# Your Guide to AGENT VIEW
# 1. Platform Overview
In this section, gain a broad overview of the AgentView Platform including Matterport Guided Virtual Viewings, Lead Generation Tools and Visitor Analytics.
# 1.1 Matterport Guided Virtual Viewings
Offer convenient virtual showings to delight your increasingly mobile-first audience and to help qualify buyers in advance of time-consuming in-person showings.\
AgentView’s Accompanied Virtual Showings Platform includes the ability for agents and their remote guests to conveniently co-view Matterport tours, photos, videos, Google maps and Street View, and even floorplans using its cutting-edge viewings technology.
**Private and Open House Showings**
AgentView offers two virtual viewing modes, Private Viewings that allow multiple related guests to join a virtual showing separately, and Open House viewings that allow brokers to schedule Virtual Open Houses in which guest identities remain anonymous.
**QR Codes**
AgentView offers QR codes for viewing Matterport tours, allowing online visitors to easily access tours on their phones, and even to allow guests to conveniently register for Virtual Open Houses.
**In-Viewing Features**
AgentView’s Virtual Viewings include integrated video and chat, together with the ability to co-view content including Matterport spaces, photos, videos, floorplans & Google Maps & street level virtual tours.
**Viewing Joining Process**
Guests join Virtual Viewings via a convenient single click on any device, including from smartphone, desktop and tablet, with no software downloads or agent screen-sharing required.
**Viewing Invites, Reminders & Calendar Integration**
Viewing invites are automatically sent to guests by email with the ability for them to add virtual showing appointment to their calendars. Guests will also receive viewing reminders in advance of virtual showings.
# 1.2 Matterport Lead Generation Tools
Drive online visitors to connect with your team using our in-tour contact forms, visitor registration templates and agent engagement tools for Matterport tours.
AgentRelay offers a suite of forms built-in to Matterport Tours designed to improve engagement with passing online visitors and convert this anonymous traffic into high-quality prospects for your sales funnel.
**Visitor Registration**
Register virtual tour visitors using our registration templates.
Register visitors before they view the Matterport tour, after a period of limited access, or offer access without registration and drive visitors to engage with our in-tour engagement forms instead.
**Viewing Booking Form**
Allow Matterport tour visitors to book either an in-person or guided virtual viewing while they are exploring the Matterport space online.
Our in-tour booking forms remove any frictions for visitors wanting to take the next step and schedule a guided viewing with your sales team.
**Convenient In-Tour Agent Contact**
Allow Matterport tour visitors to engage with an agent directly in the Matterport tour.
Contact options include our online contact form, and via telephone, email, WhatsApp, and Messenger.\
# 1.3 Matterport Visitor Analytics Tools
Leverage our Visitor Analytics suite for Matterport tours to understand the individual online viewing journeys of your prospects and offer hyper-personalised outreach based on their viewing preferences.
Utilize our data collated from Matterport tour visits to understand which channels and marketing campaigns are generating revenue-generating traffic to your Matterport tours.
**Visitor Insights**
Once an online visitor has interacted through our lead generation forms, we can track their customer journey across all your Matterport spaces and any forms they have completed.
This data allows agents to engage extremely effectively with those prospects, as their buying preferences have been captured through their online activity, offering an opportunity for hyper-personalised engagement either thru automated outbound marketing campaigns or direct contact.
**Sources Insights**
Our Sources Insights captures data on websites and other channels that refer visitors to your Matterport spaces. This includes traffic from your website, social media, other platforms such as the MLS and from paid advertising.
This data can be filtered down to specific Matterport spaces and even on a specific visitor to understand where their journey commenced. If that visitor journey ended in a sale, this data is invaluable in understanding from which channels (including organic and paid) Matterport traffic is generating revenue.
**Engagement Insights**
Our Engagement Insights data allows clients to understand how each of our registration templates is performing in driving engagement with our Matterport forms and contact options.
These insights allow clients to adjust the registration templates they are using to optimize the engagement with and collection of contact information from prospects visiting their Matterport tours.
**Spaces Insights**
Our Spaces Insights data offers a helicopter view of visitor engagement on each Matterport space, including the total number of visitors, visitor registrations, agent contact, and viewings requested.
As property viewings move increasingly online, owners and landlords see fewer physical viewings in their spaces, making it harder to ascertain the value the agent is adding. By providing regular data to those stakeholders, agents can demonstrate their value and their online engagement activities.
# 2. Sign-Up
On signing up for AgentView at [https://app.agent-view.com/signup](https://app.agentrelay.com/signup) you will be asked to go through a simple sign-up process starting with the **Sign-Up** panel below.
When you type in your name, a username is automatically generated based on your name. If this username has been used before you will be asked to choose a new username.
