CRM & Property Recommendations
Explainable next-best-action, property-match and valuation advice for agents and managers. Every output carries confidence and main factors; nothing writes to source records automatically.
AI-05
§12.2 Table 18
Advisory only — no auto-writes
Model card · rec-nba@1.4.2
Open recommendations
18
for Omar Haddad · Dubai HQ
Acceptance rate (30d)
64%
▲ 6 pts vs June
Avg confidence shown
0.81
threshold ≥ 0.55 to display
Valuation exceptions
1
tolerance breach — reviewer required
Suppressed (consent/DND)
2
outreach withheld today
Next-best-action feed — 17 Jul 2026
Generated 09:42 · gateway route: region AE · data class C2
| Rec | Lead / record | Recommended action | Main factors (why) | Confidence | Status | Decision |
|---|---|---|---|---|---|---|
| REC-04512 Next action |
Amina Noor LD-2026-01187 · Qualified |
Call within 2h to confirm 2nd viewing of PR-A-1104 | Viewed unit twice · opened brochure 3× · response SLA at risk in 3h 10m | 0.91 | SLA at risk | |
| REC-04511 Next action |
New Bayut lead — R. D'Souza LD-2026-01204 · New |
First-touch response (EN) — template "Marina 2BR intro" | Source SLA 1h · budget matches Prototype Residences B · first-touch breach in 42m | 0.88 | Breach in 42m | |
| REC-04509 Property match |
Falcon Trading FZ-LLC Corporate · fit-out office search |
Share shortlist of 3 Building B commercial units | Budget AED 2.4M–3.0M · floorplate ≥ 320 m² · KYC approved 12 Jun | 0.84 | New | |
| REC-04506 Offer nudge |
Offer OF-2026-0341 PR-A-1408 · Sent 11 Jul |
Send reminder — offer unanswered 6 days, expires 20 Jul | Historic close rate drops 38% after day 7 · customer opened offer twice | 0.79 | New | |
| REC-04502 Listing price review |
Listing PR-B-2110 Stale 60 days · 41 views, 0 enquiries 14d |
Propose price review: −8% to align with comparables | 12.3% above 6 approved comparables · portal CTR ↓ 55% | 0.73 | New | |
| REC-04498 Reactivation |
Hassan Jamil LD-2026-00871 · Dormant 45 days |
Re-engage with new Building A availability (2BR high floor) | Prior preference match · 2 new matching units released 15 Jul | 0.66 | Low priority | |
| REC-04496 Reactivation |
K. Al Mansoori LD-2026-00742 |
Outreach suggestion withheld | Customer has active DND on phone + WhatsApp · see consent & DND | — | Suppressed — consent/DND | No outreach permitted; review consent first |
| REC-04493 Next action |
P. Fernandes LD-2026-01150 |
(below display threshold) | Confidence 0.41 < 0.55 display threshold — logged for evaluation only | 0.41 | Not shown to agent | Visible to AI owner in observability |
8 of 18 recommendations
Property matches — Amina Noor (LD-2026-01187)
Open matching workspace
| Unit | Match | Rationale (main factors) | Asking | Action |
|---|---|---|---|---|
| PR-A-1104 2BR · 118 m² · Marina view |
92% | Budget fit (AED 1.1–1.3M) · 2BR preference · viewed twice · handover Q4 2026 | AED 1,245,000.00 | |
| PR-A-1408 2BR · 124 m² · high floor |
88% | Budget fit · high-floor preference · same tower as prior viewing | AED 1,298,000.00 | |
| PR-B-2007 2BR · 111 m² · pool view |
81% | Slightly below preferred floor · earlier handover Q2 2026 | AED 1,180,000.00 | |
| PR-B-3204 Penthouse · 402 m² |
34% | Outside budget ×3.9 — shown only because agent pinned it; not recommended | AED 4,950,000.00 | Not recommended |
Valuation advisory — Prototype Residences
Tolerance ±10% vs approved comparables
| Unit | Recommended range | Point | Conf. | Comps | Deviation | Status |
|---|---|---|---|---|---|---|
| PR-A-1104 | AED 1,180,000 – 1,240,000 | AED 1,210,000 | 0.77 | 7 | +2.1% | Within tolerance |
| PR-A-1408 | AED 1,255,000 – 1,320,000 | AED 1,286,000 | 0.74 | 6 | +3.4% | Within tolerance |
| PR-B-2007 | AED 1,120,000 – 1,205,000 | AED 1,168,000 | 0.69 | 5 | +9.1% | Near tolerance |
| PR-B-3204 | AED 4,600,000 – 5,150,000 | AED 4,950,000 | 0.58 | 3 | +14.8% | Blocked — reviewer approval |
Sent with the evidence pack (comparables, factors, confidence)
Dismiss recommendation — feedback required (demo)
Dismiss REC-04512 — feedback loop
Consequence: the recommendation is removed from your feed and your feedback is recorded for evaluation and bias review. The lead LD-2026-01187 itself is not changed, closed or excluded — automatic exclusion without review is prohibited.
Acceptance by recommendation type (30 days)
| Type | Shown | Accepted | Edited | Rejected | Acceptance |
|---|---|---|---|---|---|
| Property match | 312 | 231 | 28 | 53 | 74% |
| Next action | 540 | 367 | 61 | 112 | 68% |
| Valuation advice | 96 | 50 | 19 | 27 | 52% |
| Reactivation | 148 | 61 | 12 | 75 | 41% |
| Total | 1,096 | 709 | 120 | 267 | 64% |
Model & governance
Eval gate passed- Model / prompt
- rec-nba@1.4.2 · prompt v9 (pinned snapshot)
- Gateway route
- Capability: recommendations · region AE · data class C2
- Last evaluation
- EV-2026-0712 · 14 Jul 2026 · Pass
- Bias / quality review
- Q2 review complete — no protected-attribute features; consent enforced
- Kill switch
- Armed · not active (use case: recommendations)
- Fallback
- Deterministic rules feed (source/SLA ordering) if provider unavailable
Recent decisions (feedback log)
| Rec | Decision | By | Feedback |
|---|---|---|---|
| REC-04488 | Accepted | OHOmar Haddad | Task AT-5531 created · 09:12 |
| REC-04486 | Accepted with edit | LHLayla Hassan | Changed channel email → call · 08:57 |
| REC-04480 | Rejected | OHOmar Haddad | "Wrong budget inference" · 08:31 |
| REC-04477 | Accepted | RFRashid Al Farsi | Shortlist shared with Falcon Trading · 16 Jul |
| REC-04471 | Rejected | LHLayla Hassan | "Duplicate of existing task" · 16 Jul |
Static render mockup — no live data. Source: ERP Modern Development Specification v2.0 · Covers: AI-05 (explainable CRM & property recommendations; confidence + main factors; accept/edit/reject with feedback; valuation tolerance exceptions require reviewer approval before external use; no automatic source-record changes).