Features

Every ability, honestly labeled.

Here is everything Agent Edge is being built to do. Only what real calls have proven is marked live now. Everything else is in development, and each item moves to live only after real calls prove it.

3Live now
67Coming soon
12Add-ons in development
Live now proven on real calls Coming soon in development, not yet available Add-on · in development separate add-on
14 abilities · 3 live

Phone: answering and routing

Avery answers your business line and gets each caller to the right person.

  • Live nowAnswers every call 24/7
  • Live nowNatural, warm conversation
  • Live nowTransfers callers to the right person
  • Coming soonRecognizes returning callers and tells new from existing clients
  • Coming soonCaptures name and contact details without creating duplicates
  • Coming soonUnderstands what the caller needs, even when it’s unclear
  • Coming soonHandles “Can I talk to…?” requests by name
  • Coming soonHandles unavailable team members kindly, with voicemail when needed
  • Coming soonTexts the caller if a transfer doesn’t connect
  • Coming soonBriefs your team member privately before they join the call
  • Coming soonEscalates urgent calls by your rules
  • Coming soonCalls with several people (up to five plus Avery)
  • Coming soonRoutes each caller to the right brand when you run more than one
  • Coming soonAsks each caller once whether the call may be recorded, and remembers the answer
12 abilities

Memory: the 2nd brain

One record per person, remembered across every conversation, with the source a click away.

  • Coming soonCall summaries after every conversation
  • Coming soonMemory of every client, from one conversation to the next
  • Coming soonNotes saved to each client’s record
  • Coming soonRelationship and conversation history in one place
  • Coming soonRemembers preferences, commitments and open requests
  • Coming soonLinks every summary back to the exact words (library, book, chapter, verse)
  • Coming soonTranscripts and recordings tied to the right person
  • Coming soonSearch by person, property, deal, date or topic
  • Coming soonPulls decisions, commitments and tasks out of conversations
  • Coming soonProtects against duplicate, outdated or conflicting information
  • Coming soonOnly the right people can see each record
  • Coming soonBrand privacy: real estate and mortgage data kept apart
5 abilities

Text and email

The same Avery, with the same memory and rules, in text and email.

  • Coming soonTexting handled by Avery: receive and reply
  • Coming soonEmail handled by Avery: read, reply and start conversations
  • Coming soonOne identity across phone, text and email
  • Coming soonSame permissions and memory on every channel
  • Coming soonSame team ownership on every channel
8 abilities

Appointments, tasks and your CRM

Conversations turn into real work, with proof of what was done.

  • Coming soonAppointments booked on the right calendar
  • Coming soonTasks created and assigned to the right person
  • Coming soonCalendar questions answered
  • Coming soonPipeline and opportunity updates
  • Coming soonContact record updates
  • Coming soonReminders and internal notifications
  • Coming soonClean handoff to a person whenever it’s needed
  • Coming soonA receipt for every action: requested, approved, done
9 abilities

Follow-up and outbound calls

Follow-up so no lead goes cold, done in your brand and by your rules.

  • Coming soonFollow-up so no lead goes cold
  • Coming soonCallbacks at the time the client asked for
  • Coming soonAppointment confirmations
  • Coming soonBuyer and seller updates
  • Coming soonMortgage follow-up
  • Coming soonDo-not-call and consent checks before any outreach
  • Coming soonVoicemail detection and a text follow-up when appropriate
  • Coming soonAlways calls in the right brand’s name
  • Coming soonSeller service: weekly listing updates and showing feedback
9 abilities

Staff phone app

Everything your team needs from Avery, on the phone in their pocket.

  • Coming soonStaff phone app for iPhone and Android, launching together
  • Coming soonOne tap to talk to Avery, no menus
  • Coming soon“Call Jordan” or “Text Jordan” by voice
  • Coming soon“What happened with this client?” answered on the spot
  • Coming soon“What’s on my calendar?” and “What am I waiting on?”
  • Coming soonCreate a follow-up by voice
  • Coming soonOpen the CRM by voice or quick action
  • Coming soonBusiness calls clearly labeled and kept apart from personal calls
  • Coming soonIntentional capture of in-person meetings and showings
4 abilities

Website chat and demo

Your website becomes another way to reach the same Avery.

  • Coming soonWebsite chat with Avery
  • Coming soonVisitors can talk to Avery in the browser
  • Coming soonWebsite visitors become real prospects, with their consent
  • Coming soonOne summary to the visitor, only with their agreement
9 abilities

Setup, reliability and reporting

Set up by configuration, not custom code, with honest status at every step.

  • Coming soonGuided onboarding from a short questionnaire
  • Coming soonStaff, numbers and routing changed without code
  • Coming soonYour brands, hours and rules
  • Coming soonPermissions and client-admin controls
  • Coming soonHonest handling of outages and failures
  • Coming soonAn outage safety net
  • Coming soonCost controls and usage limits
  • Coming soonReporting from lead source to closing
  • Coming soonRollback for every change
6 abilities

Growth add-ons

Planned extras, each switched on per client.

  • Add-on · in developmentReviews and business-profile workflows
  • Add-on · in developmentDocuments, contracts, proposals and e-signature
  • Add-on · in developmentInvoices, estimates and payments
  • Add-on · in developmentMarket and client insights from listing activity
  • Add-on · in developmentContent and social posting with approval
  • Add-on · in developmentProspecting and marketing gap reports
6 abilities

Advertising upgrade (separate add-on)

A separate, per-client paid upgrade. It never changes how Avery answers your calls.

  • Add-on · in developmentListing in, ad package out: videos, images and posts
  • Add-on · in developmentSpend recommendations with your approval before anything runs
  • Add-on · in developmentFair housing, license and mortgage disclaimers added automatically
  • Add-on · in developmentHousing ad rules built in
  • Add-on · in developmentLead-source tracking through to closed deal
  • Add-on · in developmentA/B testing and an autopilot content calendar

Avery is an AI assistant, not a person. We don’t promise that no call will ever be missed: coverage and outage handling are still being defined, and we’ll publish the details before making any availability commitment.

Early access

Give your business an edge.

We’re working with a focused group of real estate and mortgage teams first. Pricing is set with each team, so talk to us.

Request early access →
THE AGENT EDGE AI ASSISTANT

Meet Avery.
Your next
team member.

SANDBOX DEMO · SAMPLE DATA

Connecting to Avery’s demo…

Talk or type to get a feel for Avery. Ask what she remembers about a sample client, or play a caller.

This is a sandbox. Avery can’t call, text, email, book or transfer anyone here, and sample clients are fictional. Your microphone is used only while you hold a conversation, and chats aren’t saved. Please don’t share personal details.

Explore sample workflows