The password box requires a minimum of 8 characters and does not request any specific letters, numbers, or special characters.
Upon completion and by clicking on ‘next’ you will receive a verification email, allowing you to continue to the next step of the sign-up process. If you do not receive an email you can contact our customer support team on
The verification email request will come from the email address **** with the subject ‘Verify your AgentRelay account’ and contains a code to verify the email entered in the sign- up panel.
Once the code is submitted and your email validated, you are then invited to enter then **Your Company** details.
The next stage of the sign-up process is to **Choose a Subscription** type which can either be the initial free 14-day trial or straight to one of the paid monthly subscription models.
If you select to immediately take up a paid subscription, you will be prompted to make a payment by PayPal or by credit/debit card via Telr and will receive email confirmation confirming your subscription. Telr is AgentViews’s payment partner.
Once the subscription type is complete you will receive a sign-up success pop-up that says **Welcome to AgentView** and an email sign-up confirmation with your log-in details.
# 3. Log-In Process
To log in to AgentView you will always need your username and password chosen as part of the initial sign up process.
If you forget or lose your password, you can request a password reset on the **Sign-In** page and will receive an invite by email to **Reset Your Password**.
# 4. Main Menu Navigation
Whenever an admin user logs in they will automatically be directed to the **Main Menu** of the AgentRelay administration portal (Figure 1 below).
This section will deal with the navigation options available to you on the **Main Menu**.
# 4.1. Company Settings
Ensure you complete the account details section before you begin adding properties and users to the administration portal.
#### **Company Name**
Enter the name of your company in this field as you would wish it to be recognised publicly. The company name is used in automated email notifications primarily.
#### **Billing Email**
It is the email address that you would like to receive your invoices and billing information from AgentRelay's payment partner, Paddle. Please note that this email address cannot be changed once added.
**Privacy Notice Link**
You have the option to enter a link to your company’s privacy notice. If this has been added a link to the privacy notice will appear below self-guided viewing registration forms, details of which are covered in Section 9.1.
#### **Logo**
The logo **will** appear to guests in the details pane within virtual viewings so ensure a high definition company logo is uploaded.
#### **Viewing recording setting**
This setting is currently managed by AgentView on your behalf for Professional Users Only. This setting allows you to keep an archived copy of all agent-guided viewings including:
* Chat message history
* Audio Content
* Video Conference Recording
**Default Language**
Choose the default language for users in your organisation. Users can modify their own system language as explained in Section 3.4.
# 4.2. My Settings
**Settings**
Set the **Global System Setting** parameters according to your requirements which include the following:
**Expiry of Matterport Links Sent After Agent-Accompanied Viewing**
The number of days a Matterport link will be active before expiring, after the Matterport link has been automatically sent to a guest following an Agent-Accompanied Viewing.
**Registration Delay Time for Matterport Tours**
The number of seconds after which a Virtual Tour visitor is required to register when the 'Delayed Registration' Matterport template is used.
**Enable Maps and Street View in Viewings**
A feature to provide integration with Google Maps and Google Street View, allowing agents and guests to co-view Maps and street level virtual tour content during an Agent-Accompanied Viewing.
**Enable Mattertags in Viewings**
A feature that shows Mattertags and synchronises the Mattertag content between agents and guests within Agent-Accompanied Viewing.
#### **Viewing Recording Setting**
This setting is currently managed by AgentView on the customer’s behalf. This setting allows the customer to keep an archived copy of all Agent-Accompanied Viewings including:
* Chat message history
* Audio Content
* Video Conference Recording
Customers should contact us if they would like to adjust this setting
**Enable Registration Email Verification for Matterport Tour & Single-Page Property Site Links**
With this setting enabled, an email with a validation code will be sent to a visitor wishing to view the Matterport tour online. Once they have validated their email they can access the corresponding Matterport Tour or Single-Page Property Site.
**Unit of Measurement**
Set the unit used to represent the size/area of the property throughout the system.
**Theme Customisation**
Customise the colour for Simple Virtual Tour links and Single-Page Property sites using the desired hex colour code.
**Embed Live Chat in Matterport Tours**
Offer real-time live chat inside Matterport Tours by adding your website code for Live Chat platforms including LiveChat.com and Intercom.com.
This feature allows visitors to Matterport Tours to ask questions in real-time as they explore the space, driving better engagement with anonymous visitors and ultimately more leads into clients’ sales pipeline.
To activate this feature, simply copy and paste the code snippet that your chat software provides for embedding its code directly into the chat field in Settings.
# 4.3. Subscription Plan
Under the **Subscription** tab customers can manage their organisation’s subscription plan. If they have taken out a paid subscription and want to either upgrade or downgrade your package, admin users can do this by editing their subscription.
