How we do things here — written down once

How a viewing is done, how a listing goes live, what goes into the contract — in sections and pages the team reads in the system. The handbook is in every plan.

Try one page of the handbook

A demo with a made-up team: a “Property viewing” page with a checklist, a suggestion from AI and a tagged colleague.

Interactive — try it
OptiEstate · Handbook › Sales
Sales
  • Property viewingchecklist
  • Commissiontable
  • New listingvideo · 4 min
Property viewing — checklistdraft
  • Take the keys and the floor planfrom the office
  • Confirm the time with the clienta day before
Elena’s phone
09:41
    What happened
      • Pages, not files

        Sections and nested pages with checklists, tables, callouts, photos, files and video by link.

      • AI suggests, a person accepts

        Every change from AI stays marked until “Accept” or “Remove”; a person publishes.

      • Who reads and who writes

        It is decided in “Groups and permissions”, and a page can be shared with chosen colleagues only.

      The agency’s know-how in one place

      Sections and pages

      A tree of sections, pages and sub-pages — rearranged by dragging.

      Video by link

      YouTube, Vimeo, Loom and Google Drive — the player loads only when pressed.

      Drafts and versions

      The draft saves itself, a published page has versions, and anything deleted stays in the bin for 30 days.

      For chosen people only

      The author decides whether a page is for everyone who reads the handbook or only for chosen people.

      Tagging with @

      The colleague gets a notification that opens the exact spot.

      Through the AI assistant too

      Through MCP the assistant searches and reads pages, and writes new ones as drafts that a person publishes.

      The handbook at a glance

      Plan
      In every plan, Starter included
      AI writing help
      From the Core plan up — on the monthly AI tokens
      Permissions
      Who reads, who writes and who manages sections — by group
      Search
      Questions, other word forms, typing in Latin letters
      Bin
      30 days, then deleted for good
      Photos
      Converted to WebP and stripped of EXIF data on upload
      The AI help is the same in the handbook and in contracts

      You select text and AI fixes the spelling, rephrases, shortens, turns it into steps or a table, adds a checklist or a warning. Everything stays marked until you accept it.

      See the AI features

      Frequently asked about the handbook

      Is the handbook in every plan?

      Yes, Starter included. AI writing help is from the Core plan up, because it uses the monthly AI tokens.

      Can AI change a procedure on its own?

      No. AI suggests a change where you pointed and it stays marked — “Added by AI” with “Remove” and “Accept”. The page reaches the team only when a person presses “Publish”.

      Who decides who reads and who writes?

      It is done in “Groups and permissions”: who reads the handbook, who writes pages and who manages sections. The author can share a page with chosen colleagues only.

      Does search find a page if I ask a question?

      Yes. “How do I list a property” finds the page about new listings, and Bulgarian word endings don’t get in the way. Cyrillic can be typed in Latin letters too, and the AI assistant can add synonyms to a page.

      Can I embed video?

      Yes — by link from YouTube, Vimeo, Loom or Google Drive. Video files aren’t uploaded; photos and documents go straight into the page.

      Write your first procedure in the demo

      We make a “Property viewing” page and watch AI suggest a step that a person accepts.