An agent opens the CRM before calling a prospective buyer. There’s a phone number, a listing and a note saying the inquiry is qualified. The buyer has already spent time explaining their search to an AI assistant, but little of that conversation has reached the person about to call. So the agent starts again. What are you looking for? What’s your budget? The buyer experiences the repetition. The agent inherits the work. I’d stop counting a handoff as complete merely because contact details reached the CRM. The receiving agent needs enough understanding to pick up the conversation. And before an agent ever joins, the assistant needs that same continuity to keep helping as the buyer’s requirements change. In our own testing, a buyer would discuss a property with the assistant on a voice call and ask to receive the brochure on WhatsApp. We checked the request against the sending record, then looked at what appeared in the CRM. The records didn’t always line up. Looking at each channel separately, it was easy to miss the gap. That experience changed how I thought about memory. Saving what the buyer said was only part of the job. We also needed to know what had happened because of it. I...
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