Real Estate Software

ShowFlow

Showings Simplified. Deals Done Faster.

ShowFlow automates real estate showings for busy agents and small teams, letting them schedule tours in seconds and capture client feedback instantly. Its mobile-first platform eliminates manual coordination and lost insights, boosting feedback response rates and speeding up deals so agents spend less time organizing and more time closing.

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ShowFlow

Product Details

Explore this AI-generated product idea in detail. Each aspect has been thoughtfully created to inspire your next venture.

Vision & Mission

Vision
To empower every real estate agent to deliver seamless, data-driven showings that win clients and accelerate every deal.
Long Term Goal
By 2028, enable 30,000 agents to close deals 25% faster, powering 2 million automated showings annually and setting a new industry standard for real estate client service.
Impact
Cuts showing coordination time by 60% for busy real estate agents and teams, triples client feedback response rates, and increases lead-to-deal conversion by 25% within six months by automating tour scheduling and instant buyer insights in a unified, mobile-first platform.

Problem & Solution

Problem Statement
Busy real estate agents and small teams waste hours on manual showing coordination and chasing client feedback; existing solutions require juggling multiple apps and fail to deliver instant, actionable insights needed to close deals efficiently.
Solution Overview
ShowFlow automates real estate showings by letting agents schedule tours in seconds and collect real-time client feedback through mobile-friendly links, eliminating manual follow-ups and ensuring every lead is captured with instant, actionable buyer insights—all in one streamlined platform.

Details & Audience

Description
ShowFlow automates real estate showings for agents and teams, eliminating manual scheduling and missed client feedback. Busy agents book tours instantly, gather actionable buyer insights on the spot, and never lose track of follow-ups. Unique, mobile-friendly feedback links make collecting and sharing real-time responses effortless, setting ShowFlow apart as the smart, all-in-one solution for smarter client service and faster deals.
Target Audience
Busy real estate agents and small teams (25-55) needing fast, seamless showing coordination and instant client feedback.
Inspiration
Watching a top agent frantically scroll through texts and scribbled notes after a crucial showing, only to realize she’d lost a buyer’s feedback—and the sale—made it impossible to ignore how chaotic the process was. That moment of frustration crystallized the need for a seamless, automated way to instantly collect insights and keep every opportunity on track.

User Personas

Detailed profiles of the target users who would benefit most from this product.

M

Mobile Maestro Mia

- 29-year-old female real estate agent in urban markets - Bachelor’s degree in marketing - $75K annual income plus commissions - Owns a hybrid vehicle for site visits - Lives near public transit hubs

Background

Raised in a small town, Mia moved to the city to embrace fast-paced tech. After coordinating events on her phone, she pivoted to real estate, where she leverages mobile-first tools to manage tours while traveling between sites.

Needs & Pain Points

Needs

1. Real-time tour scheduling without app lag 2. Instant client confirmations on her mobile 3. Offline access to tour details

Pain Points

1. Lost connections mid-scheduling waste valuable time 2. Manual calendar syncing causes appointment overlaps 3. Missed updates when network signal drops

Psychographics

- Lives by efficiency and speed - Craves real-time updates everywhere constantly - Prefers mobile-first over desktop tools - Trusts notifications to drive action

Channels

1. ShowFlow app – scheduling hub 2. WhatsApp – instant messaging 3. SMS – quick confirmations 4. Instagram Stories – mobile browsing 5. Google Calendar – sync reminders

F

Feedback Fiona

- 34-year-old female agent specializing in luxury homes - MBA in business analysis - $90K base salary plus commissions - Practices yoga and hikes on weekends - Resides in suburban neighborhood near client base

Background

Former market researcher, Fiona transitioned to real estate to leverage her analytical skills. She values data-driven storytelling and uses feedback loops to adapt showings and marketing approaches.

Needs & Pain Points

Needs

1. Seamless feedback capture immediately post-showing 2. Customizable survey templates per client type 3. Automated follow-up reminders based on feedback

Pain Points

1. Manual surveys often forgotten after busy calendars 2. Generic feedback forms miss nuanced client desires 3. Tracking feedback across channels becomes overwhelming

Psychographics

- Obsessively analytical about client preferences - Champions data-driven, evidence-based decision making - Values continuous improvement through feedback - Prioritizes truly personalized client experiences

Channels

1. ShowFlow app – instant surveys 2. Email – detailed reports 3. Slack – team notifications 4. LinkedIn – professional outreach 5. Excel exports – offline analysis

T

Time-Blocker Theo

- 40-year-old male agent with 8-year tenure - Married with two school-aged children - Licensed in two states - $85K base salary plus bonuses - Lives in a commuter suburb

Background

Started in consulting before shifting to real estate for flexible hours. After missing family events, he adopted strict time-blocking and tech tools to protect personal commitments.

Needs & Pain Points

Needs

1. Clear, non-overlapping time blocks for showings 2. Automated calendar conflict alerts to prevent overlaps 3. Seamless integration with personal and work calendars

Pain Points

1. Double-booked appointments disrupt family obligations 2. Manual schedule adjustments eat into protected time 3. Forgotten reschedules cause client dissatisfaction

Psychographics

- Obsessed with structured daily routines - Values work-life balance above flexibility - Demands reliable scheduling to reduce stress - Trusts automation to enforce personal boundaries

Channels

1. Google Calendar – event sync 2. Outlook – work integration 3. ShowFlow app – scheduling dashboard 4. SMS – immediate alerts 5. Email – daily agenda

S

Social Scheduler Sara

- 27-year-old agent with social media marketing background - Bachelor’s in communications - $65K salary plus referral bonuses - Active TikTok and Instagram user - Based in trendy urban neighborhoods

Background

Transitioned from digital marketing agency to real estate, leveraging her social media expertise to showcase listings. Sara experiments with live tours and interactive polls to captivate followers and generate leads.

Needs & Pain Points

Needs

1. Easy live-stream tour sharing to social channels 2. Instant social media feedback metrics 3. Branded tour highlights for cross-platform posts

Pain Points

1. Complex sharing workflows slow down live posts 2. Lack of unified feedback from social viewers 3. Low visibility without integrated social tools

Psychographics

- Lives to craft viral property content - Thrives on audience engagement metrics - Believes storytelling drives real estate sales - Favors platforms with high visual impact

Channels

1. Instagram – live stories 2. TikTok – short-form videos 3. Facebook – audience polls 4. ShowFlow app – share interface 5. YouTube – virtual tour uploads

D

Detail-Driven Dave

- 45-year-old seasoned agent with 15-year experience - Engineering degree with analytical mindset - $110K gross annual earnings - Prefers spreadsheets for data tracking - Serves high-end suburban clientele

Background

Spent early career in engineering, applying analytical rigor to processes. Transitioned to real estate by optimizing workflows and building a reputation for thorough property presentations.

Needs & Pain Points

Needs

1. Comprehensive client preference tracking tools 2. Detailed property feature logs per listing 3. Consolidated feedback reports with clear summaries

Pain Points

1. Missing client criteria leads to bad matches 2. Fragmented feedback sources waste analysis time 3. Incomplete property data causes client distrust

Psychographics

- Demands precision in every client detail - Trusts data over intuition - Frustrated by incomplete information - Motivated by zero-error processes

Channels

1. ShowFlow app – detail notes 2. Excel – advanced data analysis 3. Email – structured summaries 4. Slack – quick team queries 5. LinkedIn – professional insights

Product Features

Key capabilities that make this product valuable to its target users.

Traffic Tactician

Leverages live traffic feeds and predictive congestion patterns to dynamically reroute your multi-property tours around delays, ensuring you arrive on time and minimize wasted travel.

Requirements

Real-Time Traffic Data Integration
"As a real estate agent, I want real-time traffic data so that I can adjust my tour schedule dynamically and avoid unforeseen delays."
Description

Integrate live traffic feeds from multiple authoritative sources into ShowFlow to continuously update road conditions, average speeds, and incident reports. The system should normalize and fuse data streams, ensuring reliability and low latency. This will enable the Traffic Tactician feature to access accurate, up-to-the-second information for optimal route calculations and timely agent notifications.

Acceptance Criteria
Live Traffic Feed Connectivity
Given the system is configured with three authoritative traffic data sources, when the system initiates data ingestion, then it must establish and maintain live connections to all sources, retrying failed connections within 5 seconds and logging any persistent failures.
Data Normalization Accuracy
Given incoming traffic data with varied units and formats, when data is processed, then the system normalizes speed units to km/h, converts timestamps to UTC, and merges duplicate incident records such that no conflicts remain in the unified dataset.
Low Latency Update Delivery
Given live traffic changes occur, when the system receives new feed entries, then it delivers processed updates to the Traffic Tactician service within 2 seconds of the original event timestamp.
Incident Report Integration
Given an incident (accident, roadwork) is reported in any source feed, when the incident is ingested, then it appears in the unified traffic feed with correct geo-coordinates, type, and severity within 5 seconds.
Fallback to Redundant Source
Given the primary traffic source becomes unavailable, when the outage is detected, then the system automatically switches to backup sources within 10 seconds and logs the failover event, ensuring no more than 30 seconds of missing data.
Dynamic Route Optimization Engine
"As a real estate agent, I want the system to automatically reroute my multi-property tour when traffic conditions change so that I arrive on time and reduce wasted travel."
Description

Develop an algorithmic engine that dynamically recalculates multi-stop tour routes based on live and predictive traffic data. The engine should minimize total travel time by evaluating alternate paths, factoring in stop priorities, appointment windows, and client locations. Integration with the existing scheduling module must be seamless, allowing instant rerouting without manual intervention.

Acceptance Criteria
Real-Time Reroute Trigger
Given a scheduled multi-stop tour and live traffic congestion detected on the current route, When the congestion delay exceeds 5 minutes, Then the engine recalculates an alternate route and updates the tour itinerary automatically within 2 seconds.
Appointment Window Compliance
Given a client appointment time window for a property, When dynamic routing is applied, Then the engine ensures arrival time falls within the defined window without violating any subsequent appointment windows.
Stop Priority Handling
Given tour stops with assigned priorities, When optimizing the route, Then higher priority stops are scheduled earlier and travel routes minimize deviation from priority order.
Scheduling Module Integration
Given an existing tour schedule, When the engine suggests a reroute, Then the updated route and ETA are reflected in the scheduling module UI without manual input.
User Notification of Reroute
Given a route adjustment due to traffic changes, When the route is recalculated, Then users receive an in-app notification with new ETA and route details within 3 seconds.
Multi-Stop Tour Scheduling Interface
"As a real estate agent, I want to schedule and visualize multiple property showings in a single tour so that I can efficiently plan my day and manage client appointments."
Description

Enhance the scheduling interface to support the creation and visualization of multi-stop tours. Users should be able to input multiple property addresses, specify time windows for each showing, and view the optimized route on a map. The interface must update in real time to reflect rerouting decisions and offer drag-and-drop rescheduling for manual adjustments.

Acceptance Criteria
Adding Multiple Property Addresses
Given the agent is on the multi-stop scheduling interface When the agent inputs three valid property addresses Then each address appears in the itinerary list and is geocoded on the map with distinct pins
Specifying Time Windows for Showings
Given a list of tour stops When the agent assigns a start and end time for each stop Then the system accepts non-overlapping time windows and displays any conflicts with error messages if overlaps occur
Displaying Optimized Route Based on Live Traffic
Given multiple stops with addresses and time windows When the system retrieves live traffic data Then it generates and displays an optimized route on the map with travel times adjusted for current congestion and orders stops to minimize total travel time
Manual Drag-and-Drop Rescheduling
Given an existing tour displayed on the map and itinerary list When the agent drags a stop to a different position in the list Then the system reorders the stops, updates the route, and reflects changes in the map and time estimates
Real-Time Traffic-Based Rerouting
Given an active tour in progress When a traffic delay exceeding five minutes is detected Then the system recalculates an alternate route, updates arrival time estimates, and notifies the agent of the change
User Notifications and Alerts
"As a real estate agent, I want to receive timely alerts about traffic delays and rerouting so that I can stay informed and adjust my plans proactively."
Description

Implement a notification system that alerts agents of potential delays, route changes, and estimated arrival times via push notifications and in-app messages. Notifications should trigger when predicted travel time exceeds thresholds or when rerouting occurs, providing clear guidance and actionable options. Customizable alert settings will let agents tailor frequency and notification channels to their preferences.

