AI Agent

The AI agent is a Claude-powered assistant built into your dashboard. It can read your lead data, build daily action plans, auto-execute multi-step workflows, show interactive lead cards, create tasks and notes, make calls, draft emails, update lead statuses, and search properties — all through natural conversation.

Where to find the AI agent

The AI agent appears in two places:

• Dashboard home page — When you log in, the full-screen chat is the first thing you see. It greets you by name and is ready to help you plan and execute your day. This is the primary way to interact with Claude.
• CRM side panel — While browsing leads, tasks, or pipeline stages, click the Claude button on the right edge of the CRM layout to open a chat panel. The panel is context-aware and automatically knows which lead or page you are viewing.

Daily action plans

When you open the dashboard, Claude can generate a personalized action plan for your day. The plan is displayed as an interactive card with numbered steps, each showing what to do and why. Steps can include:

• Calls — Phone leads who need follow-up, with context on why they are a priority.
• Tasks — Create or complete follow-up tasks.
• Emails — Draft and send messages to leads.
• Reviews — Check on new leads or pipeline stages that need attention.
• Cleanup — Archive or update stale leads.

You can click any individual step to execute it, or click Start Plan to have Claude auto-execute the entire plan from start to finish.

Auto-execute workflows

When you start an action plan, Claude works through each step automatically. For example, if a step involves calling a lead, Claude initiates the call through the Power Dialer with full context about the lead. When the call ends, Claude advances to the next step without you needing to do anything.

During execution, you can see which step is active (highlighted with a pulsing indicator), which steps are complete (shown with a checkmark), and which are still ahead. The action plan card updates in real time as you progress.

Interactive lead cards

When Claude discusses a specific lead, it can display an interactive lead card directly in the chat. Each card shows:

• Lead name and status — With a color-coded badge (New, Potential, Bad Timing, Client, Unqualified).
• Contact info — Phone number and email, if available.
• Call history — Number of total calls, when the last call happened, and how long it lasted.
• Task summary — Count of pending and overdue tasks.
• Context — A brief note about why this lead is relevant right now.
• Quick actions — Buttons you can click to immediately take action, such as calling the lead, creating a task, or viewing their full profile.

Lead cards make it easy to act on Claude's recommendations without leaving the conversation.

What the AI agent can do

Read operations

• Get lead details — View contact info, status, and assigned owner.
• Read notes — See all notes on a lead.
• List tasks — View pending and completed tasks.
• Review calls — Access call history, transcriptions, and analysis.
• Pipeline overview — Get lead counts per stage.

Write operations

• Create tasks — Add follow-up tasks with due dates.
• Update tasks — Mark tasks complete or modify them.
• Delete tasks — Remove tasks that are no longer needed.
• Create notes — Add notes to leads.
• Update notes — Edit existing notes.
• Delete notes — Remove notes.
• Update lead status — Move leads between pipeline stages.
• Update lead contact info — Change name, email, or phone.
• Bulk operations — Update statuses or create tasks for multiple leads at once.

Calling

• Make calls — Claude can initiate a phone call to a lead directly from the conversation, with context loaded automatically.
• Smart dial plans — Claude builds a prioritized call list based on your pipeline, showing which leads to call and which to skip, with reasons for each.
• Power Dialer — During action plan execution, Claude feeds leads into the Power Dialer for rapid sequential calling.

Email

• Draft emails — Claude composes email drafts for your leads that appear as interactive cards in the chat for you to review and send.

Property research

• Research mode — Ask Claude to find properties and it opens a dedicated research workspace with a visual grid, interactive map, and shortlist strip. You browse and shortlist properties side-by-side with the chat. See the Dashboard overview for the full workflow.
• Search properties — Find properties by criteria (price, beds, location, features). Claude searches your internal database first, then Resales Online MLS if needed.
• Recommend properties — Get smart recommendations based on lead preferences extracted from notes and call history.
• Find similar properties — Discover properties similar to one a lead is interested in.
• Property details — View full details on any property.
• Email shortlisted properties — After shortlisting properties in the research workspace, ask Claude to draft an email to a lead with the selected listings.

Context awareness

The agent adapts to where you are in the CRM:

• Dashboard — The agent focuses on your overall pipeline health, daily priorities, and action planning.
• Lead detail page — The agent knows which lead you are viewing and pre-loads their data. It shows preset buttons like "Summarize this lead" and "Recommend properties."
• Pipeline stage — On a status page, the agent focuses on leads in that stage with presets like "Summarize this stage" and "Find stale leads."
• Tasks page — The agent focuses on your tasks with presets like "Overdue tasks" and "Today's tasks."

A context indicator below the header shows what you are currently viewing (e.g., "Viewing John Smith" or "Viewing New leads").

Conversations

Your conversations with the AI agent are saved and organized:

• Click the back arrow in the chat header to see your conversation history.
• On a lead detail page, you can filter between "This lead" and "All" conversations.
• Click + to start a new conversation.
• Recent conversations (within 24 hours) are automatically loaded when you navigate to a lead.

Example prompts

Here are some useful things you can ask:

• "Plan my day"
• "Give me a full summary of this lead including notes, tasks, and call history"
• "Create a follow-up task for next Tuesday"
• "Call this lead"
• "Recommend properties for this lead based on their preferences"
• "Show me the call history and analysis for this lead"
• "Find leads that haven't been contacted in over a week"
• "Give me a pipeline overview with lead counts per stage"
• "Create follow-up tasks for all leads in this stage"
• "Draft an email to this lead about the property on Main Street"
• "Find me 3-bed villas with a pool in Marbella under 1.5M"
• "What properties would suit this lead?"
• "Email the shortlisted properties to this lead"

How responses appear

The agent writes its responses live as it works. You will see:

• Status messages showing what the assistant is working on (e.g., "Looking up lead details", "Searching properties").
• Text appearing word-by-word as the agent writes its response.
• Interactive lead cards displayed inline when the agent presents lead information.
• Property cards displayed inline when the agent searches for or recommends properties.
• Action plan cards with clickable steps when the agent builds your daily plan.
• Action buttons suggested by the agent for quick follow-up actions.