AI Agents

PULSEIntel Pro gives you a team of four AI assistants, each designed to help with a different part of your real estate business. Think of them as specialized team members who are always available to help.

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Meet Your Agents

You’ll find all your agents by clicking AI Agents in the left sidebar. Switch between agents using the tabs at the top of the page.

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NOVA — Your Executive Assistant

NOVA is your go-to for business strategy, planning, and general questions. Chat with NOVA just like you would text a knowledgeable colleague.

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How to Use NOVA

1. Click the NOVA tab on the AI Agents page
2. Type your question or request in the chat box
3. NOVA responds with personalized advice based on your business plan, market, and CRM data

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What to Ask NOVA

• “Help me plan my prospecting strategy for this week”
• “What should I prioritize to hit my Q2 goals?”
• “Draft a follow-up plan for the leads from my open house”
• “Analyze my pipeline and tell me where I should focus”

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Customizing NOVA

In the right panel, you can:

• Guidelines — Set NOVA’s tone, communication style, and focus areas
• Knowledge Base — Upload documents (market reports, brokerage materials, scripts) so NOVA can reference them in conversations

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PHOENIX — Your Leads Agent

PHOENIX is a full-featured voice AI that handles both inbound and outbound calls, helping you qualify leads and book appointments at scale.

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Setting Up PHOENIX

Before PHOENIX can start calling, complete the initial configuration:

1. Voice & Personality — Choose PHOENIX’s voice and set its conversational style
2. Greeting — Write the opening script PHOENIX uses when calls connect
3. Calendar Connection — Link your calendar so PHOENIX can book appointments in real time
4. Availability — Set the hours and days PHOENIX is active for inbound calls
5. Qualification Questions — Define the questions PHOENIX asks to qualify leads
6. Call Routing — Configure what happens after a call (forward to you, leave voicemail, send follow-up text)

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Making Outbound Calls

• Call Now — Make a single outbound call to a specific contact immediately
• Start Campaign — Launch a calling campaign to reach multiple contacts automatically

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Inbound Calls

PHOENIX answers incoming calls on your behalf when you’re unavailable or during off-hours. It qualifies the caller, collects their information, and books appointments directly on your calendar.

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Viewing Your Call History

The PHOENIX tab shows a log of all your calls with:

• Contact name and phone number
• When the call happened
• Call status (completed, appointment set, failed)
• How long the call lasted

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Reviewing Call Details

Click any call in the list to see:

• Full call details
• Listen to the recording
• Read the transcript
• Overall call metrics in the right panel
• Outcome logged (appointment booked, not interested, callback requested, etc.)

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Managing Calls

From the call detail view, you can:

• Log an outcome — Record what happened (appointment set, not interested, left voicemail, etc.)
• Edit call details — Update notes or correct information
• Flag a call — Mark calls for review or follow-up

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Call Center Dashboard

The Call Center gives you a high-level view of your calling activity:

• Live call monitoring — See active calls in real time
• Call queue — View calls waiting to be handled
• Performance reports — Track calls made, appointments set, connection rates, and more
• Notifications — Get alerted when PHOENIX books an appointment or flags a call

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Downloading Call Logs

Click Download Logs to export your call history as a spreadsheet (CSV file).

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Campaign Management

PHOENIX supports four campaign types for automated outreach:

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Creating a Campaign

1. From the PHOENIX tab or CRM Campaigns section, click Create Campaign
2. Choose your campaign type
3. Name your campaign and set the goal
4. Select your target audience using filters (lead status, pipeline stage, tags, location, etc.)
5. Configure exclusions (opt-outs, contacts contacted recently, etc.)
6. Write your messages or configure call scripts. Use merge fields like {{first_name}} and {{address}} to personalize automatically.
7. Set your schedule and click Launch

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Campaign Analytics

After launching, track performance in the Campaign dashboard:

• Messages sent, delivered, and responded to
• Appointments booked
• Opt-outs and failed deliveries
• A/B test results (if you set up multiple message variants)

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SIRIUS — Your Content Agent

SIRIUS specializes in creating marketing content for your business. Chat with SIRIUS to generate social media posts, email drafts, listing descriptions, and more.

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How to Use SIRIUS

1. Click the SIRIUS tab on the AI Agents page
2. Tell SIRIUS what content you need — be specific about the topic, platform, and tone
3. SIRIUS generates content tailored to your market and brand voice

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Customizing SIRIUS

In the right panel, you can:

• Guidelines — Set your brand voice, content preferences, and style rules
• Social Accounts — See which social media accounts you’ve connected
• Past Content — Browse content SIRIUS has created for you before

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VEGA — Your Transaction Coordinator

VEGA helps you manage your transactions from contract to closing. Chat with VEGA to get help with timelines, document tracking, and coordination tasks.

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How to Use VEGA

1. Click the VEGA tab on the AI Agents page
2. Ask VEGA about your active transactions, upcoming deadlines, or document requirements
3. VEGA provides guidance based on your current transaction pipeline

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Customizing VEGA

In the right panel, you can:

• Guidelines — Set VEGA’s coordination style and communication preferences
• Current Transactions — View your active transactions at a glance

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Customizing Your Agents

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Setting Guidelines

Each agent can be customized to match your preferred working style:

1. Open any agent’s tab
2. Click Guidelines in the right panel
3. Edit the guidelines to set:
   • How formal or casual you want responses to be
   • Topics or approaches to emphasize
   • Your preferred terminology and brand voice
   • Any specific instructions for the agent

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Uploading Knowledge Base Documents

Help your agents give you better advice by uploading relevant documents:

1. Open the agent you want to enhance (currently available for NOVA)
2. Click Knowledge Base in the right panel
3. Upload documents like market reports, scripts, brokerage materials, or any reference you want the agent to know about

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First Time Using Agents?

The first time you visit the AI Agents page, you’ll go through a quick Agent Onboarding that introduces each agent and helps you set initial preferences. This only happens once.