Acceptance Criteria
Travel Time Threshold Exceeded
Given the agent has scheduled a multi-property tour, When predicted travel time to the next destination exceeds the set threshold (e.g., 10 minutes), Then the system sends a push notification within 30 seconds stating the estimated delay and providing options to adjust the schedule.
Dynamic Reroute Notification
Given the system detects significant route changes due to live traffic, When a reoptimized route is generated, Then the agent receives an in-app message and an optional push notification within 1 minute containing the new route map and updated ETA.
Delay Alert Configuration
Given the agent accesses alert settings, When the agent sets a custom delay threshold and saves preferences, Then all subsequent travel delay notifications respect the new threshold and no alerts are sent below it.
Notification Channel Preference
Given the agent selects preferred notification channels (push, in-app, email), When an alert is triggered, Then notifications are delivered only via the chosen channels and suppressed on all others.
ETA Update Alerts
Given the agent is en route, When ETA changes by more than 2 minutes or at fixed 5-minute intervals, Then the system sends an updated ETA notification within 30 seconds, provided the agent has enabled ETA updates.
Traffic Pattern Analytics Dashboard
"As a team lead, I want to analyze traffic trends and agent performance metrics so that I can optimize team schedules and reduce travel inefficiencies."
Description

Create an analytics dashboard that visualizes historical and predictive traffic patterns across agent routes. Include heatmaps of congestion by time of day, week, and season, along with performance metrics such as average delay avoided and time saved. This dashboard will help agents and team managers identify optimal scheduling windows and make data-driven decisions to improve efficiency.

Acceptance Criteria
Historic Congestion Heatmap Access
Given the agent selects a past date range and morning time slot on the dashboard When they toggle on “Historical Heatmap” Then the map displays a color-coded heatmap of congestion intensity for each route segment and tooltips show average speed and delay in minutes.
Predictive Traffic Forecast Visualization
Given the user selects a future date, time, and route When predictive mode is enabled Then the dashboard renders a projected congestion heatmap and highlights segments with a delay probability above 20%.
Average Delay Avoided Calculation
When an agent reviews a completed multi-property tour Then the dashboard calculates and displays the average delay avoided in minutes by comparing actual travel time against the default route.
Time Saved Performance Metric
Given a finalized tour record When viewing the performance panel Then the dashboard shows total time saved in both minutes and percentage relative to the scheduled travel duration.
Filter and Comparative Analysis
Given the agent applies filters for day of week and season When filters are applied Then the dashboard updates both heatmaps and performance metrics within 2 seconds to reflect the selected criteria.
Offline Routing Fallback
"As a real estate agent, I want the routing feature to work even without live data so that I can continue my tour uninterrupted in areas with poor network coverage."
Description

Design a fallback mechanism that provides basic routing and estimated travel times when live traffic data is unavailable. The system should switch to offline map data and historical traffic averages to generate routes, ensuring continuity of service in low-connectivity scenarios. Once connectivity is restored, the feature will reconcile and update route details based on live feeds.

Acceptance Criteria
Activation of Offline Routing in Low-Connectivity
Given the user attempts to plan a tour in an area with no network connection; When the system detects loss of live traffic data; Then it automatically switches to offline map data and historical traffic averages within 2 seconds.
Route Calculation Using Historical Data
Given offline routing mode is active; When the user requests a multi-property tour route; Then the system generates a route based on offline map tiles and historical traffic averages, and displays estimated travel times for each segment.
Seamless Transition Back to Live Data
Given the system is operating in offline routing mode; When network connectivity is restored and live traffic feeds resume; Then the system reconciles the current route with live data, updates ETAs, and informs the user of any route adjustments within 5 seconds.
User Notification of Data Source Switch
Given the routing mode switches between live and offline data; When either switch occurs; Then a non-intrusive banner is displayed indicating “Offline routing active” or “Live traffic data restored,” and the banner auto-dismisses after 5 seconds.
Consistency of ETA Estimates Offline vs Online
Given a known test route used previously with live data; When run in offline mode using historical averages; Then the difference between offline ETA and the last recorded live ETA does not exceed 15% for any segment.

Priority Path

Lets agents assign custom weights to listings based on client preferences or appointment importance, then rearranges the route order to highlight top-priority properties first.

Requirements

Custom Weight Assignment
"As an agent, I want to assign custom importance values to listings so that I can highlight properties that best match my clients’ preferences."
Description

Enable agents to assign custom importance values to each listing using intuitive controls (e.g., sliders or numeric inputs) within the property detail view. The system should validate and persist these weights per client or tour, integrate seamlessly with the existing data model, and allow editing before finalizing the schedule. This functionality ensures that high-priority listings are clearly distinguished and factored into route planning, improving client satisfaction and operational efficiency.

Acceptance Criteria
Assigning Custom Weight to a Listing
Given an agent views a property detail; When the agent sets a weight using the slider or numeric input; Then the system validates the value is within the allowed range, displays a confirmation message, and persists the weight.
Editing Custom Weights Before Finalizing Schedule
Given an agent has already assigned weights to multiple listings; When the agent opens the schedule review screen; Then the agent can modify any weight and the system updates and saves the changes immediately.
Persisting Weights Across Sessions
Given an agent logs out after assigning weights; When the agent logs back in for the same client or tour; Then all previously assigned weights are displayed accurately in the property detail view.
Validating Weight Inputs
Given an agent attempts to enter a weight outside the accepted range or non-numeric input; When the agent submits the value; Then the system rejects the input, displays an inline error, and prevents saving until corrected.
Incorporating Weights into Route Planning
Given an agent finalizes weights and requests route generation; When the system calculates the tour order; Then properties are sorted by descending weight and displayed in the optimized route.
Priority-Based Route Optimization
"As an agent, I want the system to optimize the showing order based on listing importance so that I can visit top-priority properties first."
Description

Automatically reorder the tour sequence based on assigned listing weights, balancing priority values with travel time and distance. The optimization engine should process weighted inputs, compute the most efficient path that showcases top-weighted properties first, and present the optimized route in the tour summary and map view. This feature improves tour effectiveness by focusing on the most important listings early in the schedule.

Acceptance Criteria
Agent applies custom weights to listings
Given an agent has selected three listings and assigned weight values to each based on client preference, When the weights are saved, Then the system stores each listing’s weight in the tour configuration without error.
Optimization engine reorders tour sequence
Given a set of weighted listings and travel distances between them, When the agent initiates the route optimization, Then the engine produces a sequence where higher-weighted listings appear earlier while total travel distance remains within 10% of the shortest possible path.
Tour summary displays optimized route
Given an optimized sequence has been computed, When the agent views the tour summary, Then the listings are listed in descending order of priority with travel times and distances clearly annotated.
Map view reflects prioritized path
Given the optimized itinerary is available, When the agent switches to the map view, Then the map draws the route in the optimized order, highlighting each stop with priority-based markers.
Weight adjustment triggers re-optimization
Given the agent modifies the weight of one or more listings after an initial optimization, When the agent saves the new weights, Then the system automatically recomputes and displays the updated optimized route without requiring a manual refresh.
Weight Persistence and Default Settings
"As an agent, I want my assigned weights to be saved and reused as defaults so that I don’t have to reassign importance for repeat clients."
Description

Persist assigned weights across sessions and tours by storing them in user profiles or client-specific templates. Provide settings for agents to define and manage default weight templates per client or property type, and apply these defaults automatically when creating new tours. This requirement reduces repetitive input, maintains consistency, and accelerates tour setup for recurring clients.

Acceptance Criteria
Persisting Weights Across Sessions
Given an agent assigns custom weights to listings in a tour, when the agent logs out and logs back in, then the assigned weights for that tour are loaded exactly as before.
Applying Default Client Weight Template on New Tour Creation
Given an agent has defined a default weight template for a specific client, when the agent creates a new tour for that client, then the system automatically applies the client’s default weights to all listings in the new tour.
Managing Default Weight Templates
Agents can create, edit, and delete default weight templates in settings, and when saving a template change, the system updates the template immediately and applies it to subsequent new tours for the corresponding client or property type.
Applying Property Type Weight Templates
Given an agent has set default weight templates by property type, when the agent creates a new tour with listings of a single property type, then the system applies the relevant property-type template weights automatically.
Fallback to Global Default Weights
If no client-specific or property-type default template exists, then when creating a new tour, the system applies the global default weight template to all listings.
Real-Time Priority Reordering
"As an agent, I want to adjust listing priorities on the fly and recalculate the route so that I can adapt to changing client needs during the tour."
Description

Allow agents to modify listing weights or reorder properties during an active tour planning session and trigger immediate recalculation of the remaining route. The system should update the schedule and map in real time, reflecting any preference changes instantly. This capability ensures flexibility and responsiveness to evolving client feedback or on-the-fly adjustments.

Acceptance Criteria
Real-Time Weight Adjustment During Tour Planning
Given an agent is in an active tour planning session, When the agent adjusts the weight of a listing, Then the system recalculates the remaining route within 2 seconds and updates the order of listings accordingly.
Immediate Route Recalculation After Property Reorder
Given an agent drags a listing to a new position in the route list, When the reorder action is confirmed, Then the system recalculates and displays the new optimal route on both the schedule and map in under 3 seconds.
Map Display Reflects Updated Listing Priorities
Given a route recalculation has occurred, When the updated route is rendered, Then the map view highlights the next three top-priority listings with numbered markers that match the updated schedule order.
Priority Change Based on On-The-Fly Client Feedback
Given an agent receives client feedback during an active session, When the agent assigns a higher priority weight to a remaining listing, Then the system immediately refreshes the route and visual indicators without requiring a session restart.
Simultaneous Multiple Listing Adjustments
Given an agent makes multiple weight adjustments or reorders consecutively, When the final adjustment is applied, Then the system performs a single comprehensive recalculation and updates the route and map within 3 seconds, ensuring seamless performance.
Priority Indicators in UI
"As an agent, I want visual indicators of priority on my tour dashboard so that I can quickly identify and focus on high-value listings."
Description

Display clear visual indicators (e.g., colored badges, icons, or labels) representing listing weights on tour lists, map pins, and summary dashboards. Ensure accessibility compliance and provide a legend or tooltip for clarity. These indicators enable agents to quickly identify high-priority listings at a glance, streamlining decision-making and tour management.

Acceptance Criteria
Display of Priority Indicators in Tour List
Given an agent views their tour list, when listings have assigned weights, then each listing shows a colored badge indicating its weight, with the badge color matching the configured priority level.
Visualization of Priority on Map Pins
Given the agent opens the map view, when listings with weights are plotted, then each map pin displays an icon or colored marker representing its assigned weight, and clicking the pin shows the weight label in the info window.
Priority Indicators on Summary Dashboard
Given an agent accesses the summary dashboard, when a list of upcoming tours is displayed, then priority indicators (badges or labels) are shown next to each listing, ordered by highest to lowest weight.
Accessibility of Priority Indicator Legend
Given an agent encounters priority indicators for the first time, when hovering or focusing on a legend icon, then a tooltip or legend is displayed with textual descriptions of each badge color and weight, and the tooltip is fully accessible via keyboard and screen readers.
Color Contrast Compliance for Priority Badges
Given priority badges appear in the UI, then each badge color meets WCAG 2.1 AA contrast ratio of at least 4.5:1 against its background, verified via automated color contrast testing.

EcoRoute Optimizer

Calculates driving paths not just by time but also by fuel efficiency, reducing mileage and fuel costs by identifying greener routes without compromising schedule tightness.

Requirements

Multi-Criteria Route Computation
"As a real estate agent, I want the system to generate route options that balance travel time and fuel consumption so that I can reduce my fuel costs without delaying client showings."
Description

The system must calculate driving routes based on both travel time and fuel efficiency by leveraging mapping API data. It should generate multiple route options ranked by a combined time-efficiency score, ensure each route fits within the scheduled showing windows, and seamlessly integrate with the existing itinerary management module.

Acceptance Criteria
Agent requests optimized route for scheduled showings
Given an agent has at least two scheduled showings with defined start and end times, when the agent requests route optimization, then the system must calculate and return at least three distinct route options leveraging the mapping API.
System generates and ranks multiple route options
Given route options are computed, when the system processes these options, then it must assign each option a combined score computed as (normalized travel time weight + normalized fuel efficiency weight) and sort them in descending order of this score.
Routes respect showing time windows
Given the ranked routes, when evaluating each route against the showing schedule, then the system must discard any route where any segment's estimated arrival falls outside the corresponding showing window.
Selected route integrates into itinerary management
Given an agent selects a preferred route, when integrating into the itinerary module, then the system must save the selected route details (including waypoints, estimated times, and score) within the itinerary database and update the agent's mobile schedule view.
Route recalculation upon itinerary modification
Given an itinerary is modified (e.g., adding a new showing or changing a time window), when the agent triggers route recalculation, then the system must automatically recompute route options, re-rank them by combined score, and notify the agent of updated itinerary within 5 seconds.
Vehicle Profile Configuration
"As an agent, I want to configure my vehicle’s fuel efficiency parameters so that the route recommendations accurately reflect my car’s performance and costs."
Description

Agents must be able to input, update, and manage vehicle-specific parameters—such as fuel type, average MPG, and local fuel costs—within their profile. These parameters will be stored per user or team and applied to all route calculations to ensure accurate fuel-efficiency projections.

