Using Scribe

This page is in two halves. The first is for a visitor on a brokerage site. The second is for the agent who receives the lead. If you want to know why Scribe works the way it does, read Understanding Scribe instead.

For visitors

The pill and the dot

Scribe is the rounded button in the bottom-right corner with a feather and a name (the brokerage may have renamed it). It is there from your first page. A small dot on the feather means Scribe has written something down since you last opened it. The dot goes away when you open the card; it never blinks.

On a phone the card rises from the bottom of the screen. On a wider screen it opens as a card in the corner so the listings stay visible beside it.

Before there is anything to show

Open the pill early and you get “Still taking notes” with three thin bars:

Bar	What fills it
Homes opened	Distinct listings you have opened. Reloading one listing three times counts once.
Time looking	Minutes since your first page on the site. Hidden when the brokerage has set it to zero.
How sure I am	The average confidence of the notes Scribe would show. Reads as a percentage against the required one.

A bar that is full reads “Done”. When all three are full the card changes on its next refresh, which happens every 30 seconds while it is closed and once each time you open it. Three listings and two minutes is the usual amount.

You do not have to wait. The thread is under the bars, and telling Scribe what you want (“five bedrooms under a million”) gives it notes straight away. See Telling Scribe directly.

Reading the notes

Once ready the card is headed “What I have so far”. Each line is one thing Scribe noticed, strongest first:

Darker text and a heavier rule beside a line mean more evidence behind it. A line with a strike through it (“Over $1M, not for you”) is something you skipped past three or more times. A line beginning “You told me:” is something you said in the thread; it outranks every guess. Under the lines are chips with the same notes in short form.

Tip

If a line is wrong, the fastest fix is to say so in the thread: “not Rathdrum, Post Falls” or “we only need three bedrooms”. Notes are otherwise recomputed from everything you have opened, and the search filters you set outrank guesses made from views.

Telling Scribe directly

Under the notes is a line, “Or just tell me. Five bedrooms, near a school, room for a shop.”, and a box that reads “Tell me what you’re after”. This is the thread.

1. Type what you want in plain words. Anything works: “we need five bedrooms and I’d rather stay under a million”, “actually, Post Falls, not Rathdrum”, “something with room for a shop”, “what matches?”, “why did you think I wanted acreage?”, “who here knows this kind of home?”.
2. Press Enter to send. Shift+Enter starts a new line. A message can be up to 2,000 characters.
3. Watch the quiet line under Scribe’s name while it works: “Updating your notes”, “Looking through listings”, “Checking who fits”, “Reading that listing”, “Noting your pick” or “Opening the form”. Three dots mean the first word is on its way. A reply usually takes ten to forty seconds.
4. Read the reply. It is a sentence or two, and if Scribe searched, up to six cards follow it: photo, price, beds, baths, size and address, picked across towns when the match spans several. On a phone a card opens the listing page; on a wider screen it opens the full view with that listing’s panel.

What changes as you talk:

• The notes. When you state a requirement, the sentence above redraws at once as “You told me: 5+ bedrooms” and replaces whatever was guessed. This works before you have opened a single listing.
• Cards. Cards only appear when Scribe searched. If it says homes “came up for” a shop or a view, it means the listing descriptions matched those words, not that it checked; ask it to look closer at one and it will read that listing.
• Agents. Asking who could help moves the card to the agent list. Naming one of them picks that agent. Asking to reach out, or offering a phone number, opens the connect form instead: Scribe does not take contact details in the thread.
• Area chips. When a search matches a lot of homes in more than one town, the reply asks which area you prefer and a row of buttons appears under it, one per town with its count. See Answering with a chip.

Stop. While a reply is on its way, the send button becomes a square Stop. Press it to keep what has arrived and get the box back. The reply still finishes on the server, so the full answer is there the next time you open the card.

Coming back. The thread is stored with your session, not the tab. Close the card, reload the page, or come back tomorrow: it opens on the newest line. Once the thread has lines, the notes above it shrink to three sentences to leave room. “Delete everything” on /my-data removes the thread along with the rest.

A ceiling. One session can send forty messages in an hour. Past that, Scribe answers “That is a lot of questions for one hour. Give it a little while.” and the box comes back after a break.

If it cannot answer. The reply reads “Scribe could not answer just now.” with a link to the site’s regular contact page. Your line is kept in the thread; send it again in a moment.

Adding what browsing cannot show

On sites where the brokerage has turned the thread off, a box labelled “Anything I missed?” appears in its place. It is for the things no listing page reveals: a school district, a workshop, an accessible entrance, a view. Whatever you type is saved when you move on, comes back if you return another day, and travels with you when you connect with an agent. In the thread, the same things are simply said (“room for a shop would be ideal”) and Scribe writes them down.

