Getting Started with Weblo AI Assistant and Rentec Direct

Weblo connects with Rentec Direct through the Open API, allowing you to use an AI employee to help manage incoming calls, texts, and emails from tenants, prospective tenants, owners, and vendors. Weblo can also turn maintenance requests into work orders in your Rentec Direct account.

Follow these three steps to connect your accounts and get started with Weblo.

1. Start a free 14-day trial with Weblo
2. Create an API Key in Rentec Direct
3. Connect Rentec Direct to Weblo using your API key

Weblo is available through the Open API & Software Integrations feature included with Rentec Pro and PM accounts. If you're using Rentec Starter and would like to upgrade, see How to Change Your Rentec Direct Subscription.

Set Up Your Weblo Account

Weblo guides you through the initial setup so you can customize your AI employee for your property management business.

1. Start your free trial: Visit weblo.ai/rentec to create your account and begin your 14-day trial.
2. Create your AI employee: Choose a name and voice for your AI employee.
3. Add your business information: Enter your company details and choose who should receive alerts about urgent issues.

Connect Weblo to Rentec Direct

Once you've created your Weblo account, connect it to Rentec Direct using an API key.

Create your API key:

In your Rentec Direct account:

1. Click Settings
2. Under Tools, select Utilities
3. Click on API Keys, then +Add API Key
4. Use the dropdown to select Rentec API V3

5. Enter a name for your API key (e.g., Weblo), then click Generate and copy it.

   Security Note: The API key will not be available to view after it's generated. Click the copy icon to copy your API key. Keep it secure, as you'll need it to connect to Weblo.

   Your new API key starts with read-only permissions. After saving your key, you'll remain in the Keys section.

6. Click the edit icon next to your new key to update its access permissions. Enable the permissions required for Weblo to interact with your Rentec Direct information and create work orders.

Connect Your Accounts

1. Log in to your Weblo Account
2. Enter your Rentec Direct API key when prompted during setup
3. Sync your information: Weblo imports your properties, units, tenants, owners, and vendors. This information stays up to date automatically.

Weblo uses this connection to recognize callers, answer questions, and create maintenance work orders in Rentec Direct.

You can revoke your API key at any time if you no longer want Weblo connected to your account by deleting your API key in the same section it was added.

Test Your AI Employee

Before having Weblo handle incoming calls, you can try a practice call through your browser. Weblo offers this free option so you can hear how your AI employee answers questions and represents your business.

If you'd like to change how your AI employee responds, you can provide instructions in plain language through Weblo.

Choose Your Phone Number

Weblo offers two options for handling incoming calls:

• Get a new Weblo phone number: Use a separate number for calls handled by your AI employee.
• Keep your existing number: Forward calls from your current business number to Weblo.

You can start by forwarding after-hours or missed calls to see how Weblo works before directing all incoming calls through the service.

Text Messaging Registration: In the United States, sending text messages from a new business number requires a one-time carrier registration. Weblo helps you complete this process. Phone calls are available right away.

Review Conversations and Work Orders

Once Weblo is active, you can review its activity in the morning or whenever it's convenient. Weblo provides conversational recordings, transcripts, and summaries. You can also review maintenance work orders created in your Rentec Direct account.

Each conversation includes a recording, transcript, and summary. You can also review maintenance work orders Weblo created in your Rentec Direct account.

If you'd like to adjust how your AI employee responds or handles certain situations, you can provide updated instructions through Weblo.

Additional Information

A few things to know about the Weblo integration:

• Weblo only discusses account-specific information with callers it can match to a tenant or owner in your Rentec Direct account.
• Weblo can create new work orders and view existing work orders.
• When enabled, Weblo can share notes, call and message logs, and new leads with Rentec Direct.
• Weblo does not change leases, charges, or payments.

Need Help?

For questions about setting up or using Weblo, contact the Weblo team at info@weblo.ai.

Visit weblo.ai/rentec to learn more, watch the integration video, or start your free trial.

Rentec Direct API Help: For assistance enabling API access or creating your API key, see the Open API Getting Started Guide.