6.0 Office Hours - Nov 9

REsimpli's dialer and automation tools are getting several updates, including more flexible calling options, improved contact selection, campaign-based caller ID routing, and greater control over when automations start and stop. In the November 9 Office Hours, Sharad Mehta previews these changes and answers questions about recurring call-outcome triggers, after-hours SMS, Cash Buyer Search, and messaging charges.
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Sharad also demonstrates how to set up inbound AI agents, configure call flows, and enable Conversational AI for seller responses. He shares details about the upcoming Autonomous AI Lead Manager and Prospecting Agent, explains which AI features are included in the new Unlimited plans, and discusses how investors can use AI to manage follow-ups and book appointments.

00:02:42 - Call Outcome Triggers & Recurring Follow-Up Tasks
00:09:33 - A2P Registration Requirements for Calls & SMS
00:10:04 - Rescheduling an Onboarding Appointment
00:12:03 - Upcoming After-Hours SMS for New Inbound Leads
00:15:19 - Expanding Cash Buyer Search Results
00:20:47 - AI Agents & Unlimited Comps on New Plans
00:21:16 - Office Hours, Masterclasses & Training Recordings
00:22:35 - ChatGPT, Claude & External AI Integrations
00:24:18 - Upcoming SMS Contact Selection & Call Screen Updates
00:25:59 - Single-, Double- & Triple-Line Dialer Improvements
00:28:03 - New Automation Controls, Delays & Opt-Out Actions
00:31:16 - Smart Routing & Campaign-Based Caller ID
00:33:01 - Viewing Property Information During Calls
00:36:53 - Why Undelivered SMS Messages Still Use Credits
00:38:38 - Managing Spam Flags & Rotating Calling Numbers
00:41:28 - Manually Logging Calls Made Outside REsimpli
00:42:41 - Setting Up Inbound AI Agents & Call Flows
00:49:15 - Enabling Conversational AI for SMS
00:49:44 - Upcoming Autonomous Lead Manager & Prospecting AI

REsimpli won't restart the same automation if a lead is already enrolled in it.

An attendee reported that call-outcome triggers successfully created follow-up tasks the first time but would not work again for the same lead.
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Sharad reviewed the account and found that the original automation was still active. For example, an automation configured to wait two days before creating a task remains active during that waiting period. Selecting the same trigger again does not start another instance.
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The attendee asked whether the automation could automatically end after creating its task, allowing the same trigger to be reused.
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Sharad created a support ticket to investigate the best configuration. No final solution was confirmed during the session.
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No. A2P 10DLC registration is required for applicable outbound SMS messaging, not for making phone calls.
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Sharad clarified this after an attendee asked whether they could start calling without a website or A2P registration.
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Investors can use REsimpli's calling features without completing A2P registration. However, they need the appropriate registration before using applicable outbound SMS functionality.

Users can normally schedule onboarding through Help → Connect with Account Manager → Schedule a Call.
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An attendee reported that their account manager's calendar showed no availability for several months.
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Sharad explained that other onboarding team members had available appointments and arranged for the attendee to be contacted about rescheduling.
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If your assigned calendar shows no available appointments, contact REsimpli support or your account manager rather than assuming onboarding is unavailable.
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REsimpli was developing an option to respond to newly received inbound leads outside its standard messaging hours.
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Sharad explained that the planned update would primarily address situations where a seller submits a website form or initiates a conversation late at night.
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For example, if someone submits an inquiry at 2 AM, an investor may want an automated initial response rather than waiting until morning.
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The proposed change would not allow unrestricted overnight follow-up campaigns. Regular automated follow-ups would continue to operate within REsimpli's permitted messaging hours.
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Sharad also discussed recommended website opt-in language explaining that initial responses may arrive outside normal business hours.
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The feature was planned for a later update and was not available during this session. Investors would remain responsible for obtaining appropriate consent and complying with applicable messaging rules.

