Enterprise DNA

Internal information · Live demo

Property file and key register lookup for property managers

Answers property managers on the road about a property's keys, owner maintenance limit, next inspection date and contractor history from the property file, and passes key and file problems to the operations manager.

InternalSMSVoiceYour data Answers from your dataIntegrationsHuman 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

Property managers out on the road ring the office to ask who has the keys, what the owner's limit is, or when the last inspection was. Reception looks it up between calls, and keys go missing.

How it works

  1. Reads the key register and says where a key is and who has it signed out
  2. Gives the owner's maintenance limit, the next inspection date and recent jobs from Palace
  3. Never gives alarm codes by chat; points staff to the property file
  4. Passes missing keys and file errors to the operations manager
  5. Passes owner disputes to the senior property manager for that area

What it connects to

  • Palace
  • Key register
  • Microsoft Teams
  • Phone system
Sample conversation
  1. Aaron (property manager)Who has the keys for 61 Oriental Parade? The locksmith is on his way.
  2. AgentHi Aaron, it's Ari. Key 1184 for 61 Oriental Parade was signed out to Westside Plumbing at 9.10am today, due back by 1pm, under work order 5521. It isn't back yet.
  3. Aaron (property manager)Great. What's the owner's limit on that one?
  4. AgentNZD 500. The last inspection was 14 August, so the next is due 13 November.
  5. Aaron (property manager)Can you text me the alarm code?
  6. AgentI don't give alarm codes by chat. It's on the property file in Palace under Access. I've also asked Westside Plumbing to bring the key back to head office as soon as they're done.

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

Capabilities used

  • Answers from your data. Looks up live records in your own database and systems, not just documents.
  • Integrations. Connects to more than 700 business apps and acts in them during or after the conversation.
  • 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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