# Automation

# Market Updates

#### What Are Market Updates?

<span class="cf0">Market Updates help keep your leads informed about current real estate market trends and activity in their area.</span>

<span class="cf0">These updates are automatically sent to assigned leads and provide valuable market information, helping agents stay connected with their audience through regular communication.</span>

#### 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:

- Active
- Paused
- Frequency
- Run On
- Next Email Date
- Assigned Tags
- Assigned Stages
- Assigned Sources
- Actions

These details help you track Market Update schedules and assignments.

---

#### View Market Updates

1. Navigate to **Automation &gt; Market Updates**.
2. Locate the desired Market Update.
3. Click the **View** button.

You can view the selected Market Update.

<div id="bkmrk--2" style="width: 100%; height: 600px;"><iframe allow="accelerometer;gyroscope;autoplay;encrypted-media;picture-in-picture;" allowfullscreen="allowfullscreen" loading="lazy" src="https://player.mediadelivery.net/embed/644343/0cf3588e-ce55-43fa-ac7b-728caed97f96?autoplay=true&loop=false&muted=true&preload=true&responsive=true" style="width: 100%; height: 100%; border: 0;"> </iframe>

</div>---

<span style="color: rgb(34, 34, 34); font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 1.666em; font-weight: 400;">View Active Leads</span>

1. Click the number displayed in the **Active** column.

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

2. Select one or more leads.
3. 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.

2. Select one or more leads.
3. Choose one of the following actions:
    
    
    - **Resume** – Reactivate the Market Update for the selected leads.
    - **Delete** – Remove the Market Update from the selected leads.

<div id="bkmrk--5" style="width: 100%; height: 600px;"><iframe allow="accelerometer;gyroscope;autoplay;encrypted-media;picture-in-picture;" allowfullscreen="allowfullscreen" loading="lazy" src="https://player.mediadelivery.net/embed/644343/d2b3de7a-878c-430c-94d7-74db9fcfaaeb?autoplay=true&loop=false&muted=true&preload=true&responsive=true" style="width: 100%; height: 100%; border: 0;"> </iframe>

</div>---

#### 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.

<div id="bkmrk--7" style="width: 100%; height: 600px;"><iframe allow="accelerometer;gyroscope;autoplay;encrypted-media;picture-in-picture;" allowfullscreen="allowfullscreen" loading="lazy" src="https://player.mediadelivery.net/embed/644343/6010de10-8e23-42fe-a419-bd4d2a398916?autoplay=true&loop=false&muted=true&preload=true&responsive=true" style="width: 100%; height: 100%; border: 0;"> </iframe>

</div>---

#### 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

- Market Updates cannot be created manually.
- Existing Market Updates cannot be deleted.
- Market Updates can only be viewed and assigned to leads, tags, stages, or sources.
- Lead assignments can be managed by pausing, resuming, or removing the Market Update from individual leads.

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:

- Newsletter Name
- Active Leads
- Paused Leads
- Frequency
- Run On
- Next Email On
- Assigned Tags
- Assigned Stages
- Assigned Source
- Actions

---

#### View a Newsletter Preview

1. Navigate to **Automation &gt; Real Estate Newsletters**.
2. Locate the desired newsletter.
3. Click **View** in the Actions column.

The newsletter preview will be displayed.

<div id="bkmrk--2" style="width: 100%; height: 600px;"><iframe allow="accelerometer;gyroscope;autoplay;encrypted-media;picture-in-picture;" allowfullscreen="allowfullscreen" loading="lazy" src="https://player.mediadelivery.net/embed/644343/6b14ff1f-0422-4306-8f59-3410a45cea9c?autoplay=true&loop=false&muted=true&preload=true&responsive=true" style="width: 100%; height: 100%; border: 0;"> </iframe>

</div>---

#### Important Notes

- Real Estate Newsletters are system-managed.
- Newsletters cannot be created manually.
- Newsletters cannot be deleted.
- Newsletters can only be viewed and assigned to leads, tags, stages, or sources.

---

#### View Active Leads

1. Navigate to **Automation &gt; 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 &gt; 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.

