How to Identify Leads That Need Your Attention Using AGENTVIEW AI

Training Resource • AGENTVIEW Support

Learn how to use AGENTVIEW AI to identify leads that need attention, understand follow-up recommendations, review contact activity, and prioritize your next steps.

Keeping up with every lead in your real estate business can be challenging, especially when you're managing multiple contacts, appointments, follow-ups, and marketing activities.

AGENTVIEW AI helps you identify contacts who may need your attention by reviewing information available in your AGENTVIEW account.

With the help of Touchbase Intelligence, you can discover follow-up opportunities, understand recent contact activity, and make more informed decisions about who to contact next.

This guide will show you how to identify leads that need attention, understand the results, and use those insights to organize your daily follow-up activities.

Step 1: Open Your Connected AI Assistant

Before getting started, make sure you have connected AGENTVIEW AI to your preferred AI assistant.

Open ChatGPT, Claude, or Grok.
Sign in to your account.
Start a new conversation.
Make sure your AGENTVIEW AI connection is available and enabled.

If you haven't connected your account, review our support article: How to Get Started with AGENTVIEW AI.

Step 2: Ask Which Leads Need Your Attention

Once your AI assistant is ready, enter the following question:

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

Your AI assistant can request follow-up insights from your AGENTVIEW account and identify contacts who may need additional attention.

Depending on the information available, the response may highlight contacts with:

Overdue follow-up activities.
Recent engagement that may warrant a conversation.
New leads that have not received personal outreach.
Previous contact attempts without a scheduled next step.
Renewed activity after a period of inactivity.
Other follow-up opportunities identified by Touchbase Intelligence.

Your AI assistant should also provide an explanation of why each contact was identified.

Tip: You can ask your AI assistant to focus on a specific number of contacts.

For example:

"Show me the five leads that need my attention most, and explain why each one is important."

This can help you create a manageable follow-up list for the day.

Step 3: Understand Why Each Lead Was Recommended

After receiving your results, review the information provided for each contact.

Pay particular attention to the reason AGENTVIEW AI identifies a contact as needing attention.

For example, a recommendation may involve:

An overdue follow-up

A contact has an outstanding follow-up activity that should be reviewed.

Renewed engagement

A contact who previously showed limited activity has recently demonstrated new interest through supported engagement signals.

A new lead awaiting outreach

A recently added contact may not have received an initial personal follow-up.

A missing next step

You may have contacted a prospect previously without recording another scheduled follow-up.

Understanding these reasons helps you decide what action is appropriate rather than simply contacting everyone in the same order.

Ask for More Details

If you want additional information about a recommendation, ask:

"Can you explain why this contact needs my attention and what activity contributed to that recommendation?"

AGENTVIEW AI can help you examine the available information in greater detail.

Step 4: Understand the Difference Between Lead Intent and Follow-Up Priority

AGENTVIEW uses different types of intelligence to help you understand your contacts.

Two important concepts are Lead Intent and Follow-Up Priority.

Lead Intent

Lead Intent helps you understand the level of interest a contact is demonstrating through supported engagement signals.

Touchbase Intelligence uses an Intent Score ranging from 1 to 10, with higher scores indicating stronger observed engagement.

For example, a contact who repeatedly engages with your marketing or property information may have stronger intent signals than a contact with little recorded activity.

The score reflects available engagement information. It does not guarantee that someone is ready to buy or sell.

Follow-Up Priority

Follow-Up Priority helps identify contacts or activities that may require your attention.

A contact can have a lower Intent Score and still need immediate follow-up.

For example, a new lead who has not received personal outreach may deserve attention even without significant engagement history.

Likewise, a high-intent contact may not require urgent outreach if you have already contacted them and scheduled an appropriate next step.

Important: A high Intent Score does not automatically mean a contact is your highest follow-up priority.

To understand both factors together, ask:

"For the leads that need attention, show me their current Intent Scores and explain why each one is a follow-up priority."

Step 5: Review a Specific Contact

Once you've identified a lead you want to investigate, you can ask AGENTVIEW AI for additional details.

For example:

"Tell me more about this contact's recent activity and engagement."

You can also use the contact's name to make your question more specific.

