🚨 URGENT: The First 5 Things Every Agent MUST Do in Ociate

Naathan Sharma

Naathan Sharma

— 3 min read
🚨 URGENT: The First 5 Things Every Agent MUST Do in Ociate

(Don’t skip #3 — it’s where most opportunities are lost)

You’ve just onboarded into Ociate.

That means you now have an AI assistant that can:

  • Nurture leads
  • Send SMS on your behalf
  • Book meetings
  • Surface hot opportunities automatically

But here’s the truth most agents miss:

If you don’t set this up properly in the first 10 minutes, you will miss deals.

This isn’t about “learning the platform later”.
This is about making sure nothing slips through the cracks from day one.

Why This Matters (Read This First)

Ociate doesn’t replace hard work.
It removes friction.

But the system only performs at its best when it understands:

  • how you work
  • when you work
  • what you will and won’t do

Five minutes of setup now = months of leverage later.

1. 🧠 Train Your AI Memory (MOST IMPORTANT)

This is the single most important thing you can do.

What it does

Your AI learns your rules, preferences, tone, and boundaries — and remembers them permanently.

How to do it

You don’t need a settings menu. Just talk to it naturally and say:

“Remember this:” followed by the rule.

Examples you should set immediately

  • “Remember this: never give price estimates over SMS — always escalate pricing questions to me.”
  • “Remember this: always end my messages with ‘– [Your Name], [Agency Name]’.”
  • “Remember this: I only work in Darwin, Palmerston, and Howard Springs.”
  • “Remember this: I prefer phone calls over SMS for high-priority leads.”
  • “Remember this: never book meetings on Friday afternoons — that’s admin time.”
  • “Remember this: my office address is [address].”
  • “Remember this: inspection times are subject to vendor approval.”
  • “Remember this: I work wet season hours (8am–4pm) from November to April.”

Why this is urgent

This is how the AI becomes your AI, not a generic one.

The more you train it in your first week, the smarter and more aligned it becomes long-term.

Pro tip:
Spend 10 minutes having a “training conversation” where you tell the AI:

  • how you talk
  • what you avoid
  • how you like things handled

It will remember all of it.

2. 📱 Configure Your SMS Persona & Business Details

What it does

Sets how the AI introduces you and signs off in every SMS.

How to do it

  • Go to Settings → Organisation → Business Details
    Set:
    • Agency name
    • Address
    • Website
    • Phone
  • Go to Settings → SMS Settings → Message Persona
    Set:
    • Your name
    • Role
    • Signature style

Example:

“– Sarah, ABC Real Estate | 0412 345 678”

Why this matters

Without this:

  • messages feel unbranded
  • leads don’t know who they’re talking to
  • credibility drops instantly

Shortcut:
You can also just say:

“Remember this: always sign my messages with ‘– [Your Name], [Agency]’.”

3. ⚡ Set Up SMS Escalation Alerts (CRITICAL)

This is where most missed opportunities happen.

What it does

You get instant alerts when:

  • a lead asks to speak with you
  • urgency is detected
  • a conversation needs a human

How to do it

  • Go to Settings → Profile → Escalations
  • Enable “SMS me when a lead escalates”
  • Add your mobile number
  • Turn on triggers like:
    • Lead requests human contact
    • High-urgency keywords
    • Lead frustration

Why this is urgent

Your AI handles routine conversations.

But when someone says:

  • “I want to list now”
  • “Can you call me?”
  • “I’m ready to move forward”

You need to know immediately, not hours later.

Pro tip:
Also enable alerts for:

  • pricing questions
  • competitor mentions
  • contract or valuation requests

💡 BONUS: Things High-Performing Agents Train Their AI On

Communication style

  • “Remember: keep SMS short and direct.”
  • “Remember: friendly tone with buyers, professional with sellers.”

Business rules

  • “Remember: never discuss commission over SMS.”
  • “Remember: always mention free appraisals in prospecting.”

Territory & focus

  • “Remember: my core suburbs are [list].”
  • “Remember: refer commercial leads to [name].”

Personal context

  • “Remember: Wednesdays are unavailable.”
  • “Remember: I won a Top Agent award in 2025 — use this as credibility.”

⚠️ What Your AI Can (and Can’t) Do

Your AI will:

✅ Draft SMS for approval
✅ Nurture leads automatically
✅ Book meetings when confirmed
✅ Escalate when human input is needed
✅ Remember your preferences

Your AI won’t:

❌ Give valuations
❌ Send messages without permission (unless enabled)
❌ Overpromise
❌ Share personal info unless configured

You can fine-tune this in Settings → AI Behaviour.

🚀 You’re Ready

These steps take 10 minutes.

But they:

  • save hours every week
  • prevent missed opportunities
  • make sure the system works with you, not around you

Your first action right now:

Have a training conversation with your AI.

Ask it:

“What do you remember about my preferences?”

If it can answer clearly — you’re set.

Read more