<div id="bkmrk--6" style="width: 100%; height: 600px;"><iframe allow="accelerometer;gyroscope;autoplay;encrypted-media;picture-in-picture;" allowfullscreen="allowfullscreen" loading="lazy" src="https://player.mediadelivery.net/embed/644343/5072dd68-021b-43b1-97a9-de70a9c583dc?autoplay=true&loop=false&muted=true&preload=true&responsive=true" style="width: 100%; height: 100%; border: 0;"> </iframe>

</div>---

#### 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 &gt; 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.

<div id="bkmrk--10" style="width: 100%; height: 600px;"><iframe allow="accelerometer;gyroscope;autoplay;encrypted-media;picture-in-picture;" allowfullscreen="allowfullscreen" loading="lazy" src="https://player.mediadelivery.net/embed/644343/28ab4916-b6bc-46b7-a408-c4ff2cd809a3?autoplay=true&loop=false&muted=true&preload=true&responsive=true" style="width: 100%; height: 100%; border: 0;"> </iframe>

</div>---

#### 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:

- Sending emails
- Sending SMS messages
- Adding tags
- Removing tags
- Changing stages
- Creating notes
- Assigning other Action Plans

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

Action Plans can be assigned to:

- Individual leads
- Tags
- Stages
- Sources

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

---

#### Access Action Plans

1. Navigate to **Automation &gt; Action Plans**.

The Action Plans page displays all available Action Plans.

##### From this page, you can view:

- Action Plan Name
- Number of Steps
- Active Leads
- Paused Leads
- Stopped Leads
- Completed Leads
- Available Actions

---

#### View an Action Plan

1. Navigate to **Automation &gt; 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 &gt; 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

- Select **Send Email**.
- Select an Email Template.
- Configure the execution timing.
- Save the action.

#### Send SMS

- Select **Send SMS**.
- Select an SMS Template.
- Configure the execution timing.
- Save the action.

#### Add Tags

- Select **Add Tags**.
- Select one or more tags.
- Configure the execution timing.
- Save the action.

#### Remove Tags

- Select **Remove Tags**.
- Select one or more tags.
- Configure the execution timing.
- Save the action.

#### Change Stage

- Select **Change Stage**.
- Select the desired stage.
- Configure the execution timing.
- Save the action.

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

#### Add Note

- Select **Add Note**.
- Enter the note content.
- Configure the execution timing.
- Save the action.

#### Assign Action Plan

- Select **Assign Action Plan**.
- Select the desired Action Plan.
- Configure the execution timing.
- Save the action.

#### Additional Action Types

You can also configure:

- Pause Specific Action Plan
- Pause All Action Plans
- Repeat Action Plan

##### 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.

<div id="bkmrk--3" style="width: 100%; height: 600px;"><iframe allow="accelerometer;gyroscope;autoplay;encrypted-media;picture-in-picture;" allowfullscreen="allowfullscreen" loading="lazy" src="https://player.mediadelivery.net/embed/644343/63c1e7e8-c2ab-4144-b11e-38f6c9ad275b?autoplay=true&loop=false&muted=false&preload=true&responsive=true" style="width: 100%; height: 100%; border: 0;"> </iframe>

</div>---

#### Edit an Action Plan

1. Navigate to **Automation &gt; 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 &gt; 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.

<div id="bkmrk--7" style="width: 100%; height: 600px;"><iframe allow="accelerometer;gyroscope;autoplay;encrypted-media;picture-in-picture;" allowfullscreen="allowfullscreen" loading="lazy" src="https://player.mediadelivery.net/embed/644343/6daa8db9-9e8b-4e0d-8d67-b98a765f62c6?autoplay=true&loop=false&muted=false&preload=true&responsive=true" style="width: 100%; height: 100%; border: 0;"> </iframe>

</div>---

#### 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.

<div id="bkmrk--11" style="width: 100%; height: 600px;"><iframe allow="accelerometer;gyroscope;autoplay;encrypted-media;picture-in-picture;" allowfullscreen="allowfullscreen" loading="lazy" src="https://player.mediadelivery.net/embed/644343/d2920193-c119-4a18-b6f3-494fe2c0b190?autoplay=true&loop=false&muted=false&preload=true&responsive=true" style="width: 100%; height: 100%; border: 0;"> </iframe>

