AGENTVIEW AI allows you to access information from your AGENTVIEW account through a supported AI assistant, including ChatGPT, Claude, and Grok.

Once connected, you can ask questions about your contacts, lead activity, follow-ups, email campaigns, transactions, and other supported areas of your business.

This guide explains how to set up your connection and begin using AGENTVIEW AI.

Step 1: Open Your AGENTVIEW Account Profile

1. Sign in to your AGENTVIEW account.

2. Navigate to your Account Profile.

3. Scroll to the Account Connections section.

4. Locate the AGENTVIEW AI connection card.

5. Click Connect AI to open the connection setup window.

The setup window provides instructions for connecting your account to a supported AI assistant.

Step 2: Choose Your AI Assistant

Inside the AGENTVIEW AI setup window, select the AI assistant you want to use.

Available options include:

• ChatGPT — Connect AGENTVIEW AI to your ChatGPT account.

• Claude — Connect AGENTVIEW AI to your Claude account.

• Grok — Connect AGENTVIEW AI to your Grok account.

Once you make a selection, AGENTVIEW displays the connection instructions for that platform.

Important: Connection features may depend on your AI provider's subscription plan and account permissions.

Step 3: Copy Your AGENTVIEW AI Connection URL

The connection setup window displays the information needed to connect your AI assistant to AGENTVIEW.

Locate the MCP Server URL:

https://mcp.agentview.net/mcp

Click Copy URL to copy the address.

You will use this URL when adding AGENTVIEW as a custom connection in your chosen AI assistant.

For reference, the connection details are:

Connection Name: AGENTVIEW AI

Connection Type: Remote MCP Server

Server URL: https://mcp.agentview.net/mcp

Authentication: Secure AGENTVIEW account authorization

Step 4: Add AGENTVIEW AI to Your AI Assistant

Open your selected AI assistant in a separate browser tab or application.

Follow the platform-specific instructions displayed in your AGENTVIEW connection window.

Connecting with ChatGPT

1. Open ChatGPT and sign in.

2. Navigate to the available plugin or custom connection settings for your account.

3. Choose the option for adding a custom MCP connection, if available.

4. Enter AGENTVIEW AI as the connection name.

5. Paste the AGENTVIEW MCP Server URL.

6. Follow the prompts to authorize your AGENTVIEW account.

The exact menu options may vary depending on your ChatGPT plan and workspace permissions.

Connecting with Claude

1. Open Claude and sign in.

2. Navigate to its connector settings.

3. Find the option to add a custom connector.

4. Enter AGENTVIEW AI as the connector name.

5. Paste the AGENTVIEW MCP Server URL.

6. Complete the authorization process.

Connecting with Grok

1. Open Grok and sign in.

2. Locate its available custom MCP connector settings.

3. Add a new custom connection.

4. Enter AGENTVIEW AI as the connection name.

5. Paste the AGENTVIEW MCP Server URL.

6. Complete the authorization process.

If your AI assistant does not offer the required custom connection option, check whether your account or subscription supports it.

Step 5: Authorize Your AGENTVIEW Account

During the connection process, you may be prompted to authorize access to your AGENTVIEW account.

Follow the authorization instructions presented by your AI assistant and AGENTVIEW.

This process allows the AI assistant to request supported business information from your authorized AGENTVIEW account.

Security Tip: Always complete authorization through the official connection process. Do not paste your AGENTVIEW password into an AI conversation.

Step 6: Verify Your Connection

After completing the setup, return to your AI assistant.

Start a new conversation and enter the following question:

"Can you give me a summary of my AGENTVIEW business?"

If the connection is working correctly, your AI assistant should be able to use the AGENTVIEW connection to retrieve available business information.

You can also try:

"How many contacts do I have in AGENTVIEW?"

If you receive a response based on your account information, your connection is ready to use.

If your assistant responds that it cannot access AGENTVIEW, review the troubleshooting section below.

Step 7: Start Asking Questions About Your Business

Once connected, you can ask AGENTVIEW AI questions using everyday language.

Here are several examples to help you get started.

Find Leads That Need Attention

Ask:

"Which leads need my attention today, and why?"

Your AI assistant can review supported contact activity and follow-up information to help you understand which contacts may need attention.

Review High-Intent Leads

Ask:

"Who are my highest-intent leads right now, and what activity supports their Intent Scores?"

AGENTVIEW's Touchbase Intelligence provides lead engagement insights using an Intent Score from 1 to 10.

The assistant can help explain the available signals behind those scores.

Review Follow-Up Opportunities

Ask:

"Which contacts have not received a follow-up recently?"

Use the response to identify contacts who may benefit from renewed outreach.

Review Email Campaigns

Ask:

"Give me a summary of my recent email campaigns and engagement."

Your assistant can retrieve supported campaign information and help you understand recent performance.

Review Transactions

Ask:

"What are my active transactions and upcoming milestones?"

This can help you review your transaction activity and identify upcoming items that need attention.

Plan Your Day

Ask:

"Review my AGENTVIEW business and tell me the three most important things I should focus on today."

This allows your AI assistant to help organize information from supported areas of your business into practical priorities.

Step 8: Understand What AGENTVIEW AI Can Do

AGENTVIEW AI currently supports retrieving and reviewing information from connected AGENTVIEW features.

Depending on the information available in your account, it can help you:

• Search for contacts and review contact details.

• Understand lead Intent Scores and engagement trends.

• Identify follow-up opportunities.

• Review tasks and reminders.

• Analyze supported email campaign activity.

• Explore website and landing page engagement.

• Review open house registrations.

• Summarize transactions and milestones.

• Review commission information.

• Request broader business summaries and recommendations.

Important: The current AGENTVIEW AI connection is read-only. It can retrieve and explain information, but it cannot directly edit contact records, create tasks, send emails, or make changes to your AGENTVIEW account.

To make those changes, continue using the appropriate tools inside AGENTVIEW.

Troubleshooting Your Connection

My AI Assistant Cannot Find AGENTVIEW

Check that you added the AGENTVIEW MCP Server URL correctly and completed the authorization process.

Also confirm that the connection is enabled in your AI assistant.

I Cannot Find the Custom Connector Option

Some AI platforms limit custom connections based on subscription level, workspace settings, or account permissions.

Review your provider's connection settings and confirm that your account supports remote MCP connections.

My AI Assistant Says It Cannot Access My Account

Try reconnecting AGENTVIEW AI and completing authorization again.

If the problem continues, confirm that you are signing in with the correct AGENTVIEW account.

My AI Assistant Cannot Find Certain Information

AGENTVIEW AI can only retrieve information exposed through its supported connection and available to your authorized account.

Some information may be unavailable because there is no recorded activity, the feature is not enabled, or the requested information is not supported.

Try asking a more specific question or checking the information directly inside AGENTVIEW.

Need Additional Assistance?

If you experience difficulties connecting or using AGENTVIEW AI, contact AGENTVIEW Support.

Email: avsupport@agentview.net

When requesting assistance, include the AI platform you are using, the step where the problem occurs, and any relevant error messages.

Do not include passwords, authentication tokens, or other sensitive account credentials.

You're Ready to Use AGENTVIEW AI

Once your connection is established, you can begin asking questions about your real estate business whenever you need information or guidance.

For your next conversation, try:

"Act as my real estate business advisor. What should I be paying attention to in my AGENTVIEW account today?"

As you become more familiar with AGENTVIEW AI, you can ask increasingly specific questions about your contacts, marketing, transactions, and daily activities.