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 — 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 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.

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

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

Talking to the agent

In Persona mode the input has a microphone button. Press it and speak your request; when you stop, your words are sent to the agent 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, the agent shows a short note explaining how to allow it.

Hearing replies

A mute toggle sits next to the microphone. It is off by default, so the agent stays silent. Turn it on and the agent speaks each reply out loud, starting with the next response. Spoken replies are generated on demand, and that cost is included in your AI usage under your monthly AI budget.

The summary card

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

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

Daily action plans

Click the Action Plan workflow button on the dashboard and Claude generates 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 — 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.

Report Designer

The Report Designer workflow button launches a session where Claude 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 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 sidebar — Expand the chat sidebar on any Properties dashboard page. Describe what you're looking for and Claude 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). 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 pinned properties — After Claude 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. Claude 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

The agent 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 — 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.