</div>---

#### Manage Assigned Leads

Each Action Plan displays lead counts under:

- Active
- Paused
- Stopped
- Completed

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

##### Active Leads

Available actions:

- Pause
- Stop
- Remove

##### Paused Leads

Available actions:

- Resume
- Remove

##### Stopped Leads

Available actions:

- Restart
- Remove

##### Completed Leads

Available actions:

- Restart

---

#### 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**

- Pause
- Stop
- Delete

**If Paused**

- Resume
- Delete

**If Stopped**

- Restart
- Delete

---

#### Understanding Action Plan Statuses

<table id="bkmrk-status-description-a"><thead><tr><th>Status</th><th>Description</th></tr></thead><tbody><tr><td>Active</td><td>The Action Plan is currently executing.</td></tr><tr><td>Paused</td><td>The Action Plan is temporarily suspended and can later resume.</td></tr><tr><td>Stopped</td><td>The Action Plan was terminated before completion and can be restarted.</td></tr><tr><td>Completed</td><td>All configured steps have executed successfully.</td></tr></tbody></table>

<div id="bkmrk--15" style="width: 100%; height: 600px;"><iframe allow="accelerometer;gyroscope;autoplay;encrypted-media;picture-in-picture;" allowfullscreen="allowfullscreen" loading="lazy" src="https://player.mediadelivery.net/embed/644343/6f8e4e6f-0b9a-4964-9175-38a50847804a?autoplay=true&loop=false&muted=false&preload=true&responsive=true" style="width: 100%; height: 100%; border: 0;"> </iframe>

</div>---

#### 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.

<div aria-busy="false" aria-describedby="_r_35a_" aria-label="Chat messages" data-find-provider-scope="" id="bkmrk-" role="feed"><div data-sizer-excess="0"><div data-index="9" data-last-message="true"><div aria-label="Message 10 of 10" aria-posinset="10" aria-setsize="10" role="article" tabindex="0"><div data-test-render-count="1"><div class="group"><div class="contents"><div class="group relative relative pb-[var(--msg-assistant-pb,0.75rem)]" data-is-streaming="false"><div class="font-claude-response relative leading-[1.65rem] [&_pre>div]:bg-bg-000/50 [&_pre>div]:border-0.5 [&_pre>div]:border-border-400 [&_.ignore-pre-bg>div]:bg-transparent [&_.standard-markdown_:is(p,blockquote,h1,h2,h3,h4,h5,h6)]:pl-2 [&_.standard-markdown_:is(p,blockquote,ul,ol,h1,h2,h3,h4,h5,h6)]:pr-8 [&_.progressive-markdown_:is(p,blockquote,h1,h2,h3,h4,h5,h6)]:pl-2 [&_.progressive-markdown_:is(p,blockquote,ul,ol,h1,h2,h3,h4,h5,h6)]:pr-8"><div><div class="grid grid-rows-[auto_auto] min-w-0"><div class="row-start-2 col-start-1 relative grid grid-rows-[auto_auto] isolate min-w-0"><div class="row-start-1 col-start-1 relative z-[2] min-w-0"><div><div><div class="standard-markdown grid-cols-1 grid [&_>_*]:min-w-0 gap-3 standard-markdown">---

</div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>#### Access AI Listing Intelligence

<div aria-busy="false" aria-describedby="_r_35a_" aria-label="Chat messages" data-find-provider-scope="" id="bkmrk-click-your-profile-i" role="feed"><div data-sizer-excess="0"><div data-index="9" data-last-message="true"><div aria-label="Message 10 of 10" aria-posinset="10" aria-setsize="10" role="article" tabindex="0"><div data-test-render-count="1"><div class="group"><div class="contents"><div class="group relative relative pb-[var(--msg-assistant-pb,0.75rem)]" data-is-streaming="false"><div class="font-claude-response relative leading-[1.65rem] [&_pre>div]:bg-bg-000/50 [&_pre>div]:border-0.5 [&_pre>div]:border-border-400 [&_.ignore-pre-bg>div]:bg-transparent [&_.standard-markdown_:is(p,blockquote,h1,h2,h3,h4,h5,h6)]:pl-2 [&_.standard-markdown_:is(p,blockquote,ul,ol,h1,h2,h3,h4,h5,h6)]:pr-8 [&_.progressive-markdown_:is(p,blockquote,h1,h2,h3,h4,h5,h6)]:pl-2 [&_.progressive-markdown_:is(p,blockquote,ul,ol,h1,h2,h3,h4,h5,h6)]:pr-8"><div><div class="grid grid-rows-[auto_auto] min-w-0"><div class="row-start-2 col-start-1 relative grid grid-rows-[auto_auto] isolate min-w-0"><div class="row-start-1 col-start-1 relative z-[2] min-w-0"><div><div><div class="standard-markdown grid-cols-1 grid [&_>_*]:min-w-0 gap-3 standard-markdown">1. Click your profile icon.
2. Select **AI Hub** from the left sidebar.
3. Select **AI Listing Intelligence**.