Acceptance Criteria
Agent Adds New Vehicle Profile
Given the agent is on the Vehicle Profile Configuration screen When they enter valid values for fuel type, average MPG, and local fuel costs and tap Save Then a new vehicle profile is created with those parameters stored under their user account.
Agent Updates Fuel Type
Given an existing vehicle profile When the agent changes the fuel type value and taps Update Then the system saves the updated fuel type and reflects it in the profile details view.
Vehicle Parameters Applied to Route Calculation
Given the agent requests an optimized route When vehicle profile parameters are set Then the EcoRoute Optimizer uses the stored fuel type, average MPG, and local fuel cost to calculate and display a fuel-efficiency score for each route option.
Team Member Accesses Shared Vehicle Profile
Given a team member with appropriate permissions When they view their team’s vehicle profiles Then they can see and select the shared vehicle configurations for use in route planning.
Agent Deletes Vehicle Profile
Given an existing vehicle profile When the agent taps Delete and confirms the action Then the profile is permanently removed and no longer available for new route calculations.
Real-Time Traffic & Efficiency Updates
"As an agent en route, I want the system to adapt my route based on real-time traffic so that I stay on the most fuel-efficient path despite changing conditions."
Description

The feature should continuously ingest live traffic and road-condition data to dynamically re-optimize routes during transit. It must trigger recalculations when significant traffic changes occur, updating the agent’s itinerary and navigation instructions without manual intervention.

Acceptance Criteria
Unexpected Traffic Congestion Detected
Given the agent is en route and live traffic data shows a delay exceeding 5 minutes on the current route, when the system detects this change, then within 10 seconds the system shall provide an alternate route optimized for minimal additional time and fuel consumption, update the ETA, and notify the agent.
Road Closure Due to Construction
Given the agent’s planned route includes a segment that becomes closed for construction, when the system ingests the closure data, then within 8 seconds the system shall recalculate the route avoiding the closure, update the ETA, and display the new navigation instructions.
Fuel Price Surge Notification
Given the agent is on route and live fuel price data indicates an increase of 20% or more at upcoming stations, when the system detects the surge, then the system shall alert the agent within 5 seconds and present at least two alternate routes passing through stations offering lower fuel prices with estimated cost savings.
Highway Exit Missed
Given the agent misses a designated highway exit according to GPS location, when the system identifies the missed exit, then within 5 seconds it shall recalculate an efficient route from the current position, update the ETA, and provide updated turn-by-turn instructions.
Weekend Slowdown Adaptation
Given historical weekend traffic patterns and live data indicate slower speeds on certain segments during weekend hours, when the system enters the defined weekend period, then within 15 seconds it shall adjust optimization parameters to favor fuel-efficient paths and present an updated route and ETA to the agent.
Route Comparison Dashboard
"As an agent, I want to compare multiple route options with clear metrics so that I can choose the best balance between time and fuel savings."
Description

Provide a visual interface that displays side-by-side comparisons of multiple route options, highlighting key metrics such as estimated time, distance, fuel consumption, and cost. The dashboard should allow agents to sort and filter routes based on their preferences and select the optimal path with a single click.

Acceptance Criteria
Agent initiates route comparison
Given the agent has entered valid tour locations and date into the EcoRoute Optimizer, When the agent navigates to the Route Comparison Dashboard, Then the dashboard loads within 2 seconds and displays at least three alternative routes with metrics for time, distance, fuel consumption, and estimated cost.
Agent sorts routes by fuel consumption
Given multiple routes are displayed on the dashboard, When the agent selects the 'Sort by Fuel Efficiency' option, Then the routes are reordered in ascending order of fuel consumption within 1 second.
Agent filters routes by maximum distance
Given the dashboard is displaying alternative routes, When the agent applies a distance filter set to a maximum of 50 miles, Then only routes with total distance less than or equal to 50 miles remain visible.
Agent selects optimal route with a single click
Given the dashboard displays filtered routes, When the agent clicks on the 'Select Route' button for a specific route, Then that route is marked as 'Chosen', its details are saved to the agent's itinerary, and the dashboard confirms selection within 1 second.
Dashboard highlights best balance between time and cost
Given the dashboard displays multiple routes, When no user preference is set, Then the system automatically highlights the route with the optimal balance of shortest time and lowest cost by applying a weighted algorithm, and visually distinguishes it with a highlight border.
Carbon Emission Estimation
"As an environmentally conscious agent, I want to see the carbon emissions for each route so that I can make greener choices in my traveling."
Description

Incorporate carbon-emissions calculations based on route distance, vehicle profile, and fuel type to provide an environmental impact estimate for each option. Display these estimates alongside other metrics to help agents make greener route choices and track their overall emissions reduction over time.

Acceptance Criteria
Route Carbon Emission Display
Given an agent selects a planned route option When the system calculates the carbon emissions based on route distance, vehicle profile, and fuel type Then the UI displays the estimated CO2 emissions (in kg) alongside time and distance metrics for that route option
Vehicle Profile Impact Calculation
Given an agent’s vehicle profile (make, model, engine type) is stored in the system When calculating emissions for a selected route Then the system uses the stored vehicle efficiency data to compute a tailored carbon estimate
Fuel Type Adjustment
Given an agent changes the fuel type setting for their vehicle (e.g., gasoline, diesel, electric) When viewing route emission estimates Then the system recalculates and updates the emissions estimate according to the selected fuel type
Comparative Route Selection
Given multiple route options are presented to the agent When the agent compares these routes Then the system highlights the route with the lowest carbon emissions without omitting travel time and distance details
Emissions Reduction Tracking
Given an agent completes multiple showings over time When reviewing historical route data Then the system aggregates and displays total carbon emissions and shows reduction trends over configurable time periods

Time-Window Wizard

Incorporates specific client availability slots into the clustering algorithm, automatically adjusting sequences so each showing falls within the correct time window without manual tweaks.

Requirements

Availability Slot Input
"As a real estate agent, I want to enter my client’s available time slots so that the system schedules showings only within those windows without manual adjustments."
Description

Enable agents to input multiple client availability windows by specifying start and end times through an intuitive interface, automatically validating entries and integrating them into the scheduling pipeline. This requirement ensures that the system captures precise time constraints for each showing, enhancing the relevance of the generated tour sequence and reducing manual corrections.

Acceptance Criteria
Single Availability Slot Entry
Given an agent accesses the availability input form When the agent enters a start time of 09:00 and an end time of 11:00 on the same day Then the system accepts the slot and displays it in the agent’s availability list
Multiple Non-Overlapping Slot Entry
Given an agent has no existing slots When the agent adds slots from 08:00–10:00 and 14:00–16:00 Then the system saves both slots and lists them in chronological order without conflicts
Overlapping Slot Validation
Given the agent has an existing slot from 10:00–12:00 When the agent attempts to add a new slot from 11:30–13:00 Then the system rejects the new slot and displays an inline error indicating the time overlap
Invalid Time Format Handling
Given an agent enters times in an incorrect format When the agent types "25:00–27:00" or non-numeric values Then the system highlights the fields in error and shows guidance on using HH:mm format
Integration with Scheduling Pipeline
Given the agent has defined availability slots When the agent generates a tour sequence using the Time-Window Wizard Then the scheduling algorithm only includes showings within the defined slots and flags any appointment outside those windows
Time-Aware Clustering Algorithm
"As a real estate agent, I want the system to automatically cluster property tours around my client’s availability slots so that each showing occurs within their preferred timeframe without manual tweaking."
Description

Incorporate client availability slots directly into the route optimization engine, dynamically adjusting the clustering logic to respect time windows while minimizing travel distance and total tour time. This enhancement ensures seamless sequencing of showings within specified intervals, improving efficiency and client satisfaction.

Acceptance Criteria
Single-Day Tour with Uniform Availability
Given a client has provided three properties with identical 2-hour availability windows on the same day, when the Time-Aware Clustering Algorithm generates the tour sequence, then all showings are scheduled within the specified windows and total travel time is minimized.
Multi-Day Tour with Varied Time Windows
Given a client’s availability spans two days with differing morning and afternoon slots, when the algorithm computes the route, then showings on each day must fall within that day's slots and optimize for shortest travel distance per day.
Last-Minute Availability Change
Given a client updates the time window for one property within 30 minutes of the scheduled start, when the algorithm recalculates the sequence, then the revised route accommodates the new window without violating any other property’s slots and maintains minimal additional travel time.
High-Density Property Clustering
Given five properties located within a 2-mile radius sharing overlapping availability windows, when clustering is applied, then these are grouped consecutively in the itinerary and sequenced to minimize backtracking.
Client-Specified Break Enforcement
Given a client requests a 1-hour lunch break between 12:00 and 13:00, when generating the tour, then no showings are scheduled during the break and the remaining properties are arranged before and after the break with minimal travel time.
Time Window Conflict Detection
"As a real estate agent, I want to be notified immediately if my clients’ availability windows conflict or can’t accommodate all requested showings so that I can revise them before sharing the schedule."
Description

Implement real-time validation that identifies and highlights conflicting availability inputs or unschedulable scenarios, offering suggestions or prompting agents to adjust slots before finalizing the tour. This feature preemptively addresses scheduling errors, ensuring a feasible tour plan.

Acceptance Criteria
Overlap Detection During Availability Input
Given the agent enters client availability slots that overlap, when the system validates the inputs, then the overlapping time windows are highlighted in red and an error message indicates the conflicting slots.
Handling Unschedulable Tours
Given a set of availability slots and estimated travel times that make the sequence unschedulable, when validation runs, then the system displays a prompt explaining the unschedulable scenario and suggests which slots to adjust.
Real-Time Validation Feedback
Given the agent is entering time windows into the Time-Window Wizard, when a conflict is introduced, then the system immediately flags the conflicting entry with an inline warning without requiring form submission.
Suggestion of Non-Conflicting Slots
Given there are conflicting availability inputs, when the agent requests suggestions, then the system proposes at least two alternative time windows per conflict that respect travel times and existing availabilities.
Successful Tour Plan After Adjustments
Given the agent has resolved all detected conflicts and applied suggested adjustments, when the agent finalizes the tour, then the system confirms no remaining conflicts and allows the tour to be saved and scheduled.
Visual Time-Window Preview
"As a real estate agent, I want to see a visual timeline of my tour with each showing mapped to the client’s availability window so that I can validate and adjust the schedule easily."
Description

Provide a timeline-based preview of the proposed tour showing each property’s appointment slot within the client’s availability windows, including travel estimations and buffer times. This visualization helps agents review, confirm, and make informed adjustments prior to dispatching the schedule.

Acceptance Criteria
Property Slots Alignment Preview
Given a client has defined availability windows for a specific date, when the Visual Time-Window Preview is generated, then each property's appointment slot must be displayed as a distinct segment falling entirely within the corresponding availability window on the timeline.
Travel Estimations and Buffer Display
Given a sequence of property appointments, when the preview is rendered, then travel time estimations and buffer intervals between each appointment must be calculated and displayed accurately on the timeline, with values matching backend route planning data.
Direct Timeline Slot Adjustment
Given the agent views the timeline preview, when the agent drags or clicks on a property appointment segment, then the start and end times must adjust interactively within the client's availability windows, and changes must reflect immediately on the timeline.
Dynamic Update on Availability Changes
Given an agent modifies the client's availability windows before dispatch, when the new availability is saved, then the timeline preview must automatically refresh to reposition all appointment slots within the updated windows without manual page reload.
Schedule Confirmation with Visual Validation
Given the agent reviews the final timeline preview, when the agent confirms and dispatches the schedule, then the system must validate that no appointment slots overlap or exceed availability windows and display a success message if valid.
Per-Client Override Management
"As a real estate agent, I want to override default time windows or travel buffers for specific clients or properties so that I can handle special requests or last-minute changes smoothly."
Description

Allow agents to create exceptions or overrides for individual clients or properties by adjusting specific appointment windows, travel buffers, or sequence priorities. This flexibility lets agents accommodate last-minute changes or unique client requirements without disrupting the overall clustering logic.

Acceptance Criteria
Override Appointment Window for Individual Client
Given an agent selects a client and specifies a custom appointment start and end time for a property, when the agent saves the override, then the system applies the new time window only to that client’s sequence and updates the clustered tour accordingly.
Adjust Travel Buffer for Specific Property
Given an agent chooses a property within a client’s tour and sets a custom travel buffer duration, when the agent confirms the buffer, then the system recalculates travel times for that segment without altering other clients’ buffers.
Re-Prioritize Sequence for VIP Client
Given an agent marks a client as VIP and drags a property to the top of the tour list, when the agent saves changes, then the system updates the sequence priority for that client’s tour while maintaining the overall clustering logic.
Remove Previously Set Override
Given an agent views a list of overrides for a client, when the agent deletes a specific override entry and confirms, then the system removes the override and reverts to the default clustering parameters for that client.
Persist Overrides Across Session and Sync
Given an agent sets multiple overrides and logs out, when the agent logs back in or accesses the schedule on another device, then all overrides are present and the tour sequence reflects them consistently across the platform.
Calendar Integration for Availability
"As a real estate agent, I want the system to sync with my clients’ calendars so that their availability slots are automatically imported and kept current."
Description

Integrate with popular calendar services (e.g., Google Calendar, Outlook) to automatically import client availability slots, syncing in real time and reducing manual data entry. This connection ensures up-to-date time windows and streamlines the scheduling workflow.

