Productivity & AI

Blu, the AI Assistant

Ask in your own words. Blu answers from your own workspace.

Blu is built into the CRM. Ask how your leads are looking, what is on the diary this week, or which listings sit under a price you name, and Blu searches your own properties, contacts, leads, tasks, appointments, listings, notes and synced email, then answers in the drawer. Ask it to log a task or a note and it drafts the record and waits for you to confirm.

BluHey Thandeka, I'm Blu! How can I help?What should I focus on today?Powered by AIBlu What should I focus on today?6 of your tasks are overdue. The oldest is Call Pieter re: offer feedback, 9 days overdue. Two new leads are waiting: Ridwaan Achmat and Bianca Steenhuisen.Your workspace onlyScoped to records you already have access to
How it works

Four steps, not forty.

Ask BluOur AI assistant, for quick questionsBluHey Thandeka, I'm Blu! How can I help?Show me my listingsPowered by AIBlu Show me my listingsYou have 5 listings: 2 Active, 1 Under offer, 1 Draft and 1 Rented.Go to listingsBlu Create a task for meCreate task "Send Sonkring Mews OTP to attorney" due 2026-08-24 at 09:00 (medium priority)Create taskBluSend Sonkring Mews OTP to attorneyTaskOpen taskPowered by AIConfirm anything it writesTied to your user, expires after five minutes
  1. 1

    Open Blu

    Ask Blu sits in the sidebar on a desktop screen and, on a phone, as a floating button above the add button. Both open the same drawer, and the Help Center page carries an Ask Blu row as well.

  2. 2

    Ask in your own words

    Type the question the way you would say it. A fresh conversation offers starter prompts rather than a blank box, and they change with the screen you are on, so Blu on Leads suggests something different to Blu on Notes.

  3. 3

    Blu searches your workspace

    Blu runs its own searches over your records, counts rows when you ask for a total instead of guessing from one page of results, and can hand you a button that jumps to Properties, Listings, Leads, Contacts, Tasks, Appointments, Settings or Billing.

  4. 4

    Confirm anything it writes

    A create or a change comes back as a summary with a Confirm button. The confirmation is tied to your user and expires after five minutes, and the record saves through the same path the CRM itself uses.

Why it matters

Built for the way South African agents actually work.

Blu Show me new enquiriesTwo new leads are waiting: Ridwaan Achmat and Bianca Steenhuisen.Your workspace onlyScoped to records you already have access to

It reads your workspace, not the internet

Blu searches properties by address and stage, contacts by name, phone or email, leads by stage, tasks and the diary by date, listings by price, your notes and your synced email. Every search is scoped to the records you already have access to.

Blu Create a task for meCreate task "Send Sonkring Mews OTP to attorney" due 2026-08-24 at 09:00 (medium priority)Create taskNothing is saved until you press it.

It writes only when you confirm

Blu can create a task, a note or an appointment, change a property price, stage or description, and pull a title deed. Each one comes back as a summary with a Confirm button, and nothing is saved until you press it.

BluHey Thandeka, I'm Blu! How can I help?I think I found a bug.I want to speak to support.Can you add a new feature?Powered by AIChat with our team on WhatsAppA human answers on WhatsApp.

Support goes through the same window

A fresh conversation offers three fixed prompts alongside the starters: I think I found a bug, I want to speak to support, and Can you add a new feature? Ask for a person and Blu hands you a WhatsApp link to the RealtyPA team instead of guessing.

Questions

About Blu, the AI Assistant.

Where do I talk to Blu?

Inside RealtyPA. On a desktop screen the Ask Blu tile sits in the sidebar. Below 800 pixels wide, which covers phones, it is a floating Ask Blu button above the add button. Both open the same assistant. The mobile app follows that same width rule rather than checking the platform, so an iPhone gets the floating button and an iPad, which runs the app in landscape, gets the desktop sidebar tile instead. One rough edge to know about: at exactly 800 pixels wide neither control draws, and the way in is the Ask Blu row on the Help Center page. Conversations are kept in the browser you are using, so a thread on your phone and a thread at your desk are separate.

What can Blu actually do for me?

On the reading side: search properties, contacts, leads, tasks, appointments, listings, notes and synced email, count records, and tell you your plan, renewal date, team size and what you have used this month. Email search matches the subject line, not the sender. On the writing side: create a task, a note or an appointment, change a property price, stage or description, and pull a title deed. That is the whole list of what you can ask for in the drawer. Blu cannot delete anything, send an email or a WhatsApp for you, edit a contact or publish a listing. Blu does one more job outside the drawer, where you do not ask for it: the AI Overview on a rental application, which summarises the applicant and works out an affordability band.

Can Blu see other agents' data?

No. Every search Blu runs is scoped to your own user and your own workspace, so it returns only records you already have access to. A pending confirmation is re-checked against your access when you press it, so one left open in an old session cannot write to a record you have since lost access to.

Does Blu ever run out?

Yes, and it says so. Blu is metered per calendar month against your plan. Once the allowance is used the drawer tells you, offers a View plans button and stops calling the model rather than billing on. Deed pulls are counted separately against your monthly deed reports: Blu shows how many are left before you confirm, and refuses the pull when there are none.

Is my data used to train AI models?

No. Your pipeline and contacts are not used to train third-party foundation models.

Ready to try Blu, the AI Assistant?

Start with 30 days free and 5 property reports. No card required.