AI persona setup

Your AI persona is built from your Business Blueprint. That means tone, hours, services, neighborhoods, and preferred next steps all come from the same source of truth.

What to define

• Your market and client type
• How formal or casual you want the tone to feel
• What counts as a hot lead
• When the AI should stop and hand the conversation to you

Test before you activate

Run a few sample conversations in the sandbox:

• New Zillow buyer lead
• Showing request on an active listing
• Past client asking for a referral or vendor

Keep it simple

The best persona is not the cleverest one. It is the clearest one. Focus on accuracy, response speed, and easy escalation instead of trying to sound robotic or over-scripted.