How does the AI Prospecting scoring work in detail?
Each contact is scored 0 to 100 based on signals from their CRM record. Key signals include:
- Private inspections in the last 7, 30 or 60 days, the strongest buyer signal
- Open home attendance and portal enquiries
- Email clicks and engagement
- Appraisal engagement, the strongest seller signal
- Property ownership, whether they own or have sold recently
- Days since last agent touch, with a sweet spot of 45 to 120 days
- Sale or purchase anniversary, 350 to 380 days since their last property sold
- Multi-signal contacts, showing both buyer and seller signals at once
- Notes on the contact record, keywords in the notes you and your team have written
How does AI Prospecting decide who to surface?
It scans your database each night using a scoring engine. The simple way to think about it is Action + Time = Score. Each agent gets their own ranked list, built from the contacts they can see. The list resets and regenerates each night, so the previous day's dismissed or contacted state does not carry forward.
What signals does AI Prospecting read?
The four primary activity types are phone activity, email activity, portal enquiries, and inspection attendance. These are combined with appraisal engagement, property ownership, contact history, and the notes on the contact record to produce the nightly score.
Does AI Prospecting read the notes on a contact?
Yes. AI Prospecting scans the notes on a contact record for keywords and factors them into where the contact sits on your list. Notes can also be used in the Why Call Now? reason shown on the contact card, so the reason can reflect what you and your team have actually recorded about the contact, not just system data.
The more detail you capture in your notes (for example, after logging a call), the more accurate your list becomes.
Do tags on a contact affect their ranking?
No. Contact tags (including your own custom tags) are not used to score or rank contacts on your list.
You can, however, use tags to filter your list. If your agency tags contacts by stage or type (for example, an "Engaged" or "Investor" tag), you can filter your Prospecting list by that tag to work through just those contacts.
Please Note: The Hot/Warm Buyer and Hot/Warm Seller labels shown on the contact card are set by AI Prospecting based on each day's list. They are separate from any tags you add to a contact record.
How does contact dismissal work, and why does it matter?
Agents can dismiss contacts they don't agree with by selecting a reason from a dropdown and optionally adding a free-text note. This matters because dismissing with a reason helps improve how your list is ranked over time. Adding a note where you can makes the next day's list more relevant.
How many contacts does an agent see per day?
Up to 60 contacts per day. This is the maximum. It can be configured lower by admins via Settings > Advanced Settings > AI Prospecting, but cannot be set above 60.
Is AI Prospecting available on mobile?
No. AI Prospecting is desktop-first and only available via Rex CRM (web). It is not available in the Pocket app.