What's New in Agency Office

Add a second step to sign-in: after their password, staff enter a short six-digit code sent by WhatsApp or email. It's free on every tier, there's nothing for staff to install, and email is always on as a reliable fallback so nobody gets locked out. On a regular work computer, staff can trust the device for 30 days. Turn it on for the whole team from Settings → Integrations.

Every client message — email, WhatsApp, Facebook and SMS — now lands in one threaded Conversations inbox, tied to the right person and property. Filter to a single channel, see the whole history on any contact or business record, and ask for an AI-suggested reply tailored to the channel that you edit and send. Nothing goes out on its own — you always stay in control.

Set up your text and WhatsApp messages once, with merge fields for names, properties and dates, then send them in a couple of taps. Perfect for viewing arrangements, vendor approvals and follow-ups — consistent, compliant, and far faster than typing each one out.

Launch your own branded public website — built and run by you, no code — with your live listings syncing straight from the CRM, and even a matching mobile app. Your public shopfront and your CRM finally stay in step automatically.

The only AI assistant built into a UK commercial-agency CRM that takes actions on your behalf. Ask your data in plain English — hot matches, who needs chasing, a morning briefing — and let it draft emails, book diary entries and log notes. Every write action surfaces as a confirm card you approve with one tap, with a full audit trail. Manager-tier intelligence reports surface deals at risk and opportunities being missed.

Send and receive WhatsApp Business and Facebook Messenger messages directly inside the CRM, linked to the right contact and property — no third-party bolt-on and no vendor chats trapped on a negotiator's personal phone. Includes approved business templates and a GDPR-compliant opt-in and audit trail.

The full negotiator workflow in your pocket: today's diary with one-tap navigation, property and contact lookup, photo capture straight into a listing, viewing feedback in the field, push notifications for new offers, biometric login and offline mode. Call, email and WhatsApp are a tap away — and you can chat with the AI Assistant while you're out.

A deeper commercial data model across listings and buyer records — clearer accommodation schedules, financial summaries and sector classification on properties, and richer applicant requirements that feed straight into automatic matching.

The helpdesk now includes AI-powered ticket analysis. With one click, get a structured breakdown of ticket type, complexity, estimated resolution time, and suggested next steps. Results are cached for instant re-access.

A complete visual refresh with new dark and light themes. Modern design tokens, improved contrast, updated brand colours, and a new geometric logo mark. Theme preference is saved per user.

Log time spent on support tickets directly from the reply form. Time is tracked per-message and aggregated at ticket, client, and opportunity level for accurate reporting.

Enhanced campaign scheduling with trigger-based actions. Set up automated email sequences that fire when applicants are matched, viewings are confirmed, or offers are received.

New REST API endpoints enabling multi-site agencies to share property and applicant data across brands. Sector mapping, field translation, and branded email templates per site.

Build custom reports with flexible parameters, chart overrides, and export to Word or Excel. Role-based access controls let you decide who sees what.

A brand new integrated helpdesk replacing the external ticketing system. Raise tickets with automatic screenshot capture, track status in real-time, and get AI-suggested replies. Inbound email automatically creates tickets.