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Lead notification emails explained
Breaks down the two main reporting touchpoints and what each email type means, including which tiers receive which notifications.
Want a clear view of how Roof AI is performing on your website? Our reporting tools help brokerages and teams understand what’s happening on their website beyond simply raw traffic – which questions visitors are asking, what Roof AI is handling automatically, and how often those conversations turn into real leads.
Tracking these metrics week over week makes it easier to spot changes in buyer and seller intent, identify which topics are driving results, and quickly tell whether chat performance is improving or slipping.
This article walks through the two reporting touchpoints available in Roof AI:
- Lead notification emails
- Weekly report
Lead notification emails explained
The following are all examples of lead notification emails you’ll receive whenever an action is needed from someone on your team. Please note that these are generated by the AI assistant and are non-customizable.
Financing Inquiry is available on the Intelligence tier when the Mortgage add-on is enabled.
Listing inquiry emails
These emails get sent to your organization whenever a user submit a showing request, and signal that an action is required from someone on your team. Here’s an example of what you’ll expect. For those on the Free tier, these are limited to five per month.
Financing inquiry emails
Visitors interested in financing are routed to your mortgage specialist of choice, who will receive the email below whenever a financing inquiry is submitted.
This email will include details including the listing the user is interested in, whether they’ve been pre-approved in the past 6 months, their down-payment plan, and their credit score status.
Follow-up escalation emails
Your Roof AI assistant will follow up with users who submitted inquiries, asking them whether someone has gotten in contact with them or not. In the case that a user hasn't been contacted, an escalation email will be sent to the team notifying them that they need to reach out to them.
Limited automation available on Intelligence; full escalation sequences included on Full service.
Follow-ups are sent to users who submitted any of the following:
- Showing / inquiry on a listing
- Financing inquiry
- Find an agent inquiry
- Seller inquiry
General inquiry emails
Users can submit general inquiries through your Roof AI assistant. Whenever they do, your team will receive an email that includes all the details necessary to answer their request.
Listing / photos removal emails
If your website is displaying sold listings, users can request your Roof AI assistant to remove their listings or photos off the site. This request is automated by your Roof AI bot, and will ask for the address as well as the contact info of the user before forwarding the request to your customer care team.
Weekly report
This weekly email summarizes your chat activity and captured leads, so you can track performance easily. Here are the stats you can expect:
- Conversations initiated: The number of new chat sessions started by site visitors during the reporting period
- AI assistant Q&As: The number of visitor questions Roof AI answered directly in chat, without staff involvement
- Most popular topic: The topics generating the most chat activity that period, so you know what your customers are looking for
- Leads captured: Total leads created from chat, split by their intent – buyers, sellers, renters, or a combination
- Average length of conversation: The average number of messages exchanged per chat.
- Conversion rate: The percent of conversations that became leads.
