Managing a real estate business involves much more than keeping track of contacts. Between lead follow-ups, marketing campaigns, appointments, transactions, and commissions, it can be difficult to maintain a clear picture of everything happening in your business.

AGENTVIEW AI allows you to review information from supported areas of your AGENTVIEW account through a conversation with your preferred AI assistant.

Instead of opening multiple tools to understand your business activity, you can ask questions, review summaries, investigate important details, and request recommendations based on the information available in your account.

This guide explains how to use AGENTVIEW AI as a business advisor to evaluate your current activities, identify opportunities, and organize your priorities.

Step 1: Open Your Connected AI Assistant

Before getting started, make sure your AGENTVIEW AI connection is active.

1. Open ChatGPT, Claude, or Grok.

2. Sign in to your AI account.

3. Start a new conversation.

4. Make sure your AGENTVIEW AI connection is available and enabled.

If you haven't connected your account yet, review How to Get Started with AGENTVIEW AI in the Support Center.

Step 2: Ask AGENTVIEW AI to Act as Your Business Advisor

Once your AI assistant is connected, start by entering the following question:

"Act as my real estate business advisor. Review my AGENTVIEW business and tell me what needs my attention, why it matters, and what I should focus on first."

This question gives your AI assistant a clear objective.

Rather than asking for a general summary, you're requesting an assessment of your business activity and recommendations about where to focus your attention.

Depending on your account information, AGENTVIEW AI can help review:

• Lead activity and engagement.

• Contacts that may need follow-up.

• Current Touchbase Intelligence insights.

• Tasks and reminders.

• Email campaign performance.

• Website, IDX, and landing page activity.

• Open house registrations.

• Transactions and upcoming milestones.

• Commission information.

• Other supported business activities.

Your AI assistant can combine the information it retrieves into a more useful overview.

Tip: For recommendations grounded in your actual business, add:

"Base your recommendations on information from my AGENTVIEW account. Explain what account activity supports each recommendation."

This encourages the assistant to distinguish information retrieved from AGENTVIEW from its own suggestions.

Step 3: Review Your Overall Business Summary

After receiving your initial response, review each area of your business.

Look for activities that may require immediate attention, opportunities worth investigating, and tasks that should be scheduled.

If the response is too broad, ask for a more organized summary:

"Organize my business review into leads, follow-ups, marketing, transactions, and upcoming activities. Tell me what is important in each area."

You can also ask:

"Give me a concise summary of what's happening across my AGENTVIEW business right now."

What to Look For

As you review the information, consider these questions:

Are important follow-ups outstanding?

Look for leads with overdue activities, missing next steps, or engagement that may deserve a response.

Are new opportunities emerging?

Review contacts demonstrating stronger intent or renewed activity.

Are upcoming deadlines approaching?

Check tasks, reminders, appointments, and transaction milestones.

Is your marketing generating engagement?

Review recent email campaign results and other available marketing activity.

Is your transaction pipeline progressing?

Look at active transactions, important milestones, and available commission information.

These questions will help you determine where to investigate further.

Step 4: Ask AGENTVIEW AI to Identify Your Top Priorities

Once you have an overview of your business, ask your AI assistant to narrow its recommendations.

Enter:

"Based on my current AGENTVIEW activity, identify the three most important things I should focus on today. Explain why each one is a priority."

Your assistant can use available account information to suggest a manageable list of priorities.

For example, a response might recommend reviewing:

1. A new lead who has not received personal outreach.

2. An upcoming transaction milestone.

3. Contacts demonstrating renewed engagement.

These are examples of possible recommendations, not actual findings from your account.

Ask for a More Detailed Action Plan

You can continue the conversation by asking:

"For each priority, explain what information supports the recommendation and what action I should consider taking."

This helps turn a business summary into a practical plan.

Important: AI recommendations should support your judgment, not replace it. Review the underlying information and consider your clients' needs before taking action.

Step 5: Review Lead Activity and Follow-Up Opportunities

Lead management is one of the areas where AGENTVIEW AI can provide particularly useful insights.

Ask:

"Review my current lead activity. Which contacts are showing meaningful engagement, and which contacts need follow-up attention?"

Your assistant can help examine available Touchbase Intelligence information and follow-up records.

You may receive information involving:

• Contacts with high Intent Scores.

• Leads showing increasing engagement.

• Contacts who have recently re-engaged.

