Summary
Learn how to integrate Real Time Agent with Box+Dice, generate your API token, and enable the connection for one or more offices.
This article covers:
Overview
Real Time Agent connects with Box+Dice to streamline digital contract preparation, signing and compliance. First, your agency must create a Real Time Agent account. Once your account is active, enable the integration in Box+Dice.
After activation, your offices can start using Real Time Agent immediately. The integration unlocks automated workflows, digital signing and real‑time calculations that make your contract process faster and more compliant.
Enable the Real Time Agent integration
To activate the integration:
- Go to: Settings > Integrations
- Click Two-way Integrations
- Select the Real Time Agent integration tile
- Tick the checkbox next to every office you want to enable
- Review and acknowledge the pop‑up message that confirms the cost per office
- Click I agree
Note: Each office you enable incurs a per‑office fee as confirmed in the pop‑up message.
- Click Show token
- Click Copy to clipboard to copy your API token
- Provide this token to the Plezzel support team to complete the connection
After Real Time Agent is enabled, your agency can access a range of automated features.
Key benefits:
- Never miss a signature or required field with automated digital contract workflows
- Automatically send copies of documents to the vendor, agent and office
- Instantly calculate the 10% deposit range and commission rates
- Simplify compliance through unified contract preparation and digital signing
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