Bulldog CrossingLeasing CRM starter

Taylor Chatbot Test

Tour Requested

706-555-0198 · taylor.chatbot.test+wp@bulldogcrossing.test

AI Review Issues

11 open issues

openhighBusiness Overdue Human Timer

What happened

Hot response: contact prospect now was due 0 minutes ago.

What to do next

Remind Property Manager to complete this timer.

This was marked high priority by the audit.

Audit type: business overdue human timer · Created Jun 27, 2026, 6:57 AM

openhighBusiness Tour Request Not Confirmed

What happened

Tour request has been waiting 34 minutes ago.

What to do next

Confirm the tour time or offer alternatives.

This was marked high priority by the audit.

Audit type: business tour request not confirmed · Created Jun 26, 2026, 2:50 PM

openmediumCheck contact permission before outreach

What happened

SMS: opted_out; email: opted_in; DNC: no.

What to do next

Verify allowed outreach channels before sending manual or automated messages.

The CRM should avoid texting, emailing, or automating follow-up when consent is unclear or blocked.

Audit type: consent mismatch · Created Jun 26, 2026, 2:21 PM

openhighTour request needs follow-up

What happened

Taylor Chatbot Test appears interested in taking a tour, but there is no scheduled tour on their record yet.

Customer note: Website chatbot intake. Bedroom preference: 2 bedroom. Transcript: visitor: I am Taylor Chatbot Test. My email is taylor.chatbot.test+wp@bulldogcrossing.test. I am looking for a 2 bedroom for August near UGA and care most about quiet.

What to do next

Follow up with the soonest available tour options.

Tour interest gets colder quickly, so this should be handled as a high-priority leasing follow-up.

Audit type: missed tour opportunity · Created Jun 26, 2026, 2:21 PM

openmediumAI needs a person to review this

What happened

I am Taylor Chatbot Test. I am looking for a 2 bedroom for August and care most about quiet and parking. What should I know before I tour?

What to do next

Review the conversation and add or update Source Of Truth if this should be answerable later.

This may involve a sensitive question, missing approved information, or a customer who needs live help.

Audit type: open ai escalation · Created Jun 26, 2026, 2:21 PM

openmediumBusiness Consent Source Review

What happened

Lead may be missing source history or has a channel that should be reviewed before outreach.

What to do next

Fix source history and verify allowed outreach channels.

This was flagged so the team can review it before it becomes a customer experience issue.

Audit type: business consent source review · Created Jun 26, 2026, 2:17 PM

openmediumBusiness High Priority Unowned

What happened

Lead is high priority but has no responsible staff owner.

What to do next

Assign this lead to the leasing person responsible for the next touch.

This was flagged so the team can review it before it becomes a customer experience issue.

Audit type: business high priority unowned · Created Jun 26, 2026, 2:17 PM

openhighBusiness Tour Interest Not Scheduled

What happened

Website chatbot intake. Bedroom preference: 2 bedroom. Transcript: visitor: I am Taylor Chatbot Test. My email is taylor.chatbot.test+wp@bulldogcrossing.test. I am looking for a 2 bedroom for August near UGA and care most about quiet.

What to do next

Offer the soonest available tour times and get a tour on the calendar.

This was marked high priority by the audit.

Audit type: business tour interest not scheduled · Created Jun 26, 2026, 2:17 PM

openmediumCheck contact permission before outreach

What happened

Phone present without SMS consent

What to do next

Verify which channel the prospect consented to before outreach.

The CRM should avoid texting, emailing, or automating follow-up when consent is unclear or blocked.

Audit type: consent mismatch · Created Jun 26, 2026, 2:16 PM

openmediumCheck contact permission before outreach

What happened

Phone present without SMS consent

What to do next

Verify which channel the prospect consented to before outreach.

The CRM should avoid texting, emailing, or automating follow-up when consent is unclear or blocked.

Audit type: consent mismatch · Created Jun 26, 2026, 2:15 PM

openmediumChatbot Handoff

What happened

I am Taylor Chatbot Test. I am looking for a 2 bedroom for August and care most about quiet and parking. What should I know before I tour?

What to do next

Use the live handoff tree while the prospect is engaged.

This was flagged so the team can review it before it becomes a customer experience issue.

Audit type: chatbot handoff · Created Jun 26, 2026, 2:15 PM