Showing details cool off fast
The buyer mentioned the commute, the basement, and the school pickup. Tomorrow your notes will say “liked it, thinking.” The relationship deserved better.
AI assistant for real estate agents
An AI assistant for real estate agents who follow up while it is warm.
Workforce AI gives an agent an AI employee. It captures what the buyer actually said, drafts the follow-up in your voice for your approval, writes up your consultations, and keeps every promised next step on a list with a date. Clients get an agent who remembers the details. You get Tuesday ending at six.
Every client-facing draft waits for your approval. Pricing, negotiation, and the advice stay with the licensed agent.
Workforce AIAI assistant for real estate agents
Post-showing follow-up
18 Willow Street tour
Buyer feedback received, 14 minutes ago
Buyer recapDrafted around stated priorities
Seller questionYour confirmation needed
Second showingScheduling task proposed
Where time and trust leak
Real estate follow-up is simple until five conversations overlap.
You carry properties, people, lenders, inspectors, and timelines at once. The cost of the juggling shows up as generic follow-up, or silence.
Next steps live in five systems
The appointment is on the calendar, the property is in the MLS, the relationship is in the CRM, and the promise to call is in your head. Guess which system fails first.
Long-tail follow-up goes generic
Past clients get the same market update as everyone else, when the file has enough context for a reason to reconnect that actually sounds like you.
Showing to next step
The buyer context carries into the next touch on its own.
It drafts from what the client said and what you confirmed. You stay the agent. It just makes you the fast one.
- 01
The reaction gets captured
Person, property, stated priorities, objections, and open questions land in one work trail.
- 02
The follow-up gets drafted
A recap in your voice, built on what they actually said. It reads personal because it is.
- 03
The next action gets owned
The second showing, the lender call, the check-in: a task with a date, visible, yours.
- 04
The judgment calls come to you
Pricing, negotiation, and contract questions get flagged for the licensed professional. That is you.
Useful output
Follow-up that sounds informed because it is informed
It remembers the details that matter to the relationship, and it puts them in front of you at the right moment.
- A showing recap built on the client’s stated priorities
- A buyer or seller email draft in your voice, waiting for your okay
- The short list of questions only you can answer
- A proposed appointment or follow-up task with an owner
- A relationship note that makes the next conversation better
Inside the product
The handoff remains visible after the conversation ends.
The preview shows the product pattern, not a customer account. In your workspace it runs on the tools you connect and the review rules you set.
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Conversations
Sofia
Marcus
Elena
Sofia
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SofiaMarcusElena
Hi, I'm Sofia, your Client Coordinator. Ask me to draft an email, plan a task, or pull up what a client needs.
Product boundary
It supports the agent. The license stays load-bearing.
Workforce AI connects your email, Zoom, calendar, tasks, and messaging, and drafts the communication that moves between them. Valuation, negotiation, contracts, and the client relationship stay with you, which is exactly why clients hired you.
It handles
- Showing and consultation follow-up drafts in your voice
- Zoom meeting write-ups and recaps
- Scheduling context and owned task proposals
- Follow-up across your connected channels
- The client context that keeps conversations personal
Stays with your team
- Valuation and pricing calls
- Negotiation and contract terms
- Fair-housing and representation judgment
- The MLS, CRM, and transaction platform as systems of record
- The send button on anything a client reads
Best fit
Best for agents whose edge is personal service and whose bottleneck is keeping up with it.
Look closely if
- Lead and client communication runs through email or supported messaging
- Showings and consultations create repeatable follow-up
- Scheduling creates too much back-and-forth
- You want the drafts without giving up your voice or control
- You want the first workflow running this week
Look elsewhere if
- You are shopping for valuation or pricing software
- You want MLS or transaction-management automation
- You want something answering leads with nobody reviewing it
- Nobody owns the advice and the exceptions
Straight answers
Questions to settle before connecting the workflow
Last reviewed July 10, 2026.
Can Workforce AI follow up after a showing?
Yes, that is its favorite job. The buyer’s reaction becomes a drafted recap in your voice with the open questions listed. You approve it from your phone while the details are still warm.
How does it handle new leads?
Hand it the inquiry and the reply comes back drafted before the lead cools off. You approve what goes out, so speed never costs you your voice.
Does it connect to the MLS or my CRM?
The MLS and your CRM stay your systems of record. It works in the communication layer around them: Gmail, Outlook, Zoom, calendar, tasks, and chat, part of 60+ tools it connects with.
Can it remember buyer preferences?
Yes. The first-floor office, the commute limit, the school pickup: the client file keeps them, and the next draft uses them. Clients notice, and they tell their friends.
What is the best first real estate workflow?
Post-showing follow-up. The source, the client, and the next step are clear, and the buyer feels the difference the same afternoon.
Start with one repeatable job
Build a plan around the work your team actually does.
Nine questions. No login and no card. See what fits today and where a person stays in the loop.
