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How do I set up Leo AiRM?

  • Updated

Setting up Leo AiRM takes just a few minutes. Beta agents onboard with a branded Leo email address and URL — your dedicated channel for Leo to communicate with your clients on your behalf. Here’s how to get set up from start to finish.

Before you start: Make sure you’ve been accepted into the Leo AiRM beta. Not sure? See How do I know if I’m eligible to join the Leo AiRM Beta Test? Once you’re accepted, the setup module opens automatically the next time you log into reZEN.

Step 1: Open Leo AiRM from reZEN

Log into reZEN and tap the Leo AiRM button in the top-left corner. You’ll land on the beta welcome screen — tap Start Setup to begin. (Not ready yet? You can exit and return anytime by clicking AiRM Portal in the top-left of reZEN.)

Step 2: Choose your handle

Your handle is the most important choice in setup because it sets two things at once:

  • Your HeyLeo URL: heyleo.com/[yourhandle]
  • Your Leo email: [yourhandle]@heyleo.com

You’ll see both previewed live and availability checked as you type, so you can adjust until it looks right before committing.

Important: Your URL and email are permanently linked. If you change your handle later, both change and there’s no automatic forwarding from the old address — so choose carefully before you start sharing it.

Step 3: Set up your profile

Next, complete a few quick screens. Leo uses all of this to represent you and to understand where your clients are searching:

  • Leo’s personality — tune the tone (formality, energy, emoji use) so Leo sounds like you.
  • Your market — add the service-area ZIP / city where you work so Leo knows where to search.
  • Profile photo — the picture clients see in every interaction with Leo.
  • Short bio — Leo uses this to introduce you to clients.

Step 4: Review & confirm

You’ll see a final summary of your URL, email, photo, bio, and markets. Edit anything that needs a change, accept the terms, and you’re in. (During beta, Leo AiRM is free — the monthly price shown is waived.)

Step 5: Warm up your email

Right after setup, you’ll be prompted to send a test email to Leo. This step matters: new email domains can land in spam by default. By sending a message, receiving Leo’s reply, and replying back, you signal to Gmail, Outlook, and other providers that your Leo address is real and active — which keeps Leo’s messages out of your clients’ spam folders.

  1. Tap the prompt to open your email composer and send a message to Leo.
  2. Wait for Leo’s reply, then reply back to it.
  3. Review the conversation when prompted — that’s it.

Tip: If your default email app doesn’t open correctly (for example, a blank “Add Account” screen appears on desktop), just copy your Leo email address and send from Gmail or whichever app you actually use.

You’re all set

Once the warm-up is done, you’ll land in the Leo AiRM portal with your Leo email saved in your contact info. From “Share my contact details,” you can copy your URL and email to share anywhere. We recommend adding your heyleo.com link to your email signature so Leo goes to work every time a client clicks through.

Good to know

  • Your Leo email is separate from your personal inbox. Nothing forwards — all client conversations live inside the Leo AiRM portal.
  • New to the Beta? HeyLeo will be accessible via email. Clients see the email option on your listing and landing pages. If you already have a HeyLeo phone number, you keep it, and clients can choose email or text.
  • More phone number support is coming soon and will be added on top of email once available — if you already have a HeyLeo phone number, you’ll keep it!