Clients & memory

A record that fills itself in, and remembers.

Every call and text distils into typed fields on the right person — buyer, renter, seller, landlord, investor — with a memory that carries from one conversation to the next.

Thirty-plus typed fields

Intent, budget, suburbs, beds, timeline, must-haves, occupancy, finance, warmth, language — filed into the right profile and deduplicated by phone number, so a repeat caller updates rather than duplicates.

Memory, not a transcript

A bounded snapshot of where things stand, plus an append-only journal of how they got there. The next conversation resumes; it does not restart.

One timeline per human

Calls, texts, emails and bookings sit on the person's record in the order they happened, each one linked to the recording, the transcript or the message.

Tracks

The buyer track — new enquiry, qualified, inspecting, watching, deciding — with a revisit timer for the buyer who is months away. Entering a stage can enrol someone on a campaign.

Your own tags

A tag registry the agency owns, applied by agents or by AIRIS on instruction, with a hygiene setting for the ones that go stale.

Archive, never delete

Records are archived, not deleted, and the undo trail lists every change and who made it — including hers — and walks any of it back.

Ask in plain English

“Who are my hot buyers in Clayton under $800k?” The assistant searches the same fields you would, and answers with the people, not a report.

What this page may claim. Every field an agent can edit, AIRIS can edit on your instruction — through the same server function, with the same rules. Nothing she writes bypasses what the form would refuse.

More of the desk

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