Morning briefing
"What should I focus on today?" — top 5 leads ranked by urgency, plus the 1-line reason for each.
Copilot · Internal AI
A copilot that knows your whole pipeline.
Side chat on every screen. Ask by voice or text — it reads your pipeline live, knows the entire product, and can execute the boring stuff for you.
Knows everything
Reads your pipeline in real time
No need to dump a CSV into ChatGPT. The Copilot has brokerage-scoped access to your leads, signals, cadence states, tasks, and notes — and it respects RLS. Ask "who are my 5 hottest leads today" and you get the answer with names, scores, and reasons.
- Tenant-scoped, RLS-enforced reads
- Live data: every query hits the current DB
- Cites the rows it used — auditable, not vibes
- Works on any screen of the app (sidebar chat)
Closi Copilot
Who are my 5 hottest leads today?
Top 5 by heat score, last activity ≤48h:
82°Sarah Chen· showing booked tomorrow
74°Mike Patel· asked about offer process
68°Lisa Park· sent pre-approval letter
61°Carlos Mendez· 3 listings viewed
54°Emma Wright· replied 30min ago
Voice command
Talk to it after every showing
Walk out of a showing, open WhatsApp on your wrist, hit record: "Just left Sarah Chen at the Brickell unit. She loved it, wants to see comparable units next week, push price under 1.5M." The Copilot transcribes via Whisper, extracts signals, creates the task, and updates the lead — all before you reach the car.
- Voice → Whisper → structured action
- Works on web, WhatsApp, and mobile
- Confirms back with a one-line summary
- No more "let me update FUB when I get home"
Voice memo · just transcribed
0:34
Whisper transcript
"Saí da Sarah Chen no Brickell. Adorou, quer ver unidades comparáveis semana que vem, pressionar preço abaixo de 1.5M."
lead_signal.setbudget_ceiling: $1.5M
lead_signal.setinterest: similar_units
lead_task.createFind 3 comps under 1.5M · due in 3d
lead_note.create"Loved Brickell unit, price-sensitive"
Acts, not just answers
Executes mutations: notes, tasks, stage moves
Inline command = direct authorization. "Move Bruno to hot_prospect" → done. "Create a task to call Jane tomorrow 10am" → done. "Add a note: client mentioned wife is decision-maker" → done. Destructive actions (delete, mass update) require explicit keyword confirmation.
- Create notes, tasks, signals, tags
- Move stages, assign brokers, update fields
- Inline verbs = authorization (no double-confirm friction)
- Destructive ops require explicit "confirm delete"
Closi Copilot · executing
Move Bruno to hot_prospect, then create a task to call him tomorrow 10am.
Bruno: connected → hot_prospect
Task created: "Call Bruno" · Mon 10:00 AM
Heat jumped 52° → 73°. Cadence hot_prospect_followup dispatched.
ask anything…
Self-knowledge
Knows the product — features, integrations, pricing
The Copilot reads its own knowledge base of the Closi product. Ask "how do I configure Sara's persona?" and it tells you the exact page + steps. Ask "what does cadence state engajado_pausou mean?" and it explains plus shows your leads in that state. Onboarding without docs.
- Knows every feature, page, and setting
- Links you directly to the right admin screen
- Explains terminology in plain language
- Updated alongside the product — never stale
Self-knowledge query
How do I configure Sara's persona?
Sara's persona lives in tenant_settings.lead_agent_persona. Configure here:
/app/settings/agent-external →Fields: tone, ICP, knowledge base attached, escalation rules, quiet hours.
How brokers actually use the Copilot
Less typing, less clicking, more closing.
Post-showing dump
Voice memo after every showing → Copilot extracts and updates the lead in seconds.
Pipeline review
"Show me everyone in hot_prospect who hasn't been contacted in 7 days" — instant filter, no admin page needed.
Bulk updates
"Tag everyone from the Brickell open house with 'spring 2026'" — natural language, executes safely.
Onboarding new agents
New broker joins the team — Copilot walks them through the product step by step. No 2-hour video calls.
End-of-day standup
"Summarize what changed in my pipeline today" — every stage move, every new lead, every closed deal.
Stop clicking. Start asking.
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