Creating Content with the Assistant

The AI Assistant can create complete marketing content through natural conversation. Instead of filling in forms, you describe what you want and the assistant handles the rest.

Social media posts

Data-driven posts

For posts about a location or area (not a specific property):

1. Tell the assistant the location: "Create a post about the average sold price in Chelmsford"

2. The assistant fetches market data and suggests a caption

3. Review the caption and request changes if needed

4. The assistant generates an AI image

5. Preview the complete post in a mockup

6. Choose to save as a draft, publish, or schedule

Property posts

For posts about a specific listing (requires CRM connection):

1. Mention the property: "Create a post for 15 Oak Lane, Brentwood"

2. The assistant looks up the property in your CRM

3. A caption is written highlighting the property's key features

4. An image is generated

5. Preview and publish as above

Editing in chat

After the assistant generates a post, you can:

• Save the post to your Drafts to come back to it later

• Ask for caption changes: "Make it more casual" or "Add the price"

• Request a new image: "Try a different style"

• Use Edit Image on the generated image to erase areas or describe changes (e.g. "make the sky a sunset")

• Change the aspect ratio

• Edit the caption or change the media from the dropdown menu on the post preview

Email campaigns

Drafting an email

1. Ask the assistant: "Write an email to my leads about the Brentwood report"

2. The assistant drafts a subject line and email body

3. Review the draft in the chat

4. Request changes: "Make the subject line catchier" or "Add the average price"

Sending the email

Once you approve the draft, the assistant tells you how many leads you have and asks who to send it to. You have three options:

• Send to all your leads - the campaign goes to every lead in your workspace. Reply with "send to all", "yes", or just "send".

• Send to leads in a specific area - the assistant filters by location. Reply with "send to leads in Brentwood" or whichever location you want.

• Send to a single email address - useful for testing or one-off sends. Reply with "send to chris@example.com". The assistant adds that address as a new lead and sends only to them.

The content you see in the preview is exactly what gets sent. The assistant does not rewrite your approved draft. Your campaign is queued and processed in the background; you can navigate away.

Email variables

The assistant automatically includes template variables in your email drafts:

• {{lead_name}} - personalised with each lead's first name

• {{location}} - the report's location

• {{report_link}} - a clickable link to the report

• {{unsubscribe_link}} - required for compliance

Canvassing letters

Ask the assistant to write a canvassing letter for a specific area:

1. "Write a canvassing letter for Brentwood"

2. The assistant drafts a professional letter with local market data

3. A preview card appears showing your company logo, the letter body, and a QR code linking to your digital report

4. From the preview you can:

   • Download as PDF - generates an A4 PDF with your logo, date, letter body, QR code, and company footer, ready for printing
   • Edit the content inline
   • Copy to clipboard for pasting into another application

Tips for better results

• Be specific - "Create a Facebook post about average prices in Brentwood" gets better results than "Make a post"

• Iterate - ask for changes rather than starting over. The assistant remembers the full conversation

• Use your reports - mentioning a report by name pulls in real data for more accurate content

• Try voice input - dictate your requests for faster interaction