If the customer is on a free trial subscription, they will see a different menu with an option at the top of the menu inviting them to upgrade to a paid subscription.
# 4.4 Users Profile
Users can access and edit their **User Profile** by clicking their profile picture in the top right-hand corner of the navigation bar.
It is recommended that they update their **User Profile** upon sign-up to include a profile picture of themselves. The profile photo will be visible to guests in Agent-Accompanied Viewings, and it will appear as blank if a profile image is not uploaded.
Users can also select their preferred language as AgentRelay allows organisations to modify their own system language.
It is further recommended users fill in their preferred contact details as it enables Matterport Virtual Tour visitors to contact the agent during Unaccompanied Viewings. Available channels for agent contact include Phone, Email, WhatsApp, and Facebook Messenger. Agent contact options within Matterport Virtual Tours are covered in more depth in Section 9.
Contact details will only be visible to virtual tour visitors if the lead agent of a property has ticked the green box to make their profile public.
As well as uploading a profile image and populating contact details, users can also change their passwords under **Change Password**.
#### You are now ready to add properties and colleagues as users within the administration portal.
# 4.5 Users
4**.5 Users**
Admin users can add new users and edit or delete existing users from the Settings/Users section under the Account menu. We will cover the user management process in-depth in its own separate section under section 4 of this operating manual.
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4**.5.1 Admin role**
Like an account owner, admin users have full access to settings in the AgentRelay portal. This includes **Account Settings** which are not available to agent users. Additionally, admin users can access all viewing-related data across the organisation, whereas agent users can only see viewing data on properties for which they are the **Lead Agent**.
**4.5.2 Agent role**
Agent-based users do not have access to the Account settings for the organisation (figure 2). An agent can add, edit, or delete properties and manage their own viewings. They can also review **Insights** data both for viewings and the spaces for which they are the lead agent.
# 4.6 Spaces
Adding, editing, or deleting Matterport Spaces and their details within AgentView needs to be managed carefully as this information is widely used in both Agent-Accompanied Viewings and in Matterport Virtual Tours made available for visitors to explore without an agent. Go directly to Section 5 for full details on adding Spaces and the related space information within AgentView.
# 4.7 Viewings
Agent-Accompanied Viewings can be scheduled under the Viewings menu, both for private and open-house showings. Go directly to Section 6 to learn about scheduling an Agent Accompanied Viewing.
# 4.8 Insights
Admin users have access to insights across all viewings related data in an organisation. Agents can only access the visitor insights data relating to the spaces for which they are the **Lead Agent**.
**Agent-Accompanied Visits**
This section displays all Agent-Guided Virtual Viewings that have been undertaken (for the agent in an agent’s view) or across the organisation (in an admin user’s view).
For **Agent-Accompanied Visits**, filters allow viewings data to be refined by property, agent, and date (see figure 3 below).
**Unaccompanied Visits**
This section lists all Unaccompanied Matterport Tour Visits (in which visitors explore Matterport Virtual Tours without an agent). For agents this will only display information for those spaces for which they are the lead agent. For admin users this will display unaccompanied visits for all spaces across the organisation.
This includes anonymous visitors who have clicked to view Matterport tours from general links shared by the agent on their marketing channels, and virtual visits by guests after them having undertaken an Agent-Accompanied Visit.
See figure 4 below.
**Visitor Insights**
This section details the various customer journeys visitors have undertaken when viewing the organisation's various Matterport Virtual Tours. This can help build a picture of the customer’s journey and the various properties they have viewed.
It also allows agents to filter all visitor touchpoints on those that might need further action, for example, where visitors have requested an Agent-Accompanied Visit and scheduling or follow-up communication is required.
The main Visitor Insights menu (figure 5) provides details on the visitor’s name, initial touchpoint date/time and an action button, an option which allows the user to drill-down into the visitor’s various touchpoints across all Matterport Virtual Tours they have viewed.
Filters further allow a user to refine their search by visitor name (figure 6) or a specific event type (figure 7). Several event types are available and are:
· Attended Agent-Accompanied Visit
· Attended Unaccompanied Visit
· Contacted Agent
· Clicked ‘Contact Agent’ Button
· Clicked ‘Request a Guided Viewing’ Button
· Registered
· Requested In-Person Viewing
· Requested Virtual Viewing
**Spaces Insights**
This section shows visitor engagement statistics for specific Matterport Tours as a single view. Data in this view can be reviewed internally and shared with the related client for the specific property to show how the virtual property content is performing.
The main **Spaces Insights** menu (figure 8) provides a list of all the properties, total number of agent-accompanied viewings for each property, the property reference and an action button, allowing users to drill-down into further visitor information for each Matterport Virtual Tour (figure 9)
**Registration Insights**
This section offers performance data relating to Matterport Virtual Tour templates including registration & contact statistics for visitor engagement on Matterport Tours. In essence this allows users to understand how well the Matterport Virtual Tour templates are performing in driving visitor contact and registration.
