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by KeenEthics
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LevelUp

By LevelUp Consulting Group

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Overview

Connect your LevelUp account to manage your real estate CRM, follow-up tasks, pipeline deals, open houses, brand assets, training, and authorized Listing Exchange content from ChatGPT.

Tools

complete_task

ChatGPT
Mark one of the member's tasks done (or reopen it). Use list_my_tasks first to find the task id.

configure_fsbo_campaign

ChatGPT
Set the email/text cadence, seller letter, call scripts, landing page copy, property analysis, social content, task reminders and lead tags for a By-Owner Breakthrough campaign.

configure_listing_revival_campaign

ChatGPT
Set the letter template, QR landing-page copy and theme, flyer/video options, the 45-day email drip, call/text task cadence, tags, follow-up timing and export options for a Listing Revival campaign.

create_contact

ChatGPT
Add a new Inner Circle (Agent OS) contact for the signed-in member. Returns the created contact. If an existing contact already has the same email or phone, it is returned instead of creating a duplicate (unless allow_duplicate is true).

create_deal

ChatGPT
Add a new deal to the signed-in member's transaction pipeline. Optionally link an existing Agent OS contact, set the stage, property, price, commission and target close date.

create_fsbo_campaign

ChatGPT
Create a For-Sale-By-Owner (By-Owner Breakthrough) campaign with homeowner and property details, campaign name and chosen approach. Creates a draft — assets are generated separately with generate_fsbo_assets. Admins may pass member_id.

create_landing_page_from_template

ChatGPT
Create a branded landing page using one of the LevelUp templates (luxury, modern, waterfront, new_construction, open_house, seller_lead, community) plus the supplied listing or lead information. Creates a draft by default.

create_listing_email_campaign

ChatGPT
Draft a Just Listed, Open House, Price Improvement or Back on Market email campaign for a listing. This tool only writes and saves a draft inside LevelUp — it never sends email and never hands anything to an email provider. A send_at value is stored as a requested send time for the member to action in LevelUp; with confirm: true that requested time is recorded, still without sending. Every result reports sent: false.

create_listing_landing_page

ChatGPT
Create a branded listing landing page from a Listing Exchange listing (listing_id) or manual property details, with hero copy, photos, video/tour link, CTA, lead-capture form, and SEO settings. Creates a draft by default. Admins may pass member_id.

create_listing_print_assets

ChatGPT
Generate print-ready copy for a listing: flyer, feature sheet, postcard, door hanger, property brochure, and QR-enabled open-house sign-in materials — using the member's brand colors, logo, headshot and compliance line.

create_listing_revival_campaign

ChatGPT
Create an expired-listing / Listing Revival campaign with property details, target seller info, campaign name, branding and chosen strategy. Creates a draft — assets are generated separately with generate_listing_revival_assets. Admins may pass member_id.

create_listing_social_campaign

ChatGPT
Turn a listing into a full social campaign: carousel outline, feed captions, a Reel script, Stories frames, an open-house post and follow-up posts — all in the member's brand voice. Saved as a draft the member can review and post.

create_open_house

ChatGPT
Create a Guest Book open house sign-in page (date/time, address, price, beds, baths, sqft, description, hero photo, greeting, survey settings, labeled gallery photos). Creates an unpublished draft by default — pass draft_mode: false to publish it and get a live public sign-in link. Admins may pass member_id to create it in another member's account.

create_open_house_for_member

ChatGPT
Admin-only: create a Guest Book open house inside another LevelUp member's account using their branding. Same inputs as create_open_house but member_id is required. Creates an unpublished draft by default — pass draft_mode: false to publish it.

create_property_webpage

ChatGPT
Create a full single-property website: branded design, photo gallery, feature list, map, video/3D tour, agent CTA, lead-capture forms, and SEO settings. Creates a draft by default. Admins may pass member_id.

