Lily's Suggested Prompts
Lily lets you search, understand, and take action across your entire database using natural language.
Unlike traditional reports or filtered lists, Lily can read your contacts, conversations, behavioral activity, property data, lead scores, and CRM records together. Ask a question in plain English, and Lily will answer using all the relevant information available to her.
The prompts below are ready to use. Copy them as written, or customize the details to match your market, contacts, campaigns, and business goals.
Where to find Lily
Open Lily using the chat bubble, available on every page inside Agent Legend.
Writing Better Prompts
The more specific your prompt is, the more useful Lily's response will be.
Instead of asking:
Try asking:
The second question gives you an answer you can act on.
When writing a prompt, include these three details:
- Who you mean: Specify a score range, location, source, stage, or individual contact.
- When you mean: Specify today, this week, the last 90 days, or the time since you last spoke.
- What you want: Ask for a call list, a campaign, a meeting brief, or another clear outcome.
Tip: Lily remembers the conversation
If an answer is close but not quite right, tell Lily what to change instead of starting over.
What's Included in This Library
| Section | What It Is For |
|---|---|
| Finding People | Search your entire database in plain English, including leads and CRM contacts. |
| One Person, the Full Picture | Review everything already said to or received from an individual contact. |
| Campaigns | Build a campaign from a goal or check the status of an existing campaign. |
| Circle Prospecting | Turn an address, ZIP code, or listing into a scored list of nearby prospects. |
| Turn a Search into Action | Continue directly from a search result to the appropriate next step. |
1. Finding People
Search across your entire database at once, including leads and CRM contacts, using everyday language.
Example Prompts
Tip
Ask for a count before asking for a list. A quick "How many?" tells you whether the list is worth reviewing before you commit time to it.
2. One Person, the Full Picture
Before you call, text, or email someone, ask Lily to show you everything already known about that contact.
Example Prompts
Good to know
Lily tells you when there is nothing to find instead of guessing. If a lead has never messaged you through Agent Legend, Lily will say so plainly rather than inventing a conversation history.
3. Campaigns
Build a new campaign from a goal or check the status of a campaign that is already running.
Example Prompts
Tip
Give Lily the objective and the audience rather than the mechanics.
That is a complete brief. Lily can work out the appropriate channels, tone, and timing from there.
4. Circle Prospecting
Turn an address, ZIP code, or listing into a scored list of the households and prospects around it.
Example Prompts
Good to know
Lily first tells you what is already in your database. If you have no existing leads in the selected area, Lily will say so and then offer to help fill the gap.
5. Turn a Search into Action
Some searches are worth following directly through to a next step.
Example Prompt
Before anything changes
Lily previews the affected contacts before making changes. You will see who is about to be added and have an opportunity to confirm the action before it happens.
Writing Your Own Prompts
Once these examples feel natural, you will begin creating prompts that are specific to your own business. The prompts that work best tend to share four habits.
Name the Outcome, Not the Feature
Tell Lily what you want to accomplish instead of naming the tool you think she should use.
Instead of:
Try:
Include Your Constraints
Tell Lily how much time you have, the tone you want, and anything that is off limits.
Those details can significantly improve the answer.
Follow Up Instead of Restarting
Narrow the audience, widen the search, or change the timeframe within the same conversation. Lily remembers the context of your previous questions.
Make It a Routine
The prompts that have the greatest impact are usually the ones you run consistently. Choose three prompts, run them every Monday for a month, and see what opportunities appear.
Not Sure Where to Start?
Ask Lily:
You can also start with these three prompts and work through the results:
What Lily Cannot Do
Lily works with the information available through Agent Legend and its connected data sources.
Lily cannot:
- Access parcel-level business entity ownership records, such as LLC or corporate ownership records.
- Access MLS data directly.
- Retrieve information from systems or data sources that are not connected to Agent Legend.
Need Help?
Click the Need Help button inside Agent Legend to visit our Help Center, or contact us directly at [email protected].
We're happy to assist!