Automation

Market Updates

What Are Market Updates?

Market Updates help keep your leads informed about current real estate market trends and activity in their area.

These updates are automatically sent to assigned leads and provide valuable market information, helping agents stay connected with their audience through regular communication.

Access Market Updates

  1. From the left-hand menu, click Automation.

  2. Select Market Updates.

The Market Updates page will be displayed.

Market Update Details

The Market Updates page displays information including:

These details help you track Market Update schedules and assignments.

View Market Updates

  1. Navigate to Automation > Market Updates.

  2. Locate the desired Market Update.

  3. Click the View button.

You can view the selected Market Update.

 

View Active Leads

  1. Click the number displayed in the Active column.

The list of active leads assigned to the Market Update will be displayed.

  1. Select one or more leads.

  2. Choose one of the following actions:

    • Pause – Temporarily stop sending Market Updates to the selected leads.

    • Delete – Remove the Market Update from the selected leads.

View Paused Leads

  1. Click the number displayed in the Paused column.

The list of paused leads assigned to the Market Update will be displayed.

  1. Select one or more leads.

  2. Choose one of the following actions:

    • Resume – Reactivate the Market Update for the selected leads.

    • Delete – Remove the Market Update from the selected leads.

Assign a Market Update

Market Updates can be assigned through the Market Updates page or directly from a Lead Profile.

Assign from the Market Updates Page

  1. Select the desired Market Update.

  2. Click Assign.

You can assign the Market Update using any of the following options:

Assign to Leads

  1. Click Leads.

  2. Select one or more leads.

  3. Click Apply.

Assign to Tags

  1. Click Tags.

  2. Select one or more tags.

  3. Click Apply.

The Market Update will be assigned to all leads associated with the selected tags.

Assign to Stages

  1. Click Stages.

  2. Select one or more stages.

  3. Click Apply.

The Market Update will be assigned to all leads associated with the selected stages.

Assign to Sources

  1. Click Sources.

  2. Select one or more sources.

  3. Click Apply.

The Market Update will be assigned to all leads associated with the selected sources.

Assign from the CRM Page

  1. Navigate to CRM.
  2. Select one or more leads using the checkboxes.
  3. Click More from the top menu.
  4. Click Market Updates.
  5. Select the desired Market Update.
  6. Click Submit.

The Market Update will be assigned successfully.

Assign from a Lead Profile

  1. Navigate to CRM.

  2. Open the desired lead profile.

  3. Locate the Market Updates section.

  4. Click Add.

  5. Select the desired Market Update.

  6. Click Submit.

The Market Update will be assigned successfully.

Market Update Execution

Market Updates are processed automatically at 7:30 AM.

Currently, Market Updates are scheduled to run monthly on the 10th of each month.

Important Notes

You have successfully learned how to manage Market Updates in AgentRoof CRM.

Realestate News

What Are Real Estate Newsletters?

Real Estate Newsletters help keep your leads informed with regular real estate content and updates.

These newsletters are automatically sent to assigned leads based on a predefined schedule and help agents stay connected with their audience through ongoing communication.

Access Real Estate Newsletters

  1. Log in to AgentRoof CRM.

  2. From the left-hand menu, click Automation.

  3. Select Real Estate Newsletters.

The Real Estate Newsletters page displays information such as:

View a Newsletter Preview

  1. Navigate to Automation > Real Estate Newsletters.

  2. Locate the desired newsletter.

  3. Click View in the Actions column.

The newsletter preview will be displayed.

Important Notes

View Active Leads

  1. Navigate to Automation > Real Estate Newsletters.

  2. Locate the desired newsletter.

  3. Click the number displayed in the Active column.

A list of active leads assigned to the newsletter will be displayed.

Manage Active Leads

  1. Select one or more leads.

  2. Choose one of the following actions:

    • Pause – Temporarily stop sending the newsletter to the selected leads.

    • Delete– Remove the newsletter from the selected leads.

The selected action will be applied successfully.

