Workspace · Automation & AI

Follow-up that runs day and night and sounds like you.

Every lead answered in seconds, qualified with the questions you'd ask, and handed to you as a briefed, ready conversation — while you're at a showing, a closing, or asleep.

Automation and the AI assistant are areas of Workspace, included with Pro. Need something outside what Pro includes — your own intake rules, an integration, a workflow only your brokerage has? That is an AI project, scoped and quoted separately.

All of Workspace Scope an AI project

One night with it on.

What actually happens between a 2am inquiry and your 9am call.

2:07 AM A lead comes in Someone inquires on a listing from their couch. Your automation replies in seconds — by text and email, natural and specific, in your tone.

2:11 AM Qualified while you sleep The assistant asks what you would ask: timeline, financing, area. The answers are logged on the contact’s timeline in your CRM.

7:30 AM Your daily list is ready The 2am lead is at the top with a summary of the whole conversation. You know their budget and their neighborhood before your first coffee.

9:12 AM You make one call Not a cold call — a briefed conversation with someone who already got a helpful, immediate response. That is what speed-to-lead actually buys you.

And everything after the first reply.

Follow-up based on behavior Sequences react to what people actually do — a new saved search, a return visit — so each lead hears about the things they care about.

Transaction workflows From accepted offer to close: dates, tasks, reminders, and client updates generated automatically. Nothing lives only in someone’s head.

Re-engaging your old database Your past leads are worth money. Polite, automated check-ins surface the ones who are back in the market.

You stay in control Every automation is visible, editable, and easy to pause — per lead or globally. You set the rules and the tone.

Every conversation logged AI conversations land on the contact timeline in the CRM, so you always know exactly what was said on your behalf.

Sounds like you Tuned to your voice and your market — not a generic bot. Your clients should never feel handed off.

Automation with an off switch.

You can see and change everything the system does. Every sequence is editable, every AI conversation is logged in the CRM, and any automation can be paused.

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