Mel can now help you understand how warm each client is, what may be driving their interest, and what you still need to learn about them.

AI Insights & Enrichment is available directly from any client profile. The new AI Insights card appears on the left side of the client profile. Select View Full Analysis to see the complete details.

Mel can use the information available in your database and publicly available information online to enrich a client's profile, identify behavioral signals, and provide an Intent Score.

Note: Mel only uses information that is publicly available online. If a client's information is private or unavailable, Mel will not pull it. When there is not enough information to make an assessment, Mel will tell you instead of guessing.

When a client is created, Mel can use the client's basic information to help search for publicly available information.

The key information used includes:

Mel can use this information to look for publicly available information about the client online, such as professional or profile information.

If matching information is found, Mel may use it to enrich the client's profile.

Mel may also display a profile photo if one is available publicly online.

The AI Insights card gives you a quick snapshot of the client's current level of engagement.

Select View Full Analysis to see additional details about the client's score, profile, signals, and recommended questions.

The Intent Score is a score from 0–100 that helps indicate how actively a client may be engaging with the buying process.

The score includes:

For example, a client who is actively using your client portal, researching properties, or engaging with other features may show stronger signals and a higher Intent Score.

The score can change as new client activity occurs.

Mel looks at client behaviors and activities that may indicate interest or engagement.

Examples of signals can include:

These signals can contribute to changes in the client's Intent Score.

Client activity can affect the Intent Score quickly.

For example, if a client becomes active in their client portal or interacts with properties on a search board, Mel can detect those activities and update the client's insights.

This gives agents a more current view of which clients may be actively researching or engaging.

The Profile Snapshot provides additional information Mel has found about the client.

Depending on what is publicly available, you may see:

Each available piece of information includes its source, so you can understand where the information came from.

If information cannot be found, Mel will leave the field blank rather than make an assumption.

Mel uses multiple providers behind the scenes to enrich client information.

The current enrichment providers include:

Each provider reports its own result.

Enrichment uses Mel credits only when Mel does not already have the client's data.

If the information is already available to Mel, additional credits are not consumed to retrieve the same information.

The Worth Asking About section helps you identify information that Mel could not determine or that may be useful to discuss with the client.

Instead of guessing, Mel gives you specific topics to bring up during your next conversation.

These may include:

For example, Mel may tell you:

“Not enough signal yet — worth asking them directly.”

This gives you a starting point for your next conversation.

If Mel does not have enough information to make an assessment, it will tell you.

You may see:

“Not enough signal yet — worth asking them directly.”

Blank fields also explain why information is unavailable.

This helps you understand the difference between:

Use Recompute Now to refresh the client's enrichment data and rescore their Intent Score.

This can be useful when new information or client activity is available and you want to see an updated analysis.

After recomputing, Mel may return new profile information or signals that were not previously available.

You can also run AI Insights & Enrichment for multiple clients at once directly from the Client List.

This allows you to enrich and analyze multiple clients without opening each individual profile.

Note: Mel credits are consumed for enrichment only when Mel does not already have the client's data.

AI Insights & Enrichment is designed to help you answer two key questions:

The Intent Score and Signals can help you identify clients who are showing stronger signs of engagement.

For example, a client who is actively researching properties, using the client portal, or interacting with a search board may show stronger engagement signals.

The Worth Asking About section highlights information you still need to learn.

This can help you prepare for your next call and have a more meaningful conversation with the client.

Together, the Intent Score, Signals, Profile Snapshot, and Worth Asking About sections give you a clearer picture of the client and help you determine how to prioritize your outreach.

Mel can use publicly available information online to enrich a client's profile. This may include publicly available professional or profile information.

Private or unavailable information will not be pulled.

Mel uses the client's name, email address, and phone number to help identify and search for publicly available information.

No. When there is not enough information or signal, Mel will indicate that rather than filling in a guess.

A newly added client may initially have not enough signal. The score can develop as Mel finds additional information or the client interacts with your platform.

Yes. Client behaviors and activity can generate signals that affect the Intent Score. For example, activity in the client portal or interaction with property search tools can contribute to changes in the score.

Yes. Select Recompute Now to refresh enrichment and recalculate the client's insights.

The AI Insights and Enrichment feature is focused on the individual client. Family member information is not currently shown as part of the AI Insights analysis.

Use AI Insights & Enrichment to better understand client engagement, prioritize your outreach, and know what to ask during your next conversation.