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Use AI contact insights

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Summary

Learn how AI Contact Insights helps you quickly understand a contact's history by summarising timeline activity and highlighting engagement opportunities

This article covers:

About AI Contact Insights

AI Contact Insights is a feature that helps you quickly understand a contact's history and engagement by analysing activities recorded on the contact timeline.

The feature generates information from timeline activities that are visible to you and presents it in an easy-to-read format. This can help you identify opportunities to reconnect with contacts, continue conversations, and understand previous interactions.

AI Contact Insights can provide:

  • A summary of the contact's recent and historical activity
  • Recommended next actions based on available timeline information
  • Buying and selling signals identified from recorded activities
  • Suggested conversation starters to help you engage with the contact
  • Options to send suggested conversation starters by email or SMS
Note: AI Contact Insights only analyses timeline activities and information that you are authorised to view.

Why use AI Contact Insights?

AI Contact Insights helps you quickly understand a contact's history without manually reviewing timeline activities, notes, tasks, and communication records.

By summarising important information and highlighting potential opportunities, AI Contact Insights can help you:

  • Save time preparing for calls, emails, and meetings
  • Identify potential buying or selling opportunities sooner
  • Prioritise follow-up activities based on recent engagement
  • Deliver more personalised conversations
  • Maintain stronger relationships through relevant and timely outreach

Instead of searching through multiple timeline entries, you can quickly understand a contact's recent activity, identify recommended next steps, and start more informed conversations.

Generate AI Contact Insights

To generate a contact's AI insight:

  • Go to: Contacts
  • Select the relevant contact
  • Click AI Insights

The AI Contact Insights panel opens and displays generated insights for the selected contact.

The AI Contact Insights panel contains several sections designed to help you understand a contact and identify potential engagement opportunities.

Summary

Provides an overview of the contact's history, engagement level, and notable activities based on timeline data, including:

  • Recent interactions and activities
  • Key relationship history
  • Engagement trends and patterns
  • The contact's current stage in their property journey

This allows you to quickly understand the contact's background without reviewing multiple timeline records individually.

Recommended next actions

Suggests practical follow-up activities based on the contact's recorded activity and relationship history, such as:

  • Following up after an inspection
  • Re-engaging a previous appraisal opportunity
  • Sharing relevant property listings
  • Completing outstanding tasks
  • Checking in on current buying or selling plans

Each recommendation includes a priority level, helping you focus on opportunities that may require immediate attention.

Buying/selling signals

Highlights activities and engagement patterns that may indicate buying or selling intent, including:

  • Property enquiries
  • Inspection attendance
  • Appraisal activity
  • Buyer and seller interactions
  • Property ownership information
  • Recent engagement trends

These signals can help you identify opportunities for engagement and better understand a contact's current interests and motivations.

Conversation starters

Provides suggested messages based on the contact's recent activity and relationship history to help you begin or continue meaningful conversations, including:

  • Follow-up messages after inspections or enquiries
  • Check-ins based on recent activity
  • Discussions about relevant properties or opportunities
  • Personalised outreach based on previous interactions

You can use these suggestions as a starting point for your own communication or send them directly using the available 'Email this' or 'SMS this' options.

How permissions affect insights

AI Contact Insights respects your security permissions and visibility settings.

The generated insights are based only on timeline activities and records that you can access. If a contact has information that is restricted from your view, that information is not included in the AI-generated summary, recommendations, signals, or conversation starters.

This ensures that AI Contact Insights reflects the same information available to you elsewhere in the system and does not expose restricted data.

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