Help / Video tutorials / For buyers and sellers
Asking the assistant
Clients can ask the board's assistant about their own deal any time, and see what it can and can't answer.
1:44 · Captions included · 4 chapters
Updated since this video was made
- Changed (Nov 1, 2026): The assistant panel is now titled “Ask about your deal” (not “Escrow Assistant”), and it says that your agent and their team can read the chat. The tick box is now “Send to Avery instead (they'll reply in your questions thread)”, and the questions thread is titled “Questions for Avery”. The count reads “N questions left (resets over 24 hours)” — the limit is a rolling 24 hours — and each answer has a Copy button.
- Changed (Nov 2, 2026): Answers now appear as they're written. “New chat” at the top of the panel starts a fresh conversation (Undo brings the earlier one back for about 10 seconds), and under it the panel says “Your agent can still see earlier questions.” It doesn't reset your daily limit. If the assistant fails part-way, the answer shows greyed with “That answer was cut off. Try again.”, your question stays in the box, and it isn't counted. If only your connection dropped, the answer is still saved: reopen the chat in a minute to see it.
Read the transcript
Your deal board has an assistant for quick questions. Here's what it can answer, what it can't, and how to ask Avery instead.
Tap the sparkle button in the bottom corner of your board to open the Escrow Assistant.
To get started, tap one of the suggested questions, like What do I need to do next?
It answers from your own deal. Here, that's your two to-dos, proof of home insurance and the closing disclosure, with their due dates.
You can also type your own question in the box and tap Send.
It knows your appointments too: the inspection time and place, and Avery's note about it. And it points you to documents Avery has shared.
It only sees your own board, never other deals or Avery's private notes. If something isn't on your board, it suggests asking Avery.
Some questions need a person, like whether to ask the sellers for a credit instead of repairs.
It never gives legal, tax or financial advice. It says so kindly, and points you to Avery or a licensed professional.
Rather ask Avery? Tick Ask Avery directly instead, type your question, and tap Send.
It doesn't go to the assistant. It's posted to the questions thread on your board.
You'll find it under General Questions for Avery. Avery gets an email, and a text too if text alerts are on, and replies right there.
At the top, the assistant shows how many questions you have left today, up to fifty. Questions sent to Avery don't count.
That's the assistant: quick answers from your own deal, and Avery is always one tap away.
Still stuck?
The Help chat in the app answers questions about your own account, any time.
Back to HelpMore in For buyers and sellers
1:25Joining your dealHow clients join from their invite with a 6-digit code. No app to download and no password needed.
3:07Your deal board explainedA tour of the client's board: the progress ring, what's happening now, their to-dos and the full timeline.
1:11Uploading documents from your phoneSend the document your agent asked for from your phone, see it go into review, and re-send it if it comes back with a note.