The AI Proposal Concierge is a new feature designed to support homeowners while they are viewing a proposal. It appears as a pop-up window within the main Sales and Lettings presentation and acts as a personal AI assistant, available 24/7 to answer questions and guide them through the proposal.
What the AI Proposal Concierge does
What the AI Proposal Concierge does
The AI Proposal Concierge provides real-time assistance to homeowners while they are viewing a proposal. Homeowners can ask questions directly within the presentation, helping them better understand the content without needing to contact the estate agent immediately.
Key benefits
Key benefits
24/7 availability
Homeowners can get answers at any time, including outside office hours.Better follow-ups for estate agents
Estate agents can review the full chat transcript before contacting the homeowner, enabling more informed and personalised conversations.Improved engagement
Keeps homeowners actively engaged with the proposal rather than dropping off.Self-serve experience
Allows homeowners to explore and clarify details at their own pace.
Where to find the AI Concierge setting
Where to find the AI Concierge setting
Navigate to:
Acaboom > Tab Burger Menu (top left) > AI Concierge
When status 'On' - Available to Homeowners setting
When status 'On' - Available to Homeowners setting
AI Chat becomes available in sent presentations to homeowners
AI Chat appears in all sent proposals (both new and existing)
AI Chat transcripts are saved in Activity and are appended each time the homeowner interacts with the chat
Try AI Concierge
Try AI Concierge
See it exactly as your clients will. This preview is loaded with one of your recent presentations, so you can ask it questions just like your homeowners would.
Ask it questions, this is precisely what your homeowners experience.
Chat history is not saved in try mod, so each sessions starts fresh.
Knowledge library - supporting documents
Knowledge library - supporting documents
AI Concierge > Knowledge library tab.
AI Concierge already understands your proposals and uses them to answer homeowner questions while reinforcing your agency's key messages.
The Knowledge Library lets you go further by giving AI Concierge additional information about your business, services, and local expertise. When relevant, it draws on these documents to provide more accurate and detailed answers to homeowner questions.
What should I upload?
Add documents the AI can use to answer homeowner questions. Good examples include:
About us / the team
Fees & Commission
The selling & letting process
Local area & market
Marketing & Photography
FAQs & testimonials
Mortgage & financing
Conveyancing & legal
Property management.
Tip: Smaller, single-topic documents work better than one large catch-all PDF. Splitting information into focused files makes it easier for AI Concierge to find and use the most relevant content for each question.
Adding a document
Once you upload a document, you'll need to:
Choose a category - select whether the document applies to Sales, Lettings or both.
Add a description - briefly describe what the document contains so it's easy to identify later.
How documents are applied
Documents added to the Knowledge Library are applied across all of the agent's presentations that match the selected category. For example:
Sales - the document will be available to AI Concierge on all sales presentations.
Lettings - the document will be available to AI Concierge on all Lettings presentations
Both - the document will be available across all presentations, regardless of category.
Best practices
Keep the documents focused on a single topic for the most accurate results.
Use clear, descriptive titles and descriptions so the right content is easy to manage.
Review and update documents periodically to keep information current.
Avoid duplicating information across multiple documents to reduce the risk of conflicting answers.
User Image
User Image
Uses the user profile image (Account > Users)
If no image exists, a default icon is shown
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Colour
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