BoldTrail

Get recent contact activity and high-intent behavioral signals from the CRM. Use this tool to: - Find contacts showing strong buying/selling intent ("hot_leads") - See who's actively viewing properties ("views") - Check for unanswered questions or showing requests - Monitor new lead registrations - Track email and text engagement Activity types: - "hot_leads": High-intent contacts (multiple views, favorites, revisits after inactivity) - "new_leads": Recently registered contacts - "views": Contacts viewing listings on your website - "questions": Contacts who asked questions about properties - "showings": Contacts requesting property tours - "valuations": Contacts requesting home valuations - "new_texts"/"new_emails": Recent incoming messages Returns prioritized activities with suggested follow-up actions (call, text, or email).

getContactActivityStream

Get all appointments for the current user.

getAppointments

Get the full details and timeline of a contact by their contact ID. Returns both contact details and timeline in a combined response.

getFullContactDetailsById

Search and list contacts for the current user with optional filtering, searching, and pagination. Supports filtering by contact status, owning agent, and concierge status. When looking for a specific contact by name, ALWAYS use the search parameter with their full name.

getContacts

Get contacts that are NOT in any pond, or exclude contacts from a specific pond. Returns contact information including ID, name, and email.

getNonPondContacts

Get members belonging to a specific office. Use listOffices first to find the office ID if not already known. Office members are colleagues, and do not relate to a user's contacts.

getOfficeMembers

Get contacts from a specific pond. Use this to find contacts in a pond by ID. Returns contact information including ID, name, and email.

getPondContacts

List a contact's property search alerts (maximum 5), and report which alert types this user can create. Call this before createSearchAlert, updateSearchAlert, setSearchAlertStatus or deleteSearchAlert: it gives the alert numbers, and aiAlertsAllowed tells you if an AI alert (is_ai_alert=true) is allowed. If aiAlertsAllowed is false, create only standard alerts. An alert with modifiable=false (a learning alert, or an AI alert without AI access) cannot be changed, turned on or off, or deleted with these tools.

getSearchAlerts

Get all tasks for the current user, optionally filtered by contact and completion status.

getTasks

Generates a navigation link to the BoldTrail page where the user can create a search alert for a contact themselves. This tool does NOT create the alert. To create, change or delete an alert directly, use createSearchAlert, updateSearchAlert or deleteSearchAlert. Use this tool when the user asks for the page or link, or wants to set the alert up in BoldTrail. Respond with the exact URL returned and never claim that this tool created an alert.

goToSearchAlertsPage

Search and list available Smart Campaigns. Always call this before assigning a campaign — do NOT ask the user for an exact campaign name or ID. When the user says something like "assign a buyer campaign", search for "buyer" and present the results so they can choose. Returns a slim list of campaigns (id, name, designed_for) for the user to pick from. Paginated with 20 results per page.

listCampaigns

List all offices the user has access to. Returns office information including ID and name. Office IDs are used for fetching information from other tools. Avoid referencing office IDs to user unless asked specifically or is otherwise necessary.

listOffices

List all ponds (shared lead pools) the user has access to. Use this to find pond IDs by name. Returns pond information including ID, name, and assigned agents.

listPonds

Send an email to a contact. Scheduling or delaying emails for a future time is not supported — if the user asks to schedule an email, inform them that only immediate sending is available. Do NOT include a sign-off, sender name, or signature block in `htmlBody` — a signature is appended automatically and any you add will be duplicated. End on the last sentence of the body. The `htmlBody` field MUST be a well-formed HTML document body. Using semantic HTML for all formatting, supply only the inner body markup, no <body> tags. Do not use any styling SUPPORTED PLACEHOLDERS: - {first_name} - first name (of the RECIPIENT / CONTACT) - {last_name} - last name (of the RECIPIENT / CONTACT) - {full_name} - full name (of the RECIPIENT / CONTACT) - {company} - company name (of the SENDER / USER)

sendEmailToContact

Send a text message to a contact. Scheduling or delaying messages for a future time is not supported — if the user asks to schedule a text, inform them that only immediate sending is available. Call this tool immediately when the user asks to send a text. SUPPORTED PLACEHOLDERS: - {first_name} - first name (of the RECIPIENT / CONTACT) - {last_name} - last name (of the RECIPIENT / CONTACT) - {full_name} - full name (of the RECIPIENT / CONTACT) - {company} - company name (of the SENDER / USER)

sendTextToContact

Create an appointment with a contact. This tool will use the agent availability tool to determine the start and end time of the appointment.

setAppointmentWithContact

Turn one of a contact's search alerts on or off. An alert that is off keeps its criteria but sends no emails. Get searchAlertNumber from getSearchAlerts. Learning alerts cannot be turned on or off, and an AI alert can only be turned on or off by a user with AI alert access.

setSearchAlertStatus

Update contact information, including primary and secondary email, phone number, address, status, birthday, and spouse details. contactId is required. Omit fields the user did not ask to change. Empty extra values are ignored. To remove an existing extra field when the user explicitly asks, list its name in clearExtraFields; do not list unrelated fields.

updateContactInfo

Change an existing search alert for a contact. Send only the fields to change; all other criteria stay as they are. Get searchAlertNumber from getSearchAlerts. Sending areas replaces all areas (copy them from search_listings). An AI alert can only be changed by a user with AI alert access. Learning alerts cannot be changed. Alerts with drawn map polygons keep them; alerts with advanced keyword options set in BoldTrail cannot be changed with this tool.

updateSearchAlert