Lead card, AI context, and screening update
Improved lead card

We rebuilt the lead card to give your team full visibility into every prospect and every interaction.
What’s new:
Full email, SMS, and call tracking
One-click call, email, and SMS directly from the lead card
AI on/off toggle per lead
SMS & email analytics
A unified activity timeline showing first contact and all communication in one place
Everything you need to understand where a lead stands, at a glance.
Screening

You can now screen prospects directly from the lead card by clicking the blue Screen button.
How teams are using it:
self-guided tours
Identity verification before tours
Qualifying leads early to weed out unqualified or fraudulent prospects
Less wasted time. Higher-quality tours.
Context center

While the Sales Center lets you train the AI, the Context Center (in Settings) adds a deeper layer of control over AI behavior across email, SMS, and calls.
Best practice:
Add real examples of messages your team already sends.
This allows the AI to:
Match your tone and formatting
Tailor responses to your property or portfolio
Convert at a higher rate on AI-powered calls and follow-ups
Think of it as guardrails and knowledge for your automated system.
🚀 Coming Soon
We’re continuing to ship fast, even through the holidays.
What’s next:
Operations Center to manage tenants, renewals, and delinquency automation
Call Center upgrades with more control and visibility
Advanced reporting for marketing attribution, lead flow, and performance insights
Book a Demo
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