1. After-hours call answering with morning message queue
Answers calls outside normal office hours, records the caller's message for staff review in the morning, and flags urgent matters through the agreed escalation process.
REAL ESTATE
Real estate.
Useful work, defined.
A 45-minute discovery call plus a written report: your lead, showing, and closing map, a data-exposure review, automation priorities ranked by value, the tools list, and a setup checklist. The assessment call is advisory; implementation follows an agreed scope and your approval.
YOUR INDUSTRY MENU
Choose the service level.
A CPAI Host is required to manage the work, including scheduling and reporting. Sanitation depends on the service. The sanitation tier is included with AI Employees.
A human approves outward messages before sending. Timing and integration details are confirmed in the implementation scope.
Listing prices, negotiations, and contractual commitments remain with the licensed real-estate professional.
SERVICE LIBRARY
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Automations
Performs a specific task when an event occurs, such as preparing an appointment reminder before a scheduled visit. You define the trigger and the action.
Example from this menu: After-hours call answering with morning message queue.
Calls and after hours
2. Phone intake for new leads
Collects a real-estate lead's contact information, buying or selling plans, timeline, and urgency for follow-up by the team.
3. Missed-call text-back
A missed call prepares a text-back for the approved messaging process. Text only, no conversation.
4. Peak-hour overflow answering
For when the team is in showings or closings.
5. Reschedule and cancellation handling
Processes an appointment change or cancellation under the agreed scheduling rules and updates the calendar so staff can see the available time.
Speed to lead
6. Instant lead response for portal leads
A Zillow or Realtor.com lead arrives, a text draft and call task are prepared for approval.
7. Instant lead response for web form submissions
A form submission triggers an immediate text and callback task.
Showings and open houses
8. Appointment booking by phone or chat
Collects the appointment request by phone or chat, checks the configured schedule, and books an available time under the agreed booking rules.
9. Appointment reminders by SMS, email, and voice
Prepares appointment reminders through the agreed text, email, or voice process at the configured times before the appointment.
10. Showing booking and confirmations
Showing requested, booked into the agent's calendar, buyer confirmed the day before, feedback requested after.
11. Open house scheduling and follow-up
Open house scheduled, promoted to nearby leads, attendees logged, follow-up sequence runs after.
12. Post-showing feedback requests
Prepares a request for feedback from buyers or their agents after a property showing so the team can review their response.
Listings and follow-up
13. Price reduction and listing update notifications
Prepares updates for past viewers and active leads when an authorized listing-price change or other listing update is recorded.
14. Transaction milestone notifications to all parties
Contract to close, each milestone hit, a plain update goes out.
15. Post-closing review and referral requests
Closing done, satisfaction check, review request, referral ask with a simple share link.
Reviews
16. Review requests timed after closings
Prepares Google or Zillow review requests after a closing through the agreed client-feedback process.
17. Complaint interception
Dissatisfied clients are routed to staff for follow-up. Public-review access is not conditioned on satisfaction.
Billing
18. Balance and invoice reminders
Checks recorded balances, invoice due dates, and payment status, then prepares reminders about amounts that remain outstanding.
Workflows
Connects several tasks in an agreed sequence, such as collecting an inquiry, checking the required information, arranging an appointment, and preparing follow-up messages.
Example from this menu: New client onboarding.
Client acquisition
1. New client onboarding
Inquiry arrives, intake is collected, verification runs, showing is booked, confirmations and prep are sent. One pipeline, no dropped handoffs.
2. Lead nurture
A lead arrives, a response is prepared for approval, qualification questions are asked, showing is booked, and non-bookers enter a follow-up sequence.
3. Buyer onboarding
Pre-approval confirmed, needs analysis completed, search alerts set, first showings booked.
4. Listing onboarding
Photos scheduled, staging checklist sent, description drafted for agent approval, listing goes live, launch announcements sent.
5. Referral intake
A referral is received, the client is contacted, details are verified, a showing or consultation is scheduled, and confirmation goes back to the referrer.
6. Expired and FSBO outreach
Expired listings and for-sale-by-owner leads found, outreach sequence runs, listing presentation booked.
Transactions and listings
7. Price reduction and listing update workflow
Price change decided, listing updated everywhere, past viewers notified, new promotion push.
8. Closing and transaction milestone tracking
Contract to close tracked, milestones hit, all parties updated, documents chased.
Revenue and reputation
9. Review generation
Request honest feedback consistently. Route complaints to staff for follow-up without screening who may leave a public review.
10. Review Defense
We prepare and track disputes for reviews that may violate platform policies; the platform decides whether to remove them. Genuine reviews get a professional response. Monitoring across Google and Zillow for new reviews. Each negative review is checked against the platform's removal policies. Dispute filings are drafted for fake, spam, or policy-violating reviews, human-approved before submitting. Appeals are tracked on denials with documentation. Genuine reviews get a professional drafted response instead of a dispute.
11. Balance collection
Aging balance triggers a polite reminder sequence with a payment link, and unanswered balances escalate to staff.
