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.
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.How to Use NOVA
- Click the NOVA tab on the AI Agents page
- Type your question or request in the chat box
- NOVA responds with personalized advice based on your business plan, market, and CRM data
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”
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
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.[!NOTE] PHOENIX is available on the Subscriber Plus plan. The first time you use PHOENIX, you’ll go through a quick setup to configure your calling preferences.
Setting Up PHOENIX
Before PHOENIX can start calling, complete the initial configuration:- Voice & Personality — Choose PHOENIX’s voice and set its conversational style
- Greeting — Write the opening script PHOENIX uses when calls connect
- Calendar Connection — Link your calendar so PHOENIX can book appointments in real time
- Availability — Set the hours and days PHOENIX is active for inbound calls
- Qualification Questions — Define the questions PHOENIX asks to qualify leads
- Call Routing — Configure what happens after a call (forward to you, leave voicemail, send follow-up text)
[!TIP] Test PHOENIX before going live. Use the Test Agent button to call yourself and confirm the greeting, questions, and routing all work as expected.
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
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.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
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.)
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
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
Downloading Call Logs
Click Download Logs to export your call history as a spreadsheet (CSV file).Campaign Management
PHOENIX supports four campaign types for automated outreach:Creating a Campaign
- From the PHOENIX tab or CRM Campaigns section, click Create Campaign
- Choose your campaign type
- Name your campaign and set the goal
- Select your target audience using filters (lead status, pipeline stage, tags, location, etc.)
- Configure exclusions (opt-outs, contacts contacted recently, etc.)
- Write your messages or configure call scripts. Use merge fields like
{{first_name}}and{{address}}to personalize automatically. - Set your schedule and click Launch
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)
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.How to Use SIRIUS
- Click the SIRIUS tab on the AI Agents page
- Tell SIRIUS what content you need — be specific about the topic, platform, and tone
- SIRIUS generates content tailored to your market and brand voice
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
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.How to Use VEGA
- Click the VEGA tab on the AI Agents page
- Ask VEGA about your active transactions, upcoming deadlines, or document requirements
- VEGA provides guidance based on your current transaction pipeline
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
Customizing Your Agents
Setting Guidelines
Each agent can be customized to match your preferred working style:- Open any agent’s tab
- Click Guidelines in the right panel
- 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
Uploading Knowledge Base Documents
Help your agents give you better advice by uploading relevant documents:- Open the agent you want to enhance (currently available for NOVA)
- Click Knowledge Base in the right panel
- Upload documents like market reports, scripts, brokerage materials, or any reference you want the agent to know about
[!TIP] The more context you give your agents through guidelines and knowledge base documents, the more personalized and useful their responses become. Take 5 minutes to set up each agent’s guidelines — it makes a big difference.