The AI Agent helps your team handle inbound property management conversations in LeadSimple. It can answer calls routed to the agent, respond to texts on enabled phone numbers, collect caller details, and create follow-up work for your team.
What the AI Agent can do
Answer inbound calls routed to an AI Agent phone number.
Handle calls sent to an AI Agent extension.
Take unanswered calls from a ring group when AI fallback is enabled.
Respond to inbound texts when Respond to texts with AI is enabled for that number.
Use your knowledge base, custom instructions, caller context, and recent conversation history when available.
Create follow-up leads, tasks, or work orders based on the conversation.
Where to manage it
Admins manage the agent from two settings areas:
Settings > AI Agent - choose the voice, first message, custom instructions, and knowledge base entries.
Settings > Phone - route phone numbers, extensions, fallback calls, and text replies to the AI Agent.
How the agent behaves
The AI Agent is designed for property management conversations. It asks for names, callback details, property details, and request information so your team has enough context to follow up.
The agent should not give legal or financial advice, promise refunds, guarantee emergency dispatch, or share sensitive account information without appropriate verification. Review the records it creates before taking action.