Documentation

User Guide

Everything you need to know to get started with AIgentProp and manage your properties efficiently.

Post First Properties

Shared Pre-Publish Requirements

Complete these checks first. These requirements are the same for both Agent-Guided Showing and Self Showing.

Setup Steps

1Step 1 — Open Settings and confirm Portfolio Defaults plus Default Showing Settings are configured first. Decide whether to enable showing confirmation and set your default showing window before any PMS sync.

2Step 2 — Go to Neural Contributors and configure your AI agent modules plus pre-screening questions. We strongly recommend enabling Tenant Prescreening and Showing Coordinator.

3Step 3 — Go to Integrations and connect both your PMS (for example, AppFolio) and your smart-lock provider (for example, CodeBox or Rently). Then wait for properties to finish importing.

Showing Setup Options

After setup is complete, go to Properties and click Post Online (top-right). Your listing will be published to platforms like Zillow, Realtor.com, and Apartments.com.

Next step: wait for leads. The AI will take care of lead response and follow-up automatically.

Agent-Guided Showing

1Step 1 — Go to Natural Contributors and add a Service Provider. Set service type to Agent-Guided Showing and configure Weekly Availability.

2Step 2 — Go to Properties > Showing. Set Showing Type to Agent-Guided Showing, choose Minimum Notice Buffer, and assign the Showing Agent.

3Step 3 — Make sure the showing agent availability overlaps with the property availability; otherwise the agent cannot be selected for that property.

4Step 4 — Open the property and click Post Online in the top-right corner. After posting, wait for leads and let AI handle communication.

Self Showing

1Step 1 — In Properties > Showing, choose Self Showing. If you enable auto-generated entry codes in the agent steps, make sure your lock provider is configured in Integrations first.

2Step 2 — If your lock type is not available yet, contact our team to add it. One-time-code providers such as Rently and CodeBox can be supported.

3Step 3 — After lock integration is ready, the AI can automatically send the post-booking access code to prospects.

4Step 4 — Open the property and click Post Online in the top-right corner. After posting, wait for leads and let AI handle communication.

Data Visualization

Dashboard Leasing Performance

/dashboard

Use Dashboard to monitor portfolio-level leasing performance: lead activity trends, communication volume, funnel progression, and source mix.

This view is designed for team-level decision making and weekly performance reviews.

Dashboard Leasing Performance — Portfolio dashboard: lead activity, communication trends, funnel, and source mix.

What To Review

1Dashboard — Monitor overall lead volume, channel mix, communication activity, and conversion trend.

2Leasing Funnel — Evaluate stage drop-offs from new lead to scheduled showing.

3Channel Mix — Compare contributions from Zillow, Realtor.com, Apartments.com, and other channels.

Property Analysis

/properties/[propertyId]

For property-level performance, open Properties > Statistics to evaluate leasing outcomes per listing.

This tab combines operational leasing signals with market pricing context so you can adjust strategy per property.

Property Analysis — Property statistics: leasing funnel, market analysis, and leasing insights.

What To Review

1Property Statistics — Track each property funnel, active pipeline, and conversion status.

2Market Analysis — Compare your rent against local market range and AI suggested price.

3Leasing Insights — Review showing feedback, lead stages, and close/achieved outcomes.

Manage Leasing Team and Profile

/my-profile

Open Profile to manage company identity and team setup, especially Leasing Team Info.

This section controls who is assigned as leasing manager contacts and how team-level performance can be segmented across the dashboard.

Profile page: maintain default leasing team, add extra teams, and keep manager contacts accurate.

Leasing Team Setup In Profile

1Go to Top-right menu > Profile and scroll to the leasing team area.

2You must keep exactly one Default Team. The default row is protected (cannot be removed), and the system enforces one default team only.

3For each team, fill required fields: Team Name, Manager Name, Phone (10 digits), and Email.

4Use + Add Team to create additional teams for different business lines, regions, or operating models.

How Team Links To Properties

1In Properties > Rental Detail, you can set Leasing Team for each listing.

2The default team is always available, and additional teams appear as selectable options when they exist.

3Changing leasing team at listing level lets you compare outcomes by team and keep ownership clear during operations.

Use Team Scope For Performance Views

1Use the Team Scope bubble in the top-left header to switch between All Teams and a specific team.

2When default team is selected, the filter includes default + unassigned records; other teams filter to their own scope.

3Use this selector when reviewing dashboard and leasing performance so metrics match the team you are managing.

Manage Lead

/my-leads

Open My Leads to manage incoming leads end-to-end: review conversations, reply manually, control AI behavior, and move workflow stages when needed.

This page is designed for high-frequency operations. Most steps run automatically, but you can intervene manually at any point.

Manage Lead Page — Lead management workspace: lead list, conversation panel, AI toggle, progress control, and detail context.

Daily Workflow

1Step 1 — Open My Leads and use search + filters (Status, AI Reply, lookback period) to find the target lead quickly.

2Step 2 — Click a lead from the left list to open the detail view, then review latest messages and lead status.

3Step 3 — Use the center conversation panel to send manual replies. New messages are highlighted and unread jumps are supported.

4Step 4 — If you do not want AI to continue responding, set AI Auto-reply to Off in the lead header.

5Step 5 — Use the Progress Bar nodes to manually advance or correct stages only when automation does not match the real-world situation.

Key Modules On The Page

1Lead List Panel — Search, filter, and switch across leads without leaving the page.

2Conversation Panel — View Prospect / AI / Manager / System messages and reply manually.

3AI Auto-reply Toggle — Pause/resume AI responses per lead.

4Progress Bar — Manual stage control for sub-status workflow.

5Lead Detail Area — Review contact, property, preferences, showing info, and operational context.

Special Attention

1Prioritize leads that are both Unread and AI Auto-reply Off/Disabled.

