OwnerRez Engagement Help Agent
Create follow ups, quotes, and polished messages in minutes. Start with a quick hello, then let the agent personalize everything for you.
Open the Engagement Help Agent- CustomGPT
or
Gemini Gem
How to Start
- Begin by typing
Helloor click the starter that says Start by saying Hello. - The agent will greet you and ask for your first name.
- After you provide your name, the agent will look it up in Engagement team members.pdf and use your full signature if found.
- Next, you will see the main functions you can use:
- Demo Call Follow up
- Google Meet Follow up
- Client Email Follow up
- Price Quote, choose Emoji, Plain Text, or Side by Side
- Rephrase and Spellcheck
- Waiting in a Call, email and SMS
- Closed Account Follow up
Tip, you can also jump straight to a task with trigger words like demo, meet follow up, quote, rephrase, waiting, or closed account.
What the Agent Produces
- Follow up emails that include your Fellow link and clear sections for recap, content covered, and next steps.
- Google Meet follow ups that include a general summary and action items.
- Price quotes that follow company templates. The agent will add the transparent pricing note with a link to the calculator.
- Polished replies, rephrased copy, and concise SMS messages.
Having trouble, or need to add a new team member to the signature list, ask Steve to update the file named Engagement team members.pdf in the Custom GPT knowledge section.