Bulldog CrossingLeasing CRM starter

Settings

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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.

1 blocker
1 blocker0 warnings15 ready
BlockerReview loop

High-priority AI issues are open

There are high-priority AI review issues that should be resolved before launch.

Review and resolve the open items before production launch.

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: Aug 5, 2:25 AM. Next due: Aug 5, 2:30 AM.

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.

highBusiness Overdue Human Timer+17065108376

What happened

Inbound call: answer or call back 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 Aug 3, 9:43 AM

highBusiness New Lead No First Response+17065108376

What happened

Lead was created 28 minutes ago and has no recorded outbound touch.

What to do next

Send the first response or assign the lead to a responsible leasing person.

This was marked high priority by the audit.

Audit type: business new lead no first response · Created Jul 31, 9:52 PM

highBusiness Prospect Reply Waiting+17065108376

What happened

Last response was 12 minutes ago.

What to do next

Open the lead and complete the next human follow-up or confirm AI already handled it.

This was marked high priority by the audit.

Audit type: business prospect reply waiting · Created Jul 31, 9:36 PM

highCheck contact permission before outreachAI Email Cycle Test

What happened

SMS: opted_out; email: opted_out; DNC: yes.

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 Jul 29, 7:46 PM

highCheck contact permission before outreachAI Email Cycle Test

What happened

SMS: opted_out; email: opted_out; DNC: yes.

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 Jul 29, 7:36 PM

highCheck contact permission before outreachAI Email Cycle Test

What happened

SMS: opted_out; email: opted_in; DNC: yes.

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 Jul 29, 7:14 PM

highBusiness Overdue Human TimerAI Email Cycle Test

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 Jul 26, 8:52 AM

highBusiness Tour Request Not ConfirmedAI Email Cycle Test

What happened

Tour request has been waiting 27 days 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 Jul 24, 6:12 AM

highBusiness Overdue Human Timer+17069369785

What happened

Inbound call: answer or call back 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 Jul 19, 4:38 PM

highBusiness New Lead No First Response+17069369785

What happened

Lead was created 16 minutes ago and has no recorded outbound touch.

What to do next

Send the first response or assign the lead to a responsible leasing person.

This was marked high priority by the audit.

Audit type: business new lead no first response · Created Jul 16, 4:35 PM

highBusiness Prospect Reply Waiting+17069369785

What happened

Last response was 5 minutes ago.

What to do next

Open the lead and complete the next human follow-up or confirm AI already handled it.

This was marked high priority by the audit.

Audit type: business prospect reply waiting · Created Jul 16, 4:24 PM

highBusiness Overdue Human TimerNick.Leap@merakiapts.com

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 30, 5:33 PM

highBusiness Overdue Human TimerAI Email Cycle Test

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 30, 12:45 PM

highBusiness Overdue Human TimerTaylor Chatbot Test

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, 6:57 AM

highBusiness Tour Request Not ConfirmedAI Email Cycle Test

What happened

Tour request has been waiting 4 hours 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 27, 1:30 AM

highBusiness Overdue Human TimerSMS Loop Test

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 26, 11:25 PM

highBusiness Tour Request Not ConfirmedAI Email Cycle Test

What happened

Tour request has been waiting 46 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, 10:22 PM

highBusiness Tour Request Not ConfirmedSMS Loop Test

What happened

Tour request has been waiting 36 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, 9:50 PM

highBusiness Tour Interest Not ScheduledMorgan Chatbot Verify 1782510476356

What happened

Website chatbot intake. Bedroom preference: 2 bedroom. Move-in target: Fall. Transcript: visitor: I am looking for a 2 bedroom for Fall. What is included and can someone follow up with me?

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, 9:50 PM

highBusiness Tour Interest Not ScheduledJordan Chatbot Verify 1782509735027

What happened

Website chatbot intake. Bedroom preference: 2 bedroom. Move-in target: Fall. Transcript: visitor: I am looking for a 2 bedroom for Fall. What is included and can someone follow up with me?

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, 9:50 PM

highAutomation may still be runningSMS Loop Test

What happened

Tour Reminder is still active while the lead is in a stop condition.

What to do next

Pause or complete the automation state.

Automation should stop for replies, tours, opt-outs, Do Not Contact, or human takeover.

Audit type: automation stop audit · Created Jun 26, 9:11 PM

highAutomation may still be runningAI Email Cycle Test

What happened

Tour Reminder is still active while the lead is in a stop condition.

What to do next

Pause or complete the automation state.

Automation should stop for replies, tours, opt-outs, Do Not Contact, or human takeover.

Audit type: automation stop audit · Created Jun 26, 9:06 PM

highAutomation may still be runningAI Email Cycle Test

What happened

Tour Reminder is still active while the lead is in a stop condition.

What to do next

Pause or complete the automation state.

Automation should stop for replies, tours, opt-outs, Do Not Contact, or human takeover.

Audit type: automation stop audit · Created Jun 26, 8:43 PM

highAutomation may still be runningNick.Leap@merakiapts.com

What happened

Tour Reminder is still active while the lead is in a stop condition.

