Get started

Agent guide

Agent core workflows

Portfolio workflow for listing quality, lead handling, demand capture, and property request response operations.

Last updated 2026-03-21Back to Agent Help

Portfolio listing operations

  1. Prioritize listings by demand market and quality score.
  2. Publish complete, accurate listings only.
  3. Use demo flags strictly for non-customer-facing scenarios.
  4. Review status/expiry regularly to avoid dead inventory.

Listing quality workflow in the editor

  • Use `/host/properties/[id]/edit` when a listing needs quality cleanup before submit or resubmit.
  • The editor now gives step-specific nudges:
  • `Photos` for cover and image count
  • `Details` for stronger title and description quality
  • `Basics` for pricing and location completeness
  • The submit step shows `Listing quality` and a `Best next fix` block with jump-back actions so you can fix the highest-impact gap quickly.

These cues help improve conversion and approval readiness, but they do not act as hard publish blocks by themselves.

Demo listings workflow

  • Use demo listings only for sandbox, training, or showcase scenarios that should not behave like live client inventory.
  • In the editor, open `Basics` and use `Mark as demo listing` to set the listing as demo.
  • After save, the same `is_demo` flag is what admins see in the registry and inspector.

Expected outcome:

  • Demo listings follow demo visibility policy rather than normal live-inventory assumptions.
  • A `Demo` badge can appear on cards and detail pages when admin settings keep demo badges enabled.
  • A `DEMO` watermark can appear on listing images when admin settings keep demo watermarks enabled.
  • Demo listings are excluded from featured placement and other promotional/customer-facing highlight surfaces.

Do not treat a demo listing as real, bookable, or promotable inventory.

Lead and message operations

  • Route and respond quickly to high-intent enquiries.
  • Keep message quality consistent with clear next steps.
  • Track drop-off points and improve first-response scripts.

Demand capture loop

  • Follow high-signal searches for your key markets.
  • Compare “new this week”, trending rails, and saved-search signals.
  • Adjust listing quality/pricing based on actual match patterns.

Property requests workflow

  • Use the workspace sidebar `Property Requests` entry, or open `/requests`, to browse eligible demand briefs.
  • Filter hard before responding so your sent listings fit the brief.
  • Use `/requests/[id]` to review requirements and send up to 3 owned or managed listings.
  • Keep notes concise; direct contact details are intentionally not part of this workflow.

Property request alerts

  • Agents can receive email alerts when a newly published request matches live supply in the same market.
  • Manage the toggle from `/profile`:
  • `Email me when a new property request is published in my market`
  • Alerts are targeted by relevance. They are not a blast to every agent account.

Host featured strip workflow

  • Use `/host?view=all` for a quick Featured strip pass before full portfolio review.
  • The strip keeps six spotlight cards visible for faster top-listing checks.
  • Use “View all” in the strip to jump directly into the full media mosaic.

Cross-functional coordination

  • Share clear context with admins when escalation is needed.
  • Reference listing IDs, request IDs, and timestamps.
  • Keep product update notes and help docs in sync with operations.

Related guides

Related guides