Introduction

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Important: Please note that the availability of certain features outlined in these release notes will vary depending on the package and add-ons that you have purchased as well as the account type that you have (admin/standard user). These features are subject to change at any time.

Summary

• AI Copilots
• AI Lead Analysis
• Sales Agent Task Notifications
• Sales Agent AI Suggestion Optimization
• Property Alerts: Automatic Frequency Control
• Group Text, Now More Flexible
• AI‑Powered Filters and Segments
• Zapier Optimization

AI Copilots

We've launched a fleet of AI Agents to help you work smarter by automating everyday tasks, surfacing timely insights, and keeping data organized across your workflow. By handling repetitive actions, like lead updates, follow‑ups, and data syncing, these tools free you to focus on building relationships and closing deals. The result is faster response times, better visibility into client intent, and a more efficient, consistent experience from lead to close.

Navigate to the Copilots tab to launch the agents that you have access to and request access to those in beta. Learn more about these AI Agents here: Lofty AI Copilots

AI Lead Analysis

AI Lead Analysis gives you a fast, AI-powered way to understand the health and quality of your lead database, identify high-priority opportunities, and take action immediately. With clear segmentation, data health insights, and built-in next steps, you can focus on what matters most.

Highlights:

• Analyze imported or existing leads directly from your AI Assistant
• Clear lead segmentation to prioritize high-value opportunities
• Data health checks that surface missing or incomplete information
• One-click actions to activate Sales Agent or continue with the AI Assistant

Learn more here: AI Lead Health Analysis: Understand and Prioritize Your Leads

Sales Agent Task Notifications

The Sales Agents now sends immediate, AI-powered notifications when important tasks are created, ensuring calls, appointments, and follow-ups happen at the right moment. These notifications and reminders include AI-generated context and direct actions, helping you quickly understand what matters and prepare more effectively—so no opportunity is missed.

Highlights:

• Instant notifications when Sales Agent creates a call, appointment, or task (via push, SMS, and/or email)
• AI-generated reminders before scheduled calls and meetings with task-specific guidance
• One-click access to actions like generating a tailored call script or reviewing appointment insights
• Available to all sales agent users

Learn more here: Getting Started with AI Sales Agent

Sales Agent AI Suggestion Optimization

When the Sales Agent recommends that you call a lead, the call script is now created in just one click!

Click Call with AI Script to generate a call script and have the lead's number ready to dial! This is only available with the Sales Agent beta version. Learn more here: Sales Agent Smart Leads & Playbook Settings (Beta)

Property Alerts: Automatic Frequency Control

Property Alerts are now smarter and more personalized. With Automatic Frequency Control, Lofty adjusts how often alerts are sent based on each lead’s real engagement—helping you reach clients at the right time without overwhelming them.

What’s new:

• Alert frequency automatically adjusts based on opens and clicks
• Highly engaged leads receive updates more frequently when interest is high
• Less‑engaged leads receive fewer emails while staying subscribed

This update helps improve engagement, protect email deliverability, and create a more relevant experience for every lead—without requiring any manual setup. Learn more here: Property Alerts: Automatically Send Relevant Listings to Your Leads

Group Text, Now More Flexible

Group Text has been enhanced to support richer conversations with multiple agents and leads in the same thread. These updates make it easier to collaborate, reply seamlessly, and understand who’s involved—without breaking text workflows.

Highlights:

• Add multiple agents (using virtual numbers) and multiple leads to one group
• Agents can reliably reply in Lofty chat
• Clear ownership and text usage rules
• Role labels for better visibility of group members

Learn more here: Texting via Lofty

AI‑Powered Filters and Segments

You can now use AI to build filters and segments faster across People Lists and Segments. These updates make it easier to turn your ideas into accurate filters and segments with less manual setup.

Highlights:

• Use natural language to find and apply filters on the People List
• Create and edit segments with AI‑generated filter suggestions
• Review and confirm filters before applying them

Learn more here: Lead Organization with Filters and Lead Organization with Segments

Zapier Optimization

Questions?

If you have any questions regarding this topic or any others, please contact our Support Team via email at <support@lofty.com>, by phone at 1 (855) 981-7557, or by chat with us through your Lofty CRM.

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