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AI Autopilot on a Lead in Housing Market CRM — What It Knows

Tutorial 146 of 181 · 48 s

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On each lead in Housing Market CRM, the AI Autopilot panel shows where the conversation stands: whether it is active, how serious the lead looks, a short summary, what is known about their budget, timing and area, the draft waiting for you, the lead's latest message with an English rendering, and everything it has done. This tutorial walks through the panel on one lead and approves its reply.

In this tutorial you will learn

  • How to read the summary and seriousness score
  • What "What we know" collects about a lead
  • How to read a draft in another language
  • How to switch AI Autopilot on or off for one lead

Follow along: the steps

  1. Open a lead from your board.
  2. The AI Autopilot panel, at the top of the lead.
  3. A short summary, and how serious the lead looks.
  4. Budget, timing, area: filled in as the lead answers.
  5. Click Show English to read the draft.
  6. It writes in the lead's language. You read it in English.
  7. Click Approve.
  8. Default, On or Off — for this lead only.
  9. Open the activity to see everything it did.