Using Cleo AI Assistant
Last updated: February 15, 2026
What Is Cleo?
Cleo is CloseDaily’s built-in AI assistant that lives across the entire platform. Think of Cleo as your personal real estate coach who is available 24/7. Ask Cleo anything — from script suggestions to market questions to platform help — and get instant, contextual answers.
What Cleo Can Do
| Capability | Example Questions |
|---|---|
| Script Help | “What should I say when a FSBO says they do not want to pay commission?” |
| Market Insights | “What is the average days on market in Austin, TX right now?” |
| Platform Navigation | “How do I add a contact to my CRM?” |
| Content Ideas | “Give me 5 Instagram post ideas for a new listing” |
| Coaching Advice | “I am struggling with cold calling anxiety. Any tips?” |
| Transaction Help | “What documents do I need for a listing appointment?” |
How to Access Cleo
Cleo is available from any dashboard tab — look for the chat icon in the bottom-right corner. Click it to open the Cleo panel, type your question, and get an instant response. Cleo remembers your conversation context within the same session, so you can ask follow-up questions naturally.
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