01 / NOTICE
Spot what needs attention.
Notice a relationship going quiet, a transaction losing momentum, or a closing that needs preparation.
ELLIS · YOUR AI OPERATIONS PARTNER
Your relationships stay personal. The work keeps moving.
Ellis remembers your client history, spots what needs attention, and prepares the next step. It carries out routine work within the controls you set—and brings decisions back to you when your judgment is needed.
See how Ellis notices, prepares, acts, and keeps you informed inside Realvolve.
ELLIS · YOUR DAY, PRIORITIZED
Illustrative example
A RELATIONSHIP NEEDS ATTENTION
A past client worth reconnecting with.
Ellis connects the client’s history with the next conversation worth having.
DRAFT FOR YOUR REVIEW
Hi Alex, I was thinking about your first year in the house. How is the neighborhood feeling now that you’ve settled in?
Example wording. Review and edit before sending.
Relationship memory
Work carried forward
Controls you set
WORK THAT KEEPS MOVING
Notice. Prepare. Act. Keep you informed.
Ellis works in the background to connect what is happening in your business with a useful next step.
02 / PREPARE
Have the next step ready.
Bring the relevant history together with a drafted message, proposed task, or workflow recommendation.
03 / ACT
Carry routine work forward.
Execute the action types you allow within your guardrails. Keep approval in place for the steps you want to own.
04 / KEEP YOU INFORMED
Bring decisions back to you.
Explain exceptions that need your judgment and keep executed actions visible in the activity log.
RELATIONSHIP MEMORY
Built around your relationships and the way you work.
The value is in the history behind the next step. Ellis uses the relationship context your business has built in Realvolve to inform follow-up, recommendations, and team handoffs.
As that history grows, Ellis has more context to work with.
CONTEXT THAT CARRIES FORWARD
Start the next conversation informed.
- Prior conversations and notes
- Client preferences, milestones, and referral history
- Relevant team-to-client context, within account permissions
FROM INSIGHT TO ACTION
Client context. Useful action. One connected system.
Ellis connects relationship history, workflow intelligence, and day-to-day execution inside Realvolve.
01 / PRIORITIES
Catch the work that needs attention.
Ellis monitors CRM activity for relationships going quiet, transactions losing momentum, and closings that need preparation.
A focused action queue helps you choose where to spend your time.
02 / PERSONAL FOLLOW-UP
Have the follow-up ready.
Prepare client emails and check-ins using prior conversations, client preferences, and your communication style to inform the draft.
Review the subject and message, make it your own, and approve the next step.
03 / WORKFLOWS
Put a fitting process in motion.
Get workflow recommendations based on the client, transaction, and available templates—with an explanation of the proposed fit.
Preview the steps, choose another approach, or activate the workflow.
04 / DOCUMENTS
Turn document details into CRM work.
Use contracts, listing information, and email content to identify relevant people, properties, dates, and proposed updates.
Review extracted details and record matches before committing the proposed changes.
05 / PATTERNS
Learn from the work you have done.
Explore patterns in transaction outcomes, workflow use, follow-up sequences, and time to close as your CRM history grows.
Ask what is working and use the findings to inform the next process you choose.
06 / TEAMS
See where the team needs support.
See engagement, stalled work, and pipeline health across your team so leaders can focus support where it is needed.
Team insights follow account visibility and permission settings.
YOUR JUDGMENT STAYS IN THE LOOP
Choose where Ellis can act.
Delegate routine work within the guardrails you set. Keep communication permissions separate from CRM updates, and bring exceptions back to your attention.
Walk Through the ControlsAPPROVAL
Review the steps you want to own.
Choose action types that require confirmation. Edit or dismiss suggestions before proceeding.
DELEGATION
Let selected routine work move forward.
Allow actions within your guardrails to run automatically. Actions outside those settings return for review.
VISIBILITY
See what happened.
Follow executed actions in the activity log and use the available recovery options for supported actions.
BUILT AROUND YOUR WORK
Bring your process. See how Ellis fits.
See how an AI operations partner fits your relationships, processes, and responsibilities.
01 / START WITH CONTEXT
Talk about your business.
Discuss your current CRM, follow-up habits, transaction process, and team responsibilities.
02 / SEE THE DAILY LOOP
Walk through a next step.
Walk through a priority, its context, and the action Ellis prepares—then see what runs automatically and what comes back for approval.
03 / CHOOSE YOUR START
Review setup and access.
Talk through voice preferences, guardrails, account permissions, and the plan options for your business.
A few practical questions.
Is Ellis a separate app?
Ellis is your AI operations partner inside Realvolve. It works with your CRM contacts, conversations, workflows, and transactions.
Can I edit the messages Ellis drafts?
Yes. Review and edit a draft before approving it. Ellis uses the voice preferences and relationship context available in your account to inform its suggestions.
Can Ellis act without asking me each time?
For action types you allow within your guardrails, Ellis can carry out routine work automatically. You choose which action types require confirmation, and exceptions return for review.
What documents can Ellis work with?
The document workflow supports PDFs, Word documents, plain text, and email content. Review extracted details, proposed record matches, and suggested CRM actions before committing changes.
How does Ellis learn my communication style?
Ellis can use prior notes and emails to inform a voice profile. When there is limited history, onboarding preferences provide a starting point. You can review and edit the resulting drafts.
Can team leaders see insights across agents?
Authorized leaders can access team-level pipeline and relationship insights according to the account’s visibility settings. Individual access follows the permissions assigned to that account.
What does Ellis need to find useful patterns?
Outcome insights depend on the history available in your CRM. As transaction and follow-up records accumulate, Ellis can compare workflows and touch sequences to inform future recommendations.