What Are AI Agents?
AI Agents are intelligent assistants that can:- Answer phone calls with natural conversation
- Qualify leads by asking the right questions
- Book appointments directly on your calendar
- Send follow-up messages after calls
- Log all interactions in your CRM automatically
How It Works
Action
The agent either books an appointment, takes a message, or transfers to you (based on your settings)
Key Features
Voice Agents
Handle inbound and outbound calls with natural speech
Call Center
Monitor calls, review transcripts, and manage agent performance
Campaigns
Run automated outreach campaigns to nurture leads
Role Play Training
Practice your sales skills with AI coaching
Benefits
Never Miss a Lead
Your AI agent answers calls 24 hours a day, 7 days a week. Even when you’re in a meeting, showing a property, or asleep, potential clients get a professional response.Consistent Qualification
Every lead is qualified using the same criteria, ensuring you focus your time on the most promising opportunities.More Time for High-Value Work
Let your AI handle initial screening calls so you can spend more time with serious buyers and sellers.Complete Records
Every call is logged with transcripts, recordings, and extracted data. No more trying to remember what someone said on the phone.Getting Started
Configure Your Agent
Set up your agent’s voice, personality, and conversation style in AI Agents > Agent Settings
Set Your Availability
Define when you’re available for appointments and when calls should go to the agent
Agent Capabilities
| Capability | Description |
|---|---|
| Natural conversation | Understands context and responds appropriately |
| Lead qualification | Asks key questions to assess lead quality |
| Appointment booking | Checks your calendar and schedules meetings |
| Information collection | Gathers contact details and property preferences |
| Call transfers | Can transfer hot leads to you immediately |
| Voicemail handling | Takes messages when needed |
| Follow-up scheduling | Creates tasks for you to follow up later |
Agent Settings Quick Reference
| Setting | What It Controls |
|---|---|
| Voice | The agent’s speaking voice and tone |
| Personality | How formal or casual the agent sounds |
| Greeting | What the agent says when answering |
| Questions | What information to collect from callers |
| Calendar | Which calendar to use for booking |
| Availability | Hours when appointments can be booked |
| Transfer rules | When to transfer calls to you live |