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Mel’s Engagement Score & Summary

Updated this week

Mel, the AI assistant in Radius Office, not only helps with property recommendations and client communication—it also tracks how engaged each buyer is based on their activity. This is summarized in the Engagement Score & Summary, helping agents prioritize clients and tailor their follow-up.

What Is the Engagement Score?

Mel, the AI assistant in Radius Office, not only supports property recommendations and communication, it also tracks how engaged each buyer is based on their activity. This information is presented as the Engagement Score & Summary, helping agents prioritize follow-up and tailor their approach.

The Engagement Score is a real-time, AI-generated metric that reflects how active and interested a client is in their home search.

Mel factors in:

  • App logins and usage frequency

  • Viewed, saved, or dismissed listings

  • Search board activity and filter use

  • Chat interactions with you or Mel

  • Uploaded documents (e.g., pre-approvals)

  • Set or completed reminders

The more a client interacts with the platform, the higher their engagement score.


Why It Matters

The Engagement Score & Summary helps agents:

  • Prioritize outreach – Focus first on high-intent buyers

  • Personalize follow-up – Use behavior insights to guide conversations

  • Spot cold leads – Identify who may need re-engagement

💡 Pro Tip: Use the Engagement Score alongside the Reminders and Activity tabs to get a complete picture of each client’s journey.


How to Generate a Summary with Mel

  1. Open the buyer’s profile in Radius Office

  2. Click the “Summarize Client” button

Mel will begin compiling the Engagement Summary in the background. A notification at the bottom of the screen will confirm that the request is in progress. You can close the notification or exit the profile, Mel will continue working.

Once the summary is ready, you’ll receive a push notification.


Where to View the Score

You can find the Engagement Score in the Office mobile app, within the Buyer tab on the client’s contact card. Mel also provides a brief summary of recent activity and generates a score based on their engagement trends.


Engagement Summary Format

Mel’s summaries follow a clear structure:


Client Profile Overview

  • Name

  • Lead Type (Buyer/Seller/Other)

  • Source (Website, Referral, Portal, etc.)

  • First Seen / Last Active

  • Assigned Agent or Team

Engagement Highlights

  • Total Website Visits

  • Property Views (Top 3)

  • Saved Listings

  • Filters or Search Boards Used

  • Market Reports Viewed

  • Forms Submitted / Appointments Booked

  • Email Opens / Link Clicks

Communication Summary

  • Last Agent Contact (Date + Method)

  • Recent Questions or Replies from Client

  • AI or Auto-Responder Activity

  • Missed Calls or Voicemails

Behavioral Insights

  • Browsing patterns (e.g., late night, mobile-heavy)

  • Interest Level (High / Medium / Low)

  • Behavior changes (e.g., new neighborhoods, drop-off in activity)

  • Intent Indicators (e.g., requesting tours, filtering for move-in dates)

Suggested Next Steps (Auto-Generated)

  • Follow-Up Method (Call, Text, Email)

  • Urgency Level (High Intent, Low Priority, Time-Sensitive)

  • Recommended Talking Point

  • Suggested Listings or Actions

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