Chapter 01 · Foundation — Search & Records Management

Dynamic Search Find any property, tenant, or deal in plain English — just describe what you're looking for.

• Multi-object queries across any standard or custom Salesforce object
• Results returned instantly in the conversation, with a View more option that expands into a dynamic table — columns auto-generated based on the fields used in the search
• Every search result is exportable — right from the dynamic table view

Record Management Create and update records through conversation — the AI resolves every field automatically.

• Create one or multiple records in a single instruction — e.g. "create a contact, a requirement, and link them to the property"
• Single or bulk updates in one instruction
• Understands custom fields, picklists, and CRE shorthand
• Duplicate detection before any insert

Graph Create Create and link a network of related records in one instruction — relationships wired automatically.

• Automatically resolves record dependencies in the correct order
• Supports any combination of Salesforce objects
• Shows exactly what was and wasn't created if anything fails

Notes Create Instantly log notes — the AI matches and links them to the referenced record.

• Auto-linked to the right account, contact, opportunity, or property
• Instantly visible to every teammate with access to the record

Chapter 02 · Intelligence — Understanding & Communication

Record Summary A full narrative briefing on any record — deals, contacts and properties — in seconds.

• Automatically pulls related records: contacts, property, lease, activities, and more
• Saves 5–10 minutes of pre-call research per interaction

General Knowledge Handle objections, structure concessions, pressure-test deal economics — without leaving Salesforce.

• Open-ended advisory Q&A on deal strategy, market dynamics, and lease structuring
• CRE-aware: understands NNN vs FSG, TI, free rent, WALT, cap rates
• Conversational follow-up within the same session

Email Draft Tour follow-ups, LOI transmittals, renewal openers — from one sentence of intent.

• Recipient resolved from Salesforce contacts automatically
• Always presents the draft for review before sending — never autonomous

Chapter 03 · Memory & Learning

Memory System Tell the AI how you want it to behave — it remembers and applies your rules to every future interaction.

• Set explicit rules directly in the chat — e.g. "always show the phone field when displaying contacts"
• Rules are stored immediately and persist until you update or remove them

Memory Feedback Loop Rate any response — signals are stored and shape how the AI behaves over time.

• Three rating options on every response: useful, not useful, and remember this
• Accumulated signals influence how the AI scores and prioritizes future responses
• All signals are auditable by administrators

Chapter 04 · Productivity & Automation

Multi-Step Mode Multi-step workflows executed automatically — with human approval before any write or send action.

• Chains Search → Create → Email Draft in a single instruction
• Requires human approval at key steps before proceeding
• Transparent plan display throughout execution

Smart CSV Import Spreadsheets in, records out — the AI maps the columns, you approve before anything writes.

• Creates and links contacts and accounts in one pass
• Supported for multiple objects — properties, deals, leases, and more
• Fuzzy header matching handles informal names, abbreviations, and non-standard formats

Activity Tool Log events, calls, and tasks in natural language — the right associations are filled automatically.

• Links activity to the correct record (e.g. contact, account, deal) in one request
• Chained instructions supported: "log the tour and set a follow-up for Friday" in one go

User View / Pipeline Open tours, expiring leases, overdue follow-ups — one briefing, on demand.

• Configurable scope: today, this week, this month
• Output feeds directly into follow-on AI actions within the same conversation

Chapter 05 · Platform & Administration

Agent Persona Shape how the AI introduces itself and prioritizes answers — business sphere, domain vocabulary, and guidance style all configurable.

• Configure business sphere, domain context, and compliance-style guidance
• Changes deploy as custom metadata — no code, no redeployment
• No prompt engineering required from end users

Feature Flags Control which AI tools are available across the org — instant effect, no deployment cycle.

• Org-wide enablement and disablement of individual tools in Admin Settings
• User-level control available via configuration

OpenAI Provider Use your own OpenAI API key as a first-class alternative to Agentforce.

• Switchable at any time without redeployment
• Identical interface and capabilities for end users regardless of provider

Analytics See how the AI is being used across the org — and exactly what it's costing.

• Full per-interaction log: time, user, provider, model, prompt, tokens, flex credits, latency, and success status
• Aggregated views filterable by date range, provider, and user

Admin Settings Every AI Chat setting in one panel — applied immediately, no deployment required.

• System capabilities and general settings
• Provider configuration
• Restrictions
• Personas & object context
• LLM usage