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How to Use AI Autopilot in Housing Market CRM

Tutorial 142 of 181 · 1 min 10 s

Open the product

AI Autopilot is an add-on for Housing Market CRM that drafts replies, follow-ups and listing alerts for your leads, in each lead's own language, from your own listings and nothing else. Every email waits in your approval queue until you approve it: nothing goes out on its own. This tutorial opens the AI Autopilot settings, shows what it may do and the guardrails it works within, then approves a drafted reply and looks at one the guardrails held back for review.

In this tutorial you will learn

  • What AI Autopilot drafts for your leads
  • Why every email waits for your approval
  • How the guardrails hold back a risky draft
  • How to approve or reject a draft

Follow along: the steps

  1. Open your Housing Market CRM account.
  2. Open Automation in the left menu.
  3. Click AI Autopilot.
  4. A 7-day free trial, then $49 per month.
  5. Switch it on or off at any time.
  6. Approve first: every email waits for you.
  7. Choose what it may do: replies, follow-ups, listing alerts…
  8. …and the guardrails it must keep to.
  9. No advice, no price promises, complaints straight to you.
  10. Click AI Autopilot approvals.
  11. What it has done in the last 30 days.
  12. A reply drafted in the lead's language, with an English translation.
  13. Read it, then click Approve.
  14. A draft that broke a guardrail is held for review.
  15. Check it on the lead, or Reject it.