Step 6: Ask AGENTVIEW AI to Help Organize Your Follow-Ups

After reviewing the recommended contacts, you can ask your AI assistant to help you organize your next steps.

Try asking:

"Based on these recommendations, help me organize my follow-ups for today. Who should I contact first, and why?"

Your AI assistant can help you summarize the available recommendations and suggest a practical order for reviewing your contacts.

For a more focused response, ask:

"Give me a simple action plan for the three contacts who need the most attention today."

This can help you move from reviewing information to planning your daily activities.

Remember that AI-generated recommendations are intended to support your decisions. Always use your knowledge of the client relationship and current circumstances before taking action.

Step 7: Take Action Inside AGENTVIEW

Once you've decided which contacts to follow up with, return to your AGENTVIEW account.

Open Contacts.
Search for the contact you want to review.
Open the contact's profile.
Review the contact's activity history and available Touchbase Intelligence insights.
Contact the prospect using your preferred communication method.
Record the interaction and schedule any appropriate follow-up activity.

Keeping your contact information and activities up to date helps maintain accurate records for future recommendations.

Important: AGENTVIEW AI currently provides read-only access to supported account information. It can help you identify opportunities and recommend next steps, but it cannot directly update your contact records, create follow-up tasks, or send messages on your behalf.

These actions must be completed inside AGENTVIEW.

Step 8: Make Lead Reviews Part of Your Daily Routine

One of the easiest ways to benefit from AGENTVIEW AI is to use it as part of your regular business routine.

At the beginning of your workday, open your AI assistant and ask:

"Which leads need my attention today, and what should I focus on first?"

Review the recommendations and identify the contacts you want to prioritize.

After completing your follow-ups and updating the relevant activities inside AGENTVIEW, you can return to your AI assistant to review additional opportunities.

You can also ask:

"Are there any other contacts showing recent engagement that I should review?"

This approach helps you stay informed about changes in your contact activity without having to examine every contact individually.

Additional Questions You Can Ask

As you become more comfortable using AGENTVIEW AI, try these questions to explore different follow-up situations.

Finding missed opportunities

"Which leads have shown recent engagement but may still need a personal follow-up?"

Reviewing overdue activity

"Which contacts have overdue follow-ups, and how long have those follow-ups been outstanding?"

Checking new leads

"Which of my newest leads have not received an initial personal follow-up?"

Identifying renewed interest

"Which contacts have recently become active again after a period of inactivity?"

Reviewing high-intent leads

"Which high-intent leads need follow-up attention right now?"

Planning your outreach

"Based on my AGENTVIEW information, which three contacts should I review first today?"

Troubleshooting

AGENTVIEW AI Is Not Showing Any Leads That Need Attention

This may mean that no contacts currently meet the available follow-up criteria or that there is insufficient information to identify relevant activity.

Try asking a broader question:

"Give me a summary of my recent lead activity and outstanding follow-ups."

You can also review your Contacts page directly to verify your recorded information.

The Intent Score Looks Different Than Expected

Ask AGENTVIEW AI to retrieve the contact's current Touchbase Intelligence Intent Score and explain the supporting signals.

If the information still appears inconsistent, review the contact's profile inside AGENTVIEW.

A Contact Is Missing From the Results

Try searching for the individual contact by name:

"Find this contact in my AGENTVIEW account and summarize their recent activity."

Some contacts may not appear in a priority list because they do not currently meet the conditions used for that recommendation.

AGENTVIEW AI Cannot Access My Account

Make sure your connection is enabled and that you have completed AGENTVIEW authorization through your selected AI assistant.

If necessary, return to Account Profile → AGENTVIEW AI and review the connection instructions.

Need Additional Assistance?

If you need help using AGENTVIEW AI or understanding your follow-up recommendations, contact AGENTVIEW Support.

Email: avsupport@agentview.net

When requesting assistance, include the AI platform you're using and a brief description of the question or issue you're experiencing.

Summary

AGENTVIEW AI helps you review your business information and identify contacts who may benefit from timely follow-up.

By combining your AGENTVIEW contact information with Touchbase Intelligence, you can better understand why a lead needs attention, review engagement activity, and organize your next steps.

For a quick daily review, remember this question: