Dynamic Search
Dynamic Search lets you query any standard or custom Salesforce object using natural language. Results appear instantly in the chat. From there, you can click View more to expand into a dynamic table — columns are auto-generated based on the fields used in the search — and export the results directly from the table.

Prompt examples

• "Search for contacts that have lease preferences for office properties with lease expirations no further out than 18 months"
• "Show me leases ending in the next 12 months"
• "Search for office properties that are located in Dallas that have total available sq ft between 30,000 and 45,000 sf."

Tips

• Include filters upfront — property type, location, size range. The more specific, the more accurate the result.
• Use the View more option to see the full result set in a table and export it if needed.

Limitation

Results are capped at 50 records per query. If your search returns more than 50 matches, narrow it down with additional filters.

Record Management
Record Management lets you create one or multiple records in a single instruction, or update existing ones — without opening a form or looking up field names. The Agent resolves standard and custom fields automatically, and detects duplicates before inserting.

Prompt examples

• "Create a contact for Tom Watts (tom.watts@realty.com), add a preference that he's interested in retail spaces, and schedule a call with him for next Tuesday"
• "Please create a property at 1500 Main Street, Austin, TX 78701. It's an office property with 5,000 square feet."
• "Please update the contact Liam Parker. Change his phone to 415-555-9021 and email to liam.parker@newmail.com"

Tips

• Include as many field details as possible in one instruction — such as name, email, phone, and associated records. The Agent will map everything in one pass.
• For updates, try naming the record explicitly. "Update the contact" without a name can cause errors.

Things to avoid

• If a record name is common or appears multiple times in the system, the Agent may ask you to clarify. Use full names or addresses where possible.
• The Agent will flag potential duplicates before creating a new record — review the alert before confirming.

Limitation

Bulk operations on more than 20 records at a time will run as a background job and may take 1–3 minutes to complete.

Graph Create
Graph Create handles the creation of multiple related records in a single instruction, resolving dependencies automatically — parent records are always created before dependent children. All records are linked together in one pass. If the Agent can't find a related record, it will ask whether you want to create it before proceeding.

Prompt examples

• "Add a new contact named Oliver Carter. She's the Director at Carter and Carter. Her email is olivercg@cartercarter.com and her phone number is 972-566-2222. Also create an account for Carter and Carter and a new property: 3451 Wilshire Blvd, Los Angeles, CA 90017 — set landlord as Carter and Carter"
• "I just had a call with a prospect called Tom Felton. Create a contact and a company record for Felton & Associates. He has a preference for Industrial, lease expiring in 25/05/2026 and space bigger than 3000 sf"
• "Create a lease for Josh Smith in Suite 1500 at Prime Corporate Center, another for Roman Roy in Suite 1600, and another for Tom Holland in Suite 1700"

Notes Create
Notes Create lets you capture relevant information as a structured note on any record — without navigating to it first. The Agent identifies the right record from your description and links the note automatically. Notes are immediately visible to all teammates with access to that record.

Prompt examples

• "Add a note to John Smith's contact: prefers email over phone"
• "Create a note for this deal saying the client is interested but wants to wait until next quarter"

Tips

• You can capture full, multi-sentence notes — the more context you log, the more useful it is for your team.

Record Summary

Record Summary generates a narrative briefing on any Salesforce record, pulling in related contacts, activity history, open opportunities, lease terms, and more. Summary quality improves with data completeness in the CRM.

Prompt examples

• "Brief me on Meridian Capital ahead of my 2pm lease renewal meeting"
• "Summarize the Acme Corp lease deal"
• "Give me a quick overview of John Smith"

Tips

You can follow up on any aspect of the summary in the same conversation to get more detail.

Limitation

One record at a time — asking for summaries of multiple records in a single prompt is not supported.

General Knowledge
General Knowledge lets you ask the Agent open-ended advisory questions on deal strategy, market dynamics, lease structuring, and more. It's CRE-aware and conversational — follow-up questions build on previous answers within the same session.

Prompt examples

• "What are the key market trends for this location?"
• "What risks should I be aware of with this deal structure?"

Tips

• Follow-up questions work well here — ask, and refine.
• The Agent doesn't have access to your org's internal documentation or proprietary pricing, so keep questions strategy and market-oriented.