REsimpli's Cash Buyer Search automatically adjusts its search radius to identify relevant buyers near a property.
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Sharad explained that the system aims to find approximately 100 cash buyers, using a smaller radius in densely populated areas and potentially expanding farther in rural markets.
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An attendee wanted to search beyond the automatically selected area after already contacting the available buyers.
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They also requested filters for recent purchases and buyer types, since some results included older transactions or institutional buyers that were not relevant to their deal.
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Sharad agreed to discuss additional buyer-type and radius filters with the development team. These options were requests, not confirmed features available in the current interface.
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Sharad announced that the new Unlimited plans include all 11 AI agents and unlimited Comp AI usage without an additional per-comp charge.
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Users on these plans can generate property comps without purchasing individual comp credits.

He also confirmed that two upcoming Autonomous AI agents would be included when released.
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Although access to the agents is included, applicable usage charges for services such as AI calls and messages remain separate.

These changes apply to the new Unlimited plans discussed during the webinar, rather than automatically extending to every legacy subscription.

REsimpli hosts regular Office Hours and topic-specific training webinars.
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Monday, Wednesday, and Friday sessions are open Office Hours, where users can ask questions about the platform or their investing business.

Tuesday and Thursday sessions focus on specific topics, such as lead management, automations, and fix-and-flip workflows.
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Past recordings are available through Help → Self Help, with Office Hours and Webinars organized into separate sections.

Sharad also mentioned the upcoming No Lead Left Behind in REsimpli 6.0 webinar.

Sharad previewed an upcoming integration that would allow investors to connect REsimpli with ChatGPT, Claude, and Grok.
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The integration was targeted for November 2026, with additional Open API endpoints planned after the initial release.

An attendee also asked about connecting an externally built AI SMS agent to REsimpli.
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Sharad confirmed that support for custom AI agents and third-party SMS workflows was on the development roadmap. However, he expected that work to follow the initial AI integrations and Autonomous AI rollout.

External AI SMS agent support was not generally available during the session.
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REsimpli was preparing more flexible options for contacting sellers with multiple phone numbers.
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The upcoming SMS update would let users select whether messages should go to the primary contact's primary number, all numbers belonging to the primary contact, the primary numbers of all contacts, or all available contact numbers.
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Sharad also demonstrated a redesigned calling screen.

The planned interface would display recent call summaries, tasks, appointments, and property information. Users would be able to update statuses, add notes, create tasks, send SMS, and search for property information from the same screen.

Another major improvement was the ability to call the next phone number or next contact on a property without leaving the calling workflow.
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These changes were shown in a test environment and were scheduled for a future release.
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REsimpli was consolidating its dialing options into a single interface with one-, two-, and three-line calling modes.
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Instead of selecting separate Single-Line and Triple-Line Dialer actions, users would add contacts to the dialer and choose how many lines to use.

The update would also improve phone number filtering. Currently, excluding a particular phone type could remove an entire contact if any of its numbers matched that type. The new behavior would exclude only the matching numbers.

Sharad demonstrated additional features, including viewing dialing rounds, pausing and resuming sessions, and checking previous call attempts and outcomes.

List Stacking users would also be able to create separate dialing sessions and give cold callers access to assigned lists.

The updated dialer was planned for November 2026.
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Sharad demonstrated several improvements intended to give investors more control over automated workflows.

The upcoming update would allow users to:

Speed to Lead automations would also gain more flexibility in selecting outbound calling numbers.

Sharad said these changes were part of the upcoming November update.
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The upcoming dialer would support smart routing based on the campaign associated with each lead.

For example, if a calling session contains both Facebook leads and property website leads, the system would be able to select the corresponding campaign number for each call.

Users would also have the option to override smart routing and use a different outbound number for an entire dialing session.
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Sharad recommended smart routing for most lead-calling workflows where maintaining the original campaign association matters.
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The capability was demonstrated as an upcoming feature rather than something already available in the current dialer.

An attendee reported that the dialer was not displaying expected property information or call scripts.
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Sharad explained that imported property data should be available when the relevant fields have been mapped correctly. REsimpli can also retrieve certain property details automatically.
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He demonstrated how the updated dialer would display more property information during calls, including notes and other context.
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The attendee was importing records from PropStream and calling through List Stacking. Sharad requested a screen recording to investigate why the existing data was not appearing.

The redesigned dialer was expected to improve the experience, but the attendee's specific issue was not resolved during the session.