Acceptance Criteria
Import Google Calendar Availability Slots
Given the agent has linked their Google Calendar account, When the system fetches calendar data, Then all client availability slots from the next 30 days are imported and displayed in the Time-Window Wizard within 2 minutes.
Real-Time Sync Between Outlook Calendar and ShowFlow
Given the agent has authenticated their Outlook account, When a new event is created or updated in the agent’s calendar, Then ShowFlow automatically updates the availability slots in the Time-Window Wizard within 5 seconds.
Conflict Detection for Overlapping Events
Given multiple availability slots imported from the calendar, When the system detects overlapping events, Then the Time-Window Wizard highlights conflicts and prevents those slots from being used in tour clusters.
Fallback to Manual Entry When Authentication Fails
Given the system cannot authenticate with the calendar service, When the import process fails, Then ShowFlow displays an error message and prompts the agent to manually enter availability slots or retry authentication.
User Notification on Calendar Sync Errors
Given any synchronization error during import or update, When the error is detected, Then the system logs the error details and notifies the agent with a clear description and suggested action.

Route Pulse

Continuously monitors cancellations, new bookings, and road incidents in real time, instantly recalibrating your tour path to adapt on the fly and keep your day running smoothly.

Requirements

Real-Time Data Aggregation
"As an agent, I want to receive live updates on showing cancellations, new bookings, and traffic incidents so that my tour path is always based on the latest information."
Description

Integrate multiple real-time sources for cancellations, new bookings, and road incidents, normalizing and streaming updates with sub-10-second latency. Ensure seamless access to live event data from MLS calendars, booking APIs, and traffic incident feeds, maintaining data integrity and minimizing delays. Include error handling and fallback strategies to handle source failures without interrupting route recalculation.

Acceptance Criteria
Handling Cancellation from MLS Calendar
Given a cancellation event is received from the MLS calendar source Within 10 seconds of the event When the system processes the event Then the tour route must update to exclude the canceled showing and notify the agent with the updated route details
Processing New Booking via API
Given a new booking is submitted through the booking API When the event is ingested and normalized Then the system streams the update to the route recalculation engine in under 10 seconds and incorporates the new showing into the existing tour path
Ingesting Road Incident Feed Data
Given a traffic incident report arrives from the road incident feed When the report is received in real time Then the system flags the affected route segment, recalculates the optimal path, and alerts the agent with alternative directions within 10 seconds
Source Failure Fallback Mechanism
Given one of the data sources becomes unavailable When the primary stream fails Then the system automatically switches to the configured fallback source, logs the error, and continues delivering live updates without interrupting route recalculation
Data Integrity and Latency Monitoring
Given continuous streaming of real-time updates When data flows from all integrated sources Then the system must log end-to-end processing latency metrics, verify data timestamps are synchronized, and generate alerts if latency exceeds 10 seconds or integrity checks fail
Dynamic Route Recalculation
"As an agent, I want my tour schedule to automatically adjust when unexpected events occur so that I can maintain efficiency without manual rescheduling."
Description

Automatically recalculate the optimal tour sequence and navigation path within seconds after detecting any new event, using mapping algorithms that minimize total travel time and distance. Respect existing time windows for showings and client preferences, providing a revised itinerary that agents can accept or modify. Handle concurrent updates gracefully to avoid oscillations.

Acceptance Criteria
Real-Time Cancellation Handling
Given an active tour and a cancellation event, when the cancellation is detected, then recalculate the tour sequence within 5 seconds minimizing total travel time while maintaining all remaining time windows, and notify the agent of the updated itinerary.
On-The-Fly Road Incident Adjustment
Given an ongoing tour and a new road incident detected along the route, when the incident is logged, then recalculate the navigation path within 3 seconds to avoid the incident area, optimize for minimal delay, preserve appointment time windows, and alert the agent.
New Booking Integration
Given a confirmed new showing added to the day’s schedule, when the booking is received, then recalculate the optimal route within 5 seconds to integrate the new time window without causing overlaps, minimize additional travel distance, and present the revised itinerary to the agent.
Concurrent Updates Resolution
Given multiple events (e.g., cancellation and new booking) occur within 2 seconds of each other, when these events are detected, then process them in chronological order, recompute a stable route once after all updates, avoid oscillations, complete recalculation within 7 seconds, and provide the final itinerary to the agent.
Agent Modification Application
Given a proposed recalculated itinerary, when the agent makes manual modifications to stops or order, then update the route within 5 seconds honoring all time windows and client preferences, ensure no conflicts, and display the adjusted navigation path.
Push Notification Alerts
"As an agent on the go, I want to receive instant notifications about route changes so that I can stay informed without constantly checking the app."
Description

Deliver immediate push notifications to the agent’s mobile device whenever Route Pulse recalculates the route, highlighting the nature of the change and the updated schedule. Notifications should be configurable by channel (push, SMS, email) and urgency level, supporting rich content such as map previews and quick action buttons to accept or reject the new route.

Acceptance Criteria
Real-Time Route Recalculation Alert Delivery
Given a route recalculation occurs due to a cancellation or road incident, When the recalculation completes on the server, Then a push notification is sent to the agent’s mobile device within 5 seconds.
Configurable Notification Channels Selection
Given the agent has selected SMS and email as preferred channels in settings, When Route Pulse recalculates the route, Then the system sends notifications via push, SMS, and email according to the agent’s configuration.
Urgency Level-Based Notification Behavior
Given a high-urgency route change marked by Route Pulse, When dispatching the alert, Then the notification is tagged as high priority and overrides Do Not Disturb settings on the agent’s device.
Rich Map Preview Display
Given a notification is delivered to the agent, When the agent views the alert, Then the notification includes an embedded map preview displaying the updated route with origin, destination, and key waypoints.
Quick Action Buttons Acceptance and Rejection
Given the notification contains Accept and Reject buttons, When the agent taps Accept, Then the updated route is confirmed and the tour schedule is updated accordingly; When the agent taps Reject, Then the system reverts to the previous route and notifies Route Pulse.
Interactive Tour Dashboard
"As an agent, I want a clear visual overview of my daily showing schedule and any changes so that I can understand and manage my itinerary effectively."
Description

Provide an interactive dashboard within the mobile app that visualizes the agent’s full day itinerary on a map with a timeline view, displaying original and updated routes, upcoming stops, and incident markers. Allow tapping on any stop to view details, adjust appointment times, or manually trigger a route recalculation, ensuring full transparency over schedule changes.

Acceptance Criteria
Initial Itinerary Visualization
Given the agent opens the dashboard, when the data loads, then the map displays all stops as markers, the timeline view lists stops in chronological order, and the original route polyline connects stops in sequence.
Real-Time Route Recalculation on Cancellation
Given a cancellation is received in real time, when the dashboard updates, then the canceled stop is removed from the map and timeline, the route is recalculated within 5 seconds, and the updated route polyline is displayed.
Manual Route Adjustment by Agent
Given the agent taps the 'Recalculate Route' button, when the request is processed, then the dashboard displays the new optimized route polyline and updates the timeline within 3 seconds.
Stop Details and Time Adjustment Interaction
Given the agent taps a stop marker, when the stop details panel opens, then the panel shows appointment details including address, time, and client feedback, and when the agent adjusts the appointment time, the timeline updates and route recalculates automatically.
Incident Marker Display and Update
Given a road incident alert is detected, when the dashboard refreshes, then an incident marker appears at the correct location, the route reroutes around the incident, and the agent receives a visual alert on the dashboard.
Event Filtering Controls
"As an agent, I want to filter out insignificant events so that my route only changes for meaningful disruptions and I reduce unnecessary notifications."
Description

Implement filtering controls that allow agents to set thresholds and preferences for which events trigger route recalculations, such as minimum delay time or severity of incidents. Enable agents to define custom rules (e.g., ignore minor traffic jams under five minutes) in the app settings, ensuring that Route Pulse only intervenes when it adds real value.

Acceptance Criteria
Setting Minimum Delay Threshold
Given an agent sets a minimum delay time threshold of 5 minutes in the Route Pulse settings, When a road incident causes a 4-minute delay, Then the system does not recalibrate the tour path.
Defining Severity Level Preferences
Given an agent configures Route Pulse to trigger recalculation only for incidents classified as 'major' or 'critical', When a 'moderate' severity incident is recorded, Then the tour path remains unchanged.
Custom Rule for Ignoring Minor Traffic Jams
Given an agent creates a custom rule to ignore traffic jams under 5 minutes, When a traffic jam of 3 minutes is detected, Then Route Pulse does not adjust the route, and when a jam of 6 minutes is detected, Then Route Pulse recalculates the route.
Real-Time Cancellation Sensitivity
Given an agent sets recalculation triggers for cancellations occurring at least 1 hour before a scheduled showing, When a showing is canceled 30 minutes before, Then no recalculation occurs, and when a showing is canceled 2 hours prior, Then Route Pulse recalculates the tour order.
Combined Rule Enforcement
Given an agent defines multiple rules requiring both a minimum 10-minute delay threshold and 'critical' severity incidents to trigger recalculation, When an incident meets only one criterion, Then no recalculation is performed, and when both criteria are met, Then Route Pulse recalibrates the tour.

AutoHighlight

AI analyzes listing photos to identify and sequence the most compelling property features into a dynamic 15-second preview. Agents save time while showcasing key selling points that immediately capture client interest.

Requirements

Photo Feature Extraction
"As a real estate agent, I want the platform to automatically detect and label important features in property photos so that I can focus on client engagement instead of manual annotation."
Description

The system must analyze each listing photo using computer vision to identify key property attributes such as rooms, amenities, architectural details, and unique selling points. This functionality will leverage pre-trained AI models and custom object detectors to reliably tag images with relevant features, ensuring a consistent input set for downstream ranking and video generation processes.

Acceptance Criteria
Agent Uploads Listing Photos
Given an agent uploads between 5 and 25 listing photos, when the system processes the upload, then each photo is tagged with at least one key attribute and returned within 2 seconds with a confidence score ≥ 0.80.
Interior Room Feature Identification
Given an interior property photo, when analyzed by the AI model, then the system correctly identifies the room type (e.g., kitchen, bathroom, bedroom, living room) with an accuracy ≥ 95%.
Outdoor Amenity Detection
Given an exterior listing photo showcasing outdoor spaces, when processed, then the system detects amenities (e.g., pool, garden, garage, balcony) with a precision ≥ 90% and recall ≥ 85%.
Architectural Detail Recognition
Given a photo of a property facade or unique structural element, when analyzed, then the system tags architectural details (e.g., columns, archways, roof type) with an F1 score ≥ 85%.
Low-Quality Photo Handling
Given a blurred or low-resolution photo below the minimum quality threshold, when submitted, then the system flags the image quality issue, excludes it from feature extraction, and returns an error message advising re-upload.
AI-driven Feature Ranking
"As a marketing manager, I want the AI to rank property features by their potential impact so that the preview video highlights the most attractive aspects to prospective buyers first."
Description

Implement a machine learning algorithm that scores extracted features based on visual appeal, relevance to target buyer profiles, and historical engagement data. The algorithm should dynamically adjust weights to surface the most compelling highlights first, ensuring the preview showcases top priority selling points in a sequenced order that maximizes viewer interest.

Acceptance Criteria
Visual Appeal Scoring
Given a set of extracted photo features, when the algorithm evaluates them, then each feature is assigned a visual appeal score between 0 and 100 reflective of color richness, composition balance, and clarity.
Buyer Profile Relevance Scoring
Given a defined buyer profile with preferences, when features are scored, then each feature receives a relevance score based on alignment with profile attributes and historical preference data.
Historical Engagement Integration
Given past engagement metrics for similar listings, when features are ranked, then the algorithm boosts scores for features with above-average engagement by a factor of at least 1.5.
Dynamic Weight Adjustment
Given continuous feedback and engagement data, when the model retrains weekly, then feature weightings adjust by at least 5% in response to changes in user interaction trends.
Highlight Sequencing Order
Given a list of features with composite scores, when generating the 15-second preview, then the top five features are ordered descending by score and allocated no more than three seconds each.
Preview Video Assembly
"As an agent, I want the system to automatically create a polished 15-second video showcase so that I can immediately share engaging previews with clients without manual editing."
Description

Develop a video generation module that stitches together selected image segments into a smooth 15-second preview, including transition effects, overlay text labels for each feature, and background music. The module must support multiple output formats and resolutions optimized for mobile and web display without compromising quality or loading performance.

Acceptance Criteria
Preview Video Generation
Given a set of selected image segments, when the module assembles the preview, then the output video is exactly 15 seconds long and includes all segments in the user-defined sequence.
Transition Effects Application
Given default transition settings, when segments are stitched, then each transition is a smooth 0.5-second fade without stutter or delay.
Overlay Labels Render
Given feature labels for each segment, when generating the video, then each label appears centered on its segment for at least 2 seconds, with font size ≥24px and high contrast.
Background Music Sync
Given a chosen music track, when the video is generated, then the music is trimmed or looped to match exactly 15 seconds, fades in over 1 second, and is normalized to -20dBFS.
Multi-Format Output
When preview generation completes, then the video is available in MP4 (1080p) and WebM (720p) formats, each under 10MB and playable on both iOS and Android mobile browsers.
Customization Controls
"As an agent, I want to customize the preview settings so that the final video aligns with my branding and client preferences."
Description

Provide an interface allowing agents to customize which features are highlighted, adjust the preview duration, choose transition styles, and select from a library of music tracks. Changes should be previewed in real time and saved as part of the agent’s default settings for consistency across listings.

