Use AI Agent when you want to develop content through a conversation. Give it the subject, relevant source material, and a clear outcome, then refine the result before approving any scheduling action.
1. Choose your workspace and channels
Open AI Agent from the sidebar. Check the workspace and the channel selection. Choose the persona whose voice and branding should guide the content. When working for different clients, make these checks before attaching a listing or writing the brief.
2. Attach the source material
Use the composer controls to supply what the agent should work from:
| Control | Use it for |
|---|---|
| Listing | Select an existing property and make its saved facts available |
| Media | Attach relevant photos or videos |
| Design | Choose an existing design for the task |
| Generate image | Start the offered image-generation flow when you need a new visual |
| Persona picker | Choose the voice and brand for this conversation |
After choosing a listing, inspect its attachment and available photo selection. Pick the photos you want to emphasize; if you leave that choice to the agent, inspect the result carefully. Correct inaccurate property facts in Listing before asking for another draft.
3. Give a specific instruction
Try: “Draft a short introduction to this listing. Focus on the living space and invite readers to request a viewing. Keep it as a draft for review.”
For educational content, name the audience and point: “Write a practical post for first-time buyers about taking notes after a viewing. Avoid market predictions. End with one question readers can answer.”
Send the request when its inputs are ready. Read the response and any action cards. The available actions depend on the account and current product; asking for an action is not evidence that it succeeded.
4. Refine the draft
Ask for a concrete change: shorten the opening, remove an unsupported claim, or use a clearer call to action. Verify prices, names, dates, links, and any contact footer. Inspect the visual as well as the caption.
Use recent conversations to resume the same task. Start a new chat for an unrelated property or subject so the brief remains clear.
5. Review any scheduling proposal
When the agent proposes scheduling, check the destination, media, caption, date, time, and timezone. The explicit Confirm & schedule button is the approval step; typing “yes” does not replace it.
Follow Review an AI Agent scheduling proposal, then verify the result in Calendar.