Open this page any time after the site is handed over. Each card covers one task: what a visitor sees on the page, the exact steps inside Admin, and which tasks can be handed to the site's AI assistant by pasting one prompt. Everything here matches what this site actually does; anything it cannot do is stated as such.
The same card can be done in Admin and by the AI. Use the chips to see one path.
Admin
Where to sign in and manage the site
Where is the page for managing the site, and which account signs in?
What can be changed independently vs what needs technical customization
Which parts can be changed without a developer? Which parts cannot, and what this site does not have at all?
AI
Managing English and Chinese: Does editing one affect the other?
Is the Chinese site a separate website? Does changing the English change the Chinese?
Admin AI
How saving drafts, private previews, publishing, and unpublishing work
What do draft, preview, publish, and take down each mean? Which changes go live the moment they are saved?
Admin
Why the private preview link cannot be sent directly to clients
Can a preview link be forwarded to a client?
Admin
Clicked Publish but the site still shows old content: How to fix it
Publish was clicked, but the public page still shows the old content. What gets checked, in what order?
Admin AI
Editing manually in Admin vs using the AI assistant: Differences and best use
Do edits made in Admin and edits made by the AI end up in the same place? What can only a person do?
Admin AI
Where to write Neighborhood Guides and Success Stories (Blog categories)
Are neighborhoods and success stories separate sections? Where does a new one get written?
Which pages come with the site, and which ones can be turned off?
Which pages does this site have, and which ones can be switched off?
Admin AI
How to enable or disable the FAQ page and Blog section (Visibility toggle)
Where is the switch? What does a visitor see after it is switched off? Is the existing content deleted?
Admin AI
Adding or removing Neighborhoods and Success Stories from the top menu
How does Neighborhoods or Success Stories get added to, or removed from, the top menu?
Admin AI
Why is the Sell page missing from the top menu, and how to add it?
The Sell page exists. Why is it missing from the menu, and how does it get added?
Admin AI
Why did a section disappear from the home page? (Empty block auto-hide)
When do the featured listings, reviews, articles, and services blocks disappear from the home page?
What visitors see on listing pages: Gallery, filters, and features
What can a visitor filter on the listing list, and what shows on a single listing page?
Not part of this site
Can default mortgage calculator rates and down payments be changed?
Can the rate, down payment, property tax, insurance, and loan term in the calculator be changed?
How visitors switch between English and Chinese (Language toggle position)
Where does a visitor switch between English and Chinese, and what happens?
Demo video Admin AI
How to write and publish a new blog article (Step-by-step guide)
From writing an article to a visitor being able to read it, what are the steps?
Admin AI
How to write an article in both languages (Same entry, two languages)
Does an article in two languages mean two articles, or one article filled in twice?
Admin AI
Blog article field guide: Cover photo, summary, body, and SEO
Where do the cover image, summary, body, category, and the title and description shown in search results each get edited?
Admin AI
How to assign or change an article category (Does the URL change?)
How does an article get moved into Success Stories or Neighborhood Spotlight, and does its address change?
Admin AI
How to take an article offline without deleting it (Revert to draft)
How does an article stop being visible to visitors while the content stays?
Admin AI
How to change an article web address (Slug), and will old links break?
How does the last part of an article's address get changed, and does the old link still work?
Admin AI
Renaming categories and changing display order (Why category code is fixed)
How does a category's displayed name and position change, and why is its code fixed?
Admin AI
How to create a new article category (Slug, name, and sort order)
How does a new category get created? What do Slug, Name, and Sort Order each control?
Admin AI
How to pick featured articles to display on the home page
Where is it decided which articles show on the home page, and what happens to that block when the article pages are switched off?
Admin AI
How to add and publish a new property listing (Step-by-step)
How does a new property get onto the site? Does it arrive automatically from MLS?
Admin AI
How to update listing status (Active, Pending, Sold) and sales data
Where does the status get changed, and does marking a listing sold require a sold price and date?
Admin AI
How to change listing price or show "Price Upon Request"
Where does the price get changed, and can the page show "price upon request" instead of a number?
Admin AI
Managing listing photos, cover image, selling points, and open houses
Where do the photo order and cover, the description, the selling points, and the open house times each get changed?
Admin AI
Adding 3D virtual tour (Matterport), video link, and MLS number
Where do the virtual tour and video links go, and what happens when an MLS number is entered?
Admin only Admin
How to hide exact street address on a listing (Show street and city only)
How does the exact street number get hidden, and can this be handed to the AI?
Admin AI
How to feature top listings on the home page (How many can fit)
Where is it decided which listings show on the home page, and how many fit?
Admin AI
How to link a relevant article or neighborhood guide to a listing
How does an article get linked to a listing, and which page shows the link?
Admin AI
How to take a listing offline while keeping its data (Unpublish)
How does a listing stop being visible to visitors while the details stay?
Not part of this site
Does this site auto-sync listings from MLS/IDX? (Listing system explained)
Can listings arrive automatically from MLS or IDX?
Admin AI
How to add a client review (And why there is no standalone reviews page)
Where does a client review get added, and why is there no reviews page?
Admin AI
How to select client reviews to feature on the home page
What makes a review show up on the home page, and where is it selected?
Admin
How to review and verify a client testimonial before publishing
A review has no private preview page. How does it get checked before publishing?
Admin AI
Uploading photos and videos: Supported formats and size limits
How are photos and videos uploaded? Which formats work, and what are the size limits per file and for the whole site?
