MyReio

Setup Guide

Get up and running in minutes. Follow these steps to activate your automations and start generating value.

Onboarding Checklist
1

Complete Your Profile

Add your business name, contact details, and branding so every automation reflects your identity.

2

Add Credits to Your Account

Top up your balance so your automations, messaging, and AI features run without interruption. Visit Credits & Billing to get started.

3

Connect Your Channels

Link your email, phone, and calendar so MyReio can send communications and book appointments on your behalf.

4

Activate Your First Automations

Browse all 46 automations and switch on the ones that fit your workflow — lead follow-up, nurture, and more.

5

Import Your Contacts

Bring in your existing leads and clients so your automations can start working immediately.

6

Review Your Performance

Check the Performance page to track leads, engagement, and value generated as your automations run.

Tutorials & Resources

Getting Started Video

A quick walkthrough of your member hub and core features.

Automation Library Guide

Learn what each of the 46 automations does and when to use them.

Credits Explained

Understand how credits power your messaging, AI, and communications.

Your Progress
[DYNAMIC — requires API wiring]
Live checklist completion tracking which onboarding steps you've finished, pulled from your account activity. Will show a progress bar and check off completed items automatically.
MyReio • Real Estate Automation Platform • Credits power your AI automations, messaging, and communications.