</div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>The AI Listing Intelligence page will be displayed.

From this page, you can view and configure:

<div aria-busy="false" aria-describedby="_r_35a_" aria-label="Chat messages" data-find-provider-scope="" id="bkmrk-ai-listing-intellige-1" role="feed"><div data-sizer-excess="0"><div data-index="9" data-last-message="true"><div aria-label="Message 10 of 10" aria-posinset="10" aria-setsize="10" role="article" tabindex="0"><div data-test-render-count="1"><div class="group"><div class="contents"><div class="group relative relative pb-[var(--msg-assistant-pb,0.75rem)]" data-is-streaming="false"><div class="font-claude-response relative leading-[1.65rem] [&_pre>div]:bg-bg-000/50 [&_pre>div]:border-0.5 [&_pre>div]:border-border-400 [&_.ignore-pre-bg>div]:bg-transparent [&_.standard-markdown_:is(p,blockquote,h1,h2,h3,h4,h5,h6)]:pl-2 [&_.standard-markdown_:is(p,blockquote,ul,ol,h1,h2,h3,h4,h5,h6)]:pr-8 [&_.progressive-markdown_:is(p,blockquote,h1,h2,h3,h4,h5,h6)]:pl-2 [&_.progressive-markdown_:is(p,blockquote,ul,ol,h1,h2,h3,h4,h5,h6)]:pr-8"><div><div class="grid grid-rows-[auto_auto] min-w-0"><div class="row-start-2 col-start-1 relative grid grid-rows-[auto_auto] isolate min-w-0"><div class="row-start-1 col-start-1 relative z-[2] min-w-0"><div><div><div class="standard-markdown grid-cols-1 grid [&_>_*]:min-w-0 gap-3 standard-markdown">- AI Listing Intelligence (enable/disable toggle)
- AI Engagement Detection (Smart Triggers)
- AI Property Activity Alerts (Notify Lead)
- AI Conflict Prevention (Auto-Pause)

---

</div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>#### Enable/Disable AI Listing Intelligence

<div aria-busy="false" aria-describedby="_r_35a_" aria-label="Chat messages" data-find-provider-scope="" id="bkmrk-navigate-to-ai-hub-%3E" role="feed"><div data-sizer-excess="0"><div data-index="9" data-last-message="true"><div aria-label="Message 10 of 10" aria-posinset="10" aria-setsize="10" role="article" tabindex="0"><div data-test-render-count="1"><div class="group"><div class="contents"><div class="group relative relative pb-[var(--msg-assistant-pb,0.75rem)]" data-is-streaming="false"><div class="font-claude-response relative leading-[1.65rem] [&_pre>div]:bg-bg-000/50 [&_pre>div]:border-0.5 [&_pre>div]:border-border-400 [&_.ignore-pre-bg>div]:bg-transparent [&_.standard-markdown_:is(p,blockquote,h1,h2,h3,h4,h5,h6)]:pl-2 [&_.standard-markdown_:is(p,blockquote,ul,ol,h1,h2,h3,h4,h5,h6)]:pr-8 [&_.progressive-markdown_:is(p,blockquote,h1,h2,h3,h4,h5,h6)]:pl-2 [&_.progressive-markdown_:is(p,blockquote,ul,ol,h1,h2,h3,h4,h5,h6)]:pr-8"><div><div class="grid grid-rows-[auto_auto] min-w-0"><div class="row-start-2 col-start-1 relative grid grid-rows-[auto_auto] isolate min-w-0"><div class="row-start-1 col-start-1 relative z-[2] min-w-0"><div><div><div class="standard-markdown grid-cols-1 grid [&_>_*]:min-w-0 gap-3 standard-markdown">1. Navigate to **AI Hub &gt; AI Listing Intelligence**.
2. Use the **AI Listing Intelligence** toggle at the top-right (labeled **ENABLED**/disabled) to turn the feature on or off.