• Overdue follow-ups.

• New contacts awaiting outreach.

• Previous contact attempts without scheduled next steps.

Ask Which Opportunities Deserve Attention

Try:

"Which of my high-intent leads also have an outstanding follow-up need?"

This is an important distinction.

Lead Intent reflects observed engagement signals. Follow-Up Priority considers reasons a contact or activity may need attention.

A high-intent lead is not automatically the most urgent contact to call.

For a more detailed explanation of these concepts, review the AGENTVIEW AI support guides covering leads needing attention and high-intent leads.

Step 6: Evaluate Your Marketing Activity

AGENTVIEW AI can also help you review information from supported marketing tools.

Start with:

"Review my recent email campaigns and explain how they're performing."

Depending on the available campaign data, you can explore sends, opens, clicks, and contact engagement.

Ask Follow-Up Questions

After receiving your campaign summary, ask:

"Which contacts have been engaging with my recent email campaigns?"

Or:

"Based on my recent email campaign results, what should I consider improving?"

Your AI assistant can help interpret the available results and suggest areas worth reviewing.

For example, you might investigate a campaign with limited engagement or a contact who has repeatedly interacted with campaign content.

Remember that an email open alone does not confirm buying or selling interest.

Review Other Marketing Activity

You can also ask questions such as:

"Summarize my recent landing page activity and lead submissions."

"What activity is available from my Website Pro and IDX tools?"

"Give me a summary of my recent open house registrations."

"Review my available Social Scheduler activity."

These questions allow you to explore supported information from different AGENTVIEW tools without manually assembling multiple reports.

Step 7: Review Your Transaction Pipeline

Keeping track of active transactions and upcoming milestones is another important part of managing your real estate business.

Ask:

"Give me a summary of my active transactions and upcoming milestones."

Depending on the available information, your AI assistant can help you review transaction details and upcoming activities.

Identify Upcoming Items

Ask:

"Which transaction milestones are coming up, and what should I review first?"

You can also request a more focused overview:

"Summarize the most important upcoming transaction activities in my AGENTVIEW account."

Review a Specific Transaction

If a transaction needs closer attention, ask:

"Show me the available details and upcoming milestones for this transaction."

Use the response to identify information you should review directly inside AGENTVIEW.

Always confirm critical dates and transaction requirements against the applicable records and documents.

Step 8: Review Your Commission Pipeline

AGENTVIEW AI can help you retrieve supported commission information from your account.

Try asking:

"Give me a summary of my commission pipeline."

You can follow up with:

"What commissions are associated with my current transactions?"

Or:

"Summarize my available projected and recorded commission information."

Use these responses to understand the commission information recorded in AGENTVIEW.

Important: Commission summaries depend on the accuracy and completeness of your account records. Review financial figures before relying on them for financial decisions.

Step 9: Review Tasks, Reminders, and Upcoming Activities

A business review should also include the activities you need to complete.

Ask:

"What tasks, reminders, and upcoming activities should I know about?"

Your assistant can retrieve supported scheduling and activity information from your AGENTVIEW account.

You can narrow your request:

"Which of my tasks are overdue?"

"What reminders do I have coming up?"

"What should I review before my next appointments?"

Build a Daily Work Plan

After reviewing your tasks and reminders, enter:

"Combine my outstanding follow-ups, upcoming activities, and important business priorities into a suggested plan for today."

This can help you organize several areas of your business into one manageable plan.

The assistant can recommend a sequence of activities, but it does not automatically schedule or complete those actions.

Step 10: Ask Follow-Up Questions to Investigate Important Findings

One of the advantages of AGENTVIEW AI is that you can continue asking questions about the information you receive.

You don't need to start over each time.

For example, you might begin with:

"What's happening in my business right now?"

After reviewing the response, continue with:

"Tell me more about the leads that need attention."

Then:

"Which of those contacts have the strongest engagement signals?"

And finally:

"Help me decide which three contacts to review first."

This conversational approach allows you to move from an overall business summary to specific details.

Ask for Supporting Information

Whenever a recommendation seems important, ask:

"What information from my AGENTVIEW account supports that recommendation?"

If the assistant cannot retrieve enough information, ask it to identify what is missing rather than assume the details.

Step 11: Take Action Inside AGENTVIEW

Once you've reviewed your business and decided what deserves attention, return to AGENTVIEW to complete the necessary activities.

