Example Use Cases
- Create or find a contact: "Add a contact, Sarah Chen, 0412 345 678"
- Edit a contact: "Update John's email to john@example.com"
- Create or find a property: "Add 42 Maple Street, Paddington to the system"
- Add a note: "Add a note to Sarah's record, she's thinking of selling in 6 months"
- Add feedback: "Log feedback for the Aberdeen Court OFI, 12 people through, good interest"
- Add a reminder or task: "Remind me to call Marcus on Friday"
- Add a track: "Put Sarah on the vendor track"
- Create an appraisal: "Create a sale appraisal for 42 Maple Street"
- Send an email: "Draft an email to John Smith about the weekend OFI"
- Find listing info: "What are the current listings for the Paddington area?"
- Create a match profile: "Set up a buyer profile for Marcus, 3 bed, 2 bath, $1.2M to $1.5M, inner west"
Example AI Assist Workflows
Initial Encounter: "I just met John White at the Waverley Park OFI. Number is 0412345678. He wants to sell 42 Blair St, Bronte before Easter. Call him Monday 9am." AI Admin creates the contact, adds a note, creates the property, and sets a reminder, all from one prompt and one approval.
Appraisal Booking: "Book an appraisal for John White's property at 42 Blair St, Bronte. Schedule it for next Thursday at 2pm." AI Admin creates the appraisal record, links the contact and property, and offers to add a warm appraisal track.
Buyer Feedback (Viewing Feedback in the UK): "Add feedback for 15 Beach Road listing. James Packer said he loves the location but the kitchen needs updating. Email this feedback to the vendor." AI Admin finds the listing, logs the feedback, identifies the vendor, and drafts the email, and you approve before it sends.