Introduction

Custom Agents shine when you have a dedicated, repeatable role that runs on its own — weather prep before showings, re-engaging cold leads each week, watching your pipeline for issues. Build it once, test with Run Now, enable it, and it works for you on schedule.

• Walkthrough Video
• Create a Custom Agent
• Find and Manage your Agents
• Example: a Weekend Open House Weather Brief agent

Walkthrough Video

Create a Custom Agent

1. Open the Copilots dropdown. In the left menu, find Copilots, then click New Agent.

1. Pick a template or start from scratch. There are a few templates that Lofty has pre-built for you, but you can also chat to build your own — describe what you want the agent to do and Lofty writes the instructions with you, in plain language.
2. Review the agent before you create it. After you describe your agent, Lofty checks that nothing else is already doing this job — another agent, a Smart Plan, a campaign that would conflict with it. That way you're not inundating your leads with tons of texts you didn't plan for. Lofty will ask you to confirm the agent looks good before creating it; hit Yes and the agent builds.
3. Upload knowledge bases (optional). Once the agent is created, you can go in and add knowledge files that help it do its job better — your listings, your market area notes, your objection-handling guide. Upload whatever context you want the agent to work from.
4. Test it — then enable. New agents start with a Run Now button so you can test the run before it fires on its own. When you're happy, enable the trigger and the agent takes over on its schedule.

Find and Manage your Agents

• Open the Copilots section and select All Copilots. They are sorted alphabetically. Click into any agent to manage it.

For each agents, you can:

• Adjust the instructions whenever you need to refine how it works,
• Change the name,
• Upload or update the custom knowledge base,
• Adjust the triggers,
• Review old versions and go back to one if you want.
• Chat with your agent — ask questions specific to the rules you've set up, you can talk to the agent directly from here.

Example: a Weekend Open House Weather Brief agent

Here's what a real Custom Agent looks like

1. Checks the internet for the weather at each of your showings and open houses —
2. Lets you know before the showing what that weather is going to look like, and
3. Gives you a reminder of what to prep: if it's hot, maybe make some lemonade to have available; if it's cool, maybe have some sweaters or blankets handy.

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.