AI Smart Filters are available to use in List or Thumbnail view for Contacts, Properties and Listing records, and work the same way for each. This is a simplified way to bring up a list of only the records you need to view at any given time.
To use the Smart Filter, open your selected list of Contact, Property or Listing records eg. 'Listings' > 'Current' and follow these steps;
- Click the right side of the 'Filter Listings' button to 'Generate Filter with AI'
- Input a natural language prompt e.g. 'Show me all listings over $500,000'
- Click 'Filter'
This will return a list of all Listings with a 'Match Price' which is higher than $500,000.
Keep in mind this is only one example. You'll be able to use any relevant language prompt based on the records you're viewing. If the results aren't quite right, click the blue button to 'Give AI Filters Feedback'. This experience will improve for you based on any feedback noted here.