Using the AI assistant

The AI assistant gets you answers from your CRM data quickly, without clicking through files yourself. Just ask your question in English or Dutch.

Open the assistant

On a computer: click AI assistant at the bottom of the sidebar, above your name. The panel opens on the right side of the screen, next to the page you’re working on.
On a phone or tablet: tap the sparkle icon (Open AI assistant) in the top right of the top bar.
On a property, contact, or lead: click Ask AI at the top.
From the command bar: press ⌘K or Ctrl+K, type your question and choose Ask AI: “…”. The assistant opens and asks your question right away.

To close it, click the X (Close) or click AI assistant again. The CRM remembers whether you left the panel open or closed.

Ask a question

Type your question in the Ask a question… box, or click one of the Suggested questions.
Press Enter or click the send icon (Send). Press Shift+Enter for a new line.
Wait a moment while the assistant looks things up (Looking that up…).

The suggested questions fit the page you’re on. On a property you see, for example, Summarise this property file and What is missing before we can publish?; on a contact, Suggest a follow-up for this contact.

Below the answer you’ll see buttons for the properties and contacts it mentions. Click one to open that file. If the assistant found something in a photo or document, you’ll also see up to three sources with a short excerpt.

The assistant knows which record you’re viewing

When you open the assistant on a property, contact, or lead, you see a label at the top with the name of that record and the tab, for example “Kerkstraat 12 · Pictures”. You can then simply ask “Does this property have a garage?” or “When did we last speak to this contact?”.

Want to talk about something else? Remove the label with the X (Dismiss context). When you open another record, the label comes back. On a follow-up question (“and how many bedrooms?”), the assistant remembers which property you meant.

What you can ask

The assistant searches your properties, contacts, activities, and tasks:

Properties: by address, title, city, or reference, plus the details in the file, such as EPC, bedrooms, or garden.
Your pipeline: how many properties are in each stage, which prospects have had no action for more than 3 months, and which deeds are planned in the next 30 days. Ask about “my” properties for only your own.
The property board: the assistant gives you a link to the board with the right filters, for example all properties for sale in Ghent.
Next steps: which steps Proppeteer suggests for a property or for you. See Recommended next steps.
Photos and documents: what’s in your photo descriptions and PDFs, for example whether the photos show a terrace.
AI suggestions: which suggested values are still waiting on a property. The assistant doesn’t apply them. You do that yourself on the property.
Contacts: contact details and which properties someone is linked to.
Activities and calendar: visits, appointments, and notes, for you or for a colleague.
Tasks: open tasks for you, for a colleague, or for the whole agency.
Colleagues: who works at your agency. Mention a colleague by name to ask about their schedule or tasks.
Website publication: whether a property is live on your website.

Example questions

Planning your day

What is on my plate today?
Which visits do I have tomorrow?
What’s on Sarah’s calendar on Thursday?
Which of my tasks are overdue?
What should I do next for Kerkstraat 12?

Your pipeline

How is my pipeline doing?
Which prospects have had no action for three months?
Which deeds are coming up next month?
Show the properties for sale in Ghent on the board.

Properties

What’s the EPC for the house at Kerkstraat 12?
Does the property at Kerkstraat 12 have a garden?
Is Kerkstraat 12 live on our website?
Which AI suggestions are still waiting for Kerkstraat 12?

Photos and documents

Do the photos of Kerkstraat 12 show a terrace?
What does the Kerkstraat 12 brochure say about the heating?

Contacts

When was my last interaction with Jan Peeters?
What’s Jan Peeters’ mobile number?
Which properties is Jan Peeters linked to?

If the assistant finds several matching properties or contacts, it shows the best ones and asks which one you mean.

Have the assistant prepare something

The assistant doesn’t change your data on its own. It prepares a change, and you confirm.

Moving a property to another stage: ask, for example, “Mark Kerkstraat 12 as sold, compromis signed on March 3”. The assistant gives you a link that opens the stage-change window, with the dates and amounts you mentioned already filled in. If you already uploaded the signed compromis and had the AI read it, it fills in those values too. You check everything and confirm in that window.
Putting a property online or taking it offline: the assistant shows a Proposed change card, for example Publish on website, with Confirm and Cancel. Nothing changes until you click Confirm. Properties in Prospecting or Archive, or properties with missing required fields, can’t be published: the card then shows Blocked.
Accepting a suggested step: ask “What should I do next for Kerkstraat 12?” and then name the step you want. As soon as you say yes, the task is created.

Start a new conversation

The panel opens with your last conversation. Scroll up to see earlier messages.

To start on something new, click the arrow icon at the top (New conversation). The assistant then forgets what the previous conversation was about.

Things to keep in mind

The assistant only answers from the data in your CRM. If something isn’t in a file, photo, or document, it will say so.
AI can make mistakes. Check important details in the file before you pass them on to a client, such as a price, an EPC score, or a zoning note.
The assistant doesn’t send emails or messages, doesn’t schedule appointments and doesn’t change property or contact details. Apart from suggested steps you accept in the conversation, every change only happens after you confirm it in the CRM.