Note: Lofty is rolling out in stages. Depending on the version your account is on, some features or screens described in this article may look different or may not yet be available to you.
Introduction
AI Copilots is the home of Lofty's AI: a conversational assistant you can chat with from anywhere in the CRM, plus a team of AI agents that automate lead follow-up, social posting, and homeowner nurturing. The AI Copilots page introduces each copilot and is the launch point for their workspaces.
Opening AI Copilots
- In the left menu, click AI Copilots.
The page opens with a “Meet AI Copilots” banner and an Explore AI Agents row with 1 tile per agent.
Chatting with the AI Assistant
- Click Chat with AI Assistant in the banner, or Ask Lofty AI in the top-right corner — both open the Lofty AI panel on the right.
- Click a suggested action — for example Send bulk emails, Send mass texts, Show priority message, or Check today's to-dos — or type a request in the Ask me anything box.
- To see everything the assistant can do, click Explore All. The Prompt Library opens, grouped into Lead Communication, Lead Management, Tasks, and Service — for example, “Find leads untouched for 30 days”, “Create a task”, and “Show me what you can do”.
Note: The order of the suggested actions changes from session to session. Close the panel with the × in its top-right corner.
Exploring the AI Agents
Each tile under Explore AI Agents summarizes 1 agent and lists what it covers:
| Agent | What it does |
|---|---|
| Sales Agent | A virtual ISA that works 24/7 to convert leads into appointments — website visitor capture & lead qualification, automated lead nurturing & follow-up, and smart appointment setting |
| Social Agent | An automated social marketing partner — market and competitor insight, weekly social planning, and AI-generated listing captions |
| Homeowner Agent | A homeowner specialist for your database — homeowner data enrichment & insights, timely seller intent & automated campaigns, and effortless campaign customization |
Note: Clicking Launch on a tile opens that agent's workspace in a new browser tab, leaving the AI Copilots page open behind it.
Launching the Sales Agent
- On the Sales Agent tile, click Launch.
The Sales Agent workspace opens with the tabs Overview, Activities, Settings, and Performance, plus your lead quota (for example, “Leads: 299/300”) next to an Upgrade button. The Overview tab shows:
- Lead counters for AI Working, High Priority, AI Prospecting, and AI Monitoring.
- A Your Tasks card for the past 30 days — Planned Tasks, Overdue, Calls Made, and Leads Not Called — with View All Tasks.
- An Activity Overview card for the past 30 days — AI Contacted, AI Lead Updated, Saved Time, and Saved Cost — with View All Activities.
Launching the Social Agent
- On the Social Agent tile, click Launch.
The Social Agent workspace opens on the Planner tab, next to Posts and Listing Feed, with Create a Post and Ask Lofty AI buttons in the header. The planner combines:
- A Social Calendar month view.
- A Suggestions for the cycle of … section with Previous Cycle and Next Cycle controls: the agent drafts a post for each day, and each draft shows its Post Status (for example, “Pending Review”) with an Approve action.
- A Settings button above the suggestions.
Warning: Review a draft's text before acting on Approve — suggested posts are written by AI and are tied to your connected social accounts.
Launching the Homeowner Agent
- On the Homeowner Agent tile, click Launch.
The Homeowner Agent workspace opens on the Overview tab, next to Homeowners, Campaigns, and Settings. The Performance section shows:
- Your property quota (for example, “Properties: 11/1000”) with Manage Quota.
- Homeowner counters for Total Monitoring, Warming Up, Hand-Off, and Long-term Nurturing.
- A Homeowner Analysis grid that crosses homeowner intent — Likely Seller (High Interest), Newer / Long-term Nurture, Absentee Owner / Investor, Foreclosure / Pre-foreclosure, and Other / General Homeowner — with each nurturing status.
- Engagement and Reach Out Performance panels, each defaulting to Last 30 Days.
Tip: The agents also live in the left menu: Marketing → Social opens the Social Agent and Automation → Homeowner Agent opens the Homeowner Agent. The Sales Agent workspace sits in My User Settings, in the Lofty AI group alongside Overview, AI Assistant, and Social Agent entries.
Questions?
If you have any questions regarding this topic or any others, please reach out to 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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