Assistant Overview

The Assistant is your personal marketing partner and product guide inside Market Trak. It understands your workspace, knows your leads and reports, creates content, drafts emails, and queries your CRM. And whenever you are unsure how something in Market Trak works, just ask: it answers from this help centre, using your own account's real links and settings.

Accessing the assistant

The assistant is available everywhere in the app, whatever page you are on:

• On desktop, click the Ask Market Trak pill at the bottom centre of the screen. The assistant slides up over your page, and everything behind it stays clickable, so you can keep working while you chat. Use Full view in its header if you prefer the full-page experience.
• On mobile, tap the round pink button in the middle of the bottom bar. The assistant opens over your current page and the chevron in its header takes you straight back.

Your conversation is never lost: close the assistant, move between pages, and reopen it, and you are exactly where you left off. If you ask for something that takes a moment (like a report), you can close it and carry on; the pink button pulses while the assistant works and shows a dot when your answer is ready.

Note: The AI Assistant is available on plans that include AI features. On the free plan, opening it shows your upgrade options instead.

Writing and evidence

You can ask for short video scripts, talking points, captions, emails and canvassing letters. Specify the audience, length and format you need. Choosing a suggested concept keeps that brief, and you can ask for revisions afterwards.

For scripts and other short writing, the Assistant checks factual claims against information you supplied or data it retrieved. If a claim cannot be supported, it revises the writing or explains what evidence is missing. You can also ask where a figure came from. Script runtimes are estimates, so read the spoken lines aloud before filming.

What the assistant can do

Get help with anything in Market Trak

The assistant doubles as your support guide. Ask how to do anything in the app and it answers from this help centre, with a link to the full guide at the end of every answer. When a question touches your own setup, the answer includes your actual details: ask about your instant valuation link or your Bio Link and you get your real address, ready to copy, plus a link to the page in the app where the setting lives.

Examples:

• "How do I connect my property feed?"
• "Where do I change my logo?"
• "What is my Bio Link?"
• "How do credits work?"
• "How do I embed the valuation form on my website?"

Create social media posts

Ask the assistant to create a post about a location or property, and it will guide you through choosing a style, writing the caption, and generating an image, all within the chat.

Examples:

• "Create a post about the Didsbury property market"

• "Make a social post for 72 Granville Street"

Draft and send emails

The assistant can write email campaigns for your leads. It drafts the subject and body, shows you a preview, and waits for your approval before sending. It sends through the same sender as the Emails page, with the same choices: all your areas, one or more areas, leads outside your areas, or one address, now, later, or every week or month. It leaves out anyone who has unsubscribed, and the email then shows in Emails > Sent & scheduled (see Sending the email).

Examples:

• "Write an email campaign for my leads about the latest market data"

• "Send it to my leads in M21 on Friday at 9am"

• "Send it to all my areas every month, starting 1 October at 9am"

Query your CRM

If you have a CRM connected (Loop or Street), you can search properties, buyers, sellers, and more directly from the chat.

Examples:

• "Show me properties for sale in Chorlton"

• "Find buyers with a budget over £500,000"

• "What sold recently in CM1?"

Look up market data

The assistant can fetch live property data for any UK location.

Examples:

• "What's the average house price in Didsbury?"

• "How long do properties take to sell in Southend?"

Generate canvassing letters

Ask the assistant to write a personalised canvassing letter for a specific street or area, ready to print and deliver.

Ask about your own account

The assistant knows your workspace's own numbers and looks them up live:

• "How many reports do I have?"

• "What's my credit balance?"

• "How many leads came in this week?"

Ask how you're doing

Ask for a review and the assistant pulls one picture of your account before it answers: your last 30 days (posts published, leads captured, campaigns sent), what is open on your dashboard's focus list, your recent campaigns with their opens and clicks, the week's scheduled posts, and your monthly patch report if you have generated one. It then gives you specific recommendations with numbers and areas, and buttons for the next step.

• "How am I doing?"

• "What should I focus on this week?"

• "What did my patch report say?"

The assistant reads your patch report; it does not build it. If this month's report has not been generated yet, the assistant works from your live activity and mentions that the report is waiting for you on Analytics under Your patch.

Voice input

Click the microphone icon in the chat input to dictate your message using speech-to-text. This uses your browser's built-in Web Speech API, so no additional setup is needed.

Chat history

Your conversations are saved automatically and sync across devices. When you come back to the assistant, your previous conversation is right where you left it.

To start fresh, tap the eraser icon in the message box, then confirm with Clear chat.

Chat memory indicator

A small circular progress ring appears below the chat input showing how full your conversation memory is. As you chat, the ring fills up and changes colour:

• Violet - plenty of room

• Amber - getting full

• Red - almost full or full

When memory is running low, you will see a prompt suggesting you clear the chat. Starting a fresh conversation helps the assistant stay accurate and responsive.

Credits

Using the AI Assistant consumes credits from your workspace balance. Different actions have different costs:

• General chatting with the assistant is currently free

• Other assistant interactions like generating images, reports or valuations consume credits: costs vary based on the action

See How Credits Work for the full breakdown.

Next steps

• Creating Content for detailed content workflows

• Slash Commands for quick shortcuts

• Memory and Instructions to personalise the assistant