FAQ

The honest FAQ.

Real questions from real agents — answered straight, including the ones that are awkward for us.

Safety & your number

Is my WhatsApp account safe?

AgentDesk connects as a linked device — like WhatsApp Web — and is strictly read-only: it produces zero outbound traffic from your number, which is exactly what WhatsApp's anti-abuse systems watch for. We're also rolling out Meta's official WhatsApp Business (Cloud API) integration, which makes the connection fully sanctioned by Meta with no grey area at all. We'll be straight with you about the trade-offs during onboarding — your number is your livelihood and we treat it that way.

Can AgentDesk message my clients?

No — and not as a policy promise, as a design fact. Sending is disabled in the product itself. Reminders and alerts appear on your dashboard for you to act on. You always message clients yourself, from your own phone.

Do I need the WhatsApp Business app?

No — the linked-device connection works with both personal WhatsApp and the WhatsApp Business app. If you're on the Business app you'll also be eligible for our official Meta integration as it rolls out, which syncs up to 180 days of history at connection.

Privacy & PDPA

What do my clients see?

Nothing changes on their side. As good PDPA practice we suggest a one-line note to clients that you use a CRM tool to manage conversations — we give you the wording. Your chats are used only to build your CRM: never sold, never used to train models, never shared with anyone.

Can my agency or team leader see my clients?

No. Your data is partitioned to your account alone. AgentDesk is your personal tool — like your own calendar — and your client book stays your asset, including if you move agencies.

How long is my data kept?

Raw chat content is automatically purged after 12 months — retention hygiene under the PDPA. The extracted CRM data (pipeline, deals, key dates, memories, documents) is kept for as long as you have an account, because that's the part you actually need: a lease ending in three years is tracked as a key date, not by keeping the old chat.

Why does the AI remember personal details, and can I trust them?

Details like birthdays and preferences are saved to help you serve clients better — and every saved memory carries a log showing why the AI saved it plus the exact message it came from. If a memory is wrong, you can see the receipt and delete it.

Day-to-day use

Which phones and setups work?

Any phone — iPhone or Android. Setup is a QR scan from your work phone, same as linking WhatsApp Web, and takes about two minutes. No agency approval needed; it's independent of ERA/PropNex/Huttons systems.

Does it handle group chats?

Yes. Groups are monitored with per-speaker attribution (buyer-and-spouse groups are where deals actually close), and you can mute the AI on any chat — noisy agency or community groups can be one tap away from silence.

What if the AI gets a stage or a viewing wrong?

You correct it in one tap, and your correction wins — the AI never overrides your manual changes. Detected viewings arrive as 'suggested' until you confirm them, with a confidence level attached.

Does it generate my transaction documents?

It pre-fills what a tool legally can: tenancy agreement drafts following the CEA standard structure, ready for your review. HDB resale OTPs must come serialised from the HDB Resale Portal — no third-party tool can generate those legitimately, so AgentDesk tracks the deadlines instead of pretending otherwise.

Account & billing

What happens if I cancel?

Your account locks but nothing is deleted — your pipeline, deals, dates and documents stay exportable. Rejoin later and it's all still there (raw chats still purge at 12 months regardless).

How do I get an account?

Sign up at agentdesk.up.railway.app/signup — takes a minute. Every signup is reviewed personally (usually within one working day); on approval your 30-day pilot starts automatically and you can sign in. No card needed.

Didn't find your question? See pricing or email us — a human replies.

Still reading? You're thorough. Your clients are lucky.

Ask us anything — or just try it. Two minutes to connect.

2-minute setup · read-only by design · founding price S$69/mo locked in