Acceptance Criteria
Selecting Custom Highlights for a Listing
Given an agent opens the AutoHighlight customization controls, When the agent selects or deselects specific property features, Then the preview updates to include only the chosen features in the correct sequence.
Adjusting Preview Duration
Given an agent sets the preview duration slider to X seconds, When the agent saves or applies the change, Then the preview plays for exactly X seconds and displays the updated duration in the UI.
Choosing Transition Styles
Given an agent picks a transition style from the available options, When the agent previews the highlight reel, Then the selected transition effect is applied between all feature clips.
Selecting Background Music Track
Given an agent selects a music track from the library, When the preview is played, Then the preview plays with the chosen track and the audio duration is synchronized with the video.
Real-Time Preview Update
Given an agent changes any customization setting (features, duration, transition, or music), When the change is made, Then the preview updates within 2 seconds without requiring a page reload.
Saving Customization as Default
Given an agent clicks 'Save as Default' after customizing settings, When the agent opens AutoHighlight for a new listing, Then the previously saved settings are automatically applied and indicated as active.
Real-time Processing and Scalability
"As a platform administrator, I want the preview generation to scale automatically during high-demand periods so that all agents receive fast, reliable service regardless of load."
Description

Ensure the AutoHighlight service can process large volumes of listing photos and generate previews within seconds by leveraging cloud-based autoscaling, containerized microservices, and optimized caching strategies. The architecture must handle peak loads without degradation of service and provide monitoring dashboards for performance metrics.

Acceptance Criteria
High-Volume Photo Upload Processing
Given 1000 concurrent photo upload requests When AutoHighlight processes them Then at least 95% of previews are generated within 5 seconds and error rate is below 1%
Peak Load Autoscaling Response
Given system CPU utilization >70% and incoming request rate ≥200 requests/min When autoscaling is triggered Then new instances are provisioned within 60 seconds and handle additional load without errors
Caching Effectiveness for Repeated Requests
Given a photo requested for preview generation within the last 24 hours When a repeat request is made Then the cached preview is served within 1 second and no recomputation occurs
Monitoring Dashboard Visibility
Given the AutoHighlight service is running When accessing the monitoring dashboard Then request rate, response times, error rates, and instance count are displayed in real time with updates every minute and historical data for the past 7 days
Service Resilience under Failure Conditions
Given one service instance fails during processing When failure is detected Then requests are automatically routed to healthy instances without loss and a failure alert is raised within 2 minutes

BrandMark

Allows agents to apply custom branding elements—logos, color palettes, intro/outro slides, and text overlays—directly onto video previews, ensuring professional, on-brand teasers for every property.

Requirements

Logo Upload and Management
"As a real estate agent, I want to upload and manage my agency logos so that I can maintain consistent branding on every video preview."
Description

Enable agents to upload, store, and manage multiple logo files in various formats (PNG, JPEG, SVG), allowing selection of a preferred logo when generating video previews. This feature integrates with the existing media library and ensures consistent branding across all property teaser videos.

Acceptance Criteria
Agent accesses logo management interface
Given the agent is logged in and navigates to the BrandMark section, When the agent selects the ‘Logos’ tab, Then the system displays a list of uploaded logos with thumbnails and an ‘Upload New Logo’ button.
Agent successfully uploads a new logo
Given the agent is on the ‘Logos’ tab, When the agent selects a valid PNG, JPEG, or SVG file under 5 MB and clicks ‘Upload’, Then the logo is uploaded, stored in the media library, and appears in the list within 5 seconds.
Agent attempts to upload an unsupported file format
Given the agent selects an unsupported file format (e.g., .exe or .pdf) and clicks ‘Upload’, Then the system displays an error message stating ‘Unsupported file format. Please upload PNG, JPEG, or SVG.’ and does not add the file to the library.
Agent selects a preferred logo for video previews
Given multiple logos are present in the library, When the agent clicks ‘Set as Default’ on a selected logo, Then the system visually highlights that logo as the default and preselects it automatically for all new video previews.
Agent deletes an existing logo
Given the agent clicks the delete icon on a logo and confirms the deletion in the modal dialog, When the agent confirms, Then the logo is removed from the library immediately and is no longer available for selection in video previews.
Color Palette Customization
"As a real estate agent, I want to customize my brand colors so that my video teasers align with my agency’s visual identity."
Description

Provide a tool for agents to define and apply custom color palettes by selecting primary, secondary, and accent colors using HEX codes or a color picker. The chosen palette should automatically apply to overlays, slides, and text elements within the video teaser builder.

Acceptance Criteria
Primary Color Selection via HEX Input
Given the agent is on the color palette customization tool, when they input a valid HEX code into the primary color field and click apply, then the primary color overlay, slides, and text elements in the video teaser builder update to reflect the selected color.
Secondary and Accent Color Selection via Color Picker
Given the agent accesses the secondary and accent color pickers, when they choose a color swatch or adjust the hue slider and confirm their selection, then the secondary and accent colors on overlays, slides, and text elements update accordingly.
Invalid HEX Code Entry Handling
Given the agent enters an invalid HEX code into any color field, when they attempt to apply the color, then the system displays a validation error message indicating the HEX code is invalid and prevents applying it.
Automatic Application of Color Palette
Given the agent has defined primary, secondary, and accent colors, when they open a new video teaser builder session, then the previously saved color palette automatically applies to overlays, intro/outro slides, and text elements.
Reset to Default Color Palette
Given the agent clicks the 'Reset to Default' button in the customization tool, when the confirmation prompt appears and the agent confirms, then all overlays, slides, and text elements revert to the default color palette.
Intro/Outro Slide Builder
"As a real estate agent, I want to create branded intro and outro slides so that my video previews look polished and professional."
Description

Implement a slide creation interface that lets agents craft branded intro and outro slides by combining uploaded logos, chosen brand colors, and text fields for property details. Slides should be reusable and seamlessly inserted at the start or end of video teasers.

Acceptance Criteria
Intro Slide Creation
Given an agent accesses the slide builder, when they upload a logo, select a brand color, and enter property details, then a preview of the intro slide displays all elements correctly positioned and styled.
Outro Slide Creation
Given an agent configures the outro slide, when they choose branding elements and confirm text fields, then the outro slide renders with correct logo, color palette, and text.
Slide Reusability
Given an agent saves a custom slide, when they open the slide builder for a new teaser, then the saved slide appears in the reusable slide library and can be selected.
Slide Insertion into Video
Given an agent finalizes a video teaser, when they select an intro or outro slide and click ‘Insert’, then the slide is seamlessly added at the start or end of the video without affecting playback quality.
Slide Editing and Updating
Given an agent chooses an existing saved slide, when they modify branding elements or text and save changes, then the updated slide overwrites the previous version and updates in the reusable library.
Text Overlay Editor
"As a real estate agent, I want to add and style text overlays on my videos so that I can highlight key property details and contact information."
Description

Offer an editor for agents to overlay custom text (e.g., property address, agent name, contact info) on video previews, with controls for font selection, size, color, positioning, and opacity. Text overlays should render crisply on both mobile and desktop views.

Acceptance Criteria
Adding Default Text Overlay
Given the Text Overlay Editor is opened When the agent inputs a property address Then a text overlay with default font, size, color, and position appears on the video preview
Selecting Font and Size
Given a text overlay exists When the agent selects a font and adjusts the size Then the overlay updates immediately and displays the chosen font and size without distortion
Adjusting Color and Opacity
Given a text overlay exists When the agent picks a color and sets opacity Then the overlay reflects the selected color and transparency level accurately on the preview
Positioning Text on Video
Given a text overlay exists When the agent drags the overlay to a new position or uses alignment controls Then the overlay snaps to the target location or alignment guides and remains within video bounds
Rendering Overlay on Mobile and Desktop
Given overlays are finalized When the video preview is viewed on mobile and desktop Then the text appears crisp and correctly positioned with consistent appearance across both platforms
Branding Presets and Templates
"As a real estate agent, I want to save my branding configurations as templates so that I can quickly apply consistent branding to all my video previews."
Description

Allow agents to save combinations of logos, color palettes, intro/outro slides, and text overlay settings as named presets or templates. Agents can then apply a preset with a single click to new video projects, streamlining the branding process.

Acceptance Criteria
Agent Creates and Saves a New Branding Preset
Given an agent has selected a logo, color palette, intro/outro slides, and text overlay settings and provided a unique preset name When the agent clicks "Save Preset" Then the new preset appears in the "Saved Presets" list with all selected elements accurately stored And a confirmation message "Preset saved successfully" is displayed.
Agent Applies a Saved Branding Preset to a New Video Project
Given an agent starts a new video project and opens the "Saved Presets" list When the agent selects an existing preset and clicks "Apply" Then all preset elements (logo, colors, intro/outro, overlays) are automatically applied to the video project And the video preview reflects the applied branding immediately.
Agent Modifies an Existing Branding Preset
Given an agent accesses the details of a saved preset When the agent updates one or more branding elements and clicks "Save Changes" Then the preset is updated with the new configuration in the "Saved Presets" list And a notification "Preset updated successfully" is shown.
Agent Deletes a Saved Branding Preset
Given an agent views the "Saved Presets" list When the agent selects a preset and confirms deletion Then the preset is removed from the list And a message "Preset deleted successfully" is displayed.
System Prevents Duplicate Preset Names
Given an agent attempts to save or rename a preset using a name that already exists When the agent submits the duplicate name Then the system rejects the action and displays an error message "Preset name already in use, please choose a different name".

AutoNarrate

Generates and syncs a polished voiceover narration using listing details and highlights, adding context and professionalism to previews without the need for manual recording.

Requirements

Real-Time Data Sync
"As a real estate agent, I want AutoNarrate to update its narration automatically whenever listing details change so that my property previews always reflect the most accurate information without manual effort."
Description

Enable AutoNarrate to automatically pull the latest listing details, images, and highlights from ShowFlow’s database in real time. The system should detect changes in property information—such as price updates, new features added, or photos uploaded—and regenerate the voiceover accordingly without manual intervention. This ensures narrations are always current, reducing the risk of outdated or inaccurate information in previews and maintaining professional consistency.

Acceptance Criteria
Price Update Sync
Given a property listing’s price is updated in ShowFlow’s database When AutoNarrate performs its real-time sync Then the regenerated voiceover narration includes the updated price within 30 seconds
New Feature Addition Sync
Given a new feature is added to a property listing When AutoNarrate syncs listing details Then the voiceover narration accurately mentions the newly added feature
Photo Upload Sync
Given additional photos are uploaded to a property listing When AutoNarrate runs its sync process Then the narration references the updated photo count or highlights the new photos appropriately
Listing Detail Correction Sync
Given a correction is made to a property’s description or address in the database When AutoNarrate detects the change and syncs Then the voiceover narration reflects the corrected information without requiring manual edits
Bulk Data Change Sync
Given multiple listing attributes (price, features, images) are updated simultaneously When AutoNarrate triggers a real-time sync Then a cohesive, fully regenerated narration incorporating all changes is produced within two minutes
Voice Style Selection
"As a real estate agent, I want to choose from multiple polished voice styles so that the narrated previews align with my personal or agency branding."
Description

Offer a variety of professional voice personas—male and female, different ages, and tonal styles—so agents can match narration to their brand and target audience. Each voice option should be clearly labeled with sample audio clips for easy comparison. Integrate selection into the listing workflow, allowing agents to choose or change voices on a per-listing basis.

Acceptance Criteria
Voice Persona Selection During Listing Creation
Given an agent is creating a new listing, When they reach the AutoNarrate voice selection step, Then the system displays at least five voice personas with clear labels and sample audio controls, and all sample clips play without distortion within 3 seconds of clicking play.
Sample Audio Preview Quality and Responsiveness
Given the agent clicks the 'Play Sample' button for a voice persona, When the sample audio loads, Then the audio playback starts within 2 seconds, and the clip maintains a minimum 16 kHz sampling rate without noticeable artifacts.
Editing Voice Persona on Existing Listing
Given an agent opens an existing listing in edit mode, When they access the AutoNarrate section and select a different voice persona, Then upon saving, the system applies the new voice to the listing narration and reflects the change in the listing preview.
Voice Persona Persistence Across Sessions
Given an agent selects and saves a voice persona for a listing, When they log out and log back in or switch devices, Then the previously selected voice persona remains assigned to that listing and is displayed as the current choice.
Voice Selection Accessibility and Labeling
Given an agent uses assistive technologies or keyboard navigation, When they navigate the voice selection interface, Then each voice persona is announced with its name, gender, age-range, and tone label, and all interactive elements are accessible via keyboard.
Template Customization
"As a busy agent, I want to personalize and save my own narration templates so that all my property previews maintain a consistent voice and messaging style with minimal setup time."
Description

Provide editable narration templates that define structure, tone, and phrasing for property overviews, neighborhood highlights, and call-to-action segments. Agents should be able to adjust template sections, reorder content blocks, and insert custom intros or closings. Store custom templates for reuse across multiple listings to streamline the narration setup process.

