InsightsPaid add-on: Conversation Intelligence
Know why each inquiry did or did not become a tour.
Every conversation is judged against what the playbook set out to do, and every miss has an owner. See it by community, by playbook version and by rep. Split-test a change before you roll it out. Then go deeper with Conversation Intelligence: topics, objections, knowledge gaps, lead readiness, action items, and plain-English questions answered from your numbers.
Riverside: 23 misses, most owned by “calendar has no weekend times”.
Included on every plan
Objectives, met or missed
Each playbook declares what a good conversation achieves. Every call and chat is checked against it, in code.
Misses have owners
A missed booking is traced to whoever can fix it: the playbook, the content, the calendar, or the team.
One scorecard
Booking rate, response speed, transfers, drop-off points and cost per booked tour, with sample sizes shown.
Split tests
Run two or three playbook versions side by side on a number or a chat, and compare them honestly.
Compliance, counted
Disclosure, consent and claim checks counted on every conversation, not sampled.
Honest numbers
Show rate comes from attendance in your CRM. An unmarked tour is “unknown”, never a no-show.
Conversation IntelligencePaid add-on: Conversation Intelligence
What families are really asking, and what to do about it.
Each conversation is labeled for why they called, topics, sentiment, objections and competitors mentioned. Questions your agent could not answer are clustered into knowledge gaps, so your content backlog writes itself. Leads are followed across channels and communities, with readiness that shows its reasons.
- Community topics and knowledge gaps, grouped for you
- Readiness (Cold, Warm, Hot) from fixed, visible signals
- Visit briefs assembled for every tour
- A weekly digest of the questions you saved
Why did Riverside book fewer tours than Lakeview this month?
Riverside had 41 conversations and booked 17 (41%); Lakeview had 52 and booked 33 (64%). The biggest difference: 14 Riverside callers asked about weekend tours, and Riverside’s calendar had none open.
Cited: scorecard, misses by owner, community topics · 30 days
Action itemsPaid add-on: Conversation Intelligence
Every insight ends with a person and a due date.
Fixed rules turn what happened into an action queue: a hot lead without a tour, a callback going stale, a cancellation to save. Each item goes to a named person, with high-priority ones sent by email the moment they open.
- Rules you can read, not a black box
- Assigned to the rep who owns the lead, or the community’s backup
- Reps see theirs on My tasks, in the app and on the web
- Ask questions in plain English, with every number cited
- HighHot lead with no tour bookedMarcus · due today
- HighCancellation to save: Ruth CarverDana · due today
- NormalCallback waiting 2 daysPriya · due Mon
- NormalKnowledge gap: physician policyHead office · due Fri
Questions we hear
What is included, and what is the add-on?
Objectives, misses with owners, the scorecard, comparisons, split tests and compliance checks are on every plan. Conversation Intelligence adds AI labels, topics, knowledge gaps, lead readiness across channels, action items, visit briefs, Ask and the weekly digest.
Does it include calls my reps answer?
Yes, with the Rep notetaker. Rep calls get the same objectives, checks and labels as the agent’s.
Can I trust the numbers?
Every comparison shows its sample size, and Ask cites the numbers it used. When your CRM has not told us something, we say so instead of guessing.
Works well with
- Sales Team ToolsCall recording and notes when a rep answers, visit notes and photos, and a mobile app.Learn more
- AI Phone AgentAnswers your inquiry line day and night, and books the tour on the call.Learn more
- Head-office ControlOne playbook from head office. Every community makes it its own, within your locks.Learn more
Hear it answer for your community
Early access partners get a sample community set up with their own name and tour hours, a call from their own phone, and pilot pricing shaped around the parts they choose.