The Ignition (Lofty AI Assistant)
Lofty AI Assistant setup that sounds like you.
The AI replies to new leads in seconds, asks the questions you'd ask and books the appointment. Set up right, leads can't tell it isn't you.
An AI that sounds like a real agent.
Most agents either leave Lofty's AI off or turn it on with the default settings, and it shows. Robotic replies scare leads off. In these videos I walk through how to train the AI Assistant to reply in your voice, test it before it talks to real leads, and which of the newer Lofty AI features are worth turning on.
Train Lofty's AI Sales Agent to Sound Like You
New Lofty CRM AI Features Realtors Should Turn On Now
Four jobs. All of them before you pick up the phone.
First reply
New leads hear back right away, day or night, in a tone that matches yours.
Qualifying
Timeline, price range, area, buying or selling, pre-approval. The answers land on the lead's profile.
Booking
When a lead is ready to talk, the AI offers times and books the appointment for you.
Handoff
Escalation rules pull you in when a lead is hot, asks something sensitive or needs a real person.
The AI is the first gear, not the whole engine. Once a lead is qualified, it moves to the right pipeline stage and the matching Smart Plan takes over.
An AI that's actually tuned for you.
Your voice and tone
We set the AI's personality, phrases and sign-off so replies sound like you, not a chatbot.
Prompts that qualify
The questions it asks are the ones you'd ask, in an order that feels like a normal conversation.
Escalation rules
Clear rules for when the AI steps back and alerts you, so hot leads never get stuck talking to a bot.
Appointment booking
Connected to your calendar so ready leads can book time without a dozen back-and-forth texts.
New AI features turned on
The newer Lofty AI tools that save time get switched on and set up, and the ones you don't need stay off.
Works with your plans
Tied into the Automation Engine so the AI and your Smart Plans don't step on each other.
Lofty AI Assistant FAQ
What does the Lofty AI Assistant do?
It replies to new leads, holds a back-and-forth conversation, asks qualifying questions and can book appointments. When it's set up well, it handles the first conversation so you can focus on the leads who are ready.
Will leads know they're talking to AI?
With the default settings, a lot of them can tell. Once it's trained on your tone and phrases, the replies read like you wrote them. We always test it before it talks to real leads.
Can the AI book appointments?
Yes. Connected to your calendar, it can offer times and book appointments when a lead is ready to talk.
When does the AI hand a lead back to me?
When escalation rules say so: a lead is hot, asks for you by name, brings up something sensitive, or just needs a real person. You get an alert so you can jump in.
Does the AI replace my Smart Plans?
No. The AI handles the first conversation and qualifying. Smart Plans handle the long-term follow-up after that. They work best set up together.
Can you set this up for me?
Yes. AI Assistant setup is part of every Lofty Buildout and Tune-Up. If you're not sure what your account needs, start with the free Lofty Health Check.
Included in every Lofty build.
AI Assistant setup isn’t sold by itself. It comes with every Lofty Buildout, and it’s part of the Tune-Up when we fix an account that’s already running.
READY WHEN YOU ARE
Stop sounding like a bot. Start sounding like you.
Take the free Lofty Health Check or book a quick call, and I'll show you how your AI is coming across to leads right now.
A boutique digital marketing agency built by realtors, for realtors. Specializing in Lofty CRM buildouts, Google Business Profile optimization, and growth systems for top-producing agents across North America.