Depending on your priorities, you may need to:

1. Open a contact profile and complete a follow-up.

2. Record a conversation or update contact activity.

3. Create or update a task or reminder.

4. Review or adjust an email campaign.

5. Check a transaction and its milestones.

6. Update information associated with your commissions or other business tools.

Keeping your AGENTVIEW records accurate helps future AI conversations reflect your current business information.

Important: The current AGENTVIEW AI connection provides read-only access to supported account information.

Your assistant can retrieve information, summarize activity, explain insights, and suggest next steps. It cannot directly create tasks, modify records, send messages, or make account changes on your behalf.

Those actions must be completed through AGENTVIEW.

Step 12: Establish a Simple Business Review Routine

You can make AGENTVIEW AI more useful by incorporating it into your regular workflow.

At the Beginning of Your Day

Ask:

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

Use the response to identify activities worth prioritizing.

Before Following Up With Leads

Ask:

"Which leads need my attention, and what recent activity should I know about before contacting them?"

Review the information before starting your outreach.

When Reviewing Your Pipeline

Ask:

"Summarize my current transactions, upcoming milestones, and commission pipeline."

Use the response to review important business activities and deadlines.

When Reviewing Marketing Results

Ask:

"How are my recent marketing activities performing, and what should I consider improving?"

Use the available data to identify opportunities for further review.

At the End of Your Day

Ask:

"Based on my current AGENTVIEW records, what outstanding activities should I review before tomorrow?"

Remember that your assistant only knows about activities available through your AGENTVIEW connection. Work completed outside AGENTVIEW may not be reflected unless you record it.

Additional Questions You Can Ask

Here are several questions you can use when reviewing your business.

Overall business review

"Act as my real estate business advisor. What do you see happening in my business right now?"

Daily priorities

"What are the three most important things I should focus on today, based on my AGENTVIEW activity?"

Missed follow-ups

"Which leads or activities may have been overlooked recently?"

Lead opportunities

"Which contacts are showing meaningful engagement that deserves a closer look?"

Marketing performance

"Review my recent marketing activity and identify areas I should investigate."

Transaction review

"What upcoming transaction milestones require my attention?"

Commission overview

"Give me an overview of my available commission pipeline."

Business improvement

"Based on the information available in AGENTVIEW, what areas of my business should I consider improving?"

Action planning

"Create a practical follow-up and activity plan based on the most important items in my AGENTVIEW account."

Troubleshooting

My AI Assistant Is Giving General Business Advice Instead of Reviewing AGENTVIEW

Make your request more specific.

Try asking:

"Use my connected AGENTVIEW account information to evaluate my business. Base your recommendations on the actual records and activity you can retrieve."

If the response still appears generic, verify that your AGENTVIEW AI connection is enabled.

Some Business Areas Are Missing From the Summary

Your AI assistant may focus on only part of the available information.

Ask it to review specific areas:

"Include my contacts, follow-ups, campaigns, tasks, transactions, and commissions in this review."

Some information may be unavailable because the feature is not enabled, your account has no relevant records, or that information is not accessible through the connection.

My Assistant Recommends an Action I've Already Completed

The assistant may be using incomplete or outdated recorded activity.

Verify that the activity has been recorded in AGENTVIEW.

You can also ask:

"Check the latest available AGENTVIEW activity for this contact before recommending another follow-up."

My AI Assistant Cannot Access My AGENTVIEW Account

Make sure your connection is enabled and your account authorization is current.

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

I Disagree With an AI Recommendation

You can ask for clarification:

"Explain why you're recommending this action and identify the AGENTVIEW information supporting it."

AI recommendations are suggestions. You should use your own experience, client knowledge, and business judgment when deciding what to do.

Need Additional Assistance?

If you need help using AGENTVIEW AI to review your business, contact AGENTVIEW Support.

Email: avsupport@agentview.net

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

Do not include account passwords or authentication credentials.

Summary

AGENTVIEW AI allows you to have conversations about your real estate business using information from your AGENTVIEW account.

By asking the right questions, you can review lead activity, identify follow-up opportunities, explore marketing performance, check transactions and commissions, and organize your daily priorities.

The goal is to help you better understand what's happening in your business and make informed decisions about what to do next.

To begin your next business review, ask:

"Act as my real estate business advisor. Review my AGENTVIEW business, tell me what needs attention, and explain what I should focus on first."