---

</div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>#### Configure AI Engagement Detection

<div aria-busy="false" aria-describedby="_r_35a_" aria-label="Chat messages" data-find-provider-scope="" id="bkmrk-navigate-to-ai-hub-%3E-1" role="feed"><div data-sizer-excess="0"><div data-index="9" data-last-message="true"><div aria-label="Message 10 of 10" aria-posinset="10" aria-setsize="10" role="article" tabindex="0"><div data-test-render-count="1"><div class="group"><div class="contents"><div class="group relative relative pb-[var(--msg-assistant-pb,0.75rem)]" data-is-streaming="false"><div class="font-claude-response relative leading-[1.65rem] [&_pre>div]:bg-bg-000/50 [&_pre>div]:border-0.5 [&_pre>div]:border-border-400 [&_.ignore-pre-bg>div]:bg-transparent [&_.standard-markdown_:is(p,blockquote,h1,h2,h3,h4,h5,h6)]:pl-2 [&_.standard-markdown_:is(p,blockquote,ul,ol,h1,h2,h3,h4,h5,h6)]:pr-8 [&_.progressive-markdown_:is(p,blockquote,h1,h2,h3,h4,h5,h6)]:pl-2 [&_.progressive-markdown_:is(p,blockquote,ul,ol,h1,h2,h3,h4,h5,h6)]:pr-8"><div><div class="grid grid-rows-[auto_auto] min-w-0"><div class="row-start-2 col-start-1 relative grid grid-rows-[auto_auto] isolate min-w-0"><div class="row-start-1 col-start-1 relative z-[2] min-w-0"><div><div><div class="standard-markdown grid-cols-1 grid [&_>_*]:min-w-0 gap-3 standard-markdown">1. Navigate to **AI Hub &gt; 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.

</div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>> **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.

<div aria-busy="false" aria-describedby="_r_35a_" aria-label="Chat messages" data-find-provider-scope="" id="bkmrk--1" role="feed"><div data-sizer-excess="0"><div data-index="9" data-last-message="true"><div aria-label="Message 10 of 10" aria-posinset="10" aria-setsize="10" role="article" tabindex="0"><div data-test-render-count="1"><div class="group"><div class="contents"><div class="group relative relative pb-[var(--msg-assistant-pb,0.75rem)]" data-is-streaming="false"><div class="font-claude-response relative leading-[1.65rem] [&_pre>div]:bg-bg-000/50 [&_pre>div]:border-0.5 [&_pre>div]:border-border-400 [&_.ignore-pre-bg>div]:bg-transparent [&_.standard-markdown_:is(p,blockquote,h1,h2,h3,h4,h5,h6)]:pl-2 [&_.standard-markdown_:is(p,blockquote,ul,ol,h1,h2,h3,h4,h5,h6)]:pr-8 [&_.progressive-markdown_:is(p,blockquote,h1,h2,h3,h4,h5,h6)]:pl-2 [&_.progressive-markdown_:is(p,blockquote,ul,ol,h1,h2,h3,h4,h5,h6)]:pr-8"><div><div class="grid grid-rows-[auto_auto] min-w-0"><div class="row-start-2 col-start-1 relative grid grid-rows-[auto_auto] isolate min-w-0"><div class="row-start-1 col-start-1 relative z-[2] min-w-0"><div><div><div class="standard-markdown grid-cols-1 grid [&_>_*]:min-w-0 gap-3 standard-markdown">---

</div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>#### Configure AI Property Activity Alerts

