A successful day in real estate often involves balancing several responsibilities, including contacting leads, attending appointments, following up with clients, managing transactions, and reviewing marketing activities.

With so many responsibilities competing for your attention, deciding where to focus can sometimes be challenging.

AGENTVIEW AI helps you organize your day by reviewing information from your AGENTVIEW account and identifying activities that may deserve attention.

Using your preferred AI assistant, you can ask questions about your business, review important activities, and request a suggested daily action plan.

This guide explains how to use AGENTVIEW AI to prepare for your workday, understand your priorities, and stay organized as your business activities change.

Step 1: Open Your Connected AI Assistant

Before beginning your daily review, make sure AGENTVIEW AI is connected to your preferred AI assistant.

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 have not completed the connection process, review How to Get Started with AGENTVIEW AI in the Support Center.

Once connected, you're ready to begin your daily business review.

Step 2: Ask AGENTVIEW AI to Review Your Day

Start your morning by asking:

"Good morning! Review my AGENTVIEW business and tell me what needs my attention today."

Your AI assistant can retrieve supported account information and provide an overview of activities worth reviewing.

Depending on the information recorded in your AGENTVIEW account, the response may include:

• Leads that need follow-up.

• Contacts demonstrating meaningful engagement.

• Outstanding tasks and reminders.

• Upcoming appointments and scheduled activities.

• Transaction milestones and important dates.

• Recent marketing engagement.

• Other business activities requiring attention.

This gives you a starting point for understanding what may need to be accomplished.

Request a More Organized Summary

If you prefer a structured response, ask:

"Organize my daily AGENTVIEW business review into leads, follow-ups, tasks, appointments, and transactions. Explain what needs attention in each area."

This makes it easier to review your responsibilities without becoming overwhelmed by too much information at once.

Tip: Ask your assistant to use actual AGENTVIEW records and explain the reason behind each recommendation.

Step 3: Identify Your Most Important Lead Follow-Ups

Lead follow-up is an important part of maintaining relationships and recognizing potential opportunities.

AGENTVIEW AI can help you identify contacts who may need your attention based on available records and Touchbase Intelligence recommendations.

Ask:

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

Your AI assistant can review supported contact information and identify potential follow-up needs.

These may include:

• New leads awaiting an initial personal response.

• Contacts with overdue follow-up activities.

• Prospects showing renewed engagement.

• Contacts with previous outreach but no scheduled next step.

• Other follow-up opportunities identified by Touchbase Intelligence.

Narrow Your Follow-Up List

To keep your daily plan manageable, ask:

"Show me the five leads that need my attention most today. Explain why each one is important."

This helps you focus on a smaller group of contacts rather than reviewing every lead in your database.

Investigate a Specific Lead

If you want additional information about a recommended contact, ask:

"What recent activity should I know about before following up with this contact?"

You can also ask:

"What is this contact's current Intent Score, and does their engagement suggest a particular follow-up opportunity?"

Reviewing the available information before reaching out can help you have a more informed conversation.

Step 4: Review Your Tasks and Reminders

After reviewing your leads, check your outstanding tasks and reminders.

Ask:

"What tasks and reminders do I need to review today?"

Your AI assistant can retrieve supported task and reminder information from AGENTVIEW.

Identify Overdue Tasks

Ask:

"Do I have any overdue tasks or reminders that need attention?"

This helps you identify activities that may have been missed or postponed.

Review Upcoming Activities

You can also ask:

"What tasks and reminders are coming up over the next three days?"

This provides additional context when deciding how to organize your workload.

Ask for Task Priorities

If several tasks are outstanding, ask:

"Help me prioritize my outstanding tasks based on their due dates and available business context."

Your assistant can suggest an order for reviewing those activities.

However, it is important to remember that the assistant may not know about every commitment or responsibility outside AGENTVIEW.

Step 5: Check Your Appointments and Schedule

Before creating your daily action plan, review the scheduling information available in your AGENTVIEW account.

Ask:

"What appointments and scheduled activities do I have today?"

Depending on your account's available records, your assistant can help summarize relevant scheduling information.

Review Your Upcoming Schedule

Ask:

"Give me an overview of my scheduled activities for the next seven days."

This can help you anticipate upcoming responsibilities and identify days with a heavier workload.

Prepare for an Appointment

If you have an upcoming client meeting, try asking:

"Find the available AGENTVIEW information about my upcoming appointment with [Contact Name] and summarize what I should review beforehand."

Replace [Contact Name] with the appropriate contact.

Your assistant may be able to retrieve supported information about the contact and related activities.

Important: AGENTVIEW AI can only review scheduling information available through its authorized connection. Personal commitments or activities recorded outside AGENTVIEW may not appear in the results.

Step 6: Review Important Transaction Activities

Your daily plan should also account for active transactions and approaching milestones.