Acceptance Criteria
Access editable narration templates
Given the agent is on the template library page, when they select a template and click "Customize", then an editable version of the template loads with distinct sections for property overview, neighborhood highlights, and call-to-action.
Edit tone and phrasing in template
Given an editable template is open, when the agent selects a tone option and updates phrasing in any section, then the changes are saved and reflected in the live preview immediately.
Reorder narration content blocks
Given the template editor displays content blocks, when the agent drags and drops blocks to a new order, then the new order is saved and the preview updates to show the blocks in the revised sequence.
Insert custom introduction and closing
Given the agent is customizing a template, when they add a custom intro or closing segment in the designated fields, then those segments appear correctly in the preview and are included in the generated voiceover.
Save and reuse custom templates
Given the agent has finished customizing a template, when they click "Save as New Template" and name it, then the template is added to their personal library and is available to apply to other listings.
Preview and In-App Editing
"As an agent, I want to preview and edit the narration transcript in-app so that I can ensure accuracy and tone before publishing property previews."
Description

Allow agents to play back generated narrations within the app, highlighting timestamps alongside transcript text. Provide in-app editing tools to adjust phrasing, correct pronunciation, or modify pacing directly in the transcript. After edits, regenerate the audio on demand, enabling quick iteration without leaving ShowFlow.

Acceptance Criteria
Play Narration Within App
Given the agent is on the preview screen with a generated narration, When the agent taps the play button, Then the audio playback should start, And the transcript text should scroll and highlight the current playback timestamp in real time.
Edit Transcript Phrasing
Given a paused or playing narration with the transcript displayed, When the agent selects a transcript segment and edits its phrasing, Then the updated text should immediately appear in the transcript and be marked for audio regeneration.
Correct Pronunciation
Given a transcript segment containing a mispronounced word, When the agent marks the word and provides phonetic spelling or selects from pronunciation suggestions, Then the corrected pronunciation data should be saved and visually indicated in the transcript editor.
Modify Pacing
Given the agent views the transcript with time markers, When the agent adjusts the pacing controls (e.g., timing sliders) for a specific segment, Then the start and end timestamps of that segment should update accordingly in the transcript UI.
Regenerate Edited Audio
Given one or more transcript edits have been made, When the agent taps ‘Regenerate Audio’, Then the system should generate a new narration audio file within 30 seconds, And replace the previous audio in the preview player.
Multi-Language & Accent Support
"As an agent working with international clients, I want AutoNarrate to generate voiceovers in different languages and accents so that property previews resonate with my clients’ linguistic preferences."
Description

Support narration in multiple languages and regional accents to cater to diverse client bases. Leverage language detection from listing metadata and allow manual override. Ensure high-quality pronunciation and localized idioms for each supported language. Include fallback options to default language if unsupported.

Acceptance Criteria
Automatic Language Detection
Given a listing has a language code in its metadata, when AutoNarrate generates the narration, then the output audio must use the specified language’s voice profile and verify the narration language matches the metadata in 100% of test samples.
Manual Language Override
Given a user selects a different language or dialect from the override menu, when the user confirms the selection, then the narration must switch to the chosen language/accent immediately and persist this choice for subsequent generations.
Regional Accent Application
Given multiple regional accents are available for the same language, when the user chooses a specific regional accent (e.g., British, Australian), then the TTS engine must apply the correct accent rules and pronunciation, and audio samples must reflect at least 95% accent accuracy.
Pronunciation Quality Check
Given the narration includes specialized real estate terms, idioms, and proper nouns, when the narration is generated, then the pronunciation accuracy rate must exceed 98% as validated by a linguistic QA review.
Fallback to Default Language
Given a listing’s metadata specifies an unsupported language or the detection fails, when AutoNarrate attempts generation, then it must revert to the system default language and log an informational warning without interrupting the user flow.

FormatFlex

Automatically renders previews in multiple aspect ratios (16:9, 1:1, 9:16) and resolutions optimized for social platforms and marketing channels, eliminating the hassle of manual reformatting.

Requirements

Aspect Ratio Template Library
"As a real estate agent, I want to quickly select from predefined aspect ratio templates so that my property previews are consistently optimized without manual setup."
Description

Develop a centralized library of predefined aspect ratio templates (16:9, 1:1, 9:16) that can be easily managed, updated, and extended. The library should integrate seamlessly with the FormatFlex engine, allowing users to select or customize templates for consistent formatting across all previews. It should support versioning, tagging, and preview thumbnails to simplify template selection and maintenance.

Acceptance Criteria
Selecting a Predefined Template
Given the user opens the Aspect Ratio Template Library When the user selects the 16:9 template Then the preview updates to 16:9 dimensions and the selection is applied successfully
Creating a Custom Template
Given the user chooses to create a new template When the user defines a custom aspect ratio, assigns a name, selects tags, and uploads a thumbnail Then the custom template appears in the library with the correct metadata and thumbnail preview
Versioning an Existing Template
Given the user views an existing 1:1 template When the user creates a new version with updated resolution and description Then the library displays both versions, indicates the current active version, and preserves the history
Tagging and Searching Templates
Given multiple templates exist with tags 'social', 'marketing', and 'mobile' When the user searches or filters by tag 'marketing' Then only templates tagged 'marketing' are displayed in the library
Previewing Template Thumbnails
Given the user browses the template library When the user hovers over or clicks a template Then the thumbnail preview displays correctly in the gallery and matches the stored resolution
Auto-Resizing Engine
"As an agent, I want my property images and videos to be automatically resized into all required formats so that I can save time and ensure consistent quality across channels."
Description

Implement a robust resizing engine that automatically converts original media into multiple resolutions and aspect ratios without quality degradation. The engine should apply smart cropping, padding, and scaling algorithms to maintain visual integrity. It must integrate into the rendering pipeline and support concurrent processing for fast turnaround.

Acceptance Criteria
Batch Media Resizing for Social Campaign
Given an original media file is submitted, when the engine processes it, then three output files in 16:9, 1:1, and 9:16 aspect ratios are generated within 5 seconds each without perceptible quality degradation.
Smart Cropping with Focus Preservation
Given a high-resolution image containing a primary subject, when the engine crops to target aspect ratios, then the subject remains fully visible and centered in the resulting images.
Concurrent Processing Under Load
Given 20 media files are submitted simultaneously, when processed by the engine, then all conversions complete within the defined SLA (e.g., 30 seconds per file) and no requests fail.
Pipeline Integration and Error Handling
Given a media processing request enters the rendering pipeline, when the engine completes processing, then it returns valid URLs for each resized version and logs any processing errors with error codes for failed conversions.
Resolution Scaling for Large Formats
Given a 4K resolution input file, when the engine downscales it to 1080p, then the output file matches the target resolution exactly and exhibits no scaling artifacts.
Platform Optimization Profiles
"As a marketing-savvy agent, I want platform-specific optimization presets so that my content meets each channel’s requirements without manual research."
Description

Create a set of optimization profiles tailored for major social and marketing platforms (Instagram, Facebook, TikTok, LinkedIn, etc.). Each profile should define best-practice resolution, file format, compression settings, and metadata requirements. The system must allow updating profiles as platform specifications evolve and enable agents to choose one-click profile application.

Acceptance Criteria
Applying Instagram Optimization Profile
Given a user has uploaded a media file When the user selects the Instagram profile and clicks "Apply" Then the system reformats the media to 1080x1080 resolution in JPEG format with medium compression under 4 MB file size and includes appropriate metadata tags And the processed file is available for download within 10 seconds
Updating TikTok Profile
Given an admin accesses the TikTok profile settings When the admin updates the resolution to 1080x1920 (9:16) and changes the compression preset to "High Quality" Then the new settings persist for all subsequent exports And the system logs the update timestamp and changes
Exporting Media with LinkedIn Profile
Given a user selects the LinkedIn profile When the user exports an image Then the system outputs a 1200x627 resolution image in JPEG format with medium compression and adds metadata description "Optimized for LinkedIn Feed" And the downloaded file size is below 5 MB
One-Click Application Across Multiple Profiles
Given a user selects multiple profiles (Instagram, Facebook, TikTok) When the user clicks "Apply All" Then the system generates previews for each selected profile with the correct resolutions, formats, and metadata within the preview pane And the user can download each formatted file individually
Handling Evolving Platform Specifications
Given platform specification updates are available When an admin imports new specifications into the system Then the corresponding profiles automatically update their resolution, format, compression, and metadata defaults And the system creates a log entry detailing the changes
Real-Time Preview Interface
"As an agent, I want to see real-time previews of my formatted media so that I can verify appearance and make adjustments before export."
Description

Build an interactive preview interface that displays formatted outputs in all selected aspect ratios and resolutions. The interface should allow agents to switch between previews, zoom, pan, and inspect rendering quality before exporting. It must reflect template and profile selections instantly and provide visual indicators for potential format issues.

Acceptance Criteria
Switching Between Aspect Ratios
Given the agent has loaded multiple aspect ratios, when the agent switches from one ratio to another, then the preview updates within 500ms and displays the correctly formatted output for the selected ratio without distortion.
Zoom and Pan Preview Interaction
Given a preview is displayed, when the agent uses pinch-to-zoom or drag gestures, then the interface responds with at least 30fps and allows panning to any part of the preview without rendering artifacts.
Instant Template and Profile Update
Given the agent selects a new template or profile, when the selection is confirmed, then all previews refresh within 300ms to reflect the new settings across all aspect ratios.
Visual Indicator for Format Issues
Given the system detects a potential formatting issue (e.g., cropping error or resolution mismatch), then a visual indicator appears on the affected preview within 200ms and displays a tooltip describing the issue when hovered or tapped.
Export Process Verification
Given the agent initiates an export, when the export is triggered, then the system generates optimized files in all selected aspect ratios and resolutions within 2 seconds and verifies each file matches the preview quality metrics.
Batch Export and Download
"As an agent, I want to export all formatted previews in bulk so that I can share them with clients or upload to platforms in a single step."
Description

Enable batch processing of multiple media items, applying selected templates and optimization profiles in one operation. Provide options for exporting all formatted versions as a zip archive or individual downloads. Include progress tracking and error reporting to ensure a smooth user experience.

Acceptance Criteria
Batch Export Initiation for Multiple Media Items
Given the agent has selected multiple media items and one or more templates, When they click 'Export Batch', Then a batch job is created that applies all selected templates and optimization profiles to each item, the system queues the jobs correctly, and the UI displays an overall progress bar showing percentage complete.
Download All Formatted Versions as ZIP
Given a completed batch export job, When the agent clicks 'Download All', Then the system generates a ZIP archive containing every formatted version of each media item, ensures the archive is under the platform’s maximum download size limit, and initiates the download within 5 seconds of request.
Individual Download of Formatted Items
Given a batch export job has finished, When the agent selects a specific media item and aspect ratio from the export results, Then a 'Download' button appears, and clicking it downloads the correctly formatted file named using the convention <original_name>_<template>_<ratio>.jpg.
Progress Tracking and Error Reporting
Given an ongoing batch export process, When any individual media item fails to process, Then the UI highlights the failed item in the progress list, logs the error code and description in an accessible error report, and continues processing the remaining items without interruption.
Automated Retry on Transient Failures
Given a transient failure (e.g., network timeout or temporary service disruption) occurs during export, When the platform’s retry policy is applied, Then the system automatically retries the failed item up to three times before marking it as permanently failed in the error report.

CaptionCraft

Auto-creates on-screen captions and property detail overlays, making videos accessible and informative even when sound is off, and improving engagement across diverse viewer preferences.

Requirements

Automated On-screen Caption Generation
"As a real estate agent, I want automatically generated on-screen captions so that my property videos are accessible and informative even when muted."
Description

Implement a speech-to-text engine that processes video audio tracks to generate accurate, time-synchronized on-screen captions in multiple languages. Ensure the captions automatically attach to the video in the mobile app and web platform, maintaining synchronization even when users skip or rewind sections. This functionality enhances video accessibility, caters to silent playback scenarios, and complies with accessibility standards.