These statistics can be filtered by both **Property** and **Start/End Date** (figure 10)
**Sources Insights**
This section offers data detailing the sites which are referring Matterport Virtual Tour visitors, helping agents to ascertain the performance of those sources in driving Matterport Virtual Tour clicks. These referrers may include the agency’s own website, social media such as Facebook, paid advertising, the MLS and property portal clicks.
By default, the reporting includes visitors who did not register and those who have viewed virtual tours after Agent-Guided Viewings using links shared by the agent. These can be removed from the data presented by clicking the relevant exclusion checkboxes.
# 5 Manage Users
In this section, for admins we will show you how to add, edit or delete users.
From the main menu click on the **Users** tab which will bring up the **Your Users** page where you can add a new user and see all the existing users already set up on the company account.
# 5.1 Add a New User
To add a new user, click on the **Add a New User** button and the screen will be presented with empty fields that need to be completed. We have populated each field as an example for you to follow.
**A. Add Name**
Add the name of the user as you would like it to appear to prospective guests within virtual viewings.
**B. Add username**
Their username will automatically be generated as you type in their name.
**C. Add Email Address**
Add the email address associated with the new user. The email will be used for all agent-related notifications.
**D. Add Role**
Select whether the user is an admin or an agent.
**E. Add Photo**
Select the profile photo for the new user. They can also add their own photo once they have logged in if they choose to.
# 5.2 Edit User
To edit a user, in the Manage **Your Users** menu, by each user’s name, there is a grey Edit icon.
Click on the grey Edit icon to access the **Edit User** menu.
This menu will allow you to change the name, role, and profile picture. The username and email address cannot be changed. If an email address needs to be changed the user profile will need to be set up again.
An admin also has the option to reset passwords for agents with the green reset password button.
# 5.3 Delete User
To delete a user, click on the red bin icon in the **Manage Users** menu by that user’s name.
You cannot delete users with open scheduled viewings. If a user does have open scheduled viewings they will need to be reassigned to another agent before that user can be deleted.
Once viewings have been reassigned or there are no open viewings associated with the user, a screen prompt will next appear asking if you are sure that you want to delete that user. By clicking the red **Confirm Delete** button will delete the user.
# 6. Manage Spaces
In this section, for both admins and agents, we will show you how to add, edit or delete a property in AgentView.
On the main menu click on the **Properties** tab and it will open the **Manage Properties** menu. From here you can add, edit, or delete a property.
# 6.1 Add A New Property
To add a property on the portal, click on the **Add New Property** green button. It will open a separate screen where you can enter the property details. The mandatory fields are the property title, property type and the Matterport url.
**A. Add Property Title**
Adding a property title allows you to decide exactly how the property description should appear to guests within the property description pane in virtual viewings. Below this section in Figure 5 we provide an example of how the title appears during a virtual viewing so you can decide on a title that works best for you.
**B. Add Reference**
Add a reference which is typically the same reference used in your property database. The reference will not be seen in virtual viewings and is for internal reference only.
**C. Select Property Type**
Select the property type such as purchase or rental. The property type will appear in the property description pane within virtual viewings. Selecting the property type ‘other’ means that no price or property type is displayed should this be a requirement.
**D. Add Property Price**
For both the purchase and the rental of a property, the price will appear in the property description pane within viewings.
**E. Add Property Listing Link**
Add a link to the external property listing page. This will appear in the property description pane within viewings.
**F. Add a Feature Photo**
A property feature photo will be visible to a guest when entering a virtual viewing.
**G. Matterport URL**
The Matterport URL for this property is required to facilitate a virtual viewing within the space.
**H. Self-Guided Viewing Notification**
The creator of the property in AgentView is automatically added to notifications when visitors undertake self-guided viewings on this property. If other agents are to be notified, add them here. Self-guided viewings are covered in depth in section 9.
Once the property is populated and the green **Create Property** button clicked, a S**uccess** box will appear. From here you can schedule in a virtual viewing immediately. For full instructions on setting up viewings go straight to section 6.
Figure 5 is an example of how the property looks within an agent-guided virtual viewing which is covered fully in Section 8. It displays the logo, title, external property link, and price format, mirroring how it was populated in the AgentView portal.
# 6.2 Edit A Space
From the **Properties Menu,** click the grey pen button to edit the property’s details.
In the **Space Summary** users have a number of editing options.
**Matterport Space**
Users can edit the **Matterport Space** details which includes the Property Description, Price, Lead Agent and Matterport URL.
**Lead Agent**
The **Lead Agent** can be changed by clicking the green edit button.
