Real Estate Lead Agent
Qualifies buyer or seller intent, prepares consultation or showing requests, and coordinates configured follow-up around the agent's CRM and calendar rules.
Custom AI employees / Custom plan
An employee-level agent, shaped around the actual job.
A custom employee can work across an approved CRM, calendar, inbox, and workflow layer while keeping advice, exceptions, and decisions with the right person.
Featured custom roles
Two roles. Two different control boundaries.
Insurance Intake Coordinator
Captures non-sensitive lead details and routes licensed questions, recommendations, and decisions to an authorized representative.
- 01Input
A lead or task enters through an approved channel
- 02Action
The employee follows the approved questions and rules
- 03Result
A human-ready next step is prepared
Approved scope
Connected to the systems the role actually needs.
- 01CRM context and approved record fields
- 02Calendar availability and meeting-request rules
- 03Shared inbox or notification routing
- 04Follow-up workflows with explicit consent and timing
- 05Human review, escalation, and exception handling
- 06Reporting against agreed operational states
Commercial boundary
Custom plan
Scope, controls, integrations, testing, and pricing are defined after discovery.
Request discovery