Dashboard
Today's Schedule
Recent Activity
Deal Pipeline
CRM Pipeline
Clients
| Name | Type | Phone | Preferred | Status | Actions |
|---|
No clients yet
Add your first client to get started with client management.
Documents
No documents yet
Upload or create documents to build your knowledge base.
System Prompts
No system prompts
Create system prompts to customize AI behavior for different tasks.
Property Listings
Bulk Upload Listings (CSV)
Upload a CSV with extensive listing details. Existing data is not overwritten; each row creates a new listing.
CSV Guideline (extensive)
Recommended: `property_type`, `operation`, `status`, `price`, `bedrooms`, `bathrooms`, `sqm_built`, `provincia`, `municipio`, `address`
Supported fields:
title, property_type, operation, status, price, currency, bedrooms, bathrooms, sqm_built, sqm_usable, sqm_plot, floor_number, year_built, energy_cert, furnished, provincia, municipio, barrio, address, postal_code, latitude, longitude, nota_simple, catastro_ref, ibi_annual, community_fees, description_es, description_en, notes, has_elevator, has_parking, has_pool, has_terrace, has_garden, has_ac, portal_idealista, portal_fotocasa, portal_habitaclia, photo_urls, owner_client_id, owner_client_email, owner_client_name
Booleans: true/false, yes/no, 1/0
photo_urls: separate multiple URLs with `|` pipe.
Showings / Visitas
Calendar
Call Log
Settings
LLM API Keys
Configure API keys for each language model provider. Keys are stored locally and encrypted before syncing.
Real Estate Portals
Configure API keys and feed URLs for Spanish real estate portals.
Idealista (API)
Fotocasa (XML Feed)
Habitaclia (XML Feed)
CASAFARI (Aggregator API)
Email Configuration
AgentMail credentials are managed in Supabase function secrets. Use the tests below after configuring secrets.
AgentMail Direct Fallback (Optional)
Used only if Supabase Edge Functions are unreachable. Less secure than server-side secrets.
Sender Identity
Supabase Configuration
Connect to your Supabase project for cloud data persistence and auth.
Appearance
Customize the look and feel of the platform.
Data Management
Export and manage your local data index.
Local Index Stats
Overview of locally indexed data.