1
Open the contacts list
Click Contacts. Each row is a buyer or a renter: the home they asked about, where they are in the pipeline (New enquiry, Contacted, Qualified, Viewing booked and so on), their negotiator and the last touch. A green badge marks people who wrote back.
2
Open a contact
Click someone on Qualified. On the left are their fields, including what the voice agent asked on the call: buying or renting, budget, bedrooms, when they want to move, and whether the money is in place. On the right is the timeline: WhatsApp, email and every call. Open a call to play it, read the transcript and see what it changed.
3
Read the journey
Click Automation. The canvas shows the enquiry journey from left to right: the call, each way it can end (goes ahead, not a fit, call again, stops), what each one sends, and what happens when nobody picks up. The numbers on each row cover the last 30 days. Click a row to see what it does, and Open automation to see it in full.
4
Watch the inbox
Click Inbox. Replies from every WhatsApp line and every email land here. The demo simulates incoming answers, so threads fill up during the day.
5
See a bulk send
Click Bulk Action. A message about a new flat went to 25 renters looking nearby, with two buttons. The eleven who tapped Book a viewing got their own booking link straight away, without anyone typing it.
6
Try it yourself
Add a contact with your own name and the status New enquiry. Within a couple of minutes the welcome goes out, the call rings, and whatever its ending sets off follows. Watch it in Activity (the clock beside the notifications bell) and on the contact.
7
Check the outcome side
Meetings shows this week’s viewings. Deals shows the sales and lettings in progress and the fee on each. Outreach gives each channel its own card, with how much went out, how it landed and what is still queued. Dashboard shows fees won and why deals fell through.