create_social_post

ChatGPT
Create a Social Studio post for the signed-in member and either save it as a draft, schedule it for a future time, or publish it immediately to their connected Facebook Page, Instagram, LinkedIn and Google Business accounts. Scheduling and immediate posting REQUIRE confirm: true; without it the tool returns a preview showing the exact caption, media, accounts and send time so the member can approve first. Times without a timezone offset are read as wall-clock time in the member's scheduling timezone.

create_task

ChatGPT
Create a task or follow-up reminder for the signed-in member. Optionally attach it to one of their contacts or pipeline deals.

create_virtual_open_house

ChatGPT
Create a polished virtual-tour landing page from a Listing Exchange listing or manual property details: 10+ labeled photos, agent info, property facts, highlights, video and 3D-tour links, a showing-request form, and lead capture. Creates an unpublished draft by default — pass draft_mode: false to publish it and get the live tour link and QR-ready URL.

create_virtual_open_house_for_member

ChatGPT
Admin-only: create a virtual open house tour page inside another LevelUp member's account using their branding. Same inputs as create_virtual_open_house but member_id is required. Creates an unpublished draft by default — pass draft_mode: false to publish it.

execute_listing_launch_step

ChatGPT
Carry out ONE approved item from a launch package prepared by prepare_listing_marketing_launch: graphics, carousel, property_page, open_house, email_draft or followup_tasks. Everything is created as an unpublished draft — nothing is published, posted or sent. Calling it twice for the same step returns the item that already exists instead of creating a duplicate.

find_duplicate_contacts

ChatGPT
Scan the signed-in member's entire Agent OS (Inner Circle) database for likely duplicate contacts. Groups are matched by identical email, identical phone number, or identical full name. Read-only — nothing is changed. Use merge_contacts to combine a group.

generate_fsbo_assets

ChatGPT
Generate the FSBO seller guide, personalized letter, marketing-plan copy, email and text sequence, call scripts, social posts and landing-page copy for a By-Owner Breakthrough campaign. Assets stay in draft until launch.

generate_listing_revival_assets

ChatGPT
Generate the luxury seller letter, flyer copy, QR landing-page copy, Property Revival Plan, 45-day email series, SMS sequence, social posts and call scripts for a Listing Revival campaign. Assets stay in draft until the campaign is launched.

get_branding_assets

ChatGPT
Return the signed-in LevelUp member's actual profile photo (headshot), personal/team logo and brokerage logo image files as inline images, plus their public URLs and brand colors. Values follow the member's brand kit (agent override → brokerage brand profile → default). Use this whenever an image of the member or their brokerage logo is needed for a design, flyer, or post.

get_contact_summary

ChatGPT
Return a single Inner Circle contact plus recent touch logs. RLS ensures the caller can only read their own contacts; unknown or non-owned ids return not_found.

get_exchange_listing

ChatGPT
Return the complete shareable record for one Listing Exchange property: full property details, public description/remarks, features, price and status, listing agent public info and photo, brokerage name and logo, videos/virtual tours, all photos in display order, the public listing URL, and photo/marketing usage permissions. Works for any active, published, shareable listing from any LevelUp member. Private/draft/archived listings are only returned to their owner or an admin.

get_exchange_listing_photos

ChatGPT
Return every authorized photo for a Listing Exchange listing (any member's listing, not only the caller's): original/high-resolution URL, optimized URL, thumbnail URL, display order, caption/room label, primary-photo designation, and width/height when available. High-resolution originals are returned only when the listing agent authorized photo usage; otherwise display-only images plus a permission message are returned.

get_fsbo_campaign

ChatGPT
Return a By-Owner Breakthrough campaign's status, generated assets, landing-page URL, outreach schedule, activity and captured leads. Omit campaign_id to list the member's FSBO campaigns.

get_landing_page

ChatGPT
Return a landing page or property website: public URL, edit URL, performance stats (views, submissions, conversion), recent form submissions, form fields, and full page configuration.

get_listing_launch_package

ChatGPT
Re-read a marketing launch package prepared by prepare_listing_marketing_launch: the listing, generated campaign copy, recommended actions, missing information, and which steps have already been carried out. Read-only.