<div aria-busy="false" aria-describedby="_r_35a_" aria-label="Chat messages" data-find-provider-scope="" id="bkmrk-navigate-to-ai-hub-%3E-2" role="feed"><div data-sizer-excess="0"><div data-index="9" data-last-message="true"><div aria-label="Message 10 of 10" aria-posinset="10" aria-setsize="10" role="article" tabindex="0"><div data-test-render-count="1"><div class="group"><div class="contents"><div class="group relative relative pb-[var(--msg-assistant-pb,0.75rem)]" data-is-streaming="false"><div class="font-claude-response relative leading-[1.65rem] [&_pre>div]:bg-bg-000/50 [&_pre>div]:border-0.5 [&_pre>div]:border-border-400 [&_.ignore-pre-bg>div]:bg-transparent [&_.standard-markdown_:is(p,blockquote,h1,h2,h3,h4,h5,h6)]:pl-2 [&_.standard-markdown_:is(p,blockquote,ul,ol,h1,h2,h3,h4,h5,h6)]:pr-8 [&_.progressive-markdown_:is(p,blockquote,h1,h2,h3,h4,h5,h6)]:pl-2 [&_.progressive-markdown_:is(p,blockquote,ul,ol,h1,h2,h3,h4,h5,h6)]:pr-8"><div><div class="grid grid-rows-[auto_auto] min-w-0"><div class="row-start-2 col-start-1 relative grid grid-rows-[auto_auto] isolate min-w-0"><div class="row-start-1 col-start-1 relative z-[2] min-w-0"><div><div><div class="standard-markdown grid-cols-1 grid [&_>_*]:min-w-0 gap-3 standard-markdown">1. Navigate to **AI Hub &gt; 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.

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

<div aria-busy="false" aria-describedby="_r_35a_" aria-label="Chat messages" data-find-provider-scope="" id="bkmrk--2" role="feed"><div data-sizer-excess="0"><div data-index="9" data-last-message="true"><div aria-label="Message 10 of 10" aria-posinset="10" aria-setsize="10" role="article" tabindex="0"><div data-test-render-count="1"><div class="group"><div class="contents"><div class="group relative relative pb-[var(--msg-assistant-pb,0.75rem)]" data-is-streaming="false"><div class="font-claude-response relative leading-[1.65rem] [&_pre>div]:bg-bg-000/50 [&_pre>div]:border-0.5 [&_pre>div]:border-border-400 [&_.ignore-pre-bg>div]:bg-transparent [&_.standard-markdown_:is(p,blockquote,h1,h2,h3,h4,h5,h6)]:pl-2 [&_.standard-markdown_:is(p,blockquote,ul,ol,h1,h2,h3,h4,h5,h6)]:pr-8 [&_.progressive-markdown_:is(p,blockquote,h1,h2,h3,h4,h5,h6)]:pl-2 [&_.progressive-markdown_:is(p,blockquote,ul,ol,h1,h2,h3,h4,h5,h6)]:pr-8"><div><div class="grid grid-rows-[auto_auto] min-w-0"><div class="row-start-2 col-start-1 relative grid grid-rows-[auto_auto] isolate min-w-0"><div class="row-start-1 col-start-1 relative z-[2] min-w-0"><div><div><div class="standard-markdown grid-cols-1 grid [&_>_*]:min-w-0 gap-3 standard-markdown">---

</div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>#### 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.

<div aria-busy="false" aria-describedby="_r_35a_" aria-label="Chat messages" data-find-provider-scope="" id="bkmrk--3" role="feed"><div data-sizer-excess="0"><div data-index="9" data-last-message="true"><div aria-label="Message 10 of 10" aria-posinset="10" aria-setsize="10" role="article" tabindex="0"><div data-test-render-count="1"><div class="group"><div class="contents"><div class="group relative relative pb-[var(--msg-assistant-pb,0.75rem)]" data-is-streaming="false"><div class="font-claude-response relative leading-[1.65rem] [&_pre>div]:bg-bg-000/50 [&_pre>div]:border-0.5 [&_pre>div]:border-border-400 [&_.ignore-pre-bg>div]:bg-transparent [&_.standard-markdown_:is(p,blockquote,h1,h2,h3,h4,h5,h6)]:pl-2 [&_.standard-markdown_:is(p,blockquote,ul,ol,h1,h2,h3,h4,h5,h6)]:pr-8 [&_.progressive-markdown_:is(p,blockquote,h1,h2,h3,h4,h5,h6)]:pl-2 [&_.progressive-markdown_:is(p,blockquote,ul,ol,h1,h2,h3,h4,h5,h6)]:pr-8"><div><div class="grid grid-rows-[auto_auto] min-w-0"><div class="row-start-2 col-start-1 relative grid grid-rows-[auto_auto] isolate min-w-0"><div class="row-start-1 col-start-1 relative z-[2] min-w-0"><div><div><div class="standard-markdown grid-cols-1 grid [&_>_*]:min-w-0 gap-3 standard-markdown">---

