Route leads fairly and transparently, with audit trails
Smart lead routing that actually explains its decisions. Assigns leads based on territory, specialty, and capacity — then logs exactly why each agent was picked. Includes accept/decline flow and daily routing reports.
Create an OpenClaw recipe that routes inbound real estate leads using configurable rules and capacity: - Apply rules in priority order: compliance/licensing → specialty match → capacity/availability → round-robin - Notify the assigned agent and require explicit accept within X minutes - Auto-reassign on timeout; log every routing decision with reasoning - Generate a daily routing summary for the broker or team lead - Route leads missing key data to an intake queue My CRM is: [your CRM] My team chat is: [Slack / Teams / other] Number of agents: [your count]
Every unassigned lead runs through a priority-ordered rules engine: compliance
filters first, then specialty match, then capacity check, then round-robin among
eligible agents. The assigned agent gets a notification and must explicitly accept.
If they don't, the lead auto-reassigns. Every routing decision is logged with
the reasoning.
One PBC list, one status view, automated follow-ups, audit-ready binder
A PBC request management workflow that centralizes audit requests, assigns owners, tracks status and deadlines, and builds an organized audit-ready deliverables binder. No more chasing items across 40 email threads.
Reply fast, assign ownership, and escalate until contact is made
New lead comes in, clock starts ticking. This recipe auto-acknowledges within seconds, assigns an owner, and escalates if nobody makes contact within your SLA window. No lead sits untouched.
Email and calendar without leaving your terminal
Full Gmail control via the gog CLI. Read, send, search, organize emails. Create events, set reminders, RSVP to invitations. All from natural language or CLI commands.
Local-first AI assistant that automates small daily tasks safely on your device
A personal, local-first AI assistant that automates small daily tasks—organizing files, setting reminders, and monitoring system events—without touching sensitive data or taking risky actions without your approval.