Answering with a chip

A search like “four or more bedrooms under a million” can match dozens of homes across a dozen towns. When that happens Scribe’s reply names a home or two and asks which area you prefer, and under the reply is a row of buttons: each town, with the number of matching homes in it, and a dashed “Somewhere else” at the end. The counts are for the whole match, not just the six cards shown.

1. Press the town you want. It is sent as your next line, exactly as if you had typed it.
2. Scribe writes the town into your notes (“You told me: Coeur d’Alene”) and searches again inside it. The cards, and the homes pane if the full view is open, refresh to that town.
3. Press Somewhere else if none of the towns fit. It puts the cursor in the box so you can name the place yourself.

The chips belong to that reply. Once you send anything after it, by chip or by typing, they go away; the reply keeps the count of homes it showed. The row shows at most six towns; if the match reaches further, “Somewhere else” is the way to name one that is not listed.

Show me homes that match

The link under the notes turns your notes into search filters: the price band, the town, minimum beds and baths, property type, square footage, lot size, and a pool if that is something you lingered on. On a phone it opens the search page with those filters set, and you can change any of them as usual. On a wider screen it opens the full view with the matches in the homes pane, headed “Matching your notes”. Asking the thread “what matches?” does the same search without leaving the card.

The full view

On a screen 768px or wider the card can open into a full view under the site header: your notes on the left, the conversation in the middle, and the homes on the right. It is the same session in a bigger frame; nothing is sent, saved or lost by opening or closing it.

1. Open the card and press the expand control (the diagonal arrows beside the close X in the card’s header, labelled “Open the full view”). The view opens in place and the cursor lands in the composer. Any half-typed line comes with you.
2. Read the three panes. The left column is the page of notes, with Show me homes that match and Looks right, find me someone under it. The middle is the thread; replies that showed homes carry a “6 homes on the right” note instead of inline cards. Homes on the right is headed with the count and the spread (“29 homes across 13 areas”) and where the set came from: “From your last search” for the whole match of your latest search, “From the last reply” for the cards a reply showed, “Matching your notes” after Show me homes that match.
3. Switch the homes between Grid and Map with the toggle in the pane’s header. The map has a price pin per home and a strip of row cards under it; hovering a card lights its pin and hovering a pin lights its card. A home whose seller withheld the address has no pin and is counted under the map as “without a map location”. The choice is remembered for the rest of your visit.
4. Press Back to the corner (the inward arrows in the header) or Escape to return to the corner card with the conversation as it was. Press the X to close Scribe entirely; the pill stays.

The site header stays usable above the view, and the page behind it does not scroll while the view is open.

The /scribe page. Every brokerage site also serves the full view as a page of its own at /scribe, with an ordinary browser tab and back button. Bookmark it or share it; it opens straight onto your notes and thread. /scribe?listing=26-9485 opens that listing’s panel and /scribe?view=map starts on the map; the address bar keeps up as you open listings and switch views. The page’s X takes you back to where you came from on the site, or to the home page. On a site where the brokerage has hidden Scribe, /scribe sends you to the home page.

On a tablet. Between 768 and 1023px wide there is no room for three columns, so the notes shrink to a strip of chips under the header with a notes button (“2 notes”) that opens the full page of notes as a sheet from the left. The conversation and the homes become two tabs, Conversation and Homes with the count. A reply that showed homes reads “6 homes in the Homes tab”, and pressing it switches tabs. Choosing an agent or connecting opens inside the notes sheet.

At 1024px the three columns are back with a narrower notes column, and a chevron folds it to a thin rail when you want the room for the homes.

On a phone. Under 768px nothing changes: the card is still the sheet from the bottom, cards sit inline in the thread, and the /scribe page is a single column with the notes as a disclosure above the thread.

Opening a listing from the full view

1. Press a card in the grid, a pin or a strip card on the map. A panel slides over the homes pane; the notes and the conversation stay where they are.
2. Look through the photos with the arrows (the counter reads “1 of 47”), then the price, the address, the specs (“4 bd · 3 ba · 2,508 sq ft · Built 1998 · 0.24 acres”), the description with Read more, the facts, and the listing office. A listing whose seller withheld the address reads “Address withheld by the seller”. One that has gone off market since your search reads “That listing is not available any more.”
3. Press Connect about this home to open the connect form with a line about this home already in the message (“I’d like to ask about 8509 Maple in Hayden.”). If you have not chosen an agent yet, the agent list comes first and the form opens as soon as you pick one.
4. Press Ask Scribe about it (under the brokerage’s name for Scribe) to put “Tell me about 8509 Maple” in the composer. Nothing is sent until you press Enter, so you can add to it first.
5. Press Open the full page for the listing’s own page, or Back to homes or Escape to close the panel and return to the card you opened it from.

