Ask in plain language, the assistant works on the platform
“Which enquiries have been unanswered for more than a day?” The assistant lists them with contact and property, and updates their status once you have handled them.
“What do we know about Rebecca Montanari?” The contact's enquiries and notes in a few lines; if a phone number or email changes, the assistant updates the record.
“Which mandates expire this month?” The list of properties with their deadlines, to decide who to call first.
“Book a viewing with Rebecca on Thursday at 5pm.” The assistant creates the appointment and tells you what's on your calendar, without opening it.
“Remind me to call Matilde back tomorrow at 10.” The task is created in MyBrokerage AI, assigned to you, without opening the CRM.
“Update Matilde's opportunity: she made an offer.” The assistant updates the opportunity in the CRM and the pipeline stays tidy.
“Import the contacts in this list into the CRM.” The assistant loads contacts and property leads into AgentFlow CRM, with no retyping.
APIs, webhooks and connections with the portals and software the agency already uses.
Discover the integrations →
With the AI assistant you already use
MCP (Model Context Protocol) is the open standard that lets an AI assistant use external tools. MyBrokerage AI supports it: Claude, ChatGPT and other compatible assistants read and update your agency's data when you ask. It is available to agencies that have activated AgentFlow CRM.
- 1Activate AgentFlow CRM for your agency.
- 2Connect Claude or ChatGPT with the guided setup: a few steps, with the guide inside the platform.
- 3Ask in plain language: the assistant works on your agency's data.
Further reading
Practical guides and free tools on the same topics.