AskElly.Ai gives your team a WhatsApp-native assistant named ELLY. Your team messages the group like normal — ELLY prepares the work, waits for a written ✓ from an authorized owner, then executes inside your existing tools. Regulated and licensed work stays with your qualified professionals.
Every service below runs through your WhatsApp Ops group and is confirmed in writing during onboarding. You decide which services are active, which tools ELLY connects to, and which actions require sign-off.
“ELLY, follow up with the last 10 leads that went quiet.” Drafts messages for clients, prospects, and vendors in your voice, tracks who responded, and surfaces stale threads. Every outbound message is sent only after a written ✓ in the group.
Pulls templates from your Google Drive, Dropbox, or OneDrive, fills them from context in the thread, and drops the draft in the group chat as a file. Documents stay in draft until your team reviews and finalizes.
Maintains a running view of open tasks across Asana, Trello, Notion, or your existing tools. Sends structured nudges in-thread when items are approaching or past due — tagged to the owner.
Updates records, moves pipeline stages, and logs contact activity in HubSpot, Salesforce, GoHighLevel, or your existing CRM — using access you authorize during onboarding.
External emails, invoices, contracts, and CRM changes appear in the group with an Approve / Edit prompt. Nothing external leaves your systems without a written ✓ from an authorized owner.
Reads incoming email you've authorized ELLY to see (Gmail or Outlook), drafts responses, and posts the drafts in the group for approval. Sends from your account only after ✓.
End-of-day recap posted in the WhatsApp group. Weekly report compiled and shared to your ops folder. What got done, what's blocked, what needs owner attention — in-thread.
Prepares meeting agendas from prior notes and pipeline data; drafts written recaps with action items assigned to owners you specify — posted back to the group.
Runs your recurring internal processes on a defined cadence — the checklist work, cross-team hand-offs, and follow-through that quietly consumes owner and staff time.
Files uploads to the correct folders, renames per your convention, links documents to CRM records, and shares access to the right people — all triggered by a message in chat.
For agents and brokerage teams, ELLY can start with realtor-specific setup items such as Lofty/CRM, ShowingTime, MLS/export workflows, Google Drive listing folders, and SkySlope transaction coordination. Broader systems such as e-signature, task, email, file, and CRM tools can be added when secure access or authorized exports are available.
Helps organize showing notes, listing materials, client follow-ups, transaction checklists, e-signature prep, file naming, and deadline reminders. ELLY does not replace broker supervision, legal review, or licensed real estate judgment.
These limits are part of how ELLY is designed. They exist to protect your clients, your license, and your compliance posture.
ELLY does not provide legal, tax, accounting, brokerage, lending, medical, insurance, or investment advice. Regulated advice remains the responsibility of the appropriate licensed professional on your side.
ELLY does not process payments, hold client funds, or move money on your behalf. All payments — inbound or outbound — are handled by approved payment providers that you and your clients authorize directly.
ELLY does not send external communications, sign contracts, submit filings, or approve payments on your behalf. Regulated and client-facing actions require explicit review and approval by your team.
ELLY improves the consistency and pace of your operations, but no specific business, revenue, or transaction outcome is promised. Results depend on your team, market, and inputs.
Founders, principals, and owner-operators who need consistent admin follow-through without hiring another full-time coordinator.
Administrative support for client follow-up, showing notes, listing files, transaction coordination prep, and pipeline hygiene across realtor tools — always subject to broker/agent supervision and compliance.
Recurring client reporting, proposal prep, project tracking, and internal ops for teams that already have their systems but not the hours.