Use agents
Agents are saved, reusable sets of instructions for a type of analysis you run often, such as valuing a property or analyzing a market. An agent tells RealAI what to analyze, how to approach it, and how to present the results. It can also include reference files.
Each time you run an agent, RealAI creates a new analysis using those instructions and the details you provide.
How agents work
- You choose an agent for your task. Use an agent curated by RealAI or one you've created or customized.
- You provide the details for each run. Enter the property, market, or other information the agent asks for, and attach any relevant documents.
- RealAI follows the agent's instructions to create an analysis. Depending on the agent, the results might include a memo, a populated Excel model, comps, or charts, maps, and tables. Once the analysis is ready, you can ask follow-up questions in the chat.
Types of agents
The Agents page organizes agents into tabs:
- Curated by RealAI: Agents built by the RealAI team and available to everyone.
- My agents: Agents you've created or copied from a curated agent. You can edit their instructions to fit your process.
- Your organization's name: If you belong to an organization, a third tab named after it shows your team's agents.
Run an agent
- Select Agents in the left sidebar.
- Select the Curated by RealAI or My agents tab, or your organization's tab if you belong to one.
- Find the agent you want to use and select Start analysis. A new analysis opens with a form for that agent.
- Fill out the form. Required fields are marked with an asterisk (*); the other fields are optional. Depending on the agent, you may also be asked to fill in What you want to know or attach documents. To attach a document, do one of the following:
- Drag and drop a file.
- Select browse to choose a file from your computer.
- Select Attach from library to choose a file from your file library.
- Add any extra notes in the box at the bottom of the form.
- Select the arrow button to submit your answers.
The agent may take some time to finish. Results appear in the analysis when they're ready. You can then ask follow-up questions in the chat box, just like in any other analysis.
Create an agent
Define the task you want the agent to handle, then write instructions that explain:
- What the agent should analyze
- What data or documents it should use
- What steps, calculations, or criteria it should follow
- How it should present the results
You can also attach reference files for the agent to use across runs. Keep information that changes each time, such as a property address or market, separate from the reusable instructions.
To create an agent:
- Select Agents in the left sidebar.
- Select Create agent in the top-right corner.
- Enter a name for the agent in the Name field. You can't save the agent without one.
- Write the agent instructions. You can use Markdown for structure or select Steps in the top-right corner to enter instructions one step at a time.
- Select Create agent in the top-right corner to save the agent.
- To attach reference files, select Edit in the top-right corner, then select Files next to the instructions.
- Select Save changes in the top-right corner to save the attachments and any other updates.
Note: Edits are versioned, so you can restore a previous version at any time.
Automate an agent
- Schedules: Run an agent on a schedule, such as weekdays at 8:00 AM. Each run is saved as an analysis, and you can have it emailed to you when it finishes. For steps, see Schedule an agent.
- Email: Each agent has its own email address, shown on the agent's card on the My agents tab. Email the agent to start a run, and it replies by email.