AI assistant · workflow detail
Jane — follow up old appraisal or valuation conversations without starting from a blank page.
AI prepares a polite follow-up draft, a call prompt and a missing-context list. Staff still decide relationship context, timing and tone.
Old appraisal conversations often go cold. For independent estate agents in Lisburn, Belfast and across Northern Ireland, the GAIS Valuation Follow-Up Assistant prepares a calm follow-up so the negotiator doesn't have to start from a blank page. It does not claim a market value, advise on price, or pressure the owner.
The branch job
Appraisal conversations drift. The owner said "we'll think about it" three months ago, and the negotiator has nothing on the file except the original notes.
A useful follow-up needs to reference what was actually said, leave room for a "no thanks", and not pressure the owner. The negotiator usually has to look back through CRM or email, draft something simple, and decide whether now is even the right time to send.
The GAIS Valuation Follow-Up Assistant is designed around that admin job for Northern Ireland estate agencies.
The old way
A typical follow-up creates small bits of work:
- re-read the original appraisal notes;
- decide whether the owner is the kind of person who likes a follow-up;
- draft a polite message that doesn't promise anything;
- avoid sounding like a sales script or a market hype email;
- check whether the timing is right (e.g. just after a comparable sale, or in a quiet moment);
- decide between email, call or a face-to-face.
None of this is glamorous. That is why it is a later candidate — once the first three feel useful.
What the assistant receives
For a first demo, the assistant uses fictional or dummy appraisal notes only.
A later controlled pilot could define approved inputs such as:
- original appraisal notes and any agreed next steps;
- owner contact preference and any "do not contact" reminder;
- approved branch wording and tone;
- facts that should not be invented (price movement, valuation, market claims).
The first demo does not need CRM access, mailbox access or real owner data.
What the assistant prepares
- a polite follow-up draft, tied to the original appraisal notes;
- a short call prompt so the negotiator knows what to say if they pick up the phone;
- a missing-context list (what the negotiator might want to refresh before sending);
- a flag when the relationship context suggests a different channel.
That gives staff a cleaner starting point. It does not remove the human decision.
What staff still approve
Staff still check:
- whether the relationship context is right for a follow-up at all;
- whether the wording is appropriate;
- whether to send, call, or wait;
- whether anything has changed that should be referenced or omitted;
- whether anything should be sent at all.
The assistant does not press send.
Does not do
Claim market value; give pricing or valuation advice; pressure owners; promise a sale outcome; replace the negotiator's judgement.
Why this is a later candidate
Follow-ups only work if they respect timing and context. The assistant surfaces a draft and a missing-context list — the negotiator decides when and how to use it.