Ask:

"Which of my active transactions have milestones or activities that need attention today?"

AGENTVIEW AI can retrieve supported transaction information and help you understand upcoming responsibilities.

Look Ahead

You can also ask:

"What transaction milestones are coming up during the next seven days?"

This can help you identify deadlines or outstanding activities that may require advance preparation.

Investigate a Specific Transaction

If a transaction needs closer review, ask:

"Summarize the current status, upcoming milestones, and outstanding activities for my transaction at [Property Address]."

Replace [Property Address] with the appropriate property or transaction identifier.

Always verify important transaction dates and contractual obligations directly against your records and documents.

Step 7: Look for Recent Business Opportunities

In addition to scheduled activities, you may want to review new or changing business activity.

Touchbase Intelligence helps identify supported engagement signals and changes that may deserve attention.

Ask:

"Have any of my contacts shown meaningful new engagement or renewed interest recently?"

Your assistant can help review available engagement information.

Identify Rising Intent

Ask:

"Which contacts are showing rising intent or renewed engagement?"

This can help you discover contacts whose activity has changed.

Review Recent Marketing Engagement

You can also ask:

"Which contacts have recently engaged with my email campaigns or other supported marketing activities?"

This may help you identify opportunities worth reviewing before planning your outreach.

Remember: Marketing engagement and Intent Scores provide useful context, but neither automatically means a contact needs immediate outreach. Consider the contact's relationship history, communication preferences, and existing follow-up arrangements.

Step 8: Ask AGENTVIEW AI to Create Your Daily Action Plan

After reviewing your leads, tasks, schedule, transactions, and recent activity, you can ask your AI assistant to help you organize everything into one plan.

Enter:

"Based on my current AGENTVIEW information, create a practical action plan for today. Prioritize my most important follow-ups, outstanding tasks, scheduled activities, and transaction responsibilities. Explain why each item matters."

Your assistant can use the available information to organize recommended activities.

Request a Simple Priority List

If you prefer something shorter, ask:

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

Request a More Detailed Plan

For additional guidance, ask:

"Organize my recommended activities into a morning, afternoon, and end-of-day plan. Keep my existing scheduled commitments in mind."

Your assistant can suggest how to distribute activities throughout the day based on the information it can retrieve.

Important: A suggested schedule is not an actual calendar booking. AGENTVIEW AI does not automatically create appointments, schedule reminders, or modify your AGENTVIEW calendar.

Review the plan and make any necessary changes inside AGENTVIEW.

Step 9: Ask Why Each Activity Is a Priority

A useful daily plan should do more than simply list tasks.

It should help you understand why certain activities deserve attention.

If your assistant recommends contacting a particular lead or reviewing a transaction, ask:

"Explain why this activity is a priority and what information from AGENTVIEW supports the recommendation."

This can help you evaluate whether the suggested action makes sense.

Compare Competing Priorities

If two activities seem equally important, ask:

"Which of these activities should I consider handling first, and why?"

Your assistant can compare available details such as recorded due dates, follow-up gaps, and engagement information.

Use the response as decision support rather than an automatic instruction.

You may have additional information about your clients or business circumstances that is not recorded in AGENTVIEW.

Step 10: Complete Your Activities Inside AGENTVIEW

Once you've reviewed your daily plan, return to AGENTVIEW to complete the appropriate activities.

Depending on your priorities, you may need to:

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

2. Record a call, conversation, or other contact activity.

3. Complete an outstanding task.

4. Create or update a reminder.

5. Review an upcoming appointment.

6. Check a transaction milestone.

7. Investigate recent marketing engagement.

8. Schedule your next steps.

Keeping your AGENTVIEW records accurate helps ensure future reviews reflect the information you've recorded.

Important: AGENTVIEW AI currently provides read-only access to supported account information.

It can retrieve business information, explain activity, and recommend next steps.

It cannot directly update your CRM records, complete tasks, schedule appointments, or send communications through the AI connection.

These actions must be completed inside AGENTVIEW.

Step 11: Revisit Your Priorities During the Day

Your priorities may change as new leads arrive, clients respond, or unexpected responsibilities arise.

You can return to your AI assistant throughout the day to review the latest available AGENTVIEW information.

Midday Review

Ask:

"Based on my current AGENTVIEW records, are there any new follow-up opportunities or important activities I should review this afternoon?"

Review Outstanding Work

Ask:

"Which tasks, reminders, or follow-ups are still recorded as outstanding?"

Review New Engagement

Ask:

"Have any contacts shown meaningful new activity that deserves my attention?"

These questions can help you reconsider your priorities as your day develops.

Remember that activities completed outside AGENTVIEW may not be reflected until the relevant records are updated.

Step 12: End Your Day With a Business Review

Before finishing your workday, ask AGENTVIEW AI to help you review outstanding activities.