2These usually mean the postback has already sent a message, but AI did not respond, so manual follow-up is needed as soon as possible.

Best Practice

1Keep AI Auto-reply enabled for normal traffic, and only switch it off when you need direct human handling.

2Use manual progress updates sparingly; let automation drive default flow for consistency.

3When in doubt, reply manually first, then hand back to AI once the conversation is back on standard flow.

Manage Properties

/properties/[propertyId]

Use Properties to manage each listing from setup to leasing operations. Open a property and use the top tabs for each workflow module.

The structure below maps to the real tab layout in your property page so new users can follow it directly.

Property Tabs And What To Do

1Property Overview — Check core specs, status, and quick listing readiness before publishing.

2Property Detail — Maintain listing fields, amenities, marketing copy, and all detail data shared downstream.

3Rental Detail — Configure rent, deposit, fees, lease terms, and leasing policy inputs.

4Image — Upload, reorder, and curate listing photos for better conversion.

5Entry — Manage lock/access instructions and entry workflow readiness.

6Showing — Set showing type, availability windows, and showing rules.

7Service — Track service-related tasks and issue handling at property level.

8Statistics — Review leasing funnel, market analysis, and property performance outcomes.

Recommended Usage Flow

1Start with Property Overview and Property Detail to validate base data.

2Then complete Rental Detail, Image, and Entry for leasing readiness.

3Configure Showing and confirm service readiness in Service.

4Use Statistics continuously after posting to monitor performance and adjust strategy.

Manage Showing

/calendar

Use Calendar to view and manage showing events. Click an event to inspect details and update status when needed.

You can also manage showing actions from a lead detail page via the Progress Bar (including modify and cancel).

Manage Showing Calendar — Showing calendar view for status tracking and event-level operations.

Showing Status Guide

1Scheduled — A showing is booked normally (for example, a prospect booked successfully).

2Confirmed — Used when showing confirmation is enabled and the showing is confirmed before processing continues.

3Finished — Showing is completed. After feedback is submitted, the event is shown as completed (green) and description reflects feedback.

4Canceled — Showing is canceled for one of several reasons: confirmation not completed, showing agent canceled, or prospect canceled.

Where To Operate

1Calendar > Showing Event — Open an event to review and adjust status/details.

2Lead Detail > Progress Bar — Manage showing steps directly from the lead flow, including Modify and Cancel actions.

Manage Labor Force

Use Company Workforce in the sidebar to manage both human and AI contributors.

This section contains Natural Contributors (human-powered services) and Neural Contributors (AI-powered services), and both are managed from this same workspace.

Natural Contributors (How To Add & Modify)

1Open Company Workforce > Natural Contributors.

2Click Add Service Provider to create a provider profile, then configure contact info, services, and Weekly Availability.

3Use the provider card actions to View, Edit, or Delete existing records, and keep status (ACTIVE/INACTIVE) updated.

4Use search and status filters to quickly find providers and maintain daily operations.

5Use the sharing settings to control whether external providers can view unassigned jobs and how far they can see (visibility radius).

Neural Contributors (How To Modify)

1Open Company Workforce > Neural Contributors.

2Pick a configured agent and enter Edit AI Agent to modify workflow behavior for your operation.

3Required workflow steps such as Property Select and Pre-Screening stay in fixed order; optional steps can be added and tuned per agent.

4In Pre-Screening, update criteria (for example move-in timing, income/credit-related checks) to match your leasing policy.

5Adjust showing-related automation (for example Showing Coordinator style steps) and per-step notification rules in the workflow view.

6If your workspace has code/verification automation steps (such as lock or code generation modules), configure them in this same workflow editor.

7Save changes to apply immediately, and deactivate an agent when it should no longer run.

Settings

Settings (How It Works)

/settings

Open Settings to manage global behavior that affects operations across teams and properties.

General Settings — Includes application rules like Allow Applications Submit Before Prescreen and Allow Applications Submit Before Showing. If "Before Prescreen" is enabled, "Before Showing" is auto-enabled by design.

Portfolio Defaults — This is the most important baseline. Default values such as deposit policy, pet policy, utilities, move-in rules, move-in fees, and follow-up intervals are stored in user_settings.

When properties/units are imported (for example via PMS sync), these defaults are automatically applied as fallback values (e.g., cats/dogs policy, pet size, deposit percentage to security deposit, default showing availability) when source data is missing or when new records are created.

iFrame/Widget — Use this tab to generate embed code and URL for your public listing widget and chatbot widget, then paste into your company website to improve booking and application flow.

Default Showing Settings controls the platform-wide showing logic: Allow Prospect Showing Window Overlap, Minimum Scheduling Buffer, Showing Confirmation, Send Reminder Before Showing, Auto-Cancel Timeout, and Default Showing Window.

Numeric rules in Default Showing Settings: reminder send window is clamped to 1-24 hours, timeout is clamped to 1 to (send hours - 1), and minimum buffer is clamped to 0-72 hours.

Operationally: when showing confirmation is enabled, showings move through scheduled -> confirmation reminder -> confirmed/canceled logic. If disabled, showings can auto-confirm without confirmation reminder flow.

Q&A

Common setup and operations questions from leasing teams.

Can you enable Zillow Premium?

1Yes. Please contact our support team directly, and we will enable it manually for your account.

What if my Zillow address is different from the real property address?

1Please contact our support team and share the correct address details. We will coordinate with Zillow to correct the location coordinates.

Can one postback book multiple showings at the same time?

1No. We support one showing booking per postback per time slot.

How does modular charging work?

1Modular charging is tracked by step. For each postback, each module step is charged once (for example, ID Verification once and Code Generation once).

2If the same postback triggers the same module step again later, there is no duplicate charge for that step.

You've reached the end of the guide