get_listing_media_library

ChatGPT
Return every authorized photo for a listing with captions/labels, display order and dimensions, plus video and virtual-tour links and the listing's usage permissions (photo use, marketing use, attribution).

get_listing_revival_campaign

ChatGPT
Return a Listing Revival campaign's status, generated assets, landing-page URL, outreach schedule, activity and captured leads. Omit campaign_id to list the member's campaigns.

get_marketing_asset_status

ChatGPT
Roll up everything the member has created: landing pages and property websites, open houses and virtual tours, Listing Revival and FSBO campaigns, and generated social/email/print assets — with public URLs, publish state and lead-capture performance. Filter by listing_id or campaign kind.

get_member_branding_assets

ChatGPT
Return a LevelUp member's approved headshot, logo and brokerage/team logo, brand colors, fonts, contact details, website, license and compliance line, plus which source each value came from. Agents get their own; admins may pass member_id for any member.

get_my_brand_kit

ChatGPT
Return the signed-in LevelUp member's resolved brand kit for designing flyers, social posts, and listing graphics: brand/accent/secondary colors, heading and body fonts, logo and brokerage logo URLs, headshot, tagline, license, website, and any required brokerage compliance/disclaimer line. Values resolve agent override → brokerage brand profile → LevelUp default, and each field reports its source. Always apply the compliance line and logo flags when they are present.

get_my_profile

ChatGPT
Return the signed-in LevelUp member's profile, roles, brokerage, headshot/profile photo URL, and brokerage/team logo URLs. Uses only the caller's identity from the OAuth token.

get_open_house

ChatGPT
Return a single open house or virtual open house: event details, public Guest Book link, QR-ready URL, labeled photos, and visitor stats.

get_social_post_status

ChatGPT
Report on the signed-in member's Social Studio posts: what is scheduled and when, what published (with live permalinks) and what failed and why. Pass post_id for one post, or filter by status to answer questions like 'did my posts go out?' or 'what's queued this week?'.

label_listing_photos

ChatGPT
Add or update captions/room labels on a listing's photos (e.g. "Grand Foyer", "Chef's Kitchen", "Resort-Style Pool", "Primary Suite") and optionally reorder them. Only the listing owner (or an admin acting for them) may edit labels.

launch_fsbo_campaign

ChatGPT
Activate a finalized By-Owner Breakthrough campaign inside LevelUp: mark it active and publish its landing page so the public URL works. This does NOT mail, email, text or post anything — the outreach steps stay as tasks the member works from LevelUp. Without confirm: true nothing changes and a preview is returned.

launch_listing_revival_campaign

ChatGPT
Activate a Listing Revival campaign inside LevelUp: mark it active and publish its QR landing page so the public URL works. This does NOT mail, email, text or post anything — the outreach steps stay as tasks the member works from LevelUp. Without confirm: true nothing changes and a preview is returned.

list_landing_page_templates

ChatGPT
Return the available LevelUp landing-page layouts and styles (Luxury, Modern, Waterfront, New Construction, Open House, Seller Lead, Community) with their default colors, copy, form fields, and what each is best used for.

list_my_apps

ChatGPT
List the LevelUp apps and tools the signed-in member has access to.

list_my_deals

ChatGPT
List the signed-in member's transaction pipeline deals with stage, price, commission, key dates and linked contact. Use to answer questions like what is closing this month or what is under contract.

list_my_open_houses

ChatGPT
List the signed-in member's Guest Book open houses with visitor counts and public sign-in links.

list_my_tasks

ChatGPT
List the signed-in member's tasks and follow-ups, with linked contact and deal. Defaults to open tasks sorted by due date, overdue first.

list_open_house_visitors

ChatGPT
Return the visitors who signed in at one of the signed-in member's Guest Book open houses. RLS ensures only owned open houses are readable.