View Paused Leads

  1. Navigate to Automation > Real Estate Newsletters.

  2. Locate the desired newsletter.

  3. Click the number displayed in the Paused column.

A list of paused leads assigned to the newsletter will be displayed.

Manage Paused Leads

  1. Select one or more leads.

  2. Choose one of the following actions:

    • Resume – Reactivate the newsletter for the selected leads.

    • Delete– Remove the newsletter from the selected leads.

The selected action will be applied successfully.

Assign a Real Estate Newsletter

Real Estate Newsletters can be assigned through the Real Estate Newsletters page, the CRM page, or directly from a Lead Profile.

Assign from the Real Estate Newsletters Page

  1. Navigate to Automation > Real Estate Newsletters.

  2. Select the desired newsletter.

Assign to Leads

  1. Click Leads.

  2. Select one or more leads.

  3. Click Submit.

The newsletter will be assigned successfully.

Assign to Tags

  1. Click Tags.

  2. Select one or more tags.

  3. Click Apply.

The newsletter will be assigned to all leads associated with the selected tags.

Assign to Stages

  1. Click Stages.

  2. Select one or more stages.

  3. Click Apply.

The newsletter will be assigned to all leads associated with the selected stages.

Assign to Sources

  1. Click Sources.

  2. Select one or more sources.

  3. Click Apply.

The newsletter will be assigned to all leads associated with the selected sources.

Assign from the CRM Page

  1. Navigate to CRM.

  2. Select one or more leads.

  3. Click More from the top menu.

  4. Click Newsletter.

  5. Select the desired newsletter.

  6. Click Submit.

The newsletter will be assigned successfully.

Assign from a Lead Profile

  1. Navigate to CRM.

  2. Open the desired lead profile.

  3. Locate the Newsletters section.

  4. Click Add.

  5. Select the desired newsletter.

  6. Click Submit.

The newsletter will be assigned successfully.

Newsletter Execution

Real Estate Newsletters are processed automatically at 7:30 AM.

Currently, newsletters are scheduled to run biweekly, on the first and third Friday of each month.

Matching newsletter content will be delivered automatically to all assigned leads according to the configured schedule.

You have successfully learned how to manage Real Estate Newsletters in AgentRoof CRM.

Action Plan

What Is an Action Plan?

An Action Plan is an automated workflow that performs predefined actions for assigned leads over a specified period of time.

Action Plans help automate follow-up activities such as:

Once assigned, the Action Plan automatically executes each step according to the configured schedule.

Action Plans can be assigned to:

This helps automate lead nurturing and follow-up processes at scale.

Access Action Plans

  1. Navigate to Automation > Action Plans.

The Action Plans page displays all available Action Plans.

From this page, you can view:

View an Action Plan

  1. Navigate to Automation > Action Plans.

  2. Locate the desired Action Plan.

  3. Click View.

The configured Action Plan steps will be displayed.

Create an Action Plan

  1. Navigate to Automation > Action Plans.

  2. Click Add Action Plan.

  3. Enter the Action Plan Name.

  4. Click Add Action.

  5. Configure one or more actions.

  6. Click Save.

The Action Plan will be created successfully.

Available Action Types

Send Email

Send SMS

Add Tags

Remove Tags

Change Stage

Note: Only one stage can be selected at a time.

Add Note

Assign Action Plan

Additional Action Types

You can also configure:

Automatically Pause When a Lead Replies

While creating or editing an Action Plan, you can enable:

Pause the action plan when the lead replies to an email.

When enabled, future Action Plan steps automatically stop executing once the lead replies.

Edit an Action Plan

  1. Navigate to Automation > Action Plans.

  2. Locate the Action Plan.

  3. Click Edit.

  4. Modify the required settings.

  5. Click Update.

The Action Plan will be updated successfully.

