The AI agent walkthrough

See your Bellsoph AI agent work through a property job

Start with a file or a message you’d otherwise need to sort yourself. Your agent reads it, works out where it belongs and takes the next step, with you checking document details and approving the decisions that need your say.

Try Bellsoph free Follow the example

An illustrated walkthrough using fictional sample data.

BBellsophWORKFLOW EXAMPLE

YOUR PROPERTY RECORD

Flat 2, Willow Court

Alex Taylor · monthly rent £950

AgreementDetails reviewed

Rent£350 outstanding

CertificateFollow-up recorded

RepairTap task completed

Your AI agent works with the records behind each answer.

One property, connected recordsIllustrative workflow · fictional sample data

Step 01

Send the information in the way that suits you

Upload a file, message your agent on WhatsApp or forward a property email to its own email address. That can be an agreement, certificate, receipt, reminder or repair update. You choose which emails to forward; this isn’t access to your whole inbox.

BBellsophWORKFLOW EXAMPLE

FORWARDED TO YOUR BELLSOPH AGENT

Your agent email address

Receipt: kitchen tap repair

Flat 2, Willow Court

repair-receipt.pdf

AI reads the email and attachmentIdentifies the property and the type of document

Flat 2, Willow CourtReceipt filed · expense details ready for review

AN UNCLEAR MATCH COMES BACK TO YOU FOR CONFIRMATION

Forward an email. Let your agent organise the next step.Illustrative workflow · fictional sample data

Step 02

Let AI read it and find the right record

Example: An agreement names Alex Taylor, Flat 2, Willow Court and monthly rent of £950. AI vision reads those details accurately and identifies the property and tenancy they belong with. If a match is unclear, the agent asks you to confirm it.

BBellsophWORKFLOW EXAMPLE

SOURCE DOCUMENT

Tenancy agreement

Flat 2, Willow Court

Monthly rent: £950

AI vision

Details read from the agreement

Rent: £950
Tenant: Alex Taylor

Matches the agreement

READY FOR YOUR REVIEW

AI vision reads the details. You check the result.Illustrative workflow · fictional sample data

Step 03

Check the details and approve the decisions

Review extracted information against the original and correct anything that needs changing before the records are created or updated. You also approve consequential external actions, including outgoing messages, bookings and spending. A prepared action is kept distinct from one you’ve authorised.

BBellsophWORKFLOW EXAMPLE

Bellsoph agentWhatsApp conversation

Here’s the new certificate for Flat 2, Willow Court.

certificate.pdf

I’ve read the certificate and matched it to Flat 2. The dates and findings are ready for you to check.

Certificate reviewFlat 2 · source file attached

What rent is still outstanding?

£350, based on £950 due and the £600 payment recorded. I can prepare a reminder for you to review.

Work with your Bellsoph agent on WhatsAppIllustrative workflow · fictional sample data

Step 04

Let the agent file, update and carry on

After the necessary checks and approvals, the agent files the source, updates the relevant records and progresses the work. A certificate can lead to a follow-up task; a receipt can supply reviewed expense details. With £950 scheduled and £600 recorded as paid, a later rent question gets a £350 outstanding balance, grounded in those records.

BBellsophWORKFLOW EXAMPLE

MAINTENANCE TASK

Dripping kitchen tap

Flat 2, Willow Court

1
Agent organises the report
Dripping kitchen tap linked to Flat 2.
2
Next action prepared
Repair details and quote ready for your decision.
3
Work completed
Completion recorded against the property.

A repair followed throughIllustrative workflow · fictional sample data

Before you start

A few practical answers

Ask us a question

Do I need to organise every property before starting?

No. Start with one property and a familiar document. The Free plan covers one property with no time limit, so you can build up its records as you use it.

What if the agent can’t tell which flat I mean?

It asks for confirmation rather than silently choosing. Give the property or unit details so the file or next action goes to the right place.

What happens to the original document?

It stays connected to the relevant records, so you can return to the evidence behind a tenancy detail, expense or certificate entry.

Put your AI agent to work

Give your agent a real job to start with

Choose a property and send in a document you know. Check the details, approve the records and see what happens next.

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