**Viewing Assets**
As touched upon in section 5.1, **Viewing Assets** that can be added to the space includes photos, videos and floorplans. **Viewing Assets** are added by clicking the green edit button next to **Viewing Assets** under the **Space Summary**.
**Photos** in JPG and PNG format can be dragged across or uploaded.
**Videos** with Vimeo and Youtube URLs can also be inserted.
**Floorplans** in SVG format can be uploaded or drag and dropped
**In-Tour Visitor Contact Actions**
**In-Tour Visitor Contact Actions** for **Unaccompanied Virtual Tour Visits** are also shown. These are covered in more depth in Section 9.1 but includes options to:
* Show lead-agent contact details in Matterport Tours
* Allow tour visitors to request an in-person viewing
* Allow tour visitors to request a virtual viewing
**Visitor Registration Templates for Matterport Tours**
AgentRelay offers three **Visitor Registration Templates for Matterport Tours** for each space and these can be shared from this page.
The first of these, **Delayed** **Registration Required** will enforce visitor registration within the Matterport Virtual Tour after a defined number of seconds, set within global settings.
The **Immediate** **Registration required** template requires Matterport Virtual Tour visitors to register before viewing the tour.
The **No Registration Required** template does not enforce the registration of visitors in Matterport Virtual Tours.
We recommend all Matterport Virtual Tours that are made publicly available be shared using one of these templates rather than a standard Matterport link. This allows the organisation to collect important data on those visitors and sites referring visitors to the Matterport Virtual tours, as well as offering opportunities for visitors to contact an agent from within the virtual tour, and indeed to register visitors who are exploring the organisation’s Matterport Virtual Tours.
**Agent Accompanied Viewings**
An agent can also **Schedule a New Viewing** on this page. We cover **Scheduling a New Viewing** in section 6 and cover **Matterport Virtual Tour Links** in section 9 under **Unaccompanied Viewings.**
# 6.3 Delete A Space
If you want to delete a property, by pressing the red delete property button, a separate box will pop up confirming you want to delete. When you **Confirm Delete**, the property is deleted from the AgentRelay portal.
# 7. Viewings
For admins and agents, to create, edit or delete an Agent-Guided viewing, access the **Viewings** tab within the main menu.
Agents can only see their own viewings whereas admins can see **All Viewings** under a company account and can reassign viewings to other agents, for example if an agent has viewings and is off sick. Reassigning viewings by admins is covered in section 6.4
# 7.1 Schedule A New Viewing
Click the green **Schedule a New Viewing** button and a list of previously created properties will be listed. Tick the property for which you would like to set up an agent-guided virtual viewing and press **Next**.
**Viewing Type**
Under viewing type, either a private viewing or an open-house viewing can be selected.
Private viewings should be selected for showings when guests are known to each other.
Open-house viewings should be selected when guests need to remain anonymous to each other.
**Timeslot**
Select the date and time for the guided virtual viewing. The initial date will always default to today’s date and can then be changed as required. There is an option to send an email reminder to guests 2 hours before the guided virtual viewing, as well as for both guests and agents 10 minutes beforehand. Untick the boxes if these reminders are not required for this viewing.
**Send Invitations**
Add guest email addresses and names and click the + button to add their invitation. When all guests have been added click on the **Create Viewing** button.
**Guided Viewing Confirmation**
A success box will appear confirming the property being virtually viewed, the time of the viewing and the number of invitees.
**Email notifications**
The invitee will receive an email confirming the time and date of the agent-guided virtual viewing and the name of the agent organising the viewing. The calendar attachment in the invite is set to a duration of 30 minutes. The agent will also be notified of the viewing by email.
# 7.2 Edit A Viewing
7**.2 Edit Viewing**
A scheduled viewing can easily be edited by clicking on the **Viewings** tab in the main menu.
Click on the **grey edit icon** and it will take you to the **Edit Scheduled** **Viewing** menu.
**A. Property**
If you want to change the property that is being scheduled for a guided viewing it can be done in **Edit Property.**
**B. Agent**
Admins can edit and reallocate a scheduled viewing to another agent.
**C. Viewing Type**
If you want to change the type of virtual viewing, i.e. Private or Open-House, it can be done in **Edit Viewing Type**.
**D. Timeslot**
The timeslot for the guided viewing can be amended under **Edit Timeslot.** An automatic notification will also be sent to all guests notifying them of the time change.
**E. Guests**
Here you can edit, add, or delete guests that are scheduled to attend the virtual viewing.
# 7.3 Delete A Viewing
Click on the red delete icon under **Scheduled Viewings** and the viewing that you want to delete. A further red **Confirm Delete** button will appear in a pop-up box which when pressed will delete the guided viewing permanently.
