For title companies
Create an AI agent to help a property client organize transaction documents and title-related questions. Give it your knowledge and let clients use it on its own web page.
Agentplace lets title companies create a customer-facing AI agent to help a property client organize transaction documents and title-related questions. You provide the service knowledge and rules. The client opens the agent’s own URL, explains the situation by text or voice, and works with a result that updates on the page as they clarify their request. The examples below cover specific parts of that journey. Open a template to inspect its result and requirements before choosing what to offer.
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Help a property client organize transaction documents and title-related questions.
The agent asks for the relevant details, applies your knowledge, and presents the result on its page. A changed answer updates the work in that same session. You choose whether clients pay for the digital service or continue to a booking, your team, or a connected system.
Listing criteria, property records, application requirements, maintenance policies, and authorized transaction updates.
Create my AI agentFind your use case
Each link opens the full example with its client result, required knowledge, and setup. Starting points show a reusable task and need to be adapted to your business.
01
Starting point to adapt
A new client needs to supply information and documents.
An onboarding record with the document workspace and outstanding client actions.
Configure the example for your title companies service using your own questions, source records, and permitted actions.
02
Starting point to adapt
A client needs an answer from a particular document.
An explanation linked to source passages, with missing answers identified.
Configure the example for your title companies service using your own questions, source records, and permitted actions.
Keep the operator and the client distinct. A property manager buys the agent, while tenants or owners use it. Match each task to the right records and avoid treating a viewing or application as an approved transaction.
Start with one result you can explain and test. Ask the builder to help define that result before adding more tasks or connections.
How it works
Choose an example or describe the work your clients should be able to complete. Keep its scope tied to a service you can explain and test.
Give the agent your questions, rules, examples, and approved materials. Connect the records or workflow needed to complete that particular task.
Try a complete client session, including a changed answer and missing information. Publish the agent and share its URL when the result and configured actions work as intended.
It can help a property client organize transaction documents and title-related questions. Your business supplies listing criteria, property records, application requirements, maintenance policies, and authorized transaction updates. The agent uses that context during a client session and shows the resulting information and permitted next action on its own page.
Prepare listing criteria, property records, application requirements, maintenance policies, and authorized transaction updates. Use one completed example from your service and one example with missing information. For this audience, test whether the agent can help a property client organize transaction documents and title-related questions without filling gaps with assumptions.
Keep the operator and the client distinct. A property manager buys the agent, while tenants or owners use it. Match each task to the right records and avoid treating a viewing or application as an approved transaction.
No. A template shows a particular client task. Examples marked as starting points need your service questions, records, and actions configured before use. The linked page explains the example in full.
Yes. The AI agent has its own web page where clients can use text or voice. Configure the next step your service needs, such as a paid session, an appointment, or a handoff with the agreed information. Phone, messaging, and other systems are optional connections.
By Vlad Yanch
Updated
Create my AI agent