Dashboard

KT Workspace · Agent view

Interactive preview: Try the navigation, add a lead, search, and complete tasks. Your preview changes stay on this device.

Good morning, KT.

Here’s where your business needs you today.

3Active leads

4Follow-ups due

5Active listings

2Deals moving

Priority relationships

Today’s focus

Lead relationships

Keep every conversation and next step connected.

NameGoalStageNext step

Follow-up queue

A clear view of the calls, messages, and deadlines ahead.

Due today

Flow reminder

Every completed follow-up creates room for the next relationship. Check items off as you go.

Listing organization

See what is active, coming soon, and ready to match.

PropertyTypeStatusInterest

Sample Trenton Home4 bed · 2 bathActive3 buyers

Sample Land + Home3 bed · 2 bathComing soon2 buyers

Sample Acreage25+ acresResearching1 buyer

Deal clarity

Track meaningful milestones from offer to closing.

2Active files

1Under contract

3Documents needed

1Closing soon

Current milestones

Buyer fileFinancing and documents

In progress

Land + home packageSite review and pricing

Next step

Test mode

Call Intelligence

Turn a client conversation into a clear recap, next steps, and an approved portal update.

0 approved recaps

Start a call review

Select the relationship, confirm permission, then test the workflow with a recording or sample call.

Client relationship

Call recording ↑Choose an audio recordingMP3, M4A, WAV or AAC · test files remain on this device

Optional transcript for this test

Safe testing: This preview demonstrates the complete Agent Flow workflow. It does not send your audio away or publish anything automatically.

Beginning-of-call permission script

“Before we begin, I’d like to record and transcribe this call so I can accurately document your needs and follow-up items. You may decline, and I can take written notes instead. Do I have everyone’s permission to record?”

Preparing the call…0%

Ready for your review

Private draft · Nothing has been shared

Needs KT approval

Client-ready recap

Important details

Suggested next steps

Draft follow-up message

Private transcript

Client portal preview

Only approved recaps appear here.

Approved only

No call recaps have been approved yet.