What to do next

Pause or complete the automation state.

Automation should stop for replies, tours, opt-outs, Do Not Contact, or human takeover.

Audit type: automation stop audit · Created Jun 26, 6:29 PM

highBusiness Tour Request Not ConfirmedTaylor Chatbot Test

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, 2:50 PM

highTour request needs follow-upTaylor Chatbot Test

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, 2:21 PM

highBusiness Tour Interest Not ScheduledTaylor Chatbot Test

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, 2:17 PM

highAutomation may still be runningNick.Leap@merakiapts.com

What happened

Tour Reminder is still active while the lead is in a stop condition.

What to do next

Pause or complete the automation state.

Automation should stop for replies, tours, opt-outs, Do Not Contact, or human takeover.

Audit type: automation stop audit · Created Jun 26, 2:10 PM

highAutomation may still be runningNick.Leap@merakiapts.com

What happened

Tour Reminder is still active while the lead is in a stop condition.

What to do next

Pause or complete the automation state.

Automation should stop for replies, tours, opt-outs, Do Not Contact, or human takeover.

Audit type: automation stop audit · Created Jun 26, 11:51 AM

highBusiness Tour Request Not ConfirmedAvery Cole

What happened

Tour request has been waiting 35 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 25, 3:14 PM

mediumBusiness Consent Source Review+17065108376

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 Jul 31, 9:36 PM

mediumBusiness High Priority Unowned+17065108376

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 Jul 31, 9:36 PM

mediumCheck contact permission before outreach+17065108376

What happened

SMS: unknown; email: unknown; 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 Jul 31, 9:28 PM

mediumTour may be too far awayAI Email Cycle Test

What happened

Tour is scheduled for 8/1/2026, 2:00:00 PM.

What to do next

Create a confirmation touch or offer an earlier slot if one is available.

Sooner tours usually have a better chance of turning into completed visits.

Audit type: tour no show risk · Created Jul 29, 7:14 PM

mediumBusiness Consent Source ReviewAI Email Cycle Test

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 Jul 24, 6:59 AM

mediumCheck contact permission before outreachAI Email Cycle Test

What happened

SMS: opted_out; email: opted_out; 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 Jul 24, 6:48 AM

mediumBusiness High Priority UnownedAI Email Cycle Test

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 Jul 24, 6:12 AM

mediumBusiness Consent Source Review+17069369785

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 Jul 16, 4:24 PM

mediumBusiness High Priority Unowned+17069369785

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 Jul 16, 4:24 PM

mediumCheck contact permission before outreach+17069369785

What happened

SMS: unknown; email: unknown; 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 Jul 16, 4:24 PM

mediumUnknown Chatbot Question

What happened

how do I get the information about the utilities?

What to do next

Add an approved Source Of Truth answer or leave this topic human-only.

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

Audit type: unknown chatbot question · Created Jul 2, 10:19 PM

mediumUnknown Chatbot Question

What happened

I was looking for more.

What to do next

Add an approved Source Of Truth answer or leave this topic human-only.

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

Audit type: unknown chatbot question · Created Jul 2, 8:51 PM

mediumUnknown Chatbot Question

What happened

I was looking for more.

What to do next

Add an approved Source Of Truth answer or leave this topic human-only.

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

Audit type: unknown chatbot question · Created Jul 2, 8:51 PM

mediumBusiness High Priority Unownedasdfgh aqwsedrftghj

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 Jul 2, 3:19 PM

mediumBusiness Open Lead No Next StepMorgan Chatbot Verify 1782510476356

What happened

Lead is in New Prospect with no open task, scheduled tour, or next follow-up time.

What to do next

Create the next follow-up task, assign a person, or move the lead to the correct closed status.

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

Audit type: business open lead no next step · Created Jun 30, 7:19 PM

mediumBusiness Open Lead No Next StepJordan Chatbot Verify 1782509735027

What happened

Lead is in New Prospect with no open task, scheduled tour, or next follow-up time.

What to do next

Create the next follow-up task, assign a person, or move the lead to the correct closed status.

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

Audit type: business open lead no next step · Created Jun 30, 7:19 PM

mediumUnknown Chatbot Question

What happened

I don’t have a calendar. What are a few days that work in 2 weeks?

What to do next

Add an approved Source Of Truth answer or leave this topic human-only.

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

Audit type: unknown chatbot question · Created Jun 30, 1:51 AM

mediumUnknown Chatbot Question

What happened

Yes

What to do next

Add an approved Source Of Truth answer or leave this topic human-only.

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

Audit type: unknown chatbot question · Created Jun 28, 3:33 AM

mediumUnknown Chatbot Question

What happened

don't you already have it?

What to do next

Add an approved Source Of Truth answer or leave this topic human-only.

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

Audit type: unknown chatbot question · Created Jun 27, 12:34 PM

mediumBusiness Consent Source ReviewAI Email Cycle Test

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 27, 1:30 AM

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