AI Leads

The Leads section of agentOS has updated to include an exciting new feature - AI-powered lead analysis!

The AI tool will scan and analyse your incoming lead, scoring them and presenting a summary of the details the individual has provided.  

This feature works for applicant tenants, applicant buyers (Sales only), and prospective Landlords. 

AI Tags

The AI Tags on the lead currently reflects key, standout points from the individual's lead application. 

Please note! These tags will be used more in future releases. 

Lead Score

The intuitive star-rating system instantly shows you how complete each lead's profile is at a glance. Five stars indicates a comprehensive application with all necessary information provided, whilst fewer stars highlight where you may need to follow up for additional details.

This intelligent scoring compares each application against your AI sentiment profile – a customised benchmark that reflects your agency's ideal applicant characteristics based on your target market, organisational profile, and success metrics.

You can tailor your AI sentiment profiles to align with your specific business objectives. For assistance with customisation, please contact our support team at [e-mail].

AI Suggested Duplicates

Our intelligent lead merging feature utilises AI to automatically identify and consolidate multiple enquiries from the same individual. When someone submits enquiries for various properties, our system seamlessly combines these interactions into a single comprehensive profile, providing you with a unified view of their complete journey and interests.

Opportunity & Next Steps

The AI tool then carefully reviews all lead information and presents you with a clear summary of the opportunity. It highlights what matters most - like property interests, budget, and timeframe - all in an easy-to-scan format.

You'll also get practical suggestions for your next move, whether that's scheduling a viewing or sending specific details the prospect needs. This helps you respond quickly and appropriately to what each potential client is actually looking for.

Successful Leads

Got a promising lead? You can seamlessly convert it into an applicant profile with just one click.

This converted profile integrates directly with agentOS diary features, allowing you to effortlessly schedule viewings and manage appointments. Later, if they're approved, you can upgrade them to tenant status - all without having to type their details again.

To save a lead as an applicant, just click the Create Applicant button at the bottom of the lead profile.