How the Bot Handles Leads in Lease Assist
Understanding when the bot manages conversations and when agents should step in
In Lease Assist, the bot can help qualify leads automatically based on the rules configured by your admin. This means the bot can gather the information it needs from prospects, answer common questions, and guide them through the initial steps. Once a lead has provided all necessary details, the bot will either pass the information to the appropriate agent or schedule a tour date, which the agent will need to confirm.
Your leads are filtered down so that only those with incoming messages awaiting a reply appear in the “Needs Attention” tab, making it easy to focus on the opportunities that require your response.
Messages in Lease Assist are color-coded to show who is communicating. Purple messages come from the bot, while green messages are sent directly by the agent. This visual distinction helps you follow the conversation and quickly identify where your input is needed.
Best Practices
Agents should monitor conversations where the bot has collected lead information and step in when personal attention is needed—such as answering detailed questions, confirming a tour, or handling unique situations. Always review the conversation history before responding to ensure you have full context.
Summary
The bot in Lease Assist streamlines lead qualification and initial engagement, while agents provide personalized support when required. Using the “Needs Attention” tab ensures you focus on leads awaiting a reply, helping to maintain timely responses, organized workflows, and a smooth prospect experience.