Note: Changes made to an Action Plan apply immediately to all future executions. For leads that are already progressing through the Action Plan, previously completed steps will remain unchanged, while any upcoming steps that have not yet been executed will follow the updated configuration. Newly assigned leads will follow the updated Action Plan from the beginning.


Delete an Action Plan

  1. Navigate to Automation > Action Plans.

  2. Select the Action Plan.

  3. Click Delete.

  4. Confirm the deletion.

Note: Action Plans assigned to one or more leads cannot be deleted. You must first remove the Action Plan from all associated leads before deleting it.

Assign an Action Plan

Action Plans can be assigned from multiple locations within AgentRoof CRM.

From the Action Plans Page
  1. Select the desired Action Plan.

You can assign it to:

Leads

  1. Click Leads.
  2. Select one or more leads.
  3. Click Submit.

Tags

  1. Click Tags.
  2. Select one or more tags.
  3. Click Apply.

Stages

  1. Click Stages.
  2. Select a stage.
  3. Click Apply.

Sources

  1. Click Sources.
  2. Select one or more sources.
  3. Click Apply.

The Action Plan will be assigned successfully.

From the CRM Page
  1. Navigate to CRM.
  2. Select one or more leads.
  3. Click Action Plan.
  4. Select the desired Action Plan.
  5. Click Submit.

The Action Plan will be assigned successfully.

From the Lead Profile Page
  1. Navigate to CRM.
  2. Open the desired lead record.
  3. Click the Profile tab.
  4. Scroll down to the Action Plans section.
  5. Click the + icon.
  6. Select the Action Plan you want to assign.
  7. Confirm the assignment.

The selected Action Plan will be assigned successfully.

Manage Assigned Leads

Each Action Plan displays lead counts under:

Click the number displayed in any column to view the corresponding leads.

Active Leads

Available actions:

Paused Leads

Available actions:

Stopped Leads

Available actions:

Completed Leads

Available actions:

Change Action Plan Status from a Lead Profile

  1. Navigate to CRM.

  2. Open the desired lead profile.

  3. Locate the Action Plans section.

Available actions depend on the Action Plan status.

If Active

If Paused

If Stopped

Understanding Action Plan Statuses

Status Description
Active The Action Plan is currently executing.
Paused The Action Plan is temporarily suspended and can later resume.
Stopped The Action Plan was terminated before completion and can be restarted.
Completed All configured steps have executed successfully.

Conclusion

You have successfully learned how to manage Action Plans in AgentRoof CRM.

AI Listing Intelligence

What Is AI Listing Intelligence?

AI Listing Intelligence is mainly used to track and understand lead engagement. By using these AI-driven alerts, the system can identify how interested a lead is based on their property views, favorites, and search behavior — and automatically assigns relevant listing alerts (New Listings, Price Drops, Open Houses) accordingly.

Alerts adapt to that engagement level: frequency reduces or pauses when a lead's interest wanes, and resumes when the lead becomes active again. Trigger thresholds can be customized, alerts can be manually paused for specific users, and filters can be refined at any time for a more personalized experience.

Access AI Listing Intelligence

  1. Click your profile icon.
  2. Select AI Hub from the left sidebar.
  3. Select AI Listing Intelligence.

The AI Listing Intelligence page will be displayed.

From this page, you can view and configure:

  • AI Listing Intelligence (enable/disable toggle)
  • AI Engagement Detection (Smart Triggers)
  • AI Property Activity Alerts (Notify Lead)
  • AI Conflict Prevention (Auto-Pause)

Enable/Disable AI Listing Intelligence

  1. Navigate to AI Hub > AI Listing Intelligence.
  2. Use the AI Listing Intelligence toggle at the top-right (labeled ENABLED/disabled) to turn the feature on or off.

Configure AI Engagement Detection

  1. Navigate to AI Hub > AI Listing Intelligence.
  2. Under AI Engagement Detection, set the engagement-level slider for each alert type. This is where the system identifies a lead's engagement level and decides whether that alert should be triggered:
    • Assign a New Listing Alert when — AI recommends Moderate.
    • Assign a Price Drop Alert when — AI recommends High.
    • Assign an Open House Alert when — AI recommends Low.
  3. Drag each slider between Low, Moderate, High, and Very High to set the engagement threshold required before that alert type is assigned to a lead.

