🟢 The Promise of AI Agents

FROM THE CALM AGENT DESK

The Promise of AI Agents

Last year, a real estate brokerage in Portugal — Porta da Frente Christie’s — launched an AI agent, built by an Israeli startup called eSelf AI. It wasn’t an experiment. It was part of their actual business operations.

This AI agent worked 24/7 having conversations with buyers and sellers. It answered questions. It recommended listings. It conducted virtual tours. It captured preferences like location, budget, and number of bedrooms, in a conversational manner.

Over the course of its first year, this AI agent contributed to $100 million in sales.

It didn’t replace their team. It supported them — especially for international buyers from the U.S. and Brazil, who were house-hunting across time zones. And while it wasn’t flawless, it filled a real, painful gap: the kind of repetitive, high-volume communication that most agents struggle to keep up with during the day — let alone overnight.

That example gets attention because of the number.
But the real story isn’t the $100 million. It’s what the AI agent was actually doing — and what it wasn’t.

It wasn’t negotiating.
It wasn’t showing properties.
It wasn’t building trust or closing deals.

It just handled the parts that wear agents down: answering repeat questions, guiding buyers through listings, and staying available when everyone else had logged off.

And it brings us to a more basic question:
What is an AI agent, really — and how does it fit into your work?

So let’s back up and get clear on what we’re talking about.

An AI agent is a digital worker.
You give it instructions, and it follows through — not just once, but continuously.
It can read, write, summarize, respond, search, schedule, and take action based on context.
Some run when you tell them to. Others operate autonomously, end-to-end, with no human intervention.

That’s not just speed. It’s capacity.

Last year, AI could handle tasks that took 30 seconds. Now? It’s handling 5-minute flows. Next year, it’ll be doing hours of work — reliably, and without burning out.

This is measurable, compounding progress. And it’s coming fast.

But if it still feels hard to implement?
You’re not wrong.

Most AI agents don’t come built into your CRM or MLS.
You’ve got to plug into tools like Lindy.ai, MindPal, or Jotform.
Or set up automations with Make.com, Zapier, or n8n.

There are numerous other platforms sprouting up.

So yeah — to get started, you either need to be a little techy, or know someone who is.

And that’s where a lot of agents pause.
Not because they’re not interested — just because it’s not obvious how to start.

If that’s you?
You’re not behind. You’re not missing the boat.
You’re just doing what most people are doing: watching from the edges while this thing takes shape.

 AI PRODUCTIVITY FOR REAL ESTATE

Introducing some of the apps and tools we’ve used recently.

How Real Estate Agents are using AI Agents

At its core, an AI agent is just a system that can do a task on your behalf — without needing your constant input.

It can respond to an email, pull data from internet or from a spreadsheet, book a meeting, summarize a conversation, or post on social media. The more structure and context you give it, the more useful it becomes.

🛠️ Three Ways Agents Are Getting Started

None of these are magic. And none are fully plug-and-play.
But they work — and they’re improving fast.

1. Automation Platforms

If you’ve ever thought, “Why am I doing this manually every time?” — this is where automation platforms come in.

Make.com, n8n, and Zapier let you build workflows that connect your tools — like your database, email, calendar, Google Drive, and AI apps.

They use triggers (when something happens) and actions (what happens next), and you can chain these together with logic, filters, delays, and AI steps.

This is where you build systems like:

• A lead intake sequence that pulls form data, logs it in your CRM, sends a customized email, and launches a nurture campaign.

• A listing prep checklist that kicks off when a seller signs, assigning tasks to your team and emailing your vendors.

• A buyer onboarding flow that starts when a contract is signed — automatically sending a tailored email series and syncing with your transaction coordinator.

• A social media content engine that scrapes local news headlines each morning, feeds them into an AI agent trained on your voice, drafts a post with commentary, and queues it for review or auto-publishing.

These tools are powerful — but not simple.
You’re not just clicking buttons. You’re designing logic and handing off work to machines.
It takes time to set up, or someone who can build it with you.

But once it’s running?
It doesn’t forget. It doesn’t pause. And it frees you up to do the part only you can do — think, connect, and close.

2. AI Agent Platforms

These let you build agents without wiring everything together manually.

➤ Lindy.ai

• Drag-and-drop agents for lead follow-up, email triage, and scheduling

• Pulls info from Google Drive, Notion, websites

• Escalates to a human if needed

➤ MindPal

• Multi-agent workflows

• Shareable links and embeds

• Works well with Zapier or Make

➤ Sana

• Built for teams and compliance-heavy environments

• Fast setup, with 100+ integrations

➤ Jotform

• Turns forms into smart AI-driven chats

• Qualifies leads automatically

• No-code builder with web and mobile support

➤ Martin

A personal AI assistant built to act like a digital secretary.

• Connects to Gmail, Google Calendar, Slack, WhatsApp, SMS, and more

• Drafts emails, manages your schedule, sends reminders, and messages contacts on your behalf

• Learns your preferences over time — tone, routines, habits

• Accessible via voice, text, or app — like messaging a real assistant

• Designed for proactive support, not passive responses

Best for: Agents who want help running their day, not generating content.

3. The Tools You Already Use

Many CRMs, email platforms, and transaction tools are starting to offer agent-like features.
Next time you see a button labeled “AI,” click it. You might be surprised by what’s already built in.

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