Bulldog CrossingLeasing CRM starter

Settings

Choose a settings area, make the change, then move on without digging through one long page.

AI Leasing Agent Launch Readiness

Checks whether the AI has the facts, safeguards, tour coverage, handoff path, and live-service setup it needs before production.

3 blockers
3 blockers2 warnings11 ready
BlockerLaunch setup

AI provider is not fully configured

AI provider needs AI API key before live conversations are reliable.

Add the missing credentials in API Keys or environment settings.

BlockerLaunch setup

SMS provider is not fully configured

SMS provider needs Twilio account SID, Twilio auth token, Twilio phone number before live conversations are reliable.

Add the missing credentials in API Keys or environment settings.

BlockerLaunch setup

Email provider is not fully configured

Email provider needs Mailgun API key, Mailgun domain before live conversations are reliable.

Add the missing credentials in API Keys or environment settings.

WarningTours

Leasing staff coverage exists

There is at least one active leasing, manager, or admin user who can receive tour and handoff work.

Add user availability windows so tour assignments match real staff schedules.

WarningLaunch setup

Website chatbot is not fully configured

Website chatbot needs WordPress site URL, WordPress login, WordPress password or app password before live conversations are reliable.

Add the missing credentials in API Keys or environment settings.

AI Leasing Agent

Persona, channel behavior, memory, safeguards, and review loops for the AI that talks with prospects.

Persona

Controls how the AI sounds and what job it is trying to do.

Conversation playbook

Guides rapport, objections, discovery, urgency, and tour push.

Memory

Stores useful leasing preferences on the lead so chat, SMS, and email can continue naturally.

AI Safeguards

Admin-controlled behavior limits, review loops, and handoff thresholds.

AI Exceptions Audit

Checks expiring facts, contradictions, open escalations, consent gaps, tour risk, and missed opportunities.

Automatic cadence: every 5 minutes. Last automatic run: not run yet. Next due: when the runner is called.

Leasing Agent Persona

How the AI sounds, builds rapport, handles objections, and pushes toward tours.

5 settings

AI leasing agent goal

Primary job of the AI leasing agent across channels.

AI leasing agent name

Display name/persona name used for the AI leasing assistant.

AI leasing agent persona

Plain-English persona rules for chat, SMS, and email continuation.

Objection playbook

Approved sales moves for common objections.

Rapport discovery questions

Approved rapport questions the AI may ask one at a time to learn leasing preferences.

Channel Rules

Different response style for chat, SMS, and email while keeping one persona.

3 settings

Chat style rules

How AI should continue website chat conversations.

Email style rules

How AI should continue email conversations.

SMS style rules

How AI should continue conversations by text.

AI Memory

What the AI stores on the lead record for later follow-up.

2 settings

Capture leasing memory

Store useful leasing preferences from chat, SMS, and email on the lead record.

Memory summary guidance

What the AI should remember for future follow-up.

Conversation Limits

Limits for rambling, off-topic, and multi-question conversations.

3 settings

Max off-topic turns

How many unrelated prospect turns the AI should tolerate before redirecting or handing off.

Max prospect message characters

Longer messages should be summarized and redirected instead of answered point-by-point.

One question at a time

AI should avoid interrogating prospects with several questions at once.

Tour Scheduling

Rules that keep tour scheduling fast and no-show aware.

2 settings

Allow AI tour rescheduling

If a prospect asks to reschedule by chat, text, or email, AI should try to book the soonest available new time.

No-show risk days

Flag tours scheduled too far out so staff can confirm and reduce no-shows.

Live Handoff

When and how to bring in a live leasing person.

5 settings

After-hours handoff mode

How chat behaves when no leasing agent is available.

Customer hold check-in cadence

How often the chatbot should reassure the customer while trying to reach a person.

Live handoff failure window

Create a review issue if a live handoff sits too long without staff action.

Max chat messages before handoff

High starting cap until there is enough chat data to tune it.

Speed-to-lead alert minutes

Flag hot leads or live handoffs that are not touched quickly.

Sales Tone

Urgency and sales guidance.

2 settings

Allow reasonable urgency language

AI may use leasing-agent urgency while staying honest and service-minded.

Urgency language guidance

Plain-English guidance for sales tone.

Review Loop

Audits and review queues that improve the AI over time.

5 settings

AI audit cadence minutes

How often the automatic runner should perform a full AI safeguard audit sweep.

Expiration reminder window

Flag dated facts, pricing, specials, fees, and policies before they expire.

Repeated unknown question threshold

Repeated unanswered themes should become Source Of Truth suggestions.

Review unknown questions

Create review issues when AI does not have an approved answer.

Source Of Truth contradiction checks

Flag active items that appear to disagree or duplicate the same topic.

Compliance

Consent, Do Not Contact, fair-housing, legal, and safety guardrails.

4 settings

Automation stop audit

Audit that automation stops on reply, tour scheduled, opt-out, DNC, or human takeover.

Consent mismatch review

Flag channel conflicts like a phone number with no SMS consent or opt-out language with active consent.

Fair-housing review queue

Keep sensitive topics visible for admin review.

Sensitive-word drift tracking

Flag new prospect phrasing that may need added escalation rules.

Feedback

Staff feedback and outcome tracking.

3 settings

Chat outcome tracking

Track whether chat became a lead, scheduled tour, completed tour, no-show, or handoff.

Missed opportunity review

Flag tour intent that did not become a booked tour.

Staff AI feedback

Allow staff to rate AI suggestions so admins can tune rules and facts.

AI Review Inbox

Open issues the system thinks an admin should look at.

No open AI review issues.

Recent AI Feedback

Staff ratings and notes for AI suggestions.

No staff AI feedback yet.