Speed should never come at the expense of standards.
Livia is designed to operate under a brokerage’s name. That means consent, client treatment, human review, visibility, and a controlled rollout are part of the product—not implementation notes.
The controls a brokerage needs before the first message.
Consent + opt-out
Track consent state, respect channel permissions, and stop outreach promptly when a client opts out.
Quiet hours
Apply approved contact windows using the client’s local time and the brokerage’s operating rules.
Fair Housing guardrails
Redirect steering questions toward objective sources and use approved property criteria in matching.
Disclosure
Configure how Livia identifies itself and the brokerage according to the approved client experience.
Human escalation
Route sensitive, uncertain, high-value, or explicitly requested moments to the right person.
Audit history
Keep the conversation, system actions, handoffs, and human interventions visible for review.
Review, join, redirect, take over, or pause.
The human-control model is explicit. Your team decides which actions Livia may complete, which need approval, and which moments always belong to an agent or specialist.
Read the conversation, client context, system action, and outcome in the connected workflow.
Enter the existing thread with the whole history and a concise recommended opening.
Move the opportunity to the right office, language, specialty, or advisor.
Own the client conversation while Livia continues approved support in the background.
Stop automated action for a client, workflow, team, or pilot while preserving the history.
Trust is earned in the workflow, not promised in a slide.
Mirror demo
Test conversation behavior against difficult examples before any live connection.
Controlled cohort
Choose one lead source, one team, and an intentionally limited addressable set.
Conversation review
Read the live work, adjust voice and rules, and document what requires human approval.
Measured expansion
Widen coverage only after the agreed client, compliance, and commercial checks are satisfied.
Bring operations, compliance, and the people who own the client experience.
During the evaluation, we walk through the proposed channels, data flow, permissions, consent treatment, conversation rules, escalation moments, audit expectations, and pilot measurement with the appropriate brokerage stakeholders.