Acceptance Criteria
English Captions Synchronization
Given a video with English audio when the user plays the video then the captions appear on-screen within 500ms of the corresponding dialogue and maintain synchronization throughout playback with a word error rate of less than 10%.
Multi-language Caption Generation
Given a video with audio in a supported non-English language when the user selects the language option then the system generates and displays accurate, time-synchronized captions in the chosen language with at least 85% accuracy.
Caption Persistence on Seek
Given the user seeks forward or backward in the video timeline when playback resumes then the captions update to match the current timestamp within 300ms and remain in sync throughout the adjusted playback segment.
Caption Attachment Across Platforms
Given the user accesses the video on the mobile app or web platform when playback begins then captions are automatically attached and visible without additional configuration and can be toggled on or off via the UI.
Accessibility Compliance Verification
Given the video captions are generated when exported to WebVTT or SRT format then the output conforms to the specification, includes necessary metadata (timestamps and language codes), and passes an automated accessibility audit with no critical errors.
Property Detail Overlay Automation
"As a property buyer, I want key property details overlaid on video so that I can quickly see important information without pausing or checking another source."
Description

Develop a system that extracts key property metadata (e.g., price, address, square footage, number of bedrooms) from listing data and renders it as on-screen overlays at configurable intervals. Overlays should be styled consistently, support responsive layouts, and update dynamically if listing details change. This feature ensures viewers receive critical information at a glance, boosting engagement and reducing manual editing.

Acceptance Criteria
Metadata Extraction for Overlays
Given a valid listing with metadata When the system processes the listing Then it extracts price, address, square footage, and bedroom count with 100% accuracy and stores them for overlay generation.
Configurable Overlay Rendering Intervals
Given user-defined overlay timing settings When a video plays Then overlays appear at the specified timestamps and remain visible for the configured duration.
Consistent Overlay Styling
Given the design specification When overlays are rendered Then they use the correct font, color, size, and position as defined in the style guide.
Responsive Overlay Layout
Given different screen sizes (mobile, tablet, desktop) When the video player is resized Then overlays adjust layout, font size, and positioning to maintain readability without clipping.
Dynamic Overlay Updates on Listing Changes
Given a change in listing data (e.g., price update) When the system detects the update Then overlays in existing and scheduled videos reflect the new data within five minutes.
Customizable Caption and Overlay Styles
"As a real estate agent, I want to customize the style of captions and overlays so that they align with my branding and enhance viewer engagement."
Description

Provide a style editor allowing users to customize font, size, color, background opacity, and positioning for captions and overlays. Users should be able to save branding presets and apply them across multiple videos. This customization maintains brand consistency, improves visual appeal, and accommodates varying content needs.

Acceptance Criteria
Font and Color Customization
Given the user opens the style editor When the user sets font family, size, color, background opacity, and positioning Then the video preview updates to reflect the exact chosen styles
Saving a Branding Preset
Given the user has customized caption and overlay styles When the user clicks “Save as Preset” and enters a preset name Then the preset is saved to the user’s preset list and is available for future selection
Applying Presets to Multiple Videos
Given the user has one or more saved presets and a list of videos selected When the user selects a preset from the preset list and applies it Then all selected videos update to display captions and overlays using the chosen preset styles
Real-time Style Preview
Given the user is editing style attributes in the style editor When the user modifies any style parameter Then the video preview pane updates instantly to show the applied change
Reset to Default Style
Given the user has applied custom styles When the user clicks “Reset to Default” Then all style settings revert to the system defaults and the preview reflects the default caption and overlay appearance
Real-time Caption and Overlay Preview
"As a content creator, I want to preview captions and overlays in real-time while recording or editing so that I can ensure accuracy and visual appeal before publishing."
Description

Enable a live preview mode in the mobile and web editors, displaying captions and overlays in real time during recording or editing sessions. Users should be able to toggle overlays on/off, adjust timing, and instantly view changes without regenerating the entire video. This real-time feedback loop accelerates content creation and ensures quality before publishing.

Acceptance Criteria
Live Caption Activation in Mobile Editor
Given a user starts recording in the mobile editor and toggles captions on, captions must appear in the preview within 200ms with at least 95% accuracy in both portrait and landscape modes.
Toggle Overlay Visibility in Web Editor
When a user clicks the overlay visibility toggle in the web editor, property detail overlays must show or hide within 100ms without reloading or regenerating the video across Chrome, Firefox, and Safari.
Caption Timing Adjustment
When a user adjusts the caption start or end times using the timing slider, the preview must reflect the new timing within 50ms and maintain synchronization with the audio track.
Real-Time Style Update During Editing
Given a user changes caption font size, color, or position in the editor, the live preview pane must update the style changes within 100ms without requiring video regeneration.
Preview Performance on Low-Bandwidth Network
When using the mobile editor on a 3G network, the real-time preview of captions and overlays must remain responsive, with total latency not exceeding 500ms and without causing application crashes or errors.
Offline Caption Editing Workflow
"As a busy agent who works in areas with spotty internet, I want to edit captions and overlays offline so that I can finalize content without connectivity issues."
Description

Implement an offline editing interface that caches video and caption data locally, allowing users to adjust text, timing, and overlay details without an internet connection. Changes should sync automatically when connectivity is restored. This capability supports agents working in the field with limited network access, ensuring uninterrupted content preparation.

Acceptance Criteria
Editing Captions Offline in Remote Area
Given the user opens the caption editing interface while offline When they select a previously cached video Then the video and associated captions load from local storage within 3 seconds and are editable
Local Saving of Caption Edits
Given the user modifies caption text, timing, or overlay settings while offline When they tap the Save button Then all changes are persisted locally with a timestamp and are visible in the local edits list
Automatic Sync on Reconnection
Given the user has unsynced local edits When the app detects restored network connectivity Then it automatically uploads all pending changes to the server within 2 minutes and marks them as synced
Conflict Resolution on Sync
Given a caption file was modified on the server during the user’s offline session and the user has local edits When synchronization begins Then the app prompts the user to choose between the server version, the local version, or merging changes, and applies the chosen option
Offline Editing Session Persistence
Given the user closes the app during an offline editing session When they reopen the app still offline Then the previous session is restored with all unsaved changes intact and ready for further editing

ShareSpark

One-click distribution and scheduling tool that publishes previews directly to social networks (Instagram, Facebook, LinkedIn) and client messaging apps, boosting exposure and reducing manual posting efforts.

Requirements

Social Media Authentication Integration
"As a real estate agent, I want to connect my social media accounts within ShowFlow so that I can publish property previews directly without re-entering credentials for each post."
Description

ShowFlow's ShareSpark requires integration with Instagram, Facebook, and LinkedIn APIs to allow agents to authenticate their social accounts. It should handle OAuth flows securely, store access tokens, and refresh them as needed. This integration enables direct publishing of previews to clients' social networks without manual credential handling.

Acceptance Criteria
Initial Instagram OAuth Connection
Given an unauthenticated agent, when they click 'Connect Instagram' and complete the OAuth flow, then the system must securely store a valid Instagram access token and refresh token.
Facebook OAuth Authorization Flow
Given an unauthenticated agent, when they initiate Facebook authentication and grant required permissions, then the system must receive and store a valid Facebook access token and expiry timestamp.
LinkedIn OAuth Authorization Flow
Given an unauthenticated agent, when they initiate LinkedIn authentication and approve scopes, then the system must securely persist the LinkedIn access token and associated metadata.
Token Storage and Retrieval
When the system needs to publish a preview, then it must retrieve the corresponding social network access token from encrypted storage and successfully authenticate API requests.
Access Token Auto-Refresh Process
Given an expired access token, when the system detects an authentication failure due to expiration, then it must automatically invoke the OAuth refresh endpoint, update the stored tokens, and retry the API request transparently.
Authentication Failure and Retry Handling
Given a failed authentication attempt (e.g., invalid token or network error), when the error occurs, then the system must display a clear error message to the agent and provide an option to retry authentication.
Customizable Preview Template Designer
"As an agent, I want to customize preview templates with property images and branding so that my social posts look professional and on-brand."
Description

Provide a drag-and-drop template designer that lets agents customize preview posts with images, descriptions, branding elements, and calls to action. Templates should support dynamic fields for property details and adapt to different social platform dimensions for consistent branding and messaging.

Acceptance Criteria
Drag-and-Drop Template Creation
Given the agent is on the template designer canvas When the agent drags an image, text box, or call-to-action element onto the canvas Then the element snaps into the nearest grid position and becomes editable
Dynamic Field Insertion
Given the template canvas is active When the agent selects a dynamic field placeholder (e.g., {{address}} or {{price}}) Then the placeholder is inserted at the cursor position and correctly renders sample data in preview
Platform-Specific Dimension Adjustment
Given the agent chooses a target social platform When Instagram, Facebook, or LinkedIn is selected Then the canvas dimensions update to the platform’s required resolution (e.g., 1080x1080 for Instagram)
Branding Element Customization
Given the agent has uploaded brand assets When the agent places a logo or selects a brand color Then the logo anchors to its designated area and brand color applies to text and shapes consistently
One-Click Publish Preview
Given a finalized template with all dynamic fields populated When the agent clicks the publish button Then the post is queued and published to the selected platform within 5 seconds with correct rendering of images, text, and dynamic data
One-Click Social Publishing
"As an agent, I want to share property previews to multiple social channels with a single click so that I save time and ensure consistent distribution."
Description

Implement a one-click sharing mechanism that publishes curated previews to selected social media platforms and messaging apps simultaneously. This feature should batch process selected properties, automatically schedule posts, and handle success/failure feedback for each platform in a unified workflow.

Acceptance Criteria
Property Selection and Preview Generation
Given the agent has selected multiple properties and clicks the one-click share button, when the system batches the selections, then it must generate and display a curated preview for each property within 2 seconds.
Platform Selection and Authentication Handling
Given the agent selects social media platforms and messaging apps, when the share request is initiated, then the system must verify authentication tokens for each platform and prompt re-authentication only for expired or invalid sessions.
Batch Processing Success and Failure Feedback
Given the system processes batch posts, when each post attempt completes, then the user must receive a unified report listing each platform’s success or detailed failure message.
Automatic Scheduling Confirmation
Given the agent schedules a future posting time, when the one-click share is confirmed, then all selected posts must be queued and confirmed with accurate timestamps matching the user’s chosen schedule.
Post-Share Validation and Monitoring
Given posts are scheduled or published, when the agent reviews the share dashboard, then the system must display the real-time status, including live previews and engagement metrics for each platform.
Scheduled Post Automation
"As an agent, I want to schedule property preview posts in advance so that my social media presence remains active even when I'm busy."
Description

Enable agents to schedule posts for future dates and times, with timezone detection and conflict resolution. The system should queue posts, allow editing or cancellation, and send notifications before and after publishing to keep agents informed of upcoming and completed promotions.

Acceptance Criteria
Future Post Scheduling
Given an agent composes a post and selects a future date and time, when they click ‘Schedule’, then the post is added to the scheduled queue with the correct timestamp and the agent receives a confirmation message.
Timezone Detection
Given an agent’s device is set to a non-UTC time zone, when they schedule a post, then the system automatically converts the selected time to UTC for processing while displaying the local time to the agent.
Conflict Resolution for Overlapping Posts
Given two posts are scheduled at overlapping times, when the second post is added, then the system alerts the agent of the conflict and suggests the next available time slots, preventing overlap.
Editing and Cancellation of Scheduled Posts
Given an agent views their list of scheduled posts, when they choose to edit or cancel a post more than one minute before its scheduled time, then the system allows the modification or cancellation and updates the queue accordingly.
Publishing Notifications
Given a post is in the scheduled queue, when it is 10 minutes before publishing, then the system sends an ‘Upcoming Post’ notification to the agent; and after successful publication, the system sends a ‘Post Published’ notification.
Social Engagement Analytics
"As an agent, I want to see engagement metrics for my shared previews so that I can measure performance and refine my marketing strategy."
Description

Provide analytics dashboard tracking likes, comments, shares, click-through rates, and engagement metrics for each post across platforms. The system should aggregate data, visualize performance trends, and generate reports to help agents optimize their social marketing efforts.

Acceptance Criteria
Viewing Aggregated Engagement Metrics
Given an agent has posted a property preview on social platforms, When they navigate to the Social Engagement Analytics dashboard, Then the system displays total likes, comments, shares, and click-through rates aggregated by post and platform.
Filtering Analytics by Date and Platform
Given an agent is on the analytics dashboard, When they apply a date range filter and select one or more social platforms, Then the dashboard updates to show metrics only for the specified period and platforms.
Generating Automated Weekly Reports
Given the report schedule is set to weekly, When the scheduled time arrives, Then the system automatically generates a summary report of engagement metrics and sends it to the agent’s email in PDF format.
Identifying Top-Performing Posts
Given multiple posts exist in the last month, When the agent selects 'Top Posts' view, Then the system ranks posts by engagement rate and highlights the top three posts with corresponding metrics.
Exporting Detailed Engagement Reports
Given an agent needs a detailed analysis, When they click the 'Export' button on the dashboard, Then the system generates and downloads a CSV file containing post-level metrics for the selected filters.

LivePoll Launchpad

Instantly create and distribute real-time availability polls to agents and clients with a single tap. Users can customize time windows and participant lists, ensuring seamless coordination without back-and-forth emails or calls.

Requirements

One-Tap Poll Creation
"As a busy real estate agent, I want to launch an availability poll with one tap so that I can schedule showings quickly without manual coordination."
Description

Enables users to generate and distribute real-time availability polls with a single tap within the ShowFlow app. This feature integrates seamlessly with the LivePoll Launchpad interface, invoking a pre-defined workflow that auto-populates default settings and participant lists, reducing manual input. It provides instant feedback confirmation and ensures the poll link is generated and shared across chosen channels, minimizing scheduling friction and accelerating agent-client coordination.

