Available on plans that include Radar. You need permission to create custom agents.
From a template
Select Custom Agents in the sidebar.
Under Start from a template, pick one:
Occupancy alert: get alerted when occupancy drops below threshold.
Weekly occupancy summary: send a weekly occupancy summary to stakeholders.
Monthly rent report: deliver a recurring monthly rent performance report.
Renewal conversion: flag softening renewal conversion before it becomes a larger issue.
Chat opens with the Agent Builder filled in from the template.
From scratch
On Custom Agents, select New custom agent or Start from scratch.
Describe what you want in your own words. "Alert me when…" sets up an alert; "Send me a weekly…" sets up a delivery.
[Image: Chat with the Agent Builder panel on the side]
Finish and activate
Adjust the agent in Chat or directly in the Agent Builder: Name, Condition summary, Schedule, Priority, Responsible, Recipients and Notifications.
Until everything is set, the builder shows Still needed: and what's missing.
When it says All required fields are set, select Activate.
You'll see Custom agent activated! Select Run first check now to try it straight away, or View Agent to open it.
Recipients and the responsible person have to be active UDP users in your company. An agent can only watch properties you can see yourself. A company can have up to 50 active agents.