AI Agent updates CRM between meetings

You finish the tour, shake hands, and head to the car. Tell Agent what happened, the tenant liked floors 4 and 6, follow-up scheduled. The record is in AscendixRE before you start the engine.

Our Trusted Clients

The CRM updates you keep pushing? AI Agent handles them on the spot.

The details are always there. The time to sit down and log them never is.

New contact

You get off a call with a new contact and nowhere to be for 90 seconds. That is enough time for Agent to create the record.

Tour notes

You walk out of a tour with fresh notes in your head. Tell Agent before you get in the car. It logs the activity and schedules the follow-up.

Tenant requirements

There’s a tenant who has clearly outlined their requirements: class A space, a size range, a move-in window. That is a preference record. Tell Agent while the details are still fresh and it creates it before the next call starts.

Pipeline check

You need to know which tenants have upcoming lease expirations. Ask Agent. The list comes back without a report or a filter stack

See the AI Agent in a walkthrough.

We will show you the exact workflow from a post-tour parking lot to a logged record in AscendixRE.

Your day with AscendixRE AI Suite

From the first call to end of day, without sitting down. Our AI Agent fits into the moments brokers actually have. Here is how it works across a real workday.

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Logging a new contact before you hang up

You just finished an intro call. Instead of opening a browser and filling in fields, you tell Agent what you learned. It creates the company and the contact record in one step.

“I just had a call with Mark Geller at Meridian Group. Create a company and contact record.”

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Capturing a lease preference while the details are still fresh

A tenant just told you exactly what they need. Class A space, square footage range, lease expiration window. Tell Agent. It creates the preference record linked to the right contact without a single form field.

“Create a lease preference for Sarah. Class A office, 15,000 to 20,000 SF.”

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Searching on the move between the meetings

A prospect asks about options in a specific size range. You ask Agent directly. It searches AscendixRE and returns the matching office properties without you building a single filter.

“Show me all office properties with availabilities between 10,000 and 25,000 square feet.”

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Following up after the tour

The tour just ended. Before you get in the car, tell Agent what happened and what the next step is. The note and follow-up task are in AscendixRE before you start the engine.

“Log a tour note for the Harlow Building visit with Marcus Webb. He liked floors 4 and 6. Create a follow-up task.”

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Checking the pipeline at the end of the day

Before wrapping up, you want to know which tenants have leases expiring before Q4. Ask Agent. It returns the list from AscendixRE without a report, a filter, or a waiting screen.

“Show me contacts with upcoming lease expirations.”

AI Agent speaks the language you already use on the job

02-3_Conversational Agent Image

We built this assistant for commercial real estate professionals. AI Agent understands the way brokers talk and knows what they mean.

  • NNN: Say triple net and Agent does not need you to spell it out. It maps the lease structure to the right record.
  • FSG: Reference a full service gross lease the way you would in a conversation. Agent fills in the right fields.
  • WALT: Say weighted average lease term the way you say it in a pitch. Agent pulls the right data without a custom filter.
  • TI: Mention tenant improvements mid-sentence. Agent picks it up without a dropdown or a definition.
  • Mark-to-market: Use the term naturally in a search. Agent surfaces the right records without extra prompting.
  • Lease expiry: Ask which tenants have upcoming expirations and get the list back. No report builder. No filter stack.

Agent fits the pace you already work at

See how brokers log deals, search availabilities, and capture follow-ups from the field without opening a single form.

Questions brokers ask about AI Agent

Which AI models does Agent support?

Agent runs on Agentforce. This is the underlying platform that powers the in-app AI experience inside AscendixRE.

How does Agent fit into AscendixRE AI Suite?

Agent is one of four modules in AscendixRE AI Suite. Harvest handles inbox-to-CRM workflows. AscendixRE Connector links AscendixRE to external AI tools like Claude and ChatGPT. Composer handles outbound content creation. Agent is the module for working inside AscendixRE directly through natural language.

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