Autopilot

Autopilot is the Claude-powered assistant built into your dashboard. It reads your real pipeline, builds daily action plans, shows interactive lead cards, creates tasks and notes, lines up calls, drafts emails for you to send, updates lead statuses, and searches every Spanish property source, all through plain conversation.

Two principles run through it. It answers from your actual data, not a guess, and it asks before it acts. Autopilot drafts and proposes; you approve and send. It never fires a destructive change or sends an email behind your back.

Where to find Autopilot

Autopilot appears in two places:

• Dashboard home page: Your command center. A greeting sits above a rail of four workflow buttons (Action Plan, Report Designer, Search Properties, Upload Listings) and a free-form chat input. Click a workflow button to launch the matching specialized session, or type into the chat to start a free-form conversation.
• CRM side panel: While browsing leads, tasks, or pipeline stages, click the Autopilot 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.
• Sidebar queue: Autopilot's live work rides at the bottom of the sidebar on every dashboard page: jobs still running, finished jobs you have not seen yet, and anything waiting for your review.

Reviewing what Autopilot proposes

Autopilot never sends or changes anything on its own. When a job ends with proposed actions (an email draft, a status change, a follow-up task, a note, a deal) the job's card parks in Needs review and waits for you. You can see a waiting card in three places: the Needs review lane on the dashboard board, the Autopilot panel, and the Autopilot queue at the bottom of the sidebar. The Autopilot button in the header carries a small amber counter while anything is waiting.

Click the Review pill on a card, or the sidebar row from any dashboard page, and the review dialog opens. It is the same dialog everywhere. Inside:

• Every proposed action is a card you can edit in place. Fix the email subject or body, rename a task or move its due date, change the target status, or adjust deal terms before approving. What you see is exactly what gets applied.
• Everything starts selected. Untick a card to leave it out of this batch; it stays parked for later. Dismiss all discards the whole set instead.
• Ask Autopilot to change something. Use the input at the bottom of the dialog ("make it shorter and write it in Spanish") and Autopilot rebuilds the proposals in place.
• Approve selected applies the ticked cards: the email is sent, the task is created, the status moves. The dialog closes once the batch is handled.

When Autopilot's answer is informational (a lead summary, a report, a dial plan, or a plain written answer) the same dialog shows the answer with no approval footer, and the card stays on the board until you have seen it. Finished work you have already seen ages into the board's History section after a few minutes; rows there open the same dialog, so a result is never out of reach.

Persona mode

The side panel has two views, switched with the Persona and Chat tabs at the top of the panel. Both views share the same conversation, so you can switch between them at any time without losing your place.

• Chat: the familiar transcript. Every message and every step Autopilot takes, scrollable.
• Persona: a calm, hands-free view. Instead of a transcript it shows a single animated presence, one line for the step Autopilot is working on right now, and a tidy summary card when the turn finishes. It is built for talking to Autopilot and glancing at the result rather than reading along.

Persona mode is opt-in. Chat stays the default until you switch.

Talking to Autopilot

In Persona mode the input has a microphone button. Press it and speak your request; when you stop, your words are transcribed and sent exactly as if you had typed them. In Chrome and Edge the transcription happens on your device for free. In Safari, iOS, and Firefox the recording is transcribed for you, and that cost is included in your AI usage.

If your browser blocks microphone access, Autopilot shows a short note explaining how to allow it.

The summary card

When Autopilot finishes a turn in Persona mode, a card appears with:

• A status: Done, Needs you (Autopilot is waiting for you to confirm something), or Couldn't finish.
• A compact version of Autopilot's final reply.
• A View steps link that expands everything Autopilot did to get there.

Daily action plans

Click the Action Plan workflow button on the dashboard and Autopilot builds a personalized 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: 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.

Click any step to run it, or click Start Plan to work through the plan in order. Autopilot tees up each step and you approve the actions as you go.

Working through an action plan

When you start an action plan, Autopilot moves through it with you, one step at a time. Tap a step and Autopilot does its part: it drafts the email for you to send, lines up the call for your browser to place, or creates the task. You stay in control, and any change that cannot be undone waits for your click.

During a Power Dialer run the queue advances on its own between calls, so a lane of calls flows without you re-dialing each one. The call itself is always placed from your browser; Autopilot lines up who is next and reads each transcript when the call ends.

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.

Report Designer

The Report Designer workflow button launches a session where Autopilot analyses your CRM, picks the metrics that best explain performance, builds a report, freezes a snapshot, and presents it inline with a link to open it. Admins get a team-wide analysis; members get an analysis of their own pipeline. You can ask follow-up questions in the same session.

Interactive lead cards

When Autopilot 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 starting a call, creating a task, or viewing their full profile.

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

What Autopilot can do

Read operations

• Get lead details: View contact info, status, and assigned owners.
• 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.

Anything destructive routes through a click-to-confirm prompt before it runs.

Calling

• Line up a call: Autopilot can tee up a call to a lead with full context loaded. The call is placed from your browser; Autopilot does not dial it for you.
• Smart dial plans: Autopilot builds a prioritized call list from your pipeline, showing which leads to call and which to skip, with a reason for each.
• Power Dialer runs: Autopilot can start a Power Dialer run for a list of leads. The Power Dialer places each call from your browser and advances the queue; after each call, Autopilot reads the transcript and proposes next steps.

Email

• Draft emails: Autopilot composes email drafts for your leads that park in Needs review. You edit the draft in place, approve, and the send happens with your click. It will not claim a property is attached unless it actually built that brochure in the same turn.

Property research

• Research sidebar: Expand the chat sidebar on any Properties dashboard page. Describe what you're looking for and Autopilot moves the dashboard's filters, sort, source, view mode, and pinned selections from the sidebar.
• Search properties: Find properties by criteria (price, beds, location, features). Autopilot searches your internal database first, then Resales Online MLS if needed.
• Recommend properties: Get 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 pinned properties: After Autopilot has pinned a shortlist in the research sidebar, ask it to draft an email to a lead with those listings.

Bulk property upload

Click the Upload Listings workflow button on the dashboard and pick a ZIP archive (max 500 MB) of property listings. Autopilot opens an upload session, parses each listing in the archive, and pushes them into your organization's property database, reporting progress and per-property results as it goes.

Context awareness

Autopilot adapts to where you are in the CRM:

• Dashboard: The workflow buttons launch specialized sessions (action planning, report design, property research, bulk uploads). The chat input handles everything else: pipeline health, daily priorities, ad-hoc questions.
• Lead detail page: Autopilot 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, Autopilot focuses on leads in that stage with presets like "Summarize this stage" and "Find stale leads."
• Tasks page: Autopilot 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 Autopilot 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"
• "Line up a call to 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

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

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

When Autopilot answers a question, it hands you an interactive card rather than a wall of text: a lead summary, a report, a dial plan, a set of listings. Each card carries its own quick actions, so you can open the report, view the property, or work the plan straight from it. The card stays with the session, so you can reopen it later from your History and pick up where you left off.