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LokaVox Pro

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LokaVox Pro

Your AI-Powered Practice Assistant

What's your industry?

This configures your pipeline, documents, templates, and privacy settings.

About your practice

Tell us about you.

Your Name

Practice / Company Name

Phone

Email

You're all set!

Load sample data so I can explore the app right away

ESC

↑↓ Navigate ↵ Open Esc Close

LokaVox Pro

Ctrl+K

0

Overdue

0

Today

0

Unread

0

Clients

Recent Clients

Tools

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Documents

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Settings

📅 Google Calendar

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Two-way sync — events appear on both calendars automatically.

📬 Email Sync

● Connected

Sync messages, match to clients, and get AI-drafted replies.

For Gmail IMAP, use an App Password from your Google Account security settings.

📱 SMS & Calls (Twilio)

Account SID Auth Token Twilio Phone Number

Get credentials from console.twilio.com

Your Phone (for reminders)

LokaVox will text you follow-up reminders here

Client/Patient SMS

Enable client/patient SMS Auto-send appointment reminders to clients

Sends a text to clients 24h before their appointment (requires consent)

🏠 MLS Integration

Not configured

Data Source for CMA

Web Sources (Default)
Uses Zillow, Redfin, Realtor.com via AI web search. No API key needed.

MLS Feed (RESO/RETS)
Direct MLS data via RESO Web API or RETS. Most accurate comp data.

MLS + Web (Recommended)
MLS for comps, web for neighborhood data, insurance, flood zones.

MLS Provider API Base URL API Key / Token MLS Originating System

Contact your MLS board for API credentials. Most Florida boards use Bridge or Spark.

Checking local AI...

Verifying local AI status

HIPAA Compliance Mode

All AI processing runs locally on this device. Cloud features are disabled to protect patient/client data.

Cloud AI (Anthropic)

Anthropic API Key

From console.anthropic.com — powers all AI chat, analysis, and smart features

Model Routing

Advanced Model COMPLEX

Deep analysis, reports, document review, property analysis

Standard Model DEFAULT

Chat, emails, summaries, general tasks — fast & cost-effective

This Month $0.00

Requests

0

Input Tokens

0

Output Tokens

0

AI Personality

Customize how the AI assistant introduces itself and behaves in conversations.

AI Name Personality & Instructions

Speech-to-Text (OpenAI Whisper)

Checking speech mode...

OpenAI API Key

From platform.openai.com — powers cloud voice transcription

AI Video (HeyGen)

HeyGen API Key

From app.heygen.com — powers AI avatar videos and personalized video messages

Cloud Voice (ElevenLabs)

API Key

From elevenlabs.io — powers AI voice responses

Chat Voice

Used for AI chat responses when in cloud mode

Stability 0.50

Clarity 0.75

🤖 AI Voice Receptionist

Enable for incoming calls Enabled

Receptionist Voice

Set your API key in Cloud Voice above, then load voices here

Transfer To (your phone) Greeting After-Hours Greeting

AI Receptionist Instructions

Set up your AI receptionist step by step, or install a pre-built skill template.

AI Name Company

Primary Goal

Data Collection

Toggle and reorder the fields your AI should collect from callers.

Confirm each field by repeating it back

Booking Rules Confirm all data before booking Create contact record for new callers Extra Booking Instructions

Transfer Rules When caller requests a human After business hours When AI cannot help

Additional Rules

Preview generated prompt

Write or paste raw instructions for the AI receptionist. Changes here won't sync back to the guided form.

Hours Start

Hours End

Set Twilio webhook: https://yourdomain.com/voice/incoming

Test Conversation

Simulate a caller to test KB answers, scheduling, and context.

Current Plan

LokaVox Pro

Self-hosted license — all features included

Active

Pricing (SaaS Plans)

Starter

$99

per seat / month

✓ Full CRM + AI

✓ Voice & chat AI

✓ 1,000 AI actions/mo

✓ Email + SMS

POPULAR

Professional

$99

per seat / month

✓ Everything in Starter

✓ 10+ seats @ $79/seat

✓ Unlimited AI actions

✓ Priority support

Add-on

$199

AI Receptionist / line

✓ 24/7 AI phone agent

✓ Call routing & booking

✓ Custom voice & scripts

✓ Replaces $3,500/mo hire

Read-only seats (bookkeepers, viewers) are always free. All plans include HIPAA compliance.