You cannot delete a viewing that has already started. An attempt to do so will trigger the following on- screen message.
# 7.4 Reassigning Viewings
Admin users can reassign agents for scheduled viewings by selecting **All Viewings** under the **Viewings** tab.
Select the pen icon next to the property viewing that needs reassigning to go to the **Edit Schedule Viewing** screen.
In Edit Scheduled Viewing click on **Edit Agent** to access the **Change Viewing Agent** screen.
On the **Change Viewing Agent** screen, you can now re-assign the scheduled viewing to a new agent.
By default all participants will be notified of the change of agent, with attendees receiving an updated email invite notification. Affected agents will also be notified by email.
# 8. Recordings
Valid Only For Professional Package
**If there is a requirement to record all agent-guided viewings this can be enabled by the AgentView support team. This will allow for the recording of all communication within agent-guided viewings including:**
* Video Conferencing Recording
* Audio Content
* Chat messaging history
The tick box reflecting this setting is located at the bottom of **Your Account Details** on the portal’s main menu.
# 9. In-Viewing Settings
In this section we explain settings within virtual viewings, including joining a call for both agents and guests, how the in-viewing features work and how to end a call.
Virtual viewings can be accessed through all internet browsers except Internet Explorer. IE is no longer supported by Microsoft and cannot be used to access the AgentView platform.
# 9.1 Join A Virtual Viewing
**Joining for Guests**
A guest can join a virtual viewing at the scheduled time by clicking the link in the email notification they received from the agent.
If the agent has not yet joined the call the guest is asked to wait in the **Waiting Room** (Figure 6).
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If the company has enabled recording for its viewings, guests will be asked to tick a checkbox giving their consent to those viewings being recorded (see figure 7 below).
**Joining for the Agent**
The agent joins the viewing by clicking the green **Join** button next to the scheduled viewing of the relevant property. The agent will see a pink ‘guests waiting’ label against the viewing if guests are already in the waiting room and will also receive an email advising of any guests waiting to join a viewing.
Once the agent joins, the guest will be prompted with a **Join Viewing** button (figure 7) which will be accompanied by a sound notification. The agent can join any viewing where the start date is today and can also join a viewing either before or after its stated start time, or after its stated end time.
**Joining with video**
The option to join with video is available for agents in both Private and Open House Viewing mode and for guests in Private Viewing mode. Both agents and guests can choose their preferred camera from the **Join Call** pop-up before the start of the virtual viewing. AgentView will pre-select their default camera.
**Joining with audio**
The option to join with audio either on or off is available for both agents and guests in both Private and Open House Viewing mode. Both agents and guests can choose their preferred microphone from the **Join Call** pop-up before the start of the virtual viewing. The default setting for both agents and guests is to join the viewing with default audio set to on. This can be adjusted to join with audio set to off by selecting the No Microphone option.
**Joining without audio and video**
A blue button called **Join without audio and video** on the Join Call pop-up can be clicked to join without audio and video if this option is required.
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# 9.2 In-Viewing Features
There are several features built into the agent-guided virtual viewings, including audio-video settings, chat messaging and the ability for agents to showcase other properties and hand control to viewing guests. These are highlighted in Figure 8 below.
**A. Chat**
Chat messaging allows guests to ask questions during the viewing and this may be particularly useful for guests in open-house viewings if they prefer not to ask questions verbally. The agent and guests are able to send chat messages either privately between themselves or to everyone participating on the virtual viewing.
If the agent or guests are in the virtual viewing but not on the chat tab, a sound notification will be triggered when a new message is received, accompanied by a red circle over the chat icon.
**B. Video**
Both agents and guests have the option to appear on video during a private viewing. For open-viewings, only the agent can join by video. Additionally, guests in an open-viewing can only see their name and the agent’s name in the participant's list. All other guests will be listed as anonymous attendees.
**C. Mute**
The agent and guest can opt to have a microphone either turned on or muted during a virtual viewing. A message will come up at the top of the screen saying your microphone is currently muted.
**D. Highlight Reel**
The highlight reel allows agents to move directly to a specific area of a space-saving the time of manually transitioning through a property.
**E. Mic & Camera Settings**
If required, all attendees can change device settings during the virtual viewing to adjust the microphone or camera they wish to use.
**F. Hide Video**
If agents need to hide their video during virtual viewings this can be enabled.
**G. Measuring Tool**
Accurately measure a room with the inbuilt measuring tool by clicking at the start point and clicking again at the end point. This can only be done by the agent or by a guest if they are in control of the viewing, but not as a shared experience.
**H. Floor Selector**
Move quickly to a different floor level in a space, which is particularly useful for large multi-floor properties.
**I. Floorplan**
The floorplan provides a bird’s eye view of a space.