list_priority_contacts

ChatGPT
Return the signed-in member's highest-priority Agent OS contacts to follow up with. For each contact: name and id, last interaction date, next follow-up date from their touchpoint plan, whether the follow-up is overdue, recent activity signals, relationship stage, and a recommended priority with the reason. Read-only.

list_social_accounts

ChatGPT
List the social accounts the signed-in member has connected in Social Studio (Facebook Page, Instagram, LinkedIn, Google Business), with each account's id, display name, caption limit and whether it requires a photo or video. Call this before creating or scheduling any post so the member can be told exactly where it will go, and so missing connections can be flagged.

list_upcoming_workshops

ChatGPT
Return upcoming LevelUp live workshops and trainings, sorted soonest first.

log_touch

ChatGPT
Record an interaction (call, text, email, pop-by, note, coffee, etc.) with one of the member's Agent OS contacts. Updates the contact's last-interaction date used by list_priority_contacts.

merge_contacts

ChatGPT
Merge one or more duplicate contacts into a primary contact for the signed-in member. Nothing is lost: blank fields on the primary are filled from the duplicates, notes are combined, and all related history (touch logs, deals, tasks, tags, campaigns, cards, portals, etc.) is repointed to the primary before the duplicate record is removed. Defaults to a dry run — pass confirm: true to actually merge.

prepare_listing_marketing_launch

ChatGPT
Use this tool when an agent wants to market, promote or launch one of their listings. It retrieves the selected listing and agent branding, then prepares a structured marketing launch plan. This tool creates drafts and previews but does not publish content, send messages or perform public actions.

reschedule_or_cancel_social_post

ChatGPT
Move a scheduled Social Studio post to a new time, or cancel it so it never goes out. Only posts that are still scheduled or draft can be changed. Requires confirm: true.

schedule_listing_social_series

ChatGPT
Turn a Listing Exchange listing into a scheduled series of social posts across the member's connected accounts, using the listing's own photos and the member's brand voice. Returns a full preview of every post, caption, photo and send time; nothing is queued until it is called again with confirm: true.

search_contacts

ChatGPT
Search the signed-in member's Inner Circle (Agent OS) contacts by name, email, phone, or contact notes. Returns matching contacts with their ids, which can be passed to get_contact_summary. Results are ordered by most recently updated with a stable id tiebreaker, and has_more reports whether more matches exist beyond limit.

search_exchange_listings

ChatGPT
Search ALL active, published, shareable Listing Exchange properties from every LevelUp member (not just the caller's own listings). Filter by address/city/state/ZIP text, price range, beds, baths, property type, MLS number, listing agent or brokerage name, and keywords/features. Returns paginated results with a primary photo thumbnail, listing agent attribution, photo-usage permissions, and the public Listing Exchange URL. Use get_exchange_listing for the full record and get_exchange_listing_photos for the full photo set.

search_training_and_resources

ChatGPT
Search published LevelUp Academy videos and brokerage resources by title or description.

update_contact

ChatGPT
Update fields on one of the member's existing Agent OS contacts. Only the fields provided are changed; omitted fields are left untouched.

update_deal_stage

ChatGPT
Move one of the member's pipeline deals to a different stage, and optionally update its target close date, price, notes, or attach an Agent OS contact. Use list_my_deals first to get the deal id and available stage names.

update_listing_landing_page

ChatGPT
Edit an existing landing page or property website: headline, description, photos, CTA, colors, video, form fields, SEO title/description, agent branding, and publish state. Publishing requires confirm: true.

update_member_branding_assets

ChatGPT
Update a member's brand profile: headshot, logo, brand and accent colors, preferred font, tagline, website, license number/state, and contact details. Agents update their own; admins may pass member_id. Brokerage-locked colors or logos are not overwritten.

update_open_house

ChatGPT
Edit an existing open house or virtual open house: event details, greeting, property data, hero image/video, survey and form settings, and gallery photos.

Capabilities

Writes

Example Prompts

Click any prompt to copy it.

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