Frequently asked questions.

About five minutes. You connect your email and calendar and Worthington starts working with you in your actual inbox with your real clients.

You primarily interact with Worthington in the web app, which you access just like you would a website, in your browser. No download required.

Yes. Every new account starts with a 14-day free trial with full access.

Yes. Worthington is built for real estate professionals across North America. The service works with US and Canadian phone numbers, email providers, and calendar systems.

Yes. Worthington connects directly to Gmail. Once connected, he reads your inbox, flags what needs attention, and drafts replies. Nothing to forward, nothing to change about how you work.

Yes. Worthington connects to Microsoft Outlook (Microsoft 365), in addition to Gmail. Setup is walked through during onboarding.

Yes. Worthington connects to Google Calendar and can create, update, and delete events on your behalf. Microsoft Outlook Calendar is also supported.

Worthington drafts replies in your tone and flags them for your review before anything is sent. You stay in control of what goes out. Over time, as you build trust, you can adjust how much he handles on his own.

Worthington reads your existing emails to understand how you write. The more you use him, the better his drafts sound like you.

Worthington asks rather than guesses. If he's uncertain about anything, he'll flag it and check with you before acting.

Worthington will send you notifications about urgent action items over SMS, but right now you cannot respond to Worthington over text. This is a feature we plan to add in the near future. The best way to communicate with Worthington is over chat in the app.

Yes. Worthington remembers key facts you share: communication preferences, client details you've flagged, and instructions you've given. The longer you work together, the more accurately he reflects how you want things handled.

Yes. Worthington monitors your inbox for new leads, flags the ones that need an immediate response, and can draft follow-up messages in your voice so no opportunity goes cold. See how lead qualification works.

Yes. You can call Worthington and ask him to add notes to any client's file. For example: "Add a note to Sarah Walsh's file: she's pre-approved up to $900,000."

Yes. Tell Worthington when and where, and he'll add it to your calendar, check for conflicts, and send confirmations, all by voice or chat.

Yes. When something urgent lands in your inbox, like a hot lead or a time-sensitive request, Worthington sends you a text so you can act fast, even when you're away from your email.

Yes. Worthington is available 24/7 by phone. Call him from your car, between appointments, or anywhere. He's always on.

Follow Up Boss and BoldTrail both have full two-way sync: your contacts, pipeline stages, and client activity stay current in both directions. Several other CRMs, including Top Producer, HubSpot, LionDesk, Lofty, BoomTown, IXACT Contact, Wise Agent, and Salesforce, aren't directly integrated yet, but can receive new leads (and in some cases notes) via a BCC email alias. More direct integrations are in development. See how CRM integration works.

Yes. CRM integration is optional. Worthington maintains his own client records and works as a standalone system. Additional CRM integrations are in development.

Gmail and Microsoft Outlook (Microsoft 365). Setup takes about 5 minutes and we walk you through it during onboarding.

Google Calendar and Microsoft Outlook Calendar (Microsoft 365). Worthington can create, update, and manage events on your behalf once connected during onboarding.

1. Log into your BoldTrail dashboard. If you're a team leader or broker, make sure you're logged into the specific account scope (Agent vs. Team vs. Company) where you want Worthington to manage the data.
2. In the main left-hand navigation panel, click Lead Engine.
3. Click the Lead Dropbox tile.
4. Scroll down to the My API Tokens section.
5. Check the "ALL" box to give Worthington the scopes he needs.
6. Click Generate.
7. The page will refresh and your new API token will appear at the top of the "My API Tokens" box. Copy it and paste it into Worthington's integration portal.

1. Log in to your Follow Up Boss account.
2. In the top navigation bar, click Admin.
3. From the dropdown or sub-menu, select API.
4. Click the green Create API Key button.
5. Name the key after the system you're connecting (e.g., "Worthington").
6. Click Create and immediately copy the API key.
7. Paste it into Worthington's integration portal.

The following CRMs don't have a direct integration, but you can use a BCC email alias to send data from Worthington into your CRM:

New leads only: Top Producer, LionDesk, Lofty, BoomTown

New leads and notes: HubSpot, IXACT Contact, Wise Agent, Salesforce

Specific setup details for your BCC alias are available when you connect your CRM in the app.

Absolutely. You can upgrade or downgrade at any time. Changes take effect on your next billing cycle.

No long-term contract is required. Plans are billed monthly and you can cancel at any time.

Worthington connects to your inbox to do his job effectively. When you first connect, he figures out what's business-related and what to ignore. Personal emails, newsletters, and spam stay out of it. See our Privacy Policy for full details.

Yes. You can set rules and preferences, such as which senders to prioritize, which to ignore, and how you like different types of messages handled.

No. Worthington explicitly cannot delete your emails. He is designed with safeguards like this to ensure he works for your business, not against it.

Yes. Worthington uses your email data only to perform tasks on your behalf. Your data is never sold to third parties. See our Privacy Policy for full details.

Worthington is designed in Canada, with Canadian privacy law in mind, and handles your data in accordance with applicable regulations. Agent data is never sold to third parties or used to train external AI models.

No. Worthington is a proactive AI assistant. He monitors your inbox, takes action, and keeps you informed without you needing to prompt him.