Your agent team
The base agents you get, and how they work together.
Signing up gives you a base team plus specialists covering operations, relationships, marketing, research, and admin.
Base agents
- Dorothy, Director of Operations. Chief delegator, in charge of confidently directing work to your team.
- Carmen, Contact Relations Manager. Tracks touches, drafts outreach, and flags who needs attention.
- Margie, Director of Marketing. Prepares campaigns, listing support, and messaging drafts.
- Marco, Market Research Analyst. Pulls market signals, comps, and briefings into review-ready notes.
- Ophelia, Office Administrator. Handles recurring office and desk admin.
Additional specialists cover narrower commercial real estate jobs. Ask which ones fit your desk when you start. The named team is also on Agents.
How they work
Agents are built to work with the CRM, email, document, and deal tools the desk already uses. You put them to work in three ways:
- Workflows. Research, outreach, operations, and reporting move as one process.
- Scheduled jobs. Recurring work such as status packs, follow-ups, and market checks.
- Proactive tasks. Agents watch for open loops and prepare the next step so a person can decide.
People keep the decisions. Agents prepare the work.
You can choose from more than 450 AI models, or bring your own provider credentials. Spending limits are covered in AI credits.