The AI agent is a Claude-powered assistant built into your CRM. It can read your lead data, create tasks and notes, update lead statuses, and search properties — all through a natural conversation.

Opening the Chat Pane

Click the Claude button on the right edge of the CRM layout to open the chat pane. The panel slides open to the right of your current view.

The chat pane is context-aware. When you open it from a lead's detail page, the agent automatically knows which lead you're viewing and can answer questions about that specific lead.

What the AI Agent Can Do

Read Operations

Get lead details — View contact info, status, and assigned owner
Read notes — See all notes on a lead
List tasks — View pending and completed tasks
Review calls — Access call history, transcriptions, and analysis
Pipeline overview — Get lead counts per stage

Write Operations

Create tasks — Add follow-up tasks with due dates
Update tasks — Mark tasks complete or modify them
Delete tasks — Remove tasks that are no longer needed
Create notes — Add notes to leads
Update notes — Edit existing notes
Delete notes — Remove notes
Update lead status — Move leads between pipeline stages
Update lead contact info — Change name, email, or phone
Bulk operations — Update statuses or create tasks for multiple leads at once

Property Intelligence

Search properties — Find properties by criteria (price, beds, location, features)
Recommend properties — Get smart recommendations based on lead preferences extracted from notes and call history
Find similar properties — Discover properties similar to one a lead is interested in
Property details — View full details on any property

Context Awareness

The agent adapts to where you are in the CRM:

Lead detail page — The agent knows which lead you're viewing and pre-loads their data. It shows preset buttons like "Summarize this lead" and "Recommend properties."
Pipeline stage — On a status page, the agent focuses on leads in that stage with presets like "Summarize this stage" and "Find stale leads."
Tasks page — The agent focuses on your tasks with presets like "Overdue tasks" and "Today's tasks."

A context indicator below the header shows what you're currently viewing (e.g., "Viewing John Smith" or "Viewing New leads").

Conversations

Your conversations with the AI agent are saved and organized:

Click the back arrow in the chat header to see your conversation history
On a lead detail page, you can filter between "This lead" and "All" conversations
Click + to start a new conversation
Recent conversations (within 24 hours) are automatically loaded when you navigate to a lead

Example Prompts

Here are some useful things you can ask:

"Give me a full summary of this lead including notes, tasks, and call history"
"Create a follow-up task for next Tuesday"
"Recommend properties for this lead based on their preferences"
"Show me the call history and analysis for this lead"
"Find leads that haven't been contacted in over a week"
"Give me a pipeline overview with lead counts per stage"
"Create follow-up tasks for all leads in this stage"

Streaming Responses

The agent streams its responses in real-time. You'll see:

Tool call indicators showing what the agent is doing (e.g., "Get Lead Detail", "Search Properties")
Text appearing word-by-word as the agent writes its response
Property cards displayed inline when the agent searches for or recommends properties
Action buttons suggested by the agent for quick follow-up actions

AI Agent