Permitted context
The CRM, calendar and feedback context the agency permits.
Operations is for both scopes. Commercial simply needs a different operating frame.
Private agency operations
Every request arrives differently. The next step should not.
Habits reads the context your agency permits, including CRM, calendar and agent feedback. It then applies the rules you define to prepare or recommend the next step.
habits workflow
illustrativeIncoming request
Website form
Business rule
Viewing request: prepare three suitable slots
Next step for review
Draft response and next step for agent approval
The private workflow
Your records. Your rules. A useful next step.
The workflow can route work, prepare a draft or propose an action. It should expose the rule and retain a human checkpoint.
Business rule
Viewing request: prepare three suitable slots
Reviewable next step
Draft response and next step for agent approval
Website form
Property portals
Email and newsletter
Phone calls
Private by design
The boundary should be as clear as the benefit.
Client data is not sent to public AI. Habits uses the context and rules your team permits for the workflow being designed.
Context you permit
Relevant CRM, calendar and agent feedback can be scoped to the workflow you want to improve.
Rules you own
Your team defines routing, handoff and next-step logic.
Human judgment remains
A draft or recommendation supports the team; people remain responsible for the outcome.