How to Add a Leasing AI Agent

Aptly Leasing AI agent is currently set up to receive inbound calls with a connected Twilio account. Your organization will need to be A2P 10DLC approved for your AI agents to send out a follow up text message. Your personal AI agent is set up to answer basic questions about properties a lead is interested in, create a card for the lead, and assign tasks to your leasing agents to schedule a tour. Your AI leasing agent will pull about 90% of it’s knowledge from your current Published Listings.

How to View your AI Agents and AI Agent Data

Click on the star icon on the left side of your screen, this will take you to your new AI agents.

The Overview tab will show data on how well your agents are performing (Calls Handled, Cards Created, Active AI Agents, etc).

The Activities tab will keep a log of every single call. You can listen in, read transcripts, comment and rate the calls. This is an important tool for you and your team to use, especially the first few weeks of using your AI agent. Your AI agent will learn from your comments and continually perform better based on your feedback. So, it’s important to rate calls Positively or Negatively and include specific feedback to train your agent.

How to Setup Your New AI Agent

Click the + New Agent link on the bottom of your screen and begin creating your agent.

Agent Profile Settings

You’ll set up your agent profile by giving the AI Agent a name, title as well as selecting a voice

Title	Description
Agent Name	Your AI Agent will answer the calls with their name so be sure to give them a name that is customer facing.
Description	This will be a description of how you will use this agent. For Example: Handle incoming leasing calls, create new renter leads, pre-qualify prospects and schedule a tour.
Title	Leasing Agent
Call Voice	Choose a call voice option for your agent within the drop-down. If you click on the speaker icon next to each name, you can test out the voice options.
Voice Speed	Gives you a range of 5 options to choose from, from very slow to very fast.
Call Responsiveness	Choose from Patient, Balanced, or Responsive. We recommend choosing the Patient or Balanced setting to allow for natural pauses in conversation. The Responsive option may accidentally interrupt your caller if there's a moment of silence, which can lead to a less smooth experience.
Off Topic Email Notifications	If a caller goes off topic during a call, choose an email to direct the alert to be sent to. This email will also receive a transcription of the call.
Skip Agent Email Notifications	If a caller goes off topic during a call, choose an email to direct the alert to be sent to. This email will also receive a transcription of the call.

Role & Knowledge

Setting	Description
Role	Choose a role for your agent in the dropdown as Leasing Operations.
Relevant Locations	Allows you the option to create multiple agents to service specific locations or properties (this is a rare instance, best practice is to have one agent handle all of your properties).
Agent Knowledge	Is a way for you to teach your agent about your organization. For example, if you click the + button and type ‘Geographic Scope’ in the AGENT KNOWLEDGE, you could give directions such as ‘You can mention we have properties available in Missouri and Tennessee. If someone asks for a different state, ask them to choose one of these. Do not assume a state without it being provided by the caller.’.

Trigger & Capabilities

Click the + button to add a Trigger.

Select a channel.

Any connected Twilio line.

Set the ring configuration - who will answer the call

AI Agent

Set a Fail Over Number in the event that the Agent is busy or an error occurs.

Single Number: Will bypass your AI Agent and go to an external number.

Multiple Numbers: Will bypass your AI Agent and ring to multiple external Numbers.

Ring Schedule: Will allow a schedule to be set, for example you can have your AI Leasing Agent answer calls outside of business hours and a live agent answer during business hours.