Backup

Download a full backup of your database including all clients, conversations, events, and settings.

Restore

Upload a previously downloaded backup file to restore your data. This will replace all current data.

📦

Warning: Restoring will replace all current data. Make a backup first.

Demo Data

Load realistic sample data to explore the app. Dates auto-adjust to today so events, follow-ups, and closings feel current.

Database Info

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API Keys

Generate API keys for external integrations (Zapier, Make, custom apps).

Webhooks

Send notifications to external URLs when events happen (client created, status changed, etc).

Team Members

Manage user roles. Admin = full access, Agent = own clients, Viewer = read-only.

Audit Log

Recent changes and actions across the system.

Email Templates

Create reusable email templates with placeholders like , , , etc.

Comparative Market Analysis

🌐

Data Source: Web Sources

Property Address

Prepared For (Client Name)

Agent Name

Phone

Email

Brokerage

Property Details (Recommended)

AI pulls comps from your MLS feed and web sources. Your details here take priority over anything found automatically.

Beds

Baths

Sq Ft

Year Built

Lot Size

Stories

Last Sold Price

Last Sold Date

Garage

None 1-Car 2-Car 3-Car

Pool

No Pool Has Pool Screened Pool

Remodeled / Updated

Kitchen Primary Bath 2nd Bath 3rd Bath Flooring Roof A/C Windows Electrical Plumbing

Property Features

Fireplace Waterfront Corner Lot Cul-de-sac Solar Impact Windows Fenced Yard Sprinklers

Additional Notes

Cloud AI searches Zillow, Redfin, and other sites for comps. Your details override anything found online.

Past Reports

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Searching real estate data and generating CMA...
This may take 30-60 seconds

📚 Knowledge Base

Upload company procedures, policies, handbooks — the AI will search these when answering questions.

Category:

Description (optional):

📎 Click to select file (.pdf, .docx, .txt, .md, .csv, .html)

Uploaded Documents

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Client CRM

0 selected

📅 Google Calendar: checking...

Add Event

📄 Extract Dates from Contract

Upload Contract PDF

Procedures, policies, handbooks, and training materials. The AI searches these when answering questions.

CATEGORY

DESCRIPTION

📎 Click to upload (.pdf, .docx, .txt, .md, .csv, .html)

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Documents tied to specific clients — contracts, intake forms, ID, insurance. The AI also searches these.

CLIENT

DOC TYPE

📎 Click to upload client document

🔍 Match a Listing to Your Buyers

Price

Beds

Baths

Sqft

Area

Type

📬 Smart Inbox

✉️ New Email

AI-generated responses to your incoming emails. Review, edit, and send — or dismiss.

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📞 Voice Call Log

No calls yet

💬 SMS Messages

Loading SMS history...

🔄 Drip Campaigns

Campaign Name

Trigger Stage

Steps

📰 AI Market Update Generator

Area

Format

📅 Today's Agenda

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Contact Information

First Name *

Last Name *

Phone

Email

Current Address

Client Type

Status

Pipeline Stage

Source

Timeline

Last Contacted

Next Follow-up

Industry Details

🎂 Birthday

🏠 Close Anniversary

🤝 Referred By

Notes

Tags

Transaction Details

Deal Probability

0%

Client Documents

Upload

Log Activity

Schedule Event

Meeting Summary

Activity History

Add Note

Note History

AI Recommendations

Click Refresh to get AI suggestions

Draft a Follow-up

Client Journey

🔒

Client SMS requires Pro or Custom

✅ SMS enabled

Send Text to Client

SMS History

Drop file to upload PDF, DOCX, DOC, or TXT

New chat

Local Cloud AI

No events today

No notifications

Web Search

What can I help with?

Ask me anything — AI chat, voice, documents, and more.

👥 Open CRM

📊 Dashboard

🎙 Voice Input

📄 Upload Doc

🏠 CMA Report

📚 Docs & KB

Connecting to AI...

Voice Receptionist Skills

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