Follow up the moment a vendor opens their valuation report

Following up on a valuation is all about timing. A Cortex agent can now tell when a vendor opens the valuation report you sent, and follow up there and then. For example, it could send a short email asking if they have any questions, or let your valuer know it's a good time to call. It works even if the report is opened weeks later, which is a good sign their interest has come back.

• Add it to any agent: Choose the Valuation Report Opened trigger when you build a Cortex agent.
• Spot interest coming back: Know when a vendor reopens a report weeks after you sent it.