AI Features

Overview

The Super Portal includes AI-powered tools to help agents communicate with clients, analyze market data, and generate professional content. All AI features are powered by OpenAI and are available within the CMA, search, and communication workflows.

AI Compose

AI Compose generates client-facing email content. It is available when sending CMAs, search results, or other communications to clients.

How it works:

Agent selects a communication context (e.g., sending a CMA to a client).
AI Compose generates draft content based on the property data, market stats, and client context.
Agent can accept, edit, or revise the draft.

Key features:

Revise button: Passes previous AI responses back to the model for a refined version.
Custom Prompt button: Agents can provide their own instructions to guide the AI response.
Saved custom prompts: Agents can save frequently used custom prompts for reuse via a "Save Prompt" option.
Response streaming: AI responses stream in real-time rather than appearing all at once.
Submit (not "Send"): The action button is labeled "Submit" to avoid confusion with actually sending an email.

AI Analyze

AI Analyze provides conversational, iterative analysis of CMA data. It generates content for CMA sections such as Overview, Buyer Insights, and Seller Insights.

Conversational workflow:

Agent opens AI Analyze from the CMA page.
System generates initial analysis based on the CMA data, selected properties, and subject property.
Agent can ask follow-up questions, request changes, or dive deeper into specific aspects.
Each interaction builds on the previous conversation context.

Quick actions on every AI response:

Edit (modify the generated text directly)
Copy to Clipboard
Print
Copy to CMA Note

UI details:

The original system prompt is hidden from agents (it is often long and not useful to display).
Input placeholder text: "Would you like to know more? Just ask! Short, medium, long, or super long questions are supported!"

AI Coaching

AI Coaching provides agents with on-demand guidance. Includes a hard-coded "Custom" option so agents can start with any question.

Admin Controls

View Prompt Data: Available to Super Admin, Company Admin, Team Admin, and Manager roles. Shows the raw prompt data sent to the AI. Hidden from agents to reduce noise -- it is informational only, not sensitive.

AI Usage Report: Tracks AI feature usage across agents. Updated to reflect the admin role hierarchy (Super Admin > Company Admin > Team Admin).

Feedback & Tracking

Every AI response includes thumbs-up and thumbs-down feedback icons.

Thumbs up: Recorded silently.
Thumbs down: Opens a comment box where the agent can describe what was wrong or unhelpful.

Usage is tracked in SP Labs, providing data on which AI features are most used, how often, and by whom.

Context Sent to AI

When generating AI content, the system sends relevant context to the model:

For CMA AI Analyze/Compose:

Selected comparable properties and their data
Market statistics for the area
Subject property details (status, levels, list date, sold date, sold price)
Comments added to individual CMA properties by the agent
Previous conversation history (for iterative analysis)

For Search AI features:

All searches, single search, and comment contexts are supported.
Admin configuration controls which AI features are available per context. -e