Admin AI
How to edit image Alt text and why it matters for SEO
Where does the image description text get changed, and what else changes with it?
Admin only Admin
What to do when storage is full (Freeing up space and file recovery)
How does space get freed once photos and videos fill the 1 GB, and can a deleted picture be recovered?
Admin AI
How to change the public phone, email, and office address
Where do the phone number, email address, and address shown on the site get changed, and when does the change take effect?
Admin AI
Displaying different agent names in English and Chinese
Can the name shown on the site be written differently in Chinese and in English?
Saved, but not shown on the page Admin AI
Setting job title, brokerage name, and DRE licence number
Where do the job title, brokerage, and licence number go, and do they show up on the page?
Admin AI
How to update the website Logo, browser tab Favicon, and mobile app icon
How do the logo, the small icon in the browser tab, and the icon used when the site is saved to a phone home screen get changed?
Admin AI
How to add, reorder, or remove social media links (WeChat, Instagram, etc.)
How do social media links get added, changed, reordered, or removed, and how many fit?
Admin AI
Editing the top announcement bar, main menu, and header call-to-action button
Where do the announcement bar, the menu, and the button on the right of the header each get changed?
Admin AI
Customizing footer tagline, quick links, and copyright disclaimer
Where do the footer tagline, the quick links, the privacy and terms links, and the small line at the very bottom each get changed?
Demo video Admin AI
How to edit home page Hero banner image, main headlines, and section text
Where do the big block at the top of the home page, its two buttons, and each section's intro text and images get changed?
Admin AI
Editing the About page: Personal bio, professional photos, and credentials
Where do the personal story, the photo, the list of services, the credentials, and the numbers each get changed?
Admin AI
Editing listings page top intro text and single listing contact sidebar
Where does the text at the top of the listings page get changed, and where does the contact block on the side of each listing page get changed?
Admin AI
Editing the Sell page: Selling steps, FAQ, and submission form
Where do the steps, the questions and answers, and the button labels on the Sell page get changed? Can a box be added to the form?
Admin AI
Editing Contact page text, photos, consent notice, and success message
Where do the image, the consent text, and the message after a successful submission get changed? Can the boxes on the form be changed?
Admin AI
How to add, edit, or remove questions and answers on the FAQ page
Where do the questions and answers get changed, and what to watch out for when adding one?
Admin AI
Editing the top banner headline and intro on the Blog list page
Where do the heading, the buttons, and the introduction at the top of the article list page get changed?
Admin AI
Editing Privacy Policy and Terms of Service (Compliance responsibility)
Where do the privacy policy and terms of service get edited, and who is responsible for whether the wording is correct?
Admin AI
Setting up and customizing the mobile digital business card (Link Hub)
Where do the name, photo, buttons, social icons, and WeChat code on the shareable card page get changed, and which clicks are counted?
Demo video Admin AI
Setting Google search title, meta description, and share preview image (Page SEO)
Where are the title and description shown in a Google result, and the image used when a page is shared, set for each page? Does filling them in guarantee a ranking?
Admin
Where to view visitor inquiries and leads submitted from the website
Do the contact form and the sell form land in the same place, and where are they read?
Admin AI
Which email receives new lead notifications, and how to change it
When the website receives a message, which email gets notified? If no email arrives, is the message lost?
Admin
How to mark inquiry follow-up status (Does the client get notified?)
How does a message get marked as handled, and does the sender find out?
Not part of this site
Can visitors inquire about a specific listing, and does it include property info?
Is there a form on a listing page for writing in about that one property?
Admin
What visitor analytics can be viewed in Admin (Page views and popular pages)
Can Admin show how many people visited and which pages they read? Is this advertising?
Does opening private preview repeatedly inflate website visitor traffic?
Does opening the private preview over and over inflate the traffic figures?
What the "AI assistant" refers to (Powered by Codex or Claude Code)
Where does the site skill get installed, and can the site still be changed if Codex and Claude Code are not downloaded?
How to install Codex and Claude Code
How are Codex and Claude Code downloaded and installed on a Mac, and on Windows?
Installing, configuring permissions, and invoking the site AI skill (Visual guide)
How does this site's skill get installed into Codex or Claude Code, and how is it updated later?
Not included in the setup fee
Setting up the AI assistant on a second computer: Is it included in the setup fee?
Does the setup fee cover using the AI assistant on a second computer?
Admin
Can the website still be managed without a Claude or Codex subscription?
Can the site still be changed without an AI tool subscription?
AI
How to give clear instructions to the AI assistant (Prompt guide and draft checks)
What does a prompt need to spell out, and when should it ask for a draft rather than a change that goes live on save?
Admin
Why the AI assistant cannot view private previews (Human review required)
The AI saved a draft. Who checks it?
Admin
How to generate and manage AI access keys in Admin (Credential security)
Where is the AI access code created, and how is it copied?
What the AI assistant cannot do (Tasks requiring manual action in Admin)
Which tasks can the AI assistant not do, so a person has to?
Admin
How to view edit history and restore a previous version (Undo mistakes)
When an entry gets changed wrongly, how does one see who changed it and go back to the previous version?
Admin
How to change the Admin login password and email (Password reset)
Where do the email address and password used to sign in to Admin get changed?
Admin
How to create an independent Admin account for assistants or team members
Where is a new Admin login created, and which fields get filled before Save?