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The Estimate builder is an addon that lets your agent walk a visitor through a few questions and give a priced estimate. It is included in every plan.

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Turn it on

Open Estimate builder under Connect and turn it on. It starts blank, so nothing is offered until you set it up.

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Set it up

  • Questions: what the agent asks the visitor.
  • Pricing table: your pricing rules. Prices are calculated on the server from these rules, never by the AI.
  • Send via email: how the estimate is sent to the visitor.

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Pricing rules

Pricing rules live inside the Pricing table tab of the Estimate builder. Prices are always calculated on the server from your rules, never by the AI. Open Estimate builder under Connect and use the Pricing table tab to set them.

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For visitors

When the Estimate builder is on, a “Get an estimate” chip appears first in your agent. You can edit its label or hide it in Personalize. Each estimate becomes a lead on your dashboard with its price breakdown.