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AI inside sales agent

An ISA that works every lead— not just office hours.

Livia responds with source and property context, qualifies naturally, books the next step, and writes the conversation back to your CRM.

Advisor working a live client opportunity after hours from a brokerage office
Live operating signal
Google lead · new inquiry
Context evaluated across the Livia AI System
Financing + timeline captured
<90 sec
response target
24/7
coverage
0 forms
for the lead to repeat
THE OPERATING CHANGE

Consistency without the call-center feeling.

Brokerage-defined tone, approved knowledge, clear escalation rules, and full visibility keep the experience human and controlled.

Without LiviaWith Livia
Lead waits overnightImmediate relevant reply
Agent starts from zeroAgent starts informed
Context lives in textsContext lives in the CRM
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

Answer in context

Read the source, listing, message, and CRM history before the first reply.

02

Qualify naturally

Capture timing, budget, financing, motivation, and location one question at a time.

03

Book and brief

Confirm the next step and hand the agent a concise summary—not a bare notification.

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.
<4 min
median response in the Chord pilot
See methodology →
PRIVATE MIRROR DEMO

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

Book a private demo