> For the complete documentation index, see [llms.txt](https://help.rechat.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.rechat.com/guides/lucy-your-ai-assistant.md). # Lucy: Your AI Assistant {% embed url="" %} {% hint style="info" %} Download your [**Lucy Handbook**](https://drive.google.com/file/d/1i-UMBsqQNy-tpJKeTNh7BWxPhkKaOTE6/view) today! {% endhint %} ### Meet Lucy Lucy is your AI-powered real estate copilot, built directly into Rechat. Designed specifically for real estate professionals, Lucy helps you create marketing, research properties, build CMAs, manage your CRM, organize your business, and stay one step ahead of your clients—all through natural conversation. Instead of navigating multiple tools or searching through menus, simply tell Lucy what you want to accomplish. Whether you're preparing for a listing appointment, following up after a showing, launching a marketing campaign, or organizing your day, Lucy helps you work faster while keeping everything connected inside Rechat. ## What Can Lucy Help You Do? ### 📣 Marketing & Content Creation Create professional marketing in seconds without starting from scratch. Lucy can help you create: * Email campaigns * Social media posts, Stories, and Reels * Flyers * Brochures * Postcards * Letters * Open House marketing * Holiday and seasonal campaigns * Blog posts * Listing descriptions * Captions * Website copy Already working on a piece of content? Continue the conversation with Lucy to refine, edit, or rewrite your marketing without starting over. *** ### 🏡 Property Research & CMAs Preparing for buyers and sellers has never been easier. Lucy can: * Build Comparative Market Analyses (CMAs) * Find and analyze comparable sales * Research active, pending, sold, leased, and expired listings * Search properties using natural language * Filter by price, bedrooms, bathrooms, square footage, year built, property type, ZIP Code, MLS Number, radius, pools, pets, furnished listings, and more * Retrieve market statistics for cities, neighborhoods, and ZIP Codes * Help answer pricing questions before client meetings Whether you're preparing for a listing presentation or helping buyers understand market value, Lucy brings research directly into your conversation. *** ### 🌐 Listing Websites Launching a listing is faster than ever. Ask Lucy to: * Create a listing website from an address, MLS Number, or Listing ID * Update an existing listing website * Generate supporting marketing to promote your listing From listing to launch, Lucy helps keep everything moving. *** ### 👥 Contacts & CRM Lucy makes managing your relationships easier. Ask Lucy to: * Find contacts * Create new contacts * Update contact information * Organize contacts with tags * Search contacts by tag or criteria * View upcoming birthdays and home anniversaries * Add notes after client conversations * Set reminders for future follow-up Your CRM stays organized without interrupting your workflow. *** ### ✅ Tasks, Deals & Calendar Lucy also helps manage your day-to-day business. You can ask Lucy to: * Create follow-up tasks * Search existing tasks * Review active, pending, closed, or archived deals * Search transactions by city, MLS Number, contract dates, closing dates, or price * Check your calendar * Review upcoming availability Instead of switching between pages, simply ask Lucy what you need. *** ## AI Memo Meet **AI Memo**—your built-in conversation assistant. After a client meeting, showing, phone call, or open house, simply record the conversation (with permission) or dictate what happened afterward. Lucy automatically creates: * A clean conversation summary * Key discussion points * Suggested follow-up actions * Organized notes connected to your contacts and deals No more trying to remember every detail at the end of a busy day. Because AI Memo is built into Rechat, your notes become part of your existing workflow—no copy-and-paste required. *** ## How Lucy Fits Into Your Workflow Lucy isn't another app or chatbot—it's built directly into Rechat. Everything stays connected. * Marketing stays with your marketing assets * Contacts remain connected to your CRM * Notes connect to contacts and deals * Tasks become actionable follow-ups * Listing websites stay connected to your listings * CMAs, property research, and market insights happen without leaving Rechat The result is a more connected, more efficient workflow from first conversation to closing. *** ## Example Prompts Not sure where to begin? Try asking Lucy: #### Marketing * "Create a Just Listed email for 123 Main Street." * "Write three Instagram captions for my newest listing." * "Create an Open House flyer." #### Property Research * "Find four-bedroom homes under $900,000 within five miles of Princeton." * "Show me recently sold homes similar to this property." * "What's the average Days on Market in Newtown?" #### CMAs * "Create a CMA for 456 Oak Avenue." * "Find comparable sales for this property." #### CRM * "Find all of my past clients." * "Show me everyone tagged as Buyers." * "Add a reminder to call Sarah next Tuesday." #### Deals & Tasks * "Show me my pending deals closing this month." * "Create a task to follow up after tomorrow's open house." #### Calendar * "What's on my schedule Friday afternoon?" * "Am I available next Wednesday morning?" *** ## Getting Started The best way to learn Lucy is simply to start asking questions. You don't need to memorize commands or learn complicated workflows. Ask naturally, just as you would a colleague or assistant. The more you work with Lucy, the more you'll discover how she can help streamline your marketing, organize your business, and save valuable time throughout your day.
Meet **AI Memo** — a new way to capture your client conversations and turn them into clear next steps automatically. Record a meeting (with permission), or simply dictate what just happened. Lucy will generate a clean summary, key takeaways, and suggested follow-ups — no note-taking required. This is built for how agents actually work. Not every conversation happens on Zoom. After a showing, open house, or client call, just speak for 15–30 seconds and let AI Memo handle the rest. Because it’s built into Rechat, your notes are instantly connected to your contacts and deals. No extra tools, no copy-pasting, no missed details. Next time you finish a client conversation, don’t rely on memory. Open Lucy, use AI Memo, and let every conversation turn into your next follow-up. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://help.rechat.com/guides/lucy-your-ai-assistant.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.