Real Estate & Building
Asking questions in Client Chat
Ask anything about a client's brief, listings, or uploaded documents in plain English — every answer comes back cited to the exact document.
1
Type your question naturally
Ask things like "Find me homes that match the client's criteria" or "Which listings are under budget?" the same way you'd ask a colleague.
2
Filter uploaded listings by yield or criteria
If you've uploaded a listings spreadsheet, ask topicAI to filter or rank it — e.g. "filter based on maximum yield" — and get a grounded, cited answer straight back.
3
Click the citation badge to verify
Every fact is tagged back to its source file. Click the badge to open that exact spot — never take an AI answer on faith.
4
Use the quick actions for common questions
"Summarise" and "Key Issues" in the chat header run a full scan of everything uploaded for this client in one click.
Tip: Client Chat searches whatever you've uploaded for this client. For live listings straight from the market, use the Property Search tab instead — see the next guide.