From the corner card on a wide screen, pressing a listing card in the thread opens the full view with that panel already open. On a phone a card opens the listing page as before.

Choosing an agent

1. Press Looks right, find me someone, or ask the thread who could help. Your notes are saved first.
2. Read the list under “People who know this kind of home”. Up to three agents are shown, ranked by how closely their stated specialties, areas and price range line up with your notes. The first is marked Closest match; others may read Strong match or Good match. Under each name are up to two reasons taken from that agent’s profile.
3. Press Work with on the one you want, or tell the thread. The card becomes “Notes for” that person.

You can change your mind. “Pick someone else” under the notes fetches the list again. “I’ll decide later” puts the pill away for a day without choosing. Your choice is remembered on the site, so the next visit opens straight on that agent’s page.

Connecting

1. On the agent’s page press Connect with their first name, or tell the thread you would like to reach out.
2. Read the message at the top of the form. It is written in your voice from the notes (“I’ve been looking at 4+ bed homes in Post Falls, around $900k to $1.4M…”) with anything you told Scribe added as “A few more things:”. This is what the agent will read.
3. Enter your first and last name and an email. Phone is optional.
4. Press Send to their name.

Success shows the agent’s photo, “Sent to” their name, and where they will reach you. If the message does not go through, the reason is shown under the form with a link to the site’s regular contact page; nothing is lost.

Privacy controls

View my data

The link in the footer of the card goes to /my-data, which lists every preference and note Scribe holds for you.

Not now

Puts the pill away for 24 hours on this browser.

Don't show again

Hides Scribe for good on this browser. The /my-data page has a switch to bring it back.

Delete everything

On /my-data, clears the whole session on the server: every event, preference, note and the thread.

For agents

What arrives

A Scribe lead is a normal lead with three differences you can see on the lead page.

The timeline’s Lead received row carries a via scribe badge. The Agent assigned row carries chosen by visitor instead of the plain routed row, meaning the visitor read your profile and picked you over the others on the list. The lead’s notes field starts with “From browsing session:” followed by whatever the visitor typed in the card.

The message itself is the composed one the visitor saw before sending: what they were looking at, anything they kept returning to or skipping, their own notes, and a request that you reach out.

The client record linked to the lead is filled from the same notes when the confidence was high enough: budget range, minimum beds, preferred areas and property types. See Session to client sync for the exact rules.

Respond to these first

A visitor who chose you has already done the hardest part of the conversation. The response countdown on the board applies as usual; see Respond to Leads Quickly.

The thread on the lead

If the visitor talked to Scribe before connecting, two more things are on the lead page.

The Internal notes field carries a block headed “From the Scribe thread:” after the browsing notes. It holds the last six lines of the conversation, each labelled “Visitor:” or with Scribe’s name on that site, so the gist is readable without opening anything. It is ordinary note text: you can edit or trim it like the rest.

Lower on the page, above the session replay card, is a collapsed card titled Scribe conversation, N messages, with the name of the model that answered. Expand it for the whole transcript: the visitor’s lines on the right, Scribe’s on the left, the listings Scribe showed as address links with the price, and a timestamp on each line. The transcript is read-only. A lead that came in another way shows no card at all.

Tip

Read the transcript before the first call. A visitor who asked “why did you think I wanted acreage” and then asked about Post Falls has told you what they ruled out and what they are circling, in their own words.

Getting onto the list

Scribe ranks agents by comparing the visitor’s notes with the text of each agent’s matching profile. An empty profile ranks at the bottom with no reasons under the name. To be suggested, and to have reasons shown:

1. Open your profile and fill in Lead Matching Preferences: the description of who you work with, the property types, the price range and the service areas. Write it the way you would say it to a client, in whole sentences.
2. Generate the matching profile when the form asks. Regenerate it whenever you change the text.
3. Make sure your status is active and you are set to receive leads; agents who are not eligible for routing are not offered by Scribe either.

The steps are in Configure Your Profile. The reasons Scribe prints under your name come straight from those fields: a service area that contains the visitor’s town, a price range overlapping their band, a property type they keep opening.

If you are never suggested

Check, in order: your profile is active and receiving leads; the matching profile has been generated (an agent with criteria but no generated embedding is skipped by the ranking and only appears as filler); the text is specific enough to differ from your colleagues’. Two agents with the same three-word description rank identically.

Related

• Understanding Scribe
• Scribe Detection Reference
• Scribe API
• Configure Scribe, for admins renaming or hiding it, or turning the thread off
• Read the Timeline