Features
AI Leads
We've updated our Leads section with a new AI-powered feature that will analyse your incoming leads, score them, and present Opportunity details and potential Next Steps to do.
Under the hood we've added a AI Sentiment Profile, which will feed into the results returned from AI Leads and help to tailor what you see to your agency profile, target market and success metrics. Our Support team can help you set this before you use the new feature, please email support@agentos.com for more details.
We've also added a lead merging feature as part of this release, so if you receive multiple leads from the same person the system will identify this and automatically merge these records together into a single record, with an option to Unlink if needed.
We'll keep you posted on some other exciting new AI-powered features coming very soon, including a new look to the agentOS Dashboard - stay tuned!
Improvements
Close Tenancy: Warning
A message has been added to the Close Tenancy dialog box to inform users that once a tenancy is closed, financial transactions are not able to be processed on closed Tenant accounts.
Tenancy: Zero in Minimum/Maximum Bedrooms fields
The 'Minimum Bedrooms' and 'Maximum Bedrooms' fields on a tenancy record can now be set to 0 to more accurately reflect where this is the case, and these will feed through to advertising portals accordingly.
Please note: this cannot be changed on tenancies that are already in the Signed, Ended or Closed stages, but can be changed on the next New Instruction or Renewal you create against the property.
Email Letters: Default to 'Yes'
When adding a new person profile, the default for the Email Letters option has been changed to 'Yes'. When creating a new profile where you don't have an email address, or where the person prefers postal correspondence, you'll need to change this setting to 'No' to proceed.
Reconcile Statements: Metro Bank 2025
A new Reconcile Statements upload type has been added for 'Metro Bank 2025'.
Bugs/Defects
Rightmove RTDF: Portal Media
An issue where uploaded portal media was not being included in the Real Time Data Feed to Rightmove has been resolved.
Real-time Data Feeds: Electricity Supply
An issue where the Electricity Supply details weren't being sent to advertising portals using the RTDF correctly has been fixed.
Send Email Template: Addresses
An issue where some clients did not see all available email addresses when using Send Email Template has been resolved.
Documentation: Utility Water
A bug where the responsibility on Utility Water being set to Landlord wasn't showing on documentation correctly has been resolved.
Contractors: Unable to create record
A bug where some clients were unable to create a Contractor profile if bank details were missing has been resolved.
Authorise Letters: Counter figure
An issue where the number shown in the Authorise Letters ladder counter didn't match the total items in that section has been resolved.
Sales Instructions: Auto Charges on Offers
A bug where the Auto Charge option on a Sales Instruction was using the most recent Offer instead of the accepted one has been fixed.
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