First steps in Proppeteer

This tour shows you around Proppeteer: the menu, the command bar, the dashboard and the places where AI takes work off your hands. It takes about five minutes.

1. The menu on the left

The menu is on the left. At the top is Search or jump to…, which opens the command bar (see step 3). Below it, the menu has two groups.

Workspace is your daily work:

• Dashboard: your day and the overview of your agency.
• Calendar: your appointments and viewings.
• Tasks: what you still need to do, and the steps Proppeteer suggests.

Records holds your agency’s files:

• Leads: incoming requests.
• Contacts: buyers, sellers and other relations.
• Properties: all of your agency’s properties, on the property board by default.

At the bottom of the menu you find:

• AI assistant: opens the assistant on the right.
• Your name and email address: click it to go to Settings.
• Sign out.

Click the logo at the top to return to the dashboard at any time.

2. The dashboard

After you sign in, you land on the dashboard. At the top it says Welcome with your name, with the New property and New contact buttons on the right.

1. Start with Today. It lists your overdue tasks, today’s visits and meetings, the tasks due today and the new leads still waiting. At the bottom are the steps Proppeteer has Suggested for today.
2. Work through the list with the buttons next to each row: Mark done or Snooze until tomorrow on a task, Mark contacted or call on a lead. After a visit, click How did it go? to record the visitor’s feedback.
3. Look at the counts per stage: Prospecting, For sale / rent, After sale / rental, Closed and Archive. Click a stage to open that column on the property board. Below them you count your Contacts and Open leads.
4. Check the blocks below: prospects with No action > 3 months, the Expected commission (for sale) and Earned commission this month, the Deeds in the next 30 days and the Mandates expiring (30 days).
5. At the bottom are Recent properties and Recent contacts. Type in Filter this list… to find something quickly.

With Log call and New… at the top of Today, you record a phone call right away or open the command bar.

Note

Suggested steps are only suggestions. Nothing is created until you accept one. Read more in Recommended next steps.

AI: fills in your first property for you

Start a new property with the files you already have: EPC, deed, floor plans, photos. The AI reads them and suggests the property details, with the source for each. You don’t retype anything; you just review. You choose what gets saved. See Properties.

3. Search and get things done fast

The command bar is the fastest way to a contact, property or lead, or to an action.

1. Press ⌘K (Mac) or Ctrl+K (Windows). You can also press / when you’re not typing in a field, or click Search or jump to… in the menu.
2. Type at least 2 characters, for example “Peeters” or “Kerkstraat”.
3. Use the arrow keys to pick a result under Contacts, Properties or Leads, and press Enter. For a contact or lead with a phone number, the phone icon calls them right away.

Without a search term, the bar shows Actions: Log a call, Add a note, New task, New contact, New property, Open AI assistant, Go to dashboard, Go to calendar and Go to leads. Type part of the name to filter the actions.

For Log a call, Add a note and New task, you pick the contact or property, write what happened and click Save. For a call you can also set a Follow-up (optional): Proppeteer then creates a follow-up task at that time.

Every list also has its own search field. On Properties, for example, you search with Search by title or address….

AI: ask your question from the command bar

Type a question in the command bar and choose Ask AI: “…”. The AI assistant opens with your question and looks up the answer in your agency data. You don’t have to find the right screen first. Check important facts in the file.

On Properties, choose the View at the top: Board, List or AI search.

AI: searches by meaning

With AI search you search the way you talk, for example “terraced house with a garden near the station”. The AI searches descriptions, photos and documents, so you find properties even when those exact words appear nowhere. Read more in AI search.

On a property in the For sale or For rent stage that is not Under offer or Under option, and on a buyer or tenant, you also find the AI matching tab: which buyers fit the property, or which properties fit the buyer. Read more in AI matching.

4. The AI assistant

At the bottom of the menu, click AI assistant. A panel opens on the right. Ask your question in plain language, for example “What are my open tasks?”, or click one of the suggested questions. On a property, contact or lead you also find the Ask AI button at the top. Read more in Using the AI assistant.

AI: answers questions about your agency

The assistant looks up the answer in your properties, contacts, calendar, tasks, photos and documents, and knows which record you are viewing. You know right away which visits you have tomorrow or what the EPC for Kerkstraat 12 says, without clicking through screens. Check important facts in the file before you pass them on to a client.

5. On your phone or tablet

On a smaller screen, the menu on the left disappears. Instead you see a bar at the top:

• At the top left, the menu icon opens the full menu, with your name and Sign out at the bottom.
• In the middle, the logo takes you to the dashboard.
• At the top right, the magnifying glass opens the command bar and the sparkles icon opens the AI assistant.

When you pick a page in the menu, the menu closes by itself.

What’s next?

• What AI does for you
• Your dossiers from prospecting to closing
• Add your first property
• Add your first contact
• Follow up on leads
• Tasks and calendar
• Set your profile and language