**J. Give Control to the Attendee**
An agent can give control to an attendee to navigate through a property during a private virtual viewing. This feature is not available during an open-house virtual viewing.
**K. Change Properties**
Agents can switch between multiple properties within a single viewing by clicking **Change Property** under Viewing Options.
This will result in a further pop up allowing you to find a property directly by typing it in the search box.
**L. Mute All Participants or Individual Participants**
The agent has the capability to mute a participant individually or mute all the participants on the virtual viewing simultaneously if the need arises.
**M. Remove User**
The agent has the ability to remove a user from the viewing by clicking the red circled remove button next to each guest. Once the remove button is pressed a pop up confirmation box will appear confirming removal and once activated, the guest will not be able to rejoin.
The user will receive a message advising that viewing access has been removed.
**N. Open Google Maps**
A feature available on Professional and Enterprise plans allows agents and guests to co-browse Google Maps content and to co-explore externally at street level using Street View
A separate box will then pop up asking them to enter the property location
Once the desired location has been entered it will bring up Google Maps and subsequent access to Google Street View.\
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**M. Mattertags**
A feature available on Professional and Enterprise plans is the capability to show Mattertags in Agent-Accompanied Viewings and synchronise this content between agents and guests. The tick box to enable Mattertags is located at the bottom of the organisation’s **Account Details** for admin accounts on the portal’s main menu.
**Other Descriptive Information**
Various information pertaining to the property is visible within the description pane within viewings which we covered in Section 5.1. This is pulled from the information provided as part of the property set-up in AgentRelay and includes company logo, property description, external property link and price.
# 9.3 Leave A Viewing
A viewing is considered 'ended' when the agent presses the **Leave Call** button in the viewing.
A guest can also leave a viewing by selecting **Leave Call**, but this will not end the viewing for other attendees.
Only when a viewing has been ended by the agent will the **Join** button disappear and make the viewing inaccessible for both agent and guests. When the agent requests to leave a viewing, the below pop up will require a further click to **Confirm.**
Once an Agent-Accompanied Visit has ended the lead agent will be given the option to send a **Simple Virtual Tour** link of the space by email to attendees to virtually explore each of the Matterport Tours explored visited during the viewing in their own time. If attendees then explore the property as an Unaccompanied Visit, the agent will be notified by email accordingly.
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# 10. Unaccompanied Viewings
Agents can share Matterport Virtual Tours for visitors to explore anonymously across their various marketing channels. We have extended the power of these to generate high-value visitor analytics and to drive in-tour contact with the agent through registrations and other features to drive engagement.
AgentView also allows unaccompanied visitors to view additional property assets including a full property description, photos, videos, and floorplans, via our Single Page Property sites, so our unaccompanied viewing solutions for visitors are:
**-Simple Virtual Tours**
**-Single Page Property Sites**
# 10.1 Simple Virtual Tours and Single Page Property Site Links
**Simple Virtual Tours**
Typically, agents will use the Virtual Tour templates designed by AgentRelay, rather than using the default Tours generated from Matterport, as our templates boost in-viewing visitor engagement and lead generation opportunities. Our templates also collect data on both the visitor journey and sites that refer visitors for improved marketing oversight. Finally, our Virtual Tour templates allow real-time chat messaging inside customers’ Matterport Tours to allow for real-time communication with visitors who are exploring the tour online. Below is an example of a **Simple Virtual Tour** template:
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**Single Page Property Sites**\
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AgentRelay’s **Single Page Property Sites** allow agents to automatically provision bespoke websites for each property they take on.
Our **Single Page Property Sites** allow visitors to access a range of online marketing materials, including a Matterport Tour, a full property description, floorplans, photos, and any videos of the property. As with a Simple Virtual Tour, real-time chat is also available within the Matterport Tour on a Single Page Property Site. Below is an example of a **Single Page Property Site:**
VIRTUAL TOUR TEMPLATES
AgentRelay has built a suite of templates to replace the default Matterport Tour in order to allow clients to introduce a registration form as part of the viewing journey to drive improved engagement with anonymous visitors.
Three Templates are available for the agent to share and provide guests with access to both **Simple Virtual Tours** and **Single Page Property Sites**. The templates are ‘**Immediate Registration Required**’, ‘**Delayed Registration Required**’, or ‘**No Registration Required’**.
Once the organisation has decided upon the type of registration template to be used, the user can click the Share button against the relevant template and will be taken to a new screen allowing them to copy either the **Simple Virtual Tour** Link, Embed Code or QR code or the **Single Page Property Site** link or QR code.
The Matterport Tour viewing templates can be accessed from under the heading, **Visitor Registration Templates for Matterport Tours** within the property's details.
We will look at the three templates now.
