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Features/AI Assistant
WebGrowly OS

Ask the CRM a question — or tell it what to update

The AI Assistant works inside your dashboard and answers from your own records. It can also create the task, showing or note it describes, or change a lead or transaction stage. Every change is logged, and recent changes can be undone, newest first, within 24 hours.

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51

Available Tools

17 can make a named, logged change

13

Record Areas

Leads · properties · tasks · agenda · showings · transactions · commissions · invoices · rent · website and business analytics · voice notes · note search

24 h

Undo Window

Recent assistant changes, newest first

4

Starting Prompts

Daily briefing · Today’s tasks · Follow-ups · Hot leads

The answer and the action stay in the same conversation

Review the strongest leads, create a task and jump to the right section in one tap.

How the assistant works

01

Open it from any page

The assistant is one click away throughout the dashboard. When you open it, the saved conversation history loads so you can continue from the previous session.

02

Write or speak in ordinary language

Ask “who needs follow-up?”, say “create a task to call Maria tomorrow at 9 AM,” or compare this month with the last. There is no command syntax to learn.

03

It reads the relevant records and names every change

The assistant can search leads, tasks, transactions and showings. One request may use up to 12 tool calls across 3 rounds. If that is not enough, it reports what was completed and what remains. Changes appear in the CRM activity log with a saved before-state for undo. Deal amounts and commissions remain read-only, and deletion requires an explicit confirmation.

04

Open the next screen from the answer

Responses can include links to about twenty destinations in WebGrowly OS, such as Active Leads, the pipeline or today’s tasks. One tap opens the place where the next step happens.

Examples of useful requests

The 51 tools cover leads, properties, tasks, showings, transactions, commissions, invoices and rent. Seventeen can update a record.

Leads & Clients

  • "Who are my hottest leads right now?"
  • "Find leads I haven't contacted in 2 weeks"
  • "Move Carlos Mendez to Negotiating"
  • "Why is Sarah Johnson a hot lead?"

Tasks & Reminders

  • "What's on my plate today?"
  • "Create a follow-up call with James for Friday"
  • "Remind me to send the contract in 2 hours"
  • "Mark the open house prep task as done"

Analytics & Pipeline

  • "Give me my daily briefing"
  • "How did I perform this month vs last?"
  • "Where is my pipeline bottlenecking?"
  • "Summarize this week's activity"

Properties & Showings

  • "Find 3-bedroom properties under $500k"
  • "Which of my Miami listings are under $600k?"
  • "Schedule a showing for Palm Drive on Friday at 2pm"
  • "What showings do I have this week?"

Speak the request instead of typing

Voice input is built into the assistant: dictate the request and it is sent as soon as you finish.

Voice Input

Tap the microphone and dictate the request; no separate app is needed. In Safari and the iPhone app the server transcribes and detects the spoken language, and in Chrome or Edge the browser transcribes in your CRM language.

Same Rules as Typing

A dictated request follows the same rules as a typed one. Deleting a task or a remembered fact and undoing a change wait for your explicit yes, and every change is written to the CRM activity log.

Saved Context

Conversation history persists across sessions and can be cleared in one action. Facts you ask the assistant to remember are stored separately as data, never as instructions.

Where it saves effort

Fewer screens to check

Ask for a lead’s last interaction instead of opening several sections. The answer can draw from thirteen record areas and link to the section where the record lives.

Voice when typing is inconvenient

Dictate an update, let it be transcribed and review the assistant’s confirmation. The feature reduces typing when you are between appointments.

A practical starting point for the day

A daily briefing can collect today’s tasks, leads awaiting follow-up and records that have not been touched recently. You decide what to act on.

Continue the tour

AI Listing Generator

Upload property photos to produce an MLS description and a separate social version; the AI reviews up to five, and iPhone HEIC files are converted in the browser first. Four positioning angles control the emphasis: finishes and privacy, rental income, layout and space, or views and entertaining space.

Learn more →

AI Email Composer

The draft uses the contact’s original inquiry, current status, and notes arranged as a dated timeline, so the message continues the existing relationship. Seven intents and four voices are available in five languages, and when the lead has history, the email continues it instead of reading like a first contact.

Learn more →

AI Follow-Up Composer

Create a two-to-four-sentence SMS or WhatsApp message from what the contact asked and what has happened since, then log the send as an interaction. Six styles are written separately for each language rather than translated, so tone remains natural in every version.

Learn more →

See what your own CRM can answer

The AI Assistant is part of WebGrowly OS and reads the records already in the system after you enable AI in account settings.

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