Note:
Alert frequency and timing adapts automatically based on lead engagement.
Set a slider to Low if you do not wish to assign alerts for that type.

Configure AI Property Activity Alerts

  1. Navigate to AI Hub > AI Listing Intelligence.
  2. Under AI Property Activity Alerts, use the toggles to notify leads when:
    • The property viewed has been sold.
    • The property viewed has a price change (Drop / Hike).
    • The property viewed has an Open House.

These alerts are disabled (off) by default and can be turned on individually per event type.

AI Conflict Prevention

Under AI Conflict Prevention, the Automatically pauses to avoid duplicate alerts toggle is enabled by default.

When a new alert (New Listing / Price Drop / Open House) is assigned from the website or from the CRM, AI automatically pauses overlapping alert sequences — identifying potential overlap in engagement signals — to prevent alert fatigue and ensure a consistent lead experience.

Save Settings

  1. After making changes to any section above, click Save Settings (bottom-right).
  2. To discard unsaved changes and revert to the last saved configuration, click Reset.

Conclusion

You have successfully learned how to configure AI Listing Intelligence in AgentRoof CRM, and how it uses lead engagement signals to drive smarter listing alerts.

Lead Engagement Alert

What Are Lead Engagement Alerts?

Lead Engagement Alerts help you stay informed about how your leads interact with your website, emails, and SMS communications.

AgentRoof CRM provides comprehensive options to track lead engagement across your website, emails, and SMS. You can choose to be notified when leads become active after a set number of hours or days, when they interact with properties, or when they perform actions such as subscribing to listing alerts. You can also track email and SMS engagement, such as when a lead clicks a link, unsubscribes, or replies.

Notifications can be delivered through the AgentRoof application, email, or both, depending on the alert type.

Access Lead Engagement Alerts

  1. From the left-hand menu, click Automation.

  2. Select Lead Engagement Alerts.

The Lead Engagement Alerts page will be displayed.

Note: Some engagement alerts are system defaults and cannot be modified.

Enable or Disable Lead Engagement Alerts

A toggle switch is available at the top of the Lead Engagement Alerts page.

When disabled, no lead engagement notifications will be sent regardless of the individual alert settings configured below.

Click Update to save the changes.

Website Engagement Alerts

Notify When a Lead Becomes Active After Selected Hours

Receive a notification when a lead becomes active after a specified number of hours.

Select how you would like to receive the notification:

Notify When a Lead Becomes Active After Selected Days

Receive a notification when a lead becomes active after a specified number of days.

Select the desired notification method.

Notify When a Lead Becomes Inactive

Receive a notification when a lead becomes inactive for a specified number of days.

Select the desired notification method.

Notify When a Lead Views the Same Property Multiple Times

Receive a notification when a lead views the same property repeatedly.

Select the desired notification method.

Notify When a Lead Views Multiple Different Properties

Receive a notification when a lead views more than a specified number of different properties.

Select the desired notification method.

Notify When a Lead Subscribes to a Listing Alert

Receive a notification whenever a lead subscribes to a Listing Alert.

Note: This is a default system notification. The App and Email notification options cannot be modified.

Email Engagement Alerts

Use the checkboxes next to each alert to choose whether notifications should be sent through the App, Email, or both.

Available Email Engagement Notifications

Note: The notification for lead email replies is enabled by default.

SMS Engagement Alerts

Notify When a Lead Replies to an SMS

Receive a notification whenever a lead replies to an SMS message.

Note: This notification is enabled by default.

Save Changes

After making any changes to the notification settings:

  1. Click Update.

The Lead Engagement Alert settings will be updated successfully.

You have successfully learned how to manage Lead Engagement Alerts in AgentRoof CRM.