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Agent assistant

Help agents move faster— without becoming another tool.

Livia turns scattered lead history into a clear briefing, recommends the next move, and watches for follow-up gaps after handoff.

Advisor using an informed property brief during a private client consultation
Live operating signal
Warm handoff · buyer team
Context evaluated across the Livia AI System
Brief delivered · priority clear
1 brief
the whole lead story
CRM-first
no new inbox
Always on
gap monitoring
THE OPERATING CHANGE

Support the agent. Do not police the agent.

Private, contextual nudges and recovery keep the customer experience moving without public scoreboards or blame.

Without LiviaWith Livia
Notification with no contextBrief with the next move
Generic follow-up taskPriority based on intent
Lead goes quietSilence triggers recovery
Who this is for

For brokerages that want a consistent, responsive operating layer without replacing the systems or relationships they already rely on.

THE WORKFLOW

What happens from the first signal to the next human move.

01

Summarize

Condense channel history, preferences, urgency, and objections into a useful briefing.

02

Prioritize

Surface the people whose behavior and replies show real movement now.

03

Protect

Watch the warm handoff and step back in when silence begins to put trust at risk.

HUMANS STAY IN CONTROL

The system does not decide when the relationship stops being human.

Your brokerage defines the moments that require review, approval, specialist judgment, or a complete takeover. Livia arrives at those moments with the history organized and the next move clear.

See the control model →
Human orchestration modes
Join

Enter the existing conversation with the full history.

Redirect

Move the opportunity to the right office or specialist.

Approve

Review a sensitive answer or action before it happens.

Take over

Own the thread while Livia keeps supporting quietly.

CONTROLLED PILOT

Prove the workflow before you widen the footprint.

The first deployment is deliberately narrow: one visible gap, a supervised launch, and outcomes agreed before the work begins.

01Choose one workflow and one team.
02Connect the minimum required systems.
03Review conversations in a supervised window.
04Measure the agreed client and commercial outcomes.
PRIVATE MIRROR DEMO

See this exact workflow on the leads and systems your team already uses.

Book a private demo