LIVE SYSTEMS
Use the Agentbox workflow already in place
- Prospecting and buyer records
- Appraisals and Vendor Management
- Duplicate Prevention
- Analytics+ reporting
AgentboxReal estate AI integration
AI automation across Agentbox and the rest of your software.
Connect approved Agentbox pipeline context with inspections, forms, proposals, and team communication.
Access confirmed before build. Start with one reviewed workflow.
Connect with
A real request in Teams
Ask once. Get the work ready for review.
This is the kind of request your team could ask after we connect Agentbox. Horizon checks the agreed information alongside Homepass, REI Forms Live, Agentbox Digital or ProposalPoint, Microsoft 365 and returns one useful result for review.
Microsoft Teams
JH
@Horizon a client email just landed. Work it through Agentbox and get the follow-up ready.
H
On it. Reading it now.
Client email read in Outlook✓Portal lead triage and CRM record creation✓Vendor update email drafts from listing activity✓Reply drafted back to the client✓Reply drafted in Outlook, held for your sign-off
AgentboxDoneOutlookDone
ReapitConnected
PropertyMeConnected
RexConnected
VaultREConnected
Keep Agentbox
Agentbox stays in place. Horizon connects the work around it.
The connector extends the software your team already knows. It does not replace Agentbox or present native product features as Horizon features.
The rest of your approved stack
- Use approved Agentbox records from Teams, Copilot, Claude, or ChatGPT
- Combine relevant records with Microsoft 365 and adjacent business systems
- Prepare cited summaries, drafts, and checklists for a person to review
- Keep permissions, audit context, and approval gates around every action
Questions worth asking
Use Agentbox without jumping between systems.
Ask in the AI tool your team already uses. Horizon checks only the approved Agentbox records and connected sources needed for that question.
Can we bring approved Homepass feedback into Agentbox buyer context and prepare personalised follow-up drafts?
Agentbox + HomepassCan we compare approved buyer preferences with a new listing and prepare match suggestions for agent review?
Agentbox + REI Forms LiveCan we use approved CRM and property context to prepare an Agentbox Digital or ProposalPoint appraisal outline?
Agentbox + Agentbox Digital or ProposalPointCan we combine approved vendor notes and Analytics+ signals into reviewed updates and a pipeline brief?
Agentbox + Microsoft 365What is waiting in Agentbox because another system holds the missing context?
Agentbox + Microsoft 365Which next actions can be prepared from approved Agentbox records for a person to review?
Agentbox + your AI tool
Safe first release
Confirm access. Then prove one useful connection.
Homepass and REI Forms Live integrations are documented, but public API access and record scopes must be verified for the client account.
- 01 Confirm access. Confirm the approved Agentbox records, users, scopes, and connection path. Homepass and REI Forms Live integrations are documented, but public API access and record scopes must be verified for the client account.
- 02 Choose one workflow. Select one high-value workflow, its connected systems, success measure, and human review point.
- 03 Build and test. Test with approved sample records, verify permissions and citations, then plan a controlled rollout.
Often paired with
Software we build Agentbox workflows alongside.
Common questions
Agentbox AI integration, answered.
Can Horizon connect Agentbox to our AI tools?
Potentially. Homepass and REI Forms Live integrations are documented, but public API access and record scopes must be verified for the client account. Horizon first confirms the available records, permissions, and approved connection path.
Which AI tools can the workflow use?
The workflow can be designed for Microsoft Teams, Microsoft Copilot, Claude, ChatGPT, or a custom interface, subject to the client plan and security settings.
Does this replace what Agentbox already does?
No. Agentbox remains the source of truth for the agency pipeline, appraisals, and vendor records. Horizon focuses on approved cross-system work around the product.
What should the first pilot cover?
Start with one repeatable workflow that has clear source records, a named reviewer, and a measurable reduction in manual handling.
How is access controlled?
Use least-privilege access, approved users and scopes, tenant controls, logging, and human approval before any consequential write or external send.
Can it work with our other systems?
That is the purpose of the pilot. Horizon confirms each adjacent system and connection path before defining the final workflow.
Agentbox integration session
Show us what you want Agentbox connected to.
We will confirm the access path, the systems in scope and the safest first workflow.
30 min with our Director. No sales rep, no follow-up.