Enter:

"Review my current AGENTVIEW records and tell me what still needs attention before tomorrow."

Your assistant can help identify supported activities that remain outstanding.

Prepare for Tomorrow

You can also ask:

"Based on my current tasks, follow-ups, appointments, and transaction milestones, what should I prepare for tomorrow?"

This gives you an opportunity to review upcoming responsibilities before the next workday begins.

Review Recorded Activity

Ask:

"Summarize the business activity recorded in my AGENTVIEW account today and identify any outstanding next steps."

This can help you understand what has been recorded and what may still require attention.

The assistant cannot independently confirm that every real-world activity was completed. Its assessment depends on the information available in AGENTVIEW.

Example: A Complete Daily AGENTVIEW AI Conversation

You can use the following example as a simple daily routine.

Morning — Review Your Business

You ask:

"Good morning! Act as my real estate business advisor. What needs my attention today?"

Review the response for important follow-ups, scheduled activities, and outstanding responsibilities.

Next — Focus on Leads

You ask:

"Which three leads should I consider reviewing first, and why?"

Examine the available contact details and Touchbase Intelligence recommendations.

Then — Review Your Schedule

You ask:

"What tasks, reminders, appointments, and transaction milestones do I have coming up?"

Use the results to identify scheduled commitments.

Next — Create an Action Plan

You ask:

"Based on everything we've reviewed, organize my priorities into a practical plan for today."

Review the suggested plan and adjust it based on your availability and business needs.

End of Day — Prepare for Tomorrow

You ask:

"What outstanding activities should I review before tomorrow?"

Check the results and update your AGENTVIEW records as needed.

This conversational approach helps you review different parts of your business without having to assemble every report manually.

Additional Questions You Can Ask

Here are several ready-to-use questions for planning your day.

Morning business review

"Good morning! What's happening in my AGENTVIEW business today?"

Top priorities

"What are the three most important things I should focus on today?"

Lead follow-ups

"Which contacts need follow-up attention today, and why?"

High-intent opportunities

"Which of my highest-intent leads deserve a closer look today?"

Outstanding tasks

"What tasks and reminders are overdue or coming due?"

Appointment preparation

"What scheduled activities should I prepare for today?"

Transaction deadlines

"Which transactions have upcoming milestones that require attention?"

Recent engagement

"Have any leads shown rising intent or renewed engagement recently?"

Daily action plan

"Create a prioritized action plan for my day using my current AGENTVIEW information."

Midday review

"Are there any new developments or outstanding activities I should review this afternoon?"

End-of-day review

"What remains outstanding in AGENTVIEW, and what should I prepare for tomorrow?"

Complete business advisor request

"Act as my real estate business advisor. Review my leads, follow-ups, tasks, schedule, marketing activity, and transactions. Identify my most important priorities and recommend an organized plan for today."

Troubleshooting

My AI Assistant Is Giving Generic Productivity Advice

Make sure your question specifically references your AGENTVIEW account.

Try asking:

"Use information from my connected AGENTVIEW account to create my daily plan. Explain which records support each priority."

If your assistant cannot access AGENTVIEW information, verify that the connection is enabled.

My Assistant Is Missing Tasks or Appointments

Confirm that the expected activities have been recorded in AGENTVIEW and are available through the connection.

Ask:

"List the tasks, reminders, and scheduled activities currently available in my AGENTVIEW account."

If an activity is missing, check it directly inside AGENTVIEW.

My Assistant Recommended Something I've Already Completed

The activity may not have been marked complete or updated in your AGENTVIEW account.

Review the relevant record and confirm its current status.

You can then ask:

"Check the latest available AGENTVIEW information and update your recommendations based on the current recorded status."

My AI Assistant Is Recommending Too Many Activities

Ask for a shorter list.

For example:

"Limit my daily plan to the five most important activities, and explain why you selected them."

This can help you create a more manageable plan.

My AI Assistant Cannot Access AGENTVIEW

Make sure your AGENTVIEW AI connection is enabled and authorized.

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

Need Additional Assistance?

If you need assistance using AGENTVIEW AI to plan your day or review business priorities, 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 share passwords or authentication credentials.

Summary

AGENTVIEW AI helps you organize your real estate business by providing conversational access to supported information from your AGENTVIEW account.

By reviewing leads, follow-ups, tasks, appointments, transactions, and engagement activity, you can gain a clearer understanding of what may need attention.

You can use AGENTVIEW AI at the beginning of your day, throughout your workday, and before preparing for tomorrow.

The goal is to help you make informed decisions, stay organized, and focus on the relationships and responsibilities that matter most.

To begin your next daily business review, ask:

"Good morning! Act as my real estate business advisor. Review my AGENTVIEW business and help me prioritize my day."