On legacy plans, SMS credits are charged when a message is sent, regardless of whether it is successfully delivered.
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Sharad explained that REsimpli incurs messaging charges from Twilio when sending an SMS, even if the message later returns an undelivered or failed status.
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Those costs are passed through to customers using credit-based plans.
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On the new plans discussed during the session, standard one-to-one and automation SMS are included under the applicable unlimited messaging terms.
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Sharad said he could check whether any billing exceptions were possible, but no change to the existing credit policy was confirmed.

An attendee asked whether investors using the Triple-Line Dialer should regularly rotate their calling numbers.
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Sharad explained that calling volume, list quality, and dialing behavior can affect number reputation.
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His suggested practice was to monitor number health and consider using new outbound numbers when existing numbers become problematic.
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However, he recommended keeping older numbers active for another week or two to capture callbacks and text replies before removing them.
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He also shared how he approaches dialing different lists. For highly targeted or time-sensitive prospects, such as probate and pre-foreclosure leads, he generally prefers single-line dialing. For broader lists, he may use multi-line dialing.
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Sharad acknowledged that carriers do not provide definitive guidance on how multi-line dialing affects spam classification. His suggestions were based on operational experience, not guaranteed methods for avoiding spam flags.
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At the time of the session, calls made outside REsimpli could be documented in notes, but they could not be manually added to the platform's call count.
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An attendee wanted to record calls made from a personal phone without placing the calls through REsimpli.

Sharad confirmed that manual call logging was being considered for a future update, tentatively in the first quarter of 2027.

The planned capability would allow users to record that an external call occurred, even though no corresponding recording would exist inside REsimpli.
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REsimpli's inbound AI agent can answer seller calls, ask qualification questions, and book appointments based on your configured preferences.

Sharad demonstrated the setup process after an attendee upgraded to a new Unlimited plan.
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To get started, go to AI Agents → Manage Agent → Add Inbound.

The setup includes your company information, AI voice selection, business location, seller qualification questions, and preferred appointment type.
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Sharad recommended testing the available voices and selecting questions based on the information your acquisitions team needs.
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After creating the agent, configure the call flow so incoming calls reach the appropriate team member first, followed by AI if the team member does not answer.
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His preferred setup uses a sequential call flow, with AI available to answer missed calls and after-hours inquiries.
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Sharad also explained that his investing team uses AI for inbound calls, outbound follow-ups, and text conversations. He reported receiving approximately eight to ten AI-booked appointments per week across those channels.
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That figure reflects his own team's experience rather than a guaranteed outcome.
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Conversational AI can respond to incoming seller SMS messages once it is enabled for the relevant leads.
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Sharad demonstrated selecting records in the Leads section and choosing Enable Conversational AI.

Unlike a scheduled outbound SMS campaign, Conversational AI responds when a seller sends a message.
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Sharad explained that his team uses it to handle incoming text conversations until a lead manager takes over.
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He also demonstrated how his business combines inbound AI, follow-up calling, and Conversational AI to maintain communication with sellers across multiple channels.
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Sharad shared a detailed preview of two upcoming autonomous agents designed to work together.

Autonomous Lead Manager AI would operate inside Leads. Its objective would be to manage seller follow-ups and book qualified appointments.
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Instead of requiring users to create separate automations for every follow-up outcome, the agent would evaluate conversations, lead scores, and seller responses to determine the next action.

Users would configure rules for situations such as callback requests, do-not-contact instructions, and leads requiring human attention. They would also be able to select a preferred follow-up intensity.
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The agent was designed to make calls, send texts, update lead stages, create tasks, and notify team members when human intervention was needed. An AI dashboard would show completed activities, upcoming work, and appointments.

Autonomous Prospecting AI would operate inside List Stacking. Its purpose would be to contact cold prospects, follow up, and convert interested property owners into leads.

Once a prospect became qualified, the system could pass the opportunity to Autonomous Lead Manager AI for continued follow-up and appointment booking.
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Sharad explained that investors would be able to activate these capabilities selectively, such as on Dead Leads or lower-priority prospect lists, while keeping high-priority leads under human management.
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Both autonomous agents were still in development during the November 9 session. Sharad discussed a near-term rollout, but no confirmed general release date was established.
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