bidding_status
ChatGPTStatus of the bidding process for an investment property: bids ranked by amount (binding vs. indicative), % against the internal price anchor, gap to the second bid and whether it has been awarded. Display only – does not award.
calendar_agenda
ChatGPTThe full agenda in one call: viewings, handovers, expiring offers, lease ends, investment-property dates and manual appointments – merged and in chronological order for the next days.
change_price
ChatGPTTwo steps. Without a confirmation token it only previews who the change reaches (applicants, saved-listing users, matching search alerts) and whether suppression rules apply; nothing changes and a 5-minute token is returned. With the token the price is set and the notifications go out.
check_mailing_audience
ChatGPTHow many recipients a mailing really has: contacts in the segments vs. those that can be e-mailed (e-mail address and marketing consent) vs. those skipped. Counts only.
create_activity
ChatGPTAdds a note or activity to a CRM contact's timeline.
create_calendar_event
ChatGPTTwo steps. Without a confirmation token it checks for conflicts in the organisation's calendar and shows who would be invited; nothing is created or sent. With the token the event is created and the connected calendar (Outlook or Google) sends real invitations.
create_contact
ChatGPTCreates a CRM contact. If a contact with the same e-mail already exists, the given fields of that contact are overwritten instead. Syncs to HubSpot when connected.
create_follow_up
ChatGPTCreates a follow-up task on a contact or object timeline, due at a given time.
create_handover_draft
ChatGPTCreates a handover protocol (move-in, move-out or pre-inspection) as a draft, with the rooms of the object and the parties of the current tenancy. Nothing is approved, sent or signed – that happens in the editor. Returns the edit link.
create_listing_draft
ChatGPTCreates a listing as a draft (not public). Publish it later with publish_listing.
create_mailing_draft
ChatGPTCreates a mailing as a draft and returns the edit link. It is never sent from here; sending stays a manual step in Heimster.
create_viewing
ChatGPTCreates a viewing for an object, project or listing (open, series of individual slots, or private). Two steps when it sends e-mails (guest invitations, tenant notice for occupied objects): the call without a confirmation token returns a preview and a 5-minute token, the call with the token creates it. Times are Europe/Zurich; the organisation's approval and tenant-notice rules apply.
daily_overview
ChatGPTA compact daily briefing in one call: today's viewings, the latest applications, acquisition leads under review and how many listings need attention.
deactivate_listing
ChatGPTTakes a listing offline (soft delete: status inactive; the record and its history stay).
draft_outlook_email
ChatGPTWrites an e-mail as a draft into the agent's connected Outlook mailbox (Drafts folder) and never sends it; the agent reviews and sends it from Outlook. Without a connected mailbox the text is returned unsaved.
draft_owner_pitch
ChatGPTWrites an AI-generated sales pitch for an object and saves it as a draft. Uses AI credits, so it only runs with confirm=true; without it you get a free preview of what would be created. Nothing is sent or published.
enquiry_reply_facts
ChatGPTThe verified facts for replying to an incoming enquiry: the linked listing or object (price, rooms, area, open viewings), whether the sender is a known contact, and for investment properties that prices are only shared under NDA.
follow_up_preview
ChatGPTWho should be followed up because they went quiet: a read-only preview of the automatic follow-ups (open document requests, unanswered rental offers, data-room access granted but never opened), excluding cases already reminded. Sends nothing.
get_application
ChatGPTOne application with its dossier (name, verification badges, compatibility, shared documents). The applicant's e-mail is only included when they consented.
get_contact
ChatGPTOne CRM contact with details.
get_investment_property
ChatGPTOne investment property with details.
get_my_listing
ChatGPTOne of the organisation's own listings with details.
get_object
ChatGPTOne property (object) with details.
get_project
ChatGPTOne new-build project with details.
investment_actions_due
ChatGPTTriage across all investment properties: open data-room requests, unanswered enquiries, NDA signed but no data-room access yet, and undecided bids.
investment_pipeline
ChatGPTDeal funnel of an investment property (longlist → teaser → interest → NDA → data room → non-binding offer → binding) with stage cohorts and conversion, plus data-room activity and unused or revoked access.
investment_property_metrics
ChatGPTYield figures of an investment property from its rent roll: target rent per year, gross yield (rent ÷ purchase price), multiplier (purchase price ÷ rent) and the asset class. Yield and multiplier are n/a without an internal price anchor.
list_activities
ChatGPTThe timeline of a CRM contact: notes, calls, e-mails, meetings.
list_applications
ChatGPTLists applications for the organisation's listings; filter by listing or status.
list_contacts
ChatGPTLists the organisation's CRM contacts; search by name, e-mail or company.
list_investment_properties
ChatGPTLists the organisation's investment properties.
list_leads
ChatGPTLists incoming leads (enquiries not yet handled).
list_my_listings
ChatGPTLists the organisation's own listings; filter by status.
list_objects
ChatGPTLists the organisation's properties (objects); search by address or internal reference, filter by status.
list_projects
ChatGPTLists the organisation's new-build projects.
list_viewings
ChatGPTLists the organisation's viewings, optionally for one day.
listing_analytics
ChatGPTViews, saves, enquiries and demand snapshots of a listing over time.
listing_quality_check
ChatGPTWhich active listings are not yet ready to show: checks each one against a completeness list (enough photos, current translations, tags, location scores, price, description) and lists those with the biggest gaps first.
listings_for_contact
ChatGPTReverse matching: which objects fit a given contact – including pre-market objects not yet public and investment properties – using Heimster's matching score with travel-time correction, and marks where the contact is already in a process.
