Keep client records useful before asking AI to help

Check the fields you will actually use

Start with the records needed for your next conversations. Confirm the person’s name, preferred contact details, and current home preferences. An old budget or incomplete email address can make an otherwise thoughtful recommendation unhelpful.

Do not guess missing facts. Mark what needs confirmation and ask the client during the next appropriate conversation.

Distinguish facts from working notes

Keep a direct request separate from your interpretation. “Asked for three bedrooms” and “may consider two bedrooms” mean different things. Add enough context to understand whether a preference is current.

If two records may refer to the same person, review their details before combining anything. A similar name alone is not a reliable match.

Keep private details out of public material

A customer record and a shareable property report serve different audiences. Before sharing, check that only the information intended for the recipient appears in the report or link. Avoid copying private conversation notes into a public description.

Start with a small working set

Kevv’s client list is deliberately short: names, video language and contact details, used to send videos. Keep working notes and home preferences in your own system. Review a small set of active records first, use them in real work, and correct what you discover. You do not need a perfectly organized database before using Keystory to make content from a saved listing.

Read the product guide to choose the right starting point.