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AI Autopilot Handover and Morning Digest in Housing Market CRM

Tutorial 147 of 181 · 42 s

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AI Autopilot in Housing Market CRM stops the moment a lead needs a person — when they ask for a viewing, make an offer, ask it to stop, complain, or when you reply yourself — and hands the lead to you with a summary. Each working morning it also sends you one digest email. This tutorial opens a lead that has been handed over, shows how to let AI Autopilot carry on, and where the morning digest is switched on.

In this tutorial you will learn

  • When AI Autopilot hands a lead over to you
  • How to read the handover on the lead
  • How to let it carry on with a lead
  • What the morning digest contains

Follow along: the steps

  1. Open a lead AI Autopilot has been working.
  2. Handed over to you: the lead wants a viewing.
  3. It stops at once and sends you a summary.
  4. A viewing, an offer, a complaint, or you replying — each one hands over.
  5. Set the switch to On to let it carry on.
  6. Open Automation in the left menu.
  7. Open AI Autopilot in the left menu.
  8. One email at 08:00 on working days: hot leads, calls, approvals.