Catch-all
12. Missed-call recovery
A missed call prepares a text-back for the approved messaging process, followed by qualification and booking or a queued callback. The full playbook, not just a text.
Agents
Works toward a defined goal and chooses its next step using approved information and tools. For example, it can check appointment availability and recommend how to fill an opening.
Example from this menu: Receptionist Agent.
Front of house
1. Receptionist Agent
Goal: no call goes unhandled. Answers 24/7, routes to the right person, takes messages, books appointments.
2. Intake Agent
Goal: every inquiry captured and qualified. Screens, qualifies, books, separates the urgent (active buyer, hot seller) from the routine.
Showings and scheduling
3. Schedule Fill Agent
Goal: no empty slots. Watches cancellations, works waitlists, runs rebooking outreach.
4. Showing Coordinator Agent
Goal: no showing falls through. Coordinates showing requests, confirms with buyers and their agents, gathers feedback after.
Revenue
5. Billing Agent
Goal: healthy receivables. Sends invoices, reminds on overdue accounts, offers payment plans within brokerage policy, escalates the stubborn ones to staff.
Reputation
6. Reputation Agent
Goal: five-star presence and damage control. Times review requests after closings, routes dissatisfied clients to staff for follow-up, drafts responses for the team to approve.
After hours
7. After-Hours Triage Agent
Goal: safe after-hours handling. Assesses urgency against team protocols, books the routine, escalates the urgent to the on-call agent, documents everything. It routes. It never makes commitments.
AI Employees
Handles the recurring responsibilities of a defined business role, such as intake, scheduling, and follow-up. It combines the automations, workflows, and agents assigned to that role, with agreed human approvals.
Example from this menu: AI Intake Coordinator.
Client-facing
1. AI Intake Coordinator
Jobs: answer every inquiry, screen and qualify, book showings, follow up no-shows. Frees the team for in-person client care.
2. AI Front Desk Receptionist
Jobs: answer every call, route to the right person, take messages, book appointments, greet website chat visitors. Escalates calls that need staff attention.
Transactions
3. AI Transaction Coordinator Assistant
Jobs: track contract-to-close milestones, chase documents, update all parties, prepare closing summaries for the agent.
Revenue
4. AI Billing Coordinator
Jobs: send invoices, follow up overdue accounts, manage balance collection, set up payment plans within brokerage policy.
Growth and reputation
5. AI Reputation Manager
Jobs: request reviews at the right moment, route dissatisfied clients to staff for follow-up, draft responses for approval, watch the ratings across Google and Zillow.
6. AI Referral Coordinator
Jobs: log every referral, conduct outreach, book showings or consultations, thank referrers, track referral ROI by source.
HOST AND SYSTEM
Host and
complete-system options.
CPAI Host manages your selected services, including scheduling work and reporting results. It is $299/month without PII sanitation or $499/month with PII sanitation. The sanitation tier is included with AI Employees.
The Complete Automation System includes all AI Employees within one industry and the automations, workflows, and agents in their job bundles. Compliance modules and remaining automations, workflows, and agents are billed separately. Once added to the Host system, servicing of those add-ons is included in the monthly system service.
Gives staff a conversational AI assistant, like your own ChatGPT or Claude, to ask questions, draft text, and summarize approved business information in a client-controlled environment.
Compare the Host and local LLM services · Compare all services and pricingCOMPLIANCE AND MAINTENANCE
Compliance work
and ongoing service.
Relevant modules listed for this industry: PCI DSS, SOC 2, ISO 27001. Modules are one-time add-ons scoped to client requirements. A module does not itself establish compliance or independent certification.
Explore the available compliance modulesMaintenance is included in the local LLM host service and the Complete Automation System. AI Employee pricing includes ongoing service and support. Other services have an optional maintenance service for CPAI Host realignment, updates, and patching. Clients receive email notices when updates are available and may choose to perform updates in-house.
View IT response timesENGAGEMENT DETAILS
Terms and
local LLM certification.
A one-year term applies only to AI Employees, the Complete Automation System, and the local LLM service. All other services, including the Host, cancel with 30-day written notice by email with a digital signature to begin offboarding.
AI model usage and messaging are passed through at cost. Call for pricing for adds, changes, and technician work. Two revision rounds are included with one-time items; further revisions are billed at that rate in 15-minute increments.
Certification applies only to the Certified Private AI local LLM host service. A Certificate of Conformance records a named environment, scope, assessor, date, and result against the four conditions. The implementer may also perform the assessment. It is not independent third-party certification or a legal compliance determination.
Read the local LLM conformance conditionsPRICING FOR YOUR BUSINESS
Call for pricing.
Tell us the work you want handled. We will discuss the service, setup, and ongoing support that fit your business.
Call (888) 796-8280YOUR NEXT STEP
Start with one useful process.
A $99 AI Readiness Assessment maps the work and gives you a prioritized plan.
Choose one benefit with your $99 AI Readiness Assessment: a $99 credit toward any tier purchase within 30 days, or one free automation, workflow, or agent.
Request the $99 assessment