One assistant that reads your files, answers your clients, and books the work
One assistant, doing several jobs: answering from your own content with sources, working every channel your clients use, and turning the conversation into a booked appointment.
Built for real estate first, and two markets next door
The same grounded engine, reframed for what the assistant needs to know.
Mortgage brokers
Property management
When a wrong answer costs you
Answers you can stand behind, with the sources attached
Every question runs a retrieval pass over your own content first: listings, PDFs, notes, scraped pages. The assistant answers from what it found, and the reply carries numbered sources you can open. If retrieval comes back with nothing relevant, it says so. It does not compose something plausible. Answers that cite nothing show no sources, because publishing a source under an answer that did not use it is its own kind of invention.
- Retrieval over your listings, documents, notes and web pages
- Numbered, clickable citations on every grounded answer
- "I don’t know" when your content does not cover it
- A fair-housing guardrail applied on every path, and recorded with each answer
When they ask on the channel nobody is watching
The same answer on the web, by text, on WhatsApp and on the phone
The website widget, inbound SMS, WhatsApp and the phone all funnel into the same answering engine, so a client gets the same grounded answer wherever they ask. Nothing is re-implemented per channel, which is why nothing drifts per channel.
- Embeddable widget: one script tag, your colours, your assistant’s name
- Inbound and outbound SMS and WhatsApp on your own number
- Voice on your own number, where callers ask out loud and get the same cited answers
- Every message metered in both directions, with our estimate reconciled against the carrier’s actual charge
When the interest arrives and your team is out
Turn a conversation into a qualified, scored lead
The assistant asks for a contact when the conversation has earned it, not before the first answer. It reads budget, timeline and intent out of what was actually said, scores the lead, and puts it in a pipeline your team can work, with the transcript attached, so nobody has to guess what was promised.
- Contact captured in conversation, not behind a gate
- Automatic qualification and a 0–100 score
- Pipeline stages, assignment and an activity timeline
- Push to Follow Up Boss, HubSpot or any webhook
When the lead needs a person, not another answer
Step into the conversation, and keep every deal moving
An add-on for any plan. Take over any conversation and reply yourself, on the channel the client used, while the assistant stays quiet. Then work the lead through to closing: tasks with reminders, a morning summary of what is due, a pipeline you move by dragging, and deals tracked from offer to closing day.
- Take over a chat, text or WhatsApp thread, reply as yourself, and hand it back when you are done
- Tasks, reminders, and a 7am summary of what is due, what is new and what is going cold
- A drag-and-drop pipeline, and deals tracked from conditional to closed
- Import your contacts, merge duplicates, and see which sources send your best leads
- New-lead alerts on your phone, and referral and anniversary check-ins drafted after a closing
When the booking form is where they stop
Book the showing inside the conversation
Availability, slot selection and confirmation happen inside the conversation. The lead never leaves the thread to fill in a second form, which is where they stop, and the confirmation carries a calendar invite so the time lands somewhere they will see it.
- Real availability from your scheduling settings
- Confirmation by email and text, with a calendar invite attached
- The agent is alerted with the conversation attached, and the lead is reminded the day before
When a lead from March goes quiet
Notice the new listing that fits an old lead
When something comes on that matches a lead’s stated budget, area and timeline, the assistant drafts a cited "new match for you" message for the agent to review and send. The agent stays in the loop; the work of noticing does not fall to them.
- Matches new inventory against captured lead criteria
- Drafts the follow-up, cited from the listing itself
- A person approves before anything is sent
When you have no website, or one that just sits there · Launching soon
A one-page website with your assistant built in
An add-on for the Starter plan. One page with your introduction, your listings, the areas you serve and your answers to common questions, with the assistant a tap away on every screen. We draft it from your existing profile, you approve every word before it goes live, and it can sit on your own domain.
- Four designs to choose from, in your colour, with your logo
- Your own listings, plus a search of every home for sale on the board
- Your name and brokerage as registered on every page, as Ontario advertising rules require
- On our address or your own domain, with your photos and logo hosted for you
When the answer is in a PDF nobody opens
Put your feed, your documents and your site to work
Point it at your housing data feed, upload the documents you already send clients, or give it the pages on your own site. It keeps them current on a schedule, and everything it ingests becomes citable.
- Housing Data Feed, refreshed on a schedule
- Documents: disclosures, guides, condo rules, PDFs
- Your own website pages, and neighbourhood data
- Notes your team writes, which become answerable immediately
When it has to look like you and cost what you agreed
Your brand on the front, your limits on the spend
The widget wears your colours and your assistant’s name. The vendor’s brand appears once, in small type. Spend is capped per workspace before an external call is made, not reported after it, and both the model bill and the carrier bill are recorded in units you can check.
- Your brand, your assistant’s name, your domain allowlist
- Usage limits enforced before spend, not after
- Token and minute accounting kept in their own units
- Bilingual English / Canadian French throughout
The way to judge it is on your own content
Send us a feed or a handful of documents. We will show you the assistant answering your questions, with sources, before you decide anything.