Customer view & REOS AI

Expand into a new tab#

Open a lead (click on the board, in the list, or from a finding). In the header of the side panel, expand it via the expand icon into a new tab, the full customer view.

What the customer view shows#

Header

Name, contact type, city, and the key markers (sales readiness, phase, assignee) at a glance.

Ownership

What is known about this person's properties: address, type, size and year built, each with the sentence it came from. See Ownership.

AI briefing

The structured briefing (seller signals with evidence quotes, sales-readiness, key facts, next step, opener), or the option to create it here.

Pipeline & assignment

Change stage, set assignee, disqualify, all inline.

Note & history

Record outcomes and see the full activity timeline: the same activities the scan mines for its signals.

REOS AI on the lead#

On the right runs the platform assistant, the same input bar and chat as under /agent, but bound to exactly this lead. On open, a dedicated session for the contact starts automatically, and the full lead dossier (contact, briefing, signals, history, known properties) is attached as context.

1. 1

   Just ask

   Type what you need: "Write an opener that picks up the mentioned follow-up mandate", "Phrase a polite decline", "What's the best next step?".

2. 2

   The AI knows the lead

   Because the dossier is attached, the AI answers with this lead's real facts, without you retyping them.

3. 3

   Your own attachments

   Via the paperclip you can attach additional text or Markdown files (e.g. a listing brochure) for the AI to read.

Actions on a single contact#

The three-dot menu next to the briefing button holds the actions that affect only this one contact. Most of these previously worked on the whole database or not at all.

Synchronise

Syncs both ways: pulls record data and the full history including email bodies from onOffice, then writes the qualification fields back. Worth doing right before an assessment so the AI reads the current state. The confirmation names both directions, even when there was nothing to do. Available once every 30 seconds per contact.

Re-qualify

The whole run in one step: synchronise, analyse, set the pipeline phase and write the result back to onOffice. The button below shows which step is running.

Open in onOffice

Jumps straight to the address record in onOffice.

Copy opener

Puts the ready-made opening message on the clipboard.

Exclude from scan

Takes this one person out of future scans, for when they have made clear more than once that they are not selling. The contact stays in list and board, it is just no longer analysed or suggested. Reversible at any time.

Delete and block AI assessment

For when a person objects to being assessed. Deletes everything the AI computed about them (assessment, summary, persona, signals, sales readiness, findings, AI property hints) and stops any scan from creating it again. The contact itself, its history, and your own entries stay. This is not the same as "Exclude from scan": that is your decision and undone with one click, this is the request of the person concerned. You can allow assessment again, but the deleted one does not come back. Requires the permission to delete contacts.

Follow-up

For "interesting, but not now": in a week, 1, 3, 6 months, a year, or on a date you pick. This creates a real task carrying the contact name. It shows up under Tasks, it shows up in onOffice, and checking it off there checks it off here. On the day you get a notification, either you as the assigned owner or otherwise the workspace owner.

Many contacts in a row#

When you are not working one contact but forty, the panel is the wrong path: searching, opening, closing and searching again costs more actions than the work itself. That is what the run-through is for: it turns the visible list into a queue.

Keeping an eye on follow-ups#

The Follow-ups tab lists every parked contact, grouped into overdue, today, this week and later. One click opens the contact.

You deliberately cannot check them off there. A follow-up is the same task that also lives under Tasks and in onOffice; being able to complete it in two places means being able to complete it differently in two places. You set it on the contact and complete it under Tasks or in onOffice.

History: activities and system, kept apart#

The history has two sections. Activities shows the real exchange with the person: emails, calls, appointments, notes and remarks from onOffice. System shows what the tool logged about itself: synchronisations, AI runs, phase changes and error messages.

Retracting a note#

If you wrote a note on the wrong contact, or recorded something that turns out to be untrue, your own entries carry a Retract action.

The row disappears from the history, and the retraction takes effect immediately once you confirm. It does not wait for the CRM to answer. That is the difference to before: until early September the button stayed on "Retracting" for as long as onOffice took, and if things went wrong over there the note ended up not retracted at all.

You can only retract what was created in this tool. An entry imported from onOffice stays untouchable. A colleague wrote it in their CRM, and overwriting it from here would mean reaching into the history of a foreign system. It can be corrected where it was created.