AI-powered suggestions
Get intelligent next-action suggestions for each lead based on their profile and history.
Overview
Realatic AI suggests the best next action for each lead based on their profile, activity history, and current stage.
Types of Suggestions
Next Action
- Schedule a site visit (lead visited website multiple times)
- Send project brochure (lead asked about floor plans)
- Reassign to senior agent (high-value lead)
Communication
- Recommended message tone
- Best time to call
- Suggested talking points
Project Matching
- Projects matching lead requirements
- Alternative projects if preferred one is sold out
- Units within budget range
Where to See Suggestions
- Lead detail page — dedicated AI panel
- Dashboard — top suggested actions
- Pipeline view — quick suggestion badges
Each suggestion includes the recommendation, reasoning, and a quick action button.