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.

Video scripts

Ask for a script for an Instagram Reel, TikTok or another short video. Include the subject, audience and length if you know them, for example: "Write a 30-second Reel script for sellers about three pricing mistakes."

If you want ideas first, ask the assistant to suggest a few. Pick a concept using its button or type your choice. The assistant then writes the script in the conversation, with spoken lines and optional filming notes. You can ask for a shorter version or just the words to say.

Scripts do not have the publishing controls used for social posts. To get a caption as well, ask for one, or say "Turn that into a Facebook post". The assistant writes the words; you record the video yourself.

Keeping drafts and recovering work

You can ask for several pieces together, such as a Reel script and Facebook caption, or an email and a post. Each draft stays in the conversation. Include any word count, bullet layout or video length you want. Script timing is an estimate based on the spoken words, not a measured recording.

Editing a caption or email preview updates the draft kept in the conversation. If you change a draft after a send or publish confirmation appears, request a new confirmation for the revised version.

If your connection drops or you stop waiting for a reply, use Check result to recover the request. This does not repeat an image or report that has already finished. When a report is queued, the Assistant keeps your original brief and continues the remaining work when that report is ready. If the outcome cannot be confirmed, it tells you rather than automatically trying the generation again.

Ask where the facts came from to see the sources the Assistant actually retrieved and when it read them. The retrieval date may differ from the age of the underlying data. An area price sample does not establish a particular home’s bedroom count, availability or commute time.

Social media posts

Generated captions use short paragraphs with blank lines, including when you turn a script into a post. That spacing stays with the caption when you save it to your Library. You can edit the wording and layout in the preview before saving.

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 Chorlton"

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 it to your Library, publish, or schedule

Property posts

For posts about a specific listing, either from your CRM or from a listing page you paste:

1. Mention the property: "Create a post for 15 Oak Lane, Didsbury", or paste the listing's web address

2. The assistant looks up the property in your CRM, or reads the page you pasted

3. It shows you the property's photos and asks which one you want, or offers to build a collage. Property posts use the listing's own photos, so you are not offered image templates or AI scenes here

4. The caption is written by the same writer that writes your property feed posts, so it writes as your agency, uses the exact asking price, and closes by speaking to the sort of buyer the home would suit

5. Preview and publish as above

The post names the street and area, never the door number, even if you typed one.

Posts about a topic, or about your valuation tool

Not every post needs to be about an area's figures. Ask for a post about a subject and you get one straight back, in a single reply:

• "Write a post encouraging homeowners to use our instant valuation tool"
• "Some tips for people thinking of selling in winter"
• "A post about getting a house ready for viewings"
• "Something about our lettings service"

It writes as your agency, in your usual style, following the same rules as your Content Pack posts.

Tips and advice posts are written straight away. You are not asked for an area, because a post about winter viewings works anywhere.

Posts about your valuation tool get one question first: which area is this for? You can pick one of your report areas, type any town or postcode, or choose No area needed. Give it an area and the post speaks to homeowners there by name and tags that area, which is what local people search for. Choose No area needed and it writes a general version with no place mentioned. You are only ever asked once, and if you already named an area in your request it does not ask at all.

If the post invites people to find out what their home is worth, the assistant ends it with your instant valuation link, not a report link. If you have not set your valuation link up yet, it writes the post without a link and tells you where to switch it on.

Your look

Ask for a post with an image and the assistant makes the picture too. The first time it does, it shows you a sample of each look right in the chat, and you tap the one you like:

• Boutique - warm and premium, like a magazine. The same look as your weekly Content Pack posts, and the one you get if you never choose.
• Press - a bold two-colour print, like a screen-printed poster. Your brand colour is one of the two inks, so it is the most distinctive of the three.
• Statement - a large line of type on a block of your brand colour. This one is drawn rather than generated, so it uses your exact brand colour and your own logo, and it is the one look that costs you no credits.

You are only asked once. After that every image the assistant makes uses your look, so your grid holds together instead of looking like it came from three different agencies. Each look has several different compositions inside it, so your posts still look varied.

Editing in chat

After the assistant generates a post, you can:

• Save the post to your Library (the Posts tab) to come back to it later

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

• Ask for a different length: "Make it shorter", "Give me a bit more detail". You are never asked to pick a writing style before it writes; every post comes out at one sensible length and you move it from there

• 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 Didsbury report"

2. The assistant drafts a subject line and email body

3. Review the draft in the chat. It shows the email exactly as your leads will see it, drawn the same way as the preview on the Emails page, with a sample lead's name

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

You can also ask the Assistant to use one of your templates. A template you send without changing its words goes as the template itself, with everything in it, such as the homes in a Newest homes block, buttons and the report card. If you or the Assistant change the words, the changed words are what goes, and the draft shows exactly that.

