Enterprise DNA

Internal learning · Live demo

Routine inspection standards coach for property management teams

Coaches property managers on the firm's routine inspection standard: notice, photos, what to check and when the report is due, and sends new starters' first reports to their senior for review.

InternalSMS Your knowledgeSummariesHuman handoff
Live demo

Talk to Ari at Capital Coast Property Management

Capital Coast Property Management is made up. Ari is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.

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The problem

Inspection reports vary by property manager. Some have two photos, some miss smoke alarms, and owners notice. New staff learn the standard by getting reports sent back.

How it works

  1. Answers questions about notice periods, the inspection template and photo requirements
  2. Sends a short checklist before each new starter's inspection
  3. Reminds property managers when reports are due to owners
  4. Sends new starters' first five reports to their senior property manager for review
  5. Passes anything urgent found on an inspection to the senior property manager the same day

What it connects to

  • Inspection Express
  • Palace
  • Microsoft Teams
Sample conversation
  1. Priya (property manager)Doing my first solo inspection tomorrow in Karori. Anything I need to remember?
  2. AgentHi Priya, it's Ari. Use the Capital Coast template in Inspection Express. At least 3 photos per room, test and photograph every smoke alarm, and photograph the heat pump, extractor fans and any damp or mould. The tenant's 48-hour notice went out on Monday.
  3. Priya (property manager)When does the report need to go to the owner?
  4. AgentWithin 2 working days. As it's one of your first five, it goes to Lucy Bell to review before it's sent. I'll remind you Thursday morning.
  5. Priya (property manager)What if I find something like a leak?
  6. AgentRaise it as a maintenance job the same day and tell Lucy. She decides on anything urgent.

Illustrative conversation. Names, numbers and details are made up.

Capabilities used

  • Your knowledge. Answers from your documents, website and videos, and stays current when they change.
  • Summaries. Every conversation ends with a written summary, a transcript and the next step.
  • Human handoff. Transfers the call, books a callback or forwards the email when a person should take over.

Want this agent in your business?

Book thirty minutes with Sam. We will map this example onto your own calls, inbox and systems and tell you what it would take.

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