How Do We Get Agents to Use it?

Written By Meagan Zeman

You launched your AI assistant. So why are people still calling the front desk?

Getting an AI assistant up and running is a huge step, but launching it doesn’t mean people will use it. Adoption takes more than an announcement. It takes trust, clarity, and consistency.

1. Align Your Staff First

Before you roll anything out, your internal team needs to be ready. That means:

  • Training staff on what the assistant can and cannot do

  • Equipping them with a quick FAQ so they can confidently redirect questions

  • Testing the assistant using real-life member scenarios to catch any gaps

Your staff sets the tone. If they’re confident, your members will be too.


2. Start with a Soft Launch

Test the assistant with a small group of trusted users. This could be:

  • Your board

  • Committee leaders

  • Office managers

  • Agent influencers

Use this time to gather feedback, fine-tune tone and accuracy, and collect testimonials you can use later in your launch campaign.


3. Announce It Like It Matters

Avoid tech jargon or over-explaining. Focus on the value and how to use it. Here’s a framework that works:

Why it matters:
We know you are busy. Now there is a faster way to get answers.

What it is:
Meet Ardi, your 24/7 AI assistant that helps with member questions, MLS tools, and support.

How to use it:
Text, call, or message on Facebook or WhatsApp. Just ask.

What it can help with:
Dues, CE requirements, MLS rules, lockbox help, and more.

What it doesn’t do:
Ardi cannot access your personal information or replace our team. Ardi is just another way to get support.

How to try it:
Call or text [insert number] to get started.

Send this across your main communication channels:

  • Email newsletter

  • Website banner or dashboard message

  • Social media post

  • Text message (if applicable)

  • Broker or office outreach

4. Make It Easier Than the Old Way

This is non-negotiable. 

Put Ardi in the places members already go:

  • Member dashboard

  • Website homepage

  • Onboarding materials

  • Email signatures

  • Event invites and reminders


5. Give Them a Cheat Sheet

Not everyone knows what to ask an AI assistant. Provide a short list of starter questions like:

  • How do I pay my dues?

  • What CE do I need to renew my license?

  • How do I file an ethics complaint?

  • When is the next event and how much are tickets?

  • How do I add a listing to the MLS?

Set clear expectations to avoid frustration.


6. Designate AI Champions

Adoption moves faster when it has advocates. Identify a few internal AI champions to lead the charge. Look for people who:

  • Are curious and excited about AI

  • Are strong communicators

  • Are respected by their peers

  • Come from different teams and roles

Support them with training, and let them:

  • Answer questions

  • Promote usage

  • Share success stories

  • Bridge feedback between members and your team

People follow people, not platforms.


7. Promote It Weekly

Launching Ardi is not a one-and-done announcement. Plan a 4 to 6 week promotional runway:

  • Week 1: Announcement

  • Week 2: Quick tips on how to ask questions

  • Week 3: Example use case (CE help, lockbox rules, dues info)

  • Week 4: Member spotlight or testimonial

  • Week 5: “Did you know Ardi can do this?” post

  • Week 6: Survey or feedback prompt

Include a short reminder in newsletters, your member portal, and onboarding materials moving forward.


8. Build a Feedback Loop

Give members a way to share their experience. This helps you improve the assistant and shows them that their voice matters.

  • Add a “Was this helpful?” option in chat or text

  • Send a survey after 30 days

  • Review question reports weekly or monthly

  • Share stats and wins, like:
    “Last month, Ardi answered 1,243 questions and saved our staff over 40 hours”

That’s how you build trust and momentum.


Final Thought
The launch is just the beginning. Real adoption happens when you make it easy, keep it visible, support your team, and improve continuously.

Start small. Stay consistent. Let the assistant prove itself one answer at a time.


Up Next: Keeping AI Smart When Things Change
Once your AI assistant is live, the real challenge begins. In our next post, we’ll show you how to keep your assistant current without retraining from scratch every time something shifts.


Meagan Zeman
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