Sending the email

Once your draft is ready, tell the Assistant who it goes to, with the same choices as the Send panel on the Emails page:

• All your areas (or Everyone, on a plan that doesn't set your postcode areas)
• Leads in an area: say a postcode district such as "M21", or a place such as "Didsbury", which is matched to your leads' areas. You can name more than one, for example "M20 and M21"
• Leads outside your areas, including those with no area
• One email address

You can also say when: now, at a later time ("Friday at 9am"), or every week or every month from a first send ("every month, starting 1 October at 9am"). If you ask for later or a repeat without a day and time, the Assistant asks for one. A repeating email goes to your areas, one of your areas or your leads outside your areas, not to one address.

The Assistant shows a final confirmation with the content, who it goes to, how many people that is today, and when. Click Send this email, or reply "yes" to that confirmation. Nothing is sent before that. If you change the content or recipients, review the updated confirmation before sending. A new email address is added as a lead when you confirm the send.

The content and audience in that confirmation are what you approve. Your email goes through the same sender as the Emails page, is sent in the background (you can navigate away), and appears in Emails > Sent & scheduled like any other. If the Assistant cannot confirm whether an action completed, check Sent & scheduled before requesting it again.

Anyone who has unsubscribed is always left out. If you give the Assistant the address of someone who has unsubscribed, it leaves them out and tells you so.

An email that shows something of each person's own, such as their valuation, the property they asked about, or their area in an email with no report, only goes to the leads who have it, as on the Emails page. The confirmation counts only those, and says how many it left out.

Leads in an area are chosen exactly as the Emails page chooses them: by the areas of interest on each lead's record, so a lead interested in more than one area is reached for each. A scheduled email to your areas also reaches anyone new in them by the time it goes, and a repeating one goes to whoever is in them on the day. Scheduled and repeating emails appear in Emails > Sent & scheduled, where you can change, pause or cancel them.

Publishing and scheduling through chat

When you ask the Assistant to publish or schedule a post, it shows the finished post, platforms and, for scheduling, the time. Use Publish this post or Schedule this post to confirm. Cancelling keeps the draft.

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 Didsbury"

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

Market reports

You can generate a full market report straight from the chat. Ask for one, for example "Generate a market report" or "Create a report for M21", and the assistant walks you through it:

1. Enter the location. Type a postcode in the box that appears. Just like the Generate Report form, it nudges you toward the formats that return the best data: a tip shows if you type a full unit-level postcode (suggesting the shorter outward code, such as M21) or a town name (suggesting a postcode instead).

2. Pick the report type. Choose from three cards: Sellers Guide (a narrative market overview), Data Sheet (a data-focused compilation), or Article Report (a premium, magazine-style report).

3. Choose a theme. For Data Sheet and Article Report, the card opens to show the available looks. Data Sheet offers Default, Dark, and Emerald; Article Report offers Magazine and the cream-and-gold Editorial (Area Spotlight) look. Pick one and the flow continues. Sellers Guide has a single built-in look, so it skips this step.

4. Add a call-to-action link (optional). Add your valuation booking page or any link you want readers to click, or skip it.

The assistant then generates the report and gives you a link to open it. It is the same report you would get from the Generate Report form, so the themes, data, and credit cost all match.

Content Packs

You can create a whole Content Pack without leaving the chat. A Content Pack is a one-click bundle: a fresh local market report plus three ready-to-post social posts for a postcode.

1. Ask for one: "Make me a Content Pack", "Create a report and some social posts for M21", or "I need a starter pack for NW6"

2. A postcode box appears right in the chat. Start typing and pick your area from the list to move on (if you already named a postcode, it is filled in for you and the assistant moves straight on)

3. Choose a report style, the same three looks as the main Content Packs page: Sellers Guide, Data Sheet, or Article Report. Tap one, then press Generate

4. A compact progress animation runs while the pack is built (around ninety seconds), then a link appears that takes you straight to your finished pack

The assistant builds the pack the same way the Content Packs page does, so it uses the same credits and the same monthly pack allowance; nothing is charged twice. The postcode box only accepts real postcodes. If you type a town name like "Chorlton" it nudges you to use a postcode instead, because postcodes return more accurate area data.

If you open your pack and then come back to the chat, the link is still there waiting for you. And if you navigate away while a pack is still building, the chat reconnects to it when you return, showing the progress or the finished link rather than starting over. You can edit, save, schedule, and publish the posts from the pack itself, exactly as you would from the Content Packs page.

Tips for better results

• Be specific - "Create a Facebook post about average prices in Didsbury" 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

When you need more credits

If an Assistant action needs more credits, a paying workspace sees the credit top-up dialog directly. Free and trial workspaces see subscription options. You can close the dialog and return to the conversation; opening it does not make a purchase.