David AI

About

David AI is Goliath’s suite of three specialized AI agents that handle inbound leads when your team cannot. Each agent is designed for a specific channel and moment: the Main Receptionist answers live calls, the Missed Call Assistant follows up on unanswered calls, and the Auto Replier responds to texts and emails 24/7. Every interaction is logged to the contact’s timeline, so your team always has full context. David AI ensures no lead goes dark — whether your team is busy, out of office, or simply unavailable.

The Three AI Agents

Agent 1: Main Receptionist

The Main Receptionist is your always-on inbound call handler. When a call comes in to your pickup number, this agent greets the caller conversationally, asks for their name, reason for calling, property of interest, and timeline. It creates a contact record in Goliath if one doesn’t exist, and logs a summary of the conversation to the contact’s timeline. Use the Main Receptionist when you want every inbound call to be greeted and captured, even when your team is busy or out of office.

Navigate to Automations > David AI > Main Receptionist to configure this agent. You can set the agent’s tone, define example responses, specify what information it should collect, and configure when it should hand off to a human. If the agent is uncertain or the caller requests a person, the conversation transfers to your team with full context.

Agent 2: Missed Call Assistant

The Missed Call Assistant activates when an inbound call goes unanswered. After a missed call is detected, this agent either calls back or texts the missed caller to gather context about why they were reaching out. It asks what they were calling about, captures their response, and logs the result to the contact’s timeline. Use the Missed Call Assistant when you want missed calls to still result in captured lead context rather than lost opportunity.

Navigate to Automations > David AI > Missed Call Assistant to configure this agent. You can customize how quickly it follows up, whether it calls or texts, and what questions it asks. Like all David AI agents, it hands off to a human when appropriate and logs every interaction to the timeline.

Agent 3: Auto Replier

The Auto Replier responds to inbound texts and emails from contacts with thoughtful, context-aware follow-up. This agent reads the conversation history, understands where the lead is in your pipeline, and sends a relevant response. It handles common questions, acknowledges receipt of new messages, and keeps the conversation moving forward. Use the Auto Replier when you want leads to receive fast, human-quality replies 24/7 without waiting for a team member.

Navigate to Automations > David AI > Auto Replier to configure this agent. You can define the agent’s tone, provide example responses for common scenarios, and set rules for when it should defer to a human. Every auto-reply is logged to the contact’s timeline with full context.

Configuring Your AI Agents

1. Navigate to the David AI settings

   From the main navigation, go to Automations > David AI. You’ll see three tabs, one for each agent: Main Receptionist, Missed Call Assistant, and Auto Replier.

2. Select the agent you want to configure

   Click the tab for the agent you want to enable or customize. Each agent has its own configuration page with settings specific to its channel and use case.

3. Set the agent’s tone and behavior

   Use the configuration form to define how the agent should communicate. You can set the tone (professional, friendly, concise), provide example responses the agent should use as a guide, and specify what information the agent should prioritize collecting.

4. Define handoff rules

   Configure when the agent should transfer the conversation to a human. Common handoff triggers include: the contact explicitly requests a person, the agent is uncertain about how to respond, or the conversation requires decision-making authority.

5. Enable the agent

   Toggle the agent on to activate it. Once enabled, the agent will begin handling inbound interactions according to your configuration. You can disable individual agents at any time without affecting the others.

6. Review timeline logs

   After the agent handles an interaction, navigate to the contact’s record and review the timeline entry. You’ll see a summary of what the agent said, what information it captured, and whether it handed off to a human.

Pro Tips

• Start with the Main Receptionist if you receive frequent inbound calls — it has the highest impact on lead capture.
• The Auto Replier works best when you provide 3-5 example responses that match your team’s voice and common lead questions.
• All three agents can run simultaneously — they’re designed to work together without overlap or conflict.
• If you’re on a lower plan, you’ll see an upgrade prompt when accessing David AI settings. Contact your account manager to enable the feature.

Frequently Asked Questions

Q: How does handoff to a human work?

When an agent determines it should hand off (either because it’s uncertain or the contact requested a person), it transfers the conversation to your team with full context. The contact’s timeline shows exactly what was discussed, so the human can pick up seamlessly.

Q: How accurate are the AI agents?

The agents are trained on real estate conversations and improve over time based on your configuration. They’re highly accurate for common lead capture scenarios (name, property, timeline), but will defer to a human when the conversation requires judgment or decision-making authority.

Q: Can I listen to the AI calls?

Yes. Call recordings are available in the contact’s timeline, just like human-handled calls. Click the timeline entry to listen to the full conversation and review the agent’s performance.

Q: Can I disable a specific agent without disabling the others?

Yes. Each agent can be toggled on or off independently. For example, you can enable the Main Receptionist and Auto Replier but leave the Missed Call Assistant disabled if you prefer to handle missed calls manually.

Q: How is usage billed?

David AI is billed based on the number of interactions handled by the agents. Each call, callback, or auto-reply counts as one interaction. Your plan includes a monthly allotment, and overage is billed at a per-interaction rate. Check your plan details in Settings > Billing for specifics.