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

• Mass Email Sending Result
• Google Business Profile Posts
• New Sales Agents Built for Your Business
• Team Sales Agent Coexistence
• Smarter, Lead-Driven Pipeline Updates
• See a Lead's Entire Conversation in One Place
• Automatic Follow-Up When Leads Click Your Property Alerts

Mass Email Sending Result

You can now see exactly what happened after you send a mass email, including which leads received it and which were skipped, and why.

Highlights:

• A results summary is generated automatically after every mass email send
• See exactly who received the email and who was skipped, along with the reason for each skip (most commonly a bounced-email suppression)
• Download a CSV of the full results for your records

Learn more here: Understanding Your Mass Email Sending Results

Google Business Profile Posts

You can now connect your own Google Business Profile directly to Lofty and manage your GBP posts without leaving your CMS. A new GBP page lets you create, schedule, publish, and track posts, no more sharing manager access to your profile.

Highlights:

• Connect your Google Business Profile securely through Google sign-in (OAuth), no more adding Lofty as a manager
• Create three post types: What's New updates, Events, and Offers, each with its own image, description, and call-to-action
• Schedule posts for a future date and time, or publish immediately
• Track Published, Scheduled, Draft, and Trashed posts all in one place, with status that stays synced with Google

Learn more here: Managing Google Business Profile Posts

New Sales Agents Built for Your Business

You can now hire a Sales Agent built for exactly how you work, not a general-purpose assistant. Four new vertical-specialized agents are available for new hires. If you've already hired a Sales Agent, nothing changes for you, but you will have access to some new skills!

Highlights:

• Anna, Residential Specialist, for everyday buyer and seller leads
• Sadie, FSBO Specialist, for a multi-week nurture built for For Sale By Owner sellers
• Nora, Recruiting Specialist, for consent-first outreach to licensed agents
• Vera, Commercial Concierge, for office, retail, industrial, and multifamily leads

Learn more here: Sales Agent: Meet Your Digital Employee

Team Sales Agent Coexistence

Team members can now use their team's shared Sales Agent and run their own personal Sales Agent at the same time, instead of choosing one or the other.

Highlights:

• Keep using your team's shared Sales Agent while also running your own personal one
• Each lead is still only ever followed by one agent, never both at once
• Every agent is clearly labeled with who it reports to, so it's always clear which agent is which

Learn more here: Using a Team and Personal Sales Agent Together

Smarter, Lead-Driven Pipeline Updates

Your AI Sales Agent now updates a lead's pipeline stage based on what the lead actually does, like asking for a tour or making an offer, instead of moving it on its own schedule.

Highlights:

• Pipeline stages move only when a lead shows real intent
• More accurate pipeline tracking with less manual cleanup
• A setting to choose how hands-on you want this (automatic, approve first, or off) is coming soon

Learn more here: Sales Agent Automatic Pipeline Updates

See a Lead's Entire Conversation in One Place

A new pop-up from your Sales Agent sidebar brings a lead's entire conversation history, across every channel, into one time-ordered view.

Highlights:

• See SMS, email, website chat, and calls (with summaries and recordings) in a single thread
• View every message from your AI Sales Agent, you, and the lead in the order it happened
• Get up to speed on a lead instantly before your next follow-up

Learn more here: Sales Agent Priority Leads & Settings

Automatic Follow-Up When Leads Click Your Property Alerts

When a lead clicks a listing in one of their property alert emails, your AI Sales Agent now follows up automatically, so you never miss the moment they're most engaged.

Highlights:

• Automatic text follow-up referencing the exact listing the lead clicked (email if they can't receive texts)
• Smart suggestions for similar listings when relevant
• Help booking an appointment for the property, all without you lifting a finger

Learn more here: Sales Agent Follow-Up on Property Alert Clicks

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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