Email Draft
Email Draft composes professional emails from a plain-language instruction. The Agent resolves the recipient from your Salesforce contacts, applies the tone you specify, and always presents the draft for your review before sending. It never sends autonomously.

Prompt examples

• "Please create a professional email to Josh Smith introducing the first three properties from the list"
• "Draft an email to Josh Smith asking for his new phone number"

Tips

• You can reference records or results from earlier in the conversation — for example, "introduce the first three properties from the list" works if a search was just performed.

Things to avoid

• The Agent doesn't have access to previous email threads.

Memory System
The Memory System lets you set explicit rules through the chat that persist across sessions. The Agent stores your preferences and applies them automatically going forward — without you needing to repeat them. If a new rule conflicts with an existing one, the Agent will ask before overwriting. Duplicate rules are flagged and never stored twice.

Prompt examples

• "When I search for properties, default to office type unless I say otherwise"
• "The search results for Accounts should display the Phone field"
• "When I ask for Contacts, show them together with the associated Account"

Tips

• State rules directly and explicitly — the more specific the instruction, the more reliably it's applied.

Memory Feedback Loop
Every response in the chat has three rating options: useful, not useful, and remember this. Signals accumulate over time and influence how the Agent scores and prioritizes future responses. All signals are auditable by administrators.

Tips

• Use remember this when the Agent produces a response style or output format you want to see repeated.
• Use not useful when a response missed the mark — the Agent will adjust over time based on accumulated signals.

Multi-Step Mode
Multi-Step Mode is a toggle in the top left corner of the chat window that enables the Agent to execute multi-step workflows in a single instruction. Turn it on when your request involves more than one action — it's more efficient on credit consumption than running the same steps as separate prompts, and it keeps the full workflow in one transparent plan you can review.

Prompt examples

• "Create a contact for Daniela Light (danilight@example.com), add a preference that she's interested in office spaces, and draft an email to her asking for more details about her specific property needs and timeline"
• "Create a task to remind me to send the property brochure for 13080 Dallas Pky to Tom Watts next Friday, schedule a meeting with him for next Monday, and draft an email to confirm his availability"

Tips

• Describe the full workflow in one instruction — the Agent will plan and execute each step in order.

Things to avoid

• Very long plans (more than 10 steps) may hit execution limits. If your workflow is complex, break it into two separate instructions.

Smart CSV Import
Smart CSV Import analyzes your spreadsheet's column headers, proposes a field mapping to Salesforce objects, and presents it for your review before any data is written.

Tips

• Contacts and accounts created and linked in one pass.
• Other objects — properties, deals, leases — are also supported.
• Review the proposed field mapping carefully before approving — pay attention to any columns flagged as needing user confirmation.
• If your CSV has non-standard or abbreviated column headers, the Agent will attempt fuzzy matching. Review these mappings especially carefully.

Limitation

Maximum 2,000 rows per import session. CSV files with merged cells, multi-row headers, or non-standard formatting may require pre-processing before import.

Activity Tool
Activity Tool lets you log calls, create tasks, and schedule events through natural language. The Agent resolves the correct record associations — contact, account, deal — and populates duration, outcome, subject, and follow-up fields from your instruction.

Prompt examples

• "Create a follow-up task for Daniel Craig to call him on Friday"
• "Schedule an appointment with Josh Smith at 2 PM this Wednesday for the Lakeview Condo"
• "Add a task to review the lease documents uploaded by the legal team under the GG Lease Deal"

Tips

• You can chain activity instructions — for example, "log the tour and set a follow-up for Friday" in one request.
• When updating a task or event, name the record or contact it's associated with to avoid ambiguity.

Things to avoid

• If multiple tasks or events share a similar name or contact, the Agent will ask you to clarify which one to update. Use specific record names or dates to avoid this.

User View / Pipeline
User View compresses your daily planning ritual into a single Agent request — surfacing open tasks, near-closing opportunities, expiring leases, and overdue follow-ups relevant to you. The output can feed directly into follow-on Agent actions within the same conversation.

Prompt examples

• "What's on my pipeline today?"
• "Show me my open tasks for this week"

Tips

• Specify the scope in your prompt — today, this week, or this month — for a more focused briefing.
• Use the output as a starting point for immediate actions — after seeing overdue follow-ups, ask the Agent to draft emails or create tasks directly from the same conversation.