Agent App: My Activity AI Insights Overview

Jenny
Jenny

 

This article provides what's inside the AI Insights for in-person appointments, detailing the dashboard's features for reviewing recordings

 

  • Once you open a specific appointment insight, the top banner provides the following details:
    • Date and time of the meeting
    • Lead Name
    • Lead Type (Seller/Buyer)
    • Meeting Duration
    • Your registered agent name

 

 

Overview Tab shows:

  • Call Outcome
  • Signing Probability (e.g. Nurture, Strong or At Risk)
  • Performance Metrics:
    • Leadership
    • Discovery
    • Market Authority
    • Differentiation
    • Property Risk
  • Meeting Summary
  • Actionable Next Steps
  • Property Details
  • Client Context
    • Timeline
    • Motivation
    • Decision Makers
    • Constraints


Coaching tab shows:

  • What was strong
  • What needs improv
  • Script lines to use next time

 

Audio + Transcript

  • You can listen to the recording directly on the platform
  • Click Download to save the audio file
  • Copy Transcript
  • Includes a color-coded speaker breakdown

 
Jenny

Jenny

Jenny is a Client Onboarding Specialist at RealSynch with over three years of experience helping real estate teams get connected, set up, and seeing results. She works closely with clients through every step of the onboarding process and knows the platform inside and out. When a client has a question, Jenny's usually the one with the answer.