Things We’ve Made
We've introduced a new tab-based layout across several key areas of the Agent App, including Contacts, Buyers, Properties, Appraisals, and Listings.
All existing information, functionality, and workflows remain available. Nothing has been removed. This update is focused on improving how information is organised and accessed.
What's changing?
Screens that previously displayed large amounts of information in a single scrolling page have been restructured into clearly defined tabs. Related information is now grouped together, making it easier to navigate and manage records.
Key benefits:
- Find information faster by navigating directly to the section you need.
- Reduce scrolling, especially on records with large amounts of data.
- A more consistent experience across Contacts, Buyers, Properties, Appraisals, and Listings screens
- Better support future enhancements, allowing new features and information to be introduced without overcrowding screens.
This update has been designed with input from agents to help you work more efficiently by making important information easier to locate, while also providing a better foundation for future improvements to the Agent App.
AI Assistant in the Agent App
Our new Ask Agora AI Assistant is now available in the Agent App for agents who have enabled the Early Access feature in the web application.
Ask Agora allows you to complete everyday CRM tasks using simple, natural language. Instead of navigating through multiple screens, you can simply tell Agora what you'd like to do and let the AI handle the work for you.
Some examples of tasks Ask Agora can assist with include:
- Creating and updating Contacts
- Adding a Contact to a Buyer register
- Creating Tasks and Appointments
- Drafting and sending emails and SMS messages
One of the biggest advantages of using Ask Agora in the Agent App is the ability to use your device's voice dictation functionality. Simply speak your request into your phone, and Agora can perform the actions for you.
For example:
"I just met Johnny Smith. Add him as a buyer to 8 Kobe Walk and set a task to call him back in one week. His phone number is 0400 111 222."
Your voice-to-text dictation will be entered into Ask Agora, which will interpret your request and complete the relevant actions, helping you save time and update your CRM while you're on the go.
SMS Templates
You can now access and use your SMS Library templates directly from the Agent App, making it faster and easier to send consistent, professional messages while on the go.
When sending an SMS, simply select Use Library Template from the Send SMS screen and choose the template you'd like to use. Any applicable merge fields will be automatically populated with the recipient's details, and you'll have the opportunity to preview the message before it's sent.
Key Benefits:
- Access your SMS Library templates when sending an SMS from the Agent App
- Save time by avoiding repetitive message entry
- Ensure consistent communication across your team
- Automatically populate merge fields with contact information
- Review and preview messages before sending
Whether you're following up with buyers, confirming appointments, or keeping vendors informed, SMS Library templates help you communicate quickly and efficiently from your mobile device.
Mention Contacts and Properties in Notes
You can now 'mention' Contacts and Properties directly within notes by typing @ followed by a name or property address.
As you type, matching contacts and properties will be suggested, making it quick and easy to link related records. Once saved, mentions appear as clickable links, allowing you to navigate directly to the associated contact or property from the note.
Key Benefits:
- Quickly reference contacts and properties within notes
- Easily navigate to related records from a note
Consistent functionality across the browser Web App and the mobile Agent App
Things We've Improved
We've improved Listing file organisation within the Agent App by displaying Approved Files and Unapproved Files under their own dedicated headings. This update aligns the Agent App experience with the Web App, making it easier to identify the status of files at a glance and locate the documents you need more quickly.
Things We've Fixed
- When sending an SMS to a buyer, you can once again use the Quick Add option to quickly insert the associated listing address into your message.
- Automated buyer notes are now displayed consistently for actions completed in the browser Web App and the mobile Agent App.
- When adding a bio or note, the on-screen keyboard could occasionally obscure the text entry field. This issue has now been resolved.
Things We’re Working On
- Introducing the Active Buyer feature in the app, along with showing the Buyer Strength on the Buyer record.
- Rentals appraisals and listings shown in the Agent App.
- Quick search to allow you to quickly find Contact and Property records.