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Workflow guide

Support plan for property managers

Answer leasing, move-in, and pet policy questions from your property pages. Lease changes, deposits, and maintenance emergencies go to your staff.

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What the visitor sees

Questions to test

What the agent answers, and what stays with your team.

Use these questions as test prompts. Each one should be answered from the source under it. Account-specific answers need authentication and a supported connection.

Leasing office

Planning sample

Answer from approved sources

  1. 01
    Is there a weight limit for dogs?Pet policy
  2. 02
    When can I pick up my keys?Move-in guide.pdf
  3. 03
    Is there a gym in the building?Amenities and parking
Boundary

Hand to your team

  • Lease changes and penalties
  • Deposits and payment disputes
  • Maintenance emergencies
For example
Can I break my lease early without the penalty?
Planning guide. The examples on this page help you scope a test. They do not mean every provider, data source, or action is already connected.

Handoff rules

Write down where the agent stops.

When it does, your team sees the whole chat, not a summary.

  1. 01

    A maintenance emergency

    The instructions tell the agent to share the emergency line and stop.

  2. 02

    A deposit dispute

    The agent hands the chat to the property manager.

  3. 03

    A routine repair request

    The agent creates a support ticket for maintenance.

Not every job belongs to an agent. Emergencies, licensed advice, and decisions nobody has approved stay with people. See the stop conditions

What your team sees

A safer first version

Four steps, one pilot review.

Record a baseline before the test, use the same time window after it, and keep the result tied to your own conversation data.

  1. 01Choose one support job
  2. 02Add approved sources
  3. 03Set action and handoff rules
  4. 04Run a private test

Sample measurement checklist

Pilot review

Pilot review progress: 0/4

Questions before setup

Decide the rules before customers see it.

Yes, as a support ticket. The agent collects the details and creates a ticket your team works from the inbox.

Only what your pages list. Add current availability as a source and update it when units lease, so the agent never quotes an old listing.

Account-specific lookups and actions in another system need a supported integration and the right permissions. Check the integrations directory before including either in the workflow.

Use real questions with sensitive data removed. Compare each answer with the approved source, test the handoff, and record any missing or incorrect answer before making the agent public.

More workflow guides

Plan another support job.

All solutions

Test one narrow workflow first.

Start with five real questions, remove sensitive data, and compare every answer with the source your team approved.

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