match_inbox_message
ChatGPTShows inbox messages not yet filed to a record and suggests, per message, the matching object, listing or project from Heimster's matching.
match_object_to_contacts
ChatGPTRanks the interested parties and buyers registered for an object by Heimster's matching score – who fits best.
object_demand
ChatGPTAnonymous demand for an object from the Heimster network: matching search alerts and profiles, strong dossiers, the weekly trend and how many people a pre-market alert could reach. Counts only, never identities.
object_engagement
ChatGPTHow engaged the interested parties of an object are: data-room logins and downloads, e-mail opens and clicks, portal sync status, contact requests, reach (page views and conversion) and the top interested parties by interest score (0–100). Flags anomalies such as unused access, portal errors or unanswered enquiries.
object_interested_parties
ChatGPTThe interested parties of a property and their pipeline status.
object_selling_points
ChatGPTThe strongest evidence-based arguments for an object, e.g. to win a sales mandate – only signals above documented thresholds (building reserve, neighbourhood scores, sun, solar, taxes, active demand, scarcity in the building register). No generated text and no price estimate.
open_inbox_enquiries
ChatGPTWhich e-mails still need a reply: open threads where the last message came from outside and the team hasn't answered yet, oldest first, with sender, subject, days waiting and the suggested record. Needs the agent's own sign-in (personal mailbox).
owner_radar
ChatGPTOwners in the organisation's CRM who need attention this week: stated intent to sell, mandates ending within 90 days, due follow-ups and self-managed lettings. Ordered by urgency from the CRM data.
pending_application_decisions
ChatGPTWhere the application funnel is stuck and needs a decision, across all listings: strong applications open for long, shortlisted without a viewing invitation, accepted without an offer, contract sent without signature. Grouped by urgency.
portal_push_preview
ChatGPTDry run of a portal export: shows which listings would be published or withdrawn on which portal right now, without sending anything, and reveals listings that would be skipped (e.g. missing price).
portal_sync_health
ChatGPTWhether all active listings are live on the connected portals or one was rejected: the credential status per portal and the listings whose sync failed, with the error message, errors first.
portfolio_status
ChatGPTWhich active listings need attention: time online, demand snapshots (searches, profiles, dossiers) and number of applications per listing, with thresholds applied; returns the listings that stand out.
prepare_expose_dispatch
ChatGPTPrepares sending the exposé of an object: lists the registered interested parties who haven't received it yet, ranked by fit, and suggests the channel per recipient (in-app message or e-mail). Only the plan – sending stays a manual step.
project_status
ChatGPTScorecard of a new-build project: units (sale, rent, sold), listings (draft, active), applications, registered interested parties, pre-market registrations and whether a custom domain is active.
publish_listing
ChatGPTTwo steps. Without a confirmation token it previews the go-live (who is alerted, which portals receive it); nothing changes. With the token the draft goes live with its full effects: public listing, portal export, matching search alerts.
queue_social_post_draft
ChatGPTSaves a social-media post about an object as a draft for approval. It is not published; a person approves it in Heimster. Checks that the target account is connected.
rank_applicants
ChatGPTLists the applications the agency received for one of its own listings, ordered by the Heimster score (how complete and verified the dossier is and how well it meets the listing's stated requirements), with each application's status. It helps the agent decide which dossiers to review first; it makes no decision and changes nothing – the agent reviews every dossier and decides.
render_marketing_image
ChatGPTRenders a marketing image (e.g. a square «just listed» post) from a design template with the object's facts, photos and branding, and returns the image URL for review. Template rendering, no generative AI. Nothing is published.
review_application_dossier
ChatGPTChecks one application: what is missing, why the score is capped, which documents are present and what to request next. Returns gaps and next steps, not the documents themselves.
schedule_owner_report
ChatGPTTwo steps. Without a confirmation token it previews the recipients, cadence and first send date. With the token a recurring owner report is set up (sent automatically later, not now).
send_owner_report
ChatGPTTwo steps. Without a confirmation token it shows the owner, their e-mail and what would be sent; nothing is rendered or sent. With the token the current object report is e-mailed to the owner as a PDF.
social_post_context
ChatGPTCollects the verified facts for a social-media post about an object (title, price, rooms, number of photos), the connected accounts and recent posts about it. Use the facts verbatim; posting stays manual.
suggest_investors
ChatGPTWhich investors in the organisation's CRM fit an investment property: ranks contacts with an investor profile by the fewest deviations (asset class, canton, budget), excluding those already invited, with their consent status.
update_application_status
ChatGPTTwo steps. Shortlists, rejects or waitlists an applicant – the applicant is notified (in-app message and e-mail). Without a confirmation token it previews the notification; with the token the status changes and the notification goes out. Closing steps (acceptance, contract) run in Heimster itself.
update_contact
ChatGPTUpdates the given fields of a CRM contact (overwrites them). Syncs to HubSpot when connected.
update_interested_party
ChatGPTMoves an interested party to another pipeline status and returns the status before and after.
update_listing
ChatGPTUpdates a listing (title, description, price, rooms, area, address). Setting status to «active» publishes it and setting «inactive» takes it offline – both need two steps: the call without a confirmation token returns a preview and a 5-minute token, the call with the token applies it.
update_object
ChatGPTUpdates the given fields of a property (status, price, rooms, area, year built, notes, description). Changes flow into its public listing. The intended use (rent/sale) can't be changed here.
viewings_overview
ChatGPTThe organisation's viewing cockpit: upcoming viewings with free places, waiting lists and the public booking link, viewings waiting for the owner's approval, open follow-ups and the last 60 days including visitor feedback. Counts only, no names. Invitations, bookings and sending stay a manual step.
