feature Requests
Have an idea that would make Agent Storybook better for your workflow? We genuinely want to hear it. Email us or use the Report a Problem link in the footer of any page.
When reporting a bug, the most helpful information you can include is: what page you were on, what you clicked or did, and what happened instead of what you expected. A screenshot of any error message is incredibly helpful.