The **Immediate Registration Required** Matterport Tour template enforces tour visitors to register before they can explore the Matterport Virtual Tour. Their contact details will be sent immediately to the **Lead Agent** by email.
The second type of registration is **Delayed Registration Required**. The guest is granted unfettered access to the specific Matterport Tour for a set time after which they are required to register to continue exploring the Matterport Tour. The duration of the delay can be configured in Global System Settings and is covered in section 3.2.
The third type of registration is **No Registration Required**. Under this registration type, no registration is required to access or fully explore the Matterport Virtual Tour.
We recommend users utilise these links even when they are not enforcing registration, thus allowing visitors to make contact from within the Matterport Virtual Tours using AgentRelay’s in-tour contact forms.
Additionally, the organisation can log important information on the referring site that has passed the visitor to the virtual tour by directing visitors to use our bespoke Matterport Tour templates. This information can then be reviewed in the **Sources Insights** section.
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**Lead Agent Settings Within Unaccompanied Visits**
When a new property is created, the system will automatically assign the creator of that property as the lead agent. This can be changed by editing the **Lead Agent** field.
The **Lead Agent** will receive all notifications concerning visitors exploring Matterport Tours, including visitor registrations, viewing requests and contact enquiries.
The **Contact Agent** button within Matterport Virtual Tours will be made visible by checking or unchecking the **Show Lead-Agent Contact Details** box under **In-Tour Visitor Contact Actions** (figure 16) in the **Space Summary.**
If the box is ticked, a **Contact Agent** button will appear in the navigation bar and can offer different contact options for visitors to Matterport Virtual Tours.
The five contact options are:
**1. Call**
The agent will be available for contact by phone by pressing the call icon.
**2. Email**
An agent can be contacted by email during an **Unaccompanied Visit**.
**3. WhatsApp**
By clicking the WhatsApp icon will allow an agent to be contacted via WhatsApp
**4. Messenger**
An Agent is contactable by Facebook Messenger during an **Unaccompanied Visit**.
In order for these options to appear those contact details need to be added under the agent’s **User Profile** settings.
**5. Complete Online form**
If a visitor completes a **Contact Agent Online Form** within a Matterport Virtual Tour, the visitor’s name and contact details will be sent to the **Lead Agent** for follow-up.
**Further In-Tour Contact Options**
Ticking the **Request Virtual Viewing** or **Request In-Person Viewing** boxes will result in the **Schedule A**
**Viewing** button becoming visible (figure 17) within Matterport Virtual Tours providing further visitor contact options.
Schedule an In-Person Viewing:
Schedule a Virtual Viewing:
To access an anonymous viewing via a link or QR code when registration is required, the viewing registration screen shown to the guest is the following:
An agent will be notified of the visitor's registration details immediately by email whenever an Unaccompanied Visit is being undertaken.A privacy notice will only appear on a viewing registration if a privacy notice link has been inserted into the privacy field with the **Account** settings.An adjustable setting for the expiration time (in days) of the Matterport Virtual Tour link sent after an Agent-Accompanied Visit is located on **Your Account Details** on the portal’s main menu.\
# 11.Open House Self Registration
Agents can allow clients to self-register for opening viewings through a link or a QR code generated as part of the open house creation process. Once an open house viewing has been created, within the **Edit Scheduled Viewing** screen under **Viewings**, the registration link or QR code can be shared via email, social media, and other marketing channels by clicking the corresponding green button.
Whenever a registration link is clicked or a QR code scanned,
a form appears inviting the user to self-register for the open viewing. Once the registration has been completed, both the agent and the guest will receive email confirmation of the open viewing registration.
If the maximum viewing slots have been filled in an open viewing, a notification will appear advising that the viewing is full and the organiser will be in touch to make alternative arrangements. The agent will also receive an email notification that there is no additional space, allowing them to contact a participant directly to arrange an additional scheduled viewing.
# 12. Operating System and Hardware
Our environmental recommendations for use with AgentRelay are as follows:
**Windows (PC):** Windows 10 or later, GPU, and at least 8 GB of RAM. 2GB or above of video memory is recommended.
**Mac:** OSX 10.10.5 (Yosemite) or later, GPU, and at least 8 GB of RAM. 2 GB or above of video memory is recommended.
**iOS:** iOS 9.0 or later. Hardware: iPhone 6 or later, iPad Air series, iPad Mini-Retina 2 or later, or iPad 4.
**Android:** Due to the wide variety of manufacturers and Android versions it varies. In general, we recommend a device with Android 5.0 Lollipop or later with Chrome and WebGL.
**Internet bandwidth:** A stable 4G connection or better will suffice
**Browsers:** Agent-Accompanied Viewings can be accessed through all internet browsers except Internet Explorer. Internet Explorer is no longer supported by Microsoft and cannot be used to access the AgentRelay platform.