</div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>#### Save Settings

<div aria-busy="false" aria-describedby="_r_35a_" aria-label="Chat messages" data-find-provider-scope="" id="bkmrk-after-making-changes" role="feed"><div data-sizer-excess="0"><div data-index="9" data-last-message="true"><div aria-label="Message 10 of 10" aria-posinset="10" aria-setsize="10" role="article" tabindex="0"><div data-test-render-count="1"><div class="group"><div class="contents"><div class="group relative relative pb-[var(--msg-assistant-pb,0.75rem)]" data-is-streaming="false"><div class="font-claude-response relative leading-[1.65rem] [&_pre>div]:bg-bg-000/50 [&_pre>div]:border-0.5 [&_pre>div]:border-border-400 [&_.ignore-pre-bg>div]:bg-transparent [&_.standard-markdown_:is(p,blockquote,h1,h2,h3,h4,h5,h6)]:pl-2 [&_.standard-markdown_:is(p,blockquote,ul,ol,h1,h2,h3,h4,h5,h6)]:pr-8 [&_.progressive-markdown_:is(p,blockquote,h1,h2,h3,h4,h5,h6)]:pl-2 [&_.progressive-markdown_:is(p,blockquote,ul,ol,h1,h2,h3,h4,h5,h6)]:pr-8"><div><div class="grid grid-rows-[auto_auto] min-w-0"><div class="row-start-2 col-start-1 relative grid grid-rows-[auto_auto] isolate min-w-0"><div class="row-start-1 col-start-1 relative z-[2] min-w-0"><div><div><div class="standard-markdown grid-cols-1 grid [&_>_*]:min-w-0 gap-3 standard-markdown">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**.

</div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>#### 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.

<div id="bkmrk--9" style="width: 100%; height: 600px;"><iframe allow="accelerometer;gyroscope;autoplay;encrypted-media;picture-in-picture;" allowfullscreen="allowfullscreen" loading="lazy" src="https://player.mediadelivery.net/embed/644343/c9491798-cf8f-4572-97e1-e0aaa2b18336?autoplay=true&loop=false&muted=true&preload=true&responsive=true" style="width: 100%; height: 100%; border: 0;"></iframe>

</div>

# 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.

- Turn the toggle **On** to enable Lead Engagement Alerts.
- Turn the toggle **Off** to disable all Lead Engagement Alerts.

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.

- Minimum value: 1 hour
- Maximum value: 23 hours

Select how you would like to receive the notification:

- App Notification
- Email Notification

#### Notify When a Lead Becomes Active After Selected Days

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

- Minimum value: 1 day
- Maximum value: 364 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.

- Minimum value: 7 days
- Maximum value: 99 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.

- Minimum value: 2 views
- Maximum value: 99 views

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.

- Minimum value: 2 properties
- Maximum value: 99 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

- Notify me when a lead clicks a link in an email.
- Notify me when a lead opens an email.
- Notify me when a lead unsubscribes from email communications.
- Notify me when a lead replies to an email.

> **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.

<div id="bkmrk--5" style="width: 100%; height: 600px;"><iframe allow="accelerometer;gyroscope;autoplay;encrypted-media;picture-in-picture;" allowfullscreen="allowfullscreen" loading="lazy" src="https://player.mediadelivery.net/embed/644343/2b11ba14-6b4e-4db4-8682-17218c02ca49?autoplay=true&loop=false&muted=true&preload=true&responsive=true" style="width: 100%; height: 100%; border: 0;"></iframe>

</div>