YourBA AI
REAL ESTATE · INTERACTIVE DEMOBUILT DIFFERENT.
Every contact.
A clear next step.
Capture the conversation. Prepare the follow-up. Keep the opportunity moving.
Demo only · Use fictional information. Records stay in this browser for this session. Lofty, phone contacts, email delivery, and live AI are not connected.
A conversation worth remembering.
Start with a sample, then save it to the demo queue.
0Active contacts
0Due / overdue
0Completed
This is a proposed action-list experience, not a live Lofty view. Message suggestions use a fixed template and your entered notes; review before use.
Simple for the agent. Checked behind the scenes.
- Capture once: contact details, conversation, and a next step.
- Check the record: look for an existing phone or email before creating a contact.
- Save to Lofty: contact, notes, source/type tags, and follow-up task.
- Prepare the day: show due tasks and relevant conversation context.
- Record the outcome: complete or reschedule in the main CRM.
What works here: session-only capture, exact phone/email duplicate checks, date-based queue, message preview, completion, and rescheduling.
Still to build and verify: secure Lofty connection, Matt’s field/tag mapping, durable records, safe retries, permissions, AI drafting, and cross-device access. Google Contacts is optional.
Still to build and verify: secure Lofty connection, Matt’s field/tag mapping, durable records, safe retries, permissions, AI drafting, and cross-device access. Google Contacts is optional.
Try a 3-minute walkthrough
Fill the sample → save → open Follow up → prepare a message → mark complete. Enter the same contact again to show duplicate protection.
No messages are sent and no external records are changed.