Acceptance Criteria
Default Poll Creation
Given a user taps the "Create Poll" button, when the workflow initiates, then a poll is created with default time slots (e.g., 9 AM–5 PM next three days) and default participants pre-populated.
Custom Time Window Poll
Given a user adjusts the default time window before creation, when tapping "Create Poll", then the poll reflects the new time range exactly as selected.
Participant List Auto-Population
Given an agent has an existing client list, when creating a poll, then the system automatically includes the relevant clients and team members without additional manual input.
Instant Feedback Confirmation
Given a poll is successfully generated, when the creation completes, then the app displays a confirmation message with poll details within 2 seconds.
Link Generation and Sharing
Given a poll is created, when the sharing step runs, then a unique poll link is generated and distributed via the selected channel (e.g., SMS, email) with a success notification.
Poll Template Library
"As an agent, I want to select from pre-built poll templates so that I can quickly create polls tailored to different showing scenarios."
Description

Offers a curated library of customizable poll templates catering to common showing scenarios such as open houses, private tours, and multi-property viewings. Each template includes pre-set time slots, duration parameters, and participant placeholders, streamlining poll setup. Agents can preview, modify, and save templates for repeated use, enhancing efficiency and consistency in poll creation.

Acceptance Criteria
Agent previews a template from the library
Given the agent is on the Poll Template Library page When the agent selects a template and clicks Preview Then a modal displays the template's name, pre-set time slots, duration parameters, and participant placeholders And the agent can close the modal without errors
Agent customizes a template before saving
Given the agent has previewed a template When the agent modifies time slots, duration parameters, or participant placeholders Then the changes are immediately reflected in the template preview panel And no original template is altered until saved
Agent saves a modified template for future use
Given the agent has customized a template When the agent clicks Save as New Template Then the system prompts for a template name And after confirmation the new template appears in the library with the updated configuration
Agent chooses a preset multi-property viewing template
Given the agent needs to schedule a multi-property tour When the agent selects the Multi-Property Viewing template Then the template loads with default property placeholders and time slots And the agent can send the poll immediately without additional setup
Agent accesses templates on mobile device
Given the agent is using the ShowFlow mobile app When the agent navigates to the Poll Template Library Then all templates load within 2 seconds And the template cards display correctly formatted names, time slots, durations, and placeholders
Custom Time Window Picker
"As an agent, I want to specify custom date ranges and time blocks so that I can tailor availability polls to my and my clients' schedules."
Description

Provides an intuitive interface allowing users to define precise date ranges and time slots for availability polls. Users can drag to select time blocks on a calendar view, adjust slot durations, and apply blackout periods. The feature validates overlaps and conflicts in real-time, ensuring accurate availability capture and reducing scheduling errors.

Acceptance Criteria
Single-Day Time Block Selection
Given the user is viewing the calendar for a specific date When the user clicks and drags from 10:00 AM to 12:00 PM Then a time block from 10:00 AM to 12:00 PM is highlighted And the selected start and end times are displayed in the selection summary
Multi-Day Range Selection
Given the user opens the calendar spanning multiple days When the user clicks and drags from June 30, 2025, 2:00 PM to July 2, 2025, 9:00 AM Then all corresponding slots across the selected dates are highlighted And the selection summary shows June 30, 2:00 PM to July 2, 9:00 AM
Slot Duration Adjustment
Given an existing time block is selected When the user drags the top or bottom edge of the block to adjust duration in 30-minute increments Then the time block updates live on the calendar view And the updated start, end, and total duration are reflected in the selection summary
Blackout Period Application
Given the user defines a blackout period from 1:00 PM to 2:00 PM on July 1 When the user attempts to select a time block overlapping that period Then the system prevents selection of the overlapping portion And displays an error message explaining the conflict
Overlap Conflict Validation
Given there is an existing availability slot from 9:00 AM to 11:00 AM When the user tries to create a new slot from 10:30 AM to 12:00 PM Then the system detects the overlap And prompts the user to adjust the new slot or merge with the existing slot And prohibits saving until the conflict is resolved
Participant List Management
"As an agent, I want to manage and select participants for polls from my contacts so that everyone involved receives the availability poll."
Description

Enables dynamic management of poll recipients by importing contacts from CRM, team directories, or manual entry. Users can search, filter, group, and select participants, assign roles (agent, client, admin), and preview the final list before sending. This centralizes recipient handling and ensures all relevant stakeholders are included in the poll.

Acceptance Criteria
Import Contacts from CRM and Team Directories
Given the user selects “Import from CRM/Team Directory”, when the connection is established, then all available contacts are displayed with name, email, and role options, and the user can select multiple contacts to add to the participant list.
Manual Participant Entry and Role Assignment
Given the user chooses “Add Participant Manually”, when the user enters a valid name and email and selects a role, then the new participant is added to the list with the specified role and is saved for the poll.
Search, Filter, and Group Participants
Given a populated participant list, when the user enters a search term or applies filters by role or group, then only participants matching the criteria are displayed, and the filter state persists until cleared.
Preview Final Participant List Before Sending
Given participants have been selected or imported, when the user clicks “Preview List”, then a modal displays each participant’s name, email, and role without duplicates, and the user can confirm or go back to edit.
Bulk Participant Updates and Role Changes
Given multiple participants are selected, when the user uses the bulk action menu to change roles, then the selected participants’ roles update simultaneously and a success notification is shown.
Real-Time Availability Sync
"As an agent, I want my polls to reflect live calendar availability so that I avoid scheduling conflicts."
Description

Integrates with external calendar services (Google Calendar, Outlook, iCal) to fetch real-time availability for both agents and clients. The system automatically updates time slots in the poll interface to reflect current calendar events and conflicts. This synchronization ensures that users only propose feasible meeting times, reducing back-and-forth and double-bookings.

Acceptance Criteria
Agent Calendar Integration
Given an agent connects a Google Calendar account and grants permissions, when they access the LivePoll Launchpad interface, then their existing events are fetched and conflicting time slots are excluded. The interface automatically refreshes availability every 5 minutes.
Client Calendar Integration
Given a client calendar (iCal or Outlook) is imported via URL or OAuth, when the poll is created, then conflicting time slots are not offered and availability is displayed in the client’s time zone.
Cross-Calendar Conflict Resolution
Given both agent and client calendars are synced, when overlapping events are detected, then proposed time slots exclude any period overlapping existing events for either participant.
Availability Poll Update Post-Event Creation
Given an event is added to a synced external calendar after the poll is launched, when the poll interface is refreshed, then newly conflicting time slots are removed within 2 minutes.
Failed Calendar Sync Handling
Given the calendar service is unreachable or authentication fails, when a sync attempt is made, then the system displays a clear error message prompting reauthorization and does not display stale availability.

OptimalSlot AI

Leverages AI to analyze poll responses, participant priorities, and historical scheduling patterns, then recommends the most efficient group showing times. Helps agents secure the slot that maximizes attendance and minimizes downtime.

Requirements

Historical Data Aggregation
"As a real estate agent, I want the system to automatically gather and standardize past showing data so that the AI can learn from previous scheduling patterns without manual data entry."
Description

Implement a robust data ingestion pipeline that collects, cleanses, and stores historical showing schedules, poll responses, and attendance records from various integrated calendars and feedback systems. This pipeline should normalize data formats, handle missing or inconsistent entries, and update datasets in real time to provide the AI model with accurate and comprehensive historical context. Integration points with third-party calendar APIs and internal feedback modules must be securely authenticated and logged, ensuring data integrity and auditability.

Acceptance Criteria
Automated Historical Data Ingestion
Given the data ingestion pipeline is triggered, when historical showing schedules, poll responses, and attendance records are retrieved from integrated sources, then 100% of available records are ingested, duplicates are identified and removed, and ingestion completes within 5 minutes.
Data Format Normalization
Given ingested data with varied formats, when the pipeline processes records, then all date/time values conform to ISO 8601 format, property and field names match the defined schema, and numeric values are standardized to consistent units.
Handling of Missing and Inconsistent Data
Given records with missing or inconsistent entries, when the pipeline validates incoming data, then any record missing critical fields is flagged, retried up to three times, and ultimately routed to an error queue with detailed logging if unresolved.
Real-Time Data Updates
Given new or updated calendar events and feedback entries, when changes occur in integrated systems, then the pipeline ingests and updates the corresponding dataset within 2 minutes, ensuring downstream AI models access the latest data.
Secure and Auditable Integration
Given connections to third-party calendar APIs and internal feedback modules, when data is fetched or pushed, then OAuth2 authentication is used, each API call is logged with timestamps, request/response payloads, and error codes, and unauthorized attempts are rejected.
Priority Weight Parsing
"As an agent, I want the system to automatically interpret and weight my clients’ availability and preferences so that recommended time slots reflect their true priorities."
Description

Develop a parser that interprets participant priority inputs—such as preferred dates, time windows, and property priorities—from poll responses. The parser should translate qualitative preferences into quantitative weights, enabling the AI to balance conflicting priorities. It must support multiple input formats (checkboxes, free text, ranking) and apply business rules to resolve ambiguities. Parsed data should be stored in a structured format for downstream optimization processes.

Acceptance Criteria
Parsing Checkbox Inputs
Given a poll response with multiple checkbox-selected dates and times, when the parser processes the response, then each selected option is assigned a quantitative weight according to predefined business rules and stored in the structured output.
Interpreting Free-Text Preferences
Given a free-text input describing preferred dates and time windows (e.g., “late afternoon next Monday”), when the parser analyzes the text, then it extracts date and time entities, maps them to the closest allowable slots, and assigns appropriate weights.
Ranking-Based Weight Calculation
Given a ranked list of property priorities from 1 (highest) to N (lowest), when the parser converts rankings, then each property receives a numerical weight inversely proportional to its rank and normalized across all participants.
Ambiguity Resolution in Conflicting Inputs
Given conflicting priority inputs (e.g., overlapping time windows and equal rankings), when the parser applies business rules, then it resolves ties by predefined rules (e.g., earliest date preference) and logs any manual review flags.
Structured Data Storage Verification
Given parsed weight outputs, when saving to the database, then the system stores weights in the correct schema fields with no loss of precision and includes metadata for input type and parsing timestamp.
AI Slot Optimization Engine
"As an agent, I want the AI to recommend the best showing times that fit everyone’s priorities so that I can secure high-attendance slots with minimal manual effort."
Description

Build the core AI algorithm that analyzes weighted participant data and historical turnout patterns to generate an optimized list of available time slots. The engine should use multi-objective optimization techniques to maximize expected attendance while minimizing total downtime between showings. It must support configurable constraints—such as location proximity, agent availability, and property-specific rules—and output ranked slot recommendations with confidence scores.

Acceptance Criteria
Initial Slot Recommendation Generation
Given a set of weighted participant poll responses and defined time windows, When the AI Slot Optimization Engine executes, Then it returns at least three distinct time slots sorted by projected attendance rate, each including an expected attendance percentage.
Constraint Filtering by Agent Availability
Given the agent’s specified availability constraints, When the optimization runs, Then no recommended slot exceeds or conflicts with the agent’s unavailable time periods.
Incorporation of Location Proximity
Given multiple properties to visit in a single tour, When generating slot recommendations, Then all proposed slots ensure sequential property travel distances do not exceed a configurable maximum (e.g., 10 miles) and minimize total estimated travel time.
Historical Turnout Pattern Analysis
Given historical turnout data for similar showings, When calculating expected attendance, Then the engine’s projected attendance for each slot deviates by no more than ±10% from historical averages.
Confidence Score Ranking of Slots
Given multiple optimized slot options, When outputting recommendations, Then each slot includes a confidence score between 0.0 and 1.0, and the list is ordered in descending confidence.
Real-Time Recommendation Delivery
"As an agent, I want to see AI-generated slot suggestions in real time on my phone so that I can immediately send invitations and finalize showings."
Description

Create a user interface and notification system that delivers slot recommendations instantly to agents and participants. Recommendations should appear in the mobile and web dashboards, with push notifications and email summaries. The UI must allow agents to review ranked slots, adjust constraints on the fly, and confirm bookings directly. All interactions should be logged for analytics and audit purposes.

Acceptance Criteria
Mobile Dashboard Recommendation Display
Given the agent is logged into the mobile app, When the AI generates slot recommendations, Then the top three ranked time slots are displayed in under two seconds with associated attendance probabilities.
Push Notification Delivery
Given a recommendation is available, When the AI finalizes recommended slots, Then a push notification is sent to the agent’s device within five seconds containing the top-ranked slots and a link to review them.
Email Summary Dispatch
Given the slot recommendations are generated, When the recommendations are finalized, Then an email summary is delivered to the agent’s inbox within one minute with ranked slots, participant priorities, and a direct link to the booking interface.
Dynamic Constraint Adjustment
Given the agent reviews recommendations in the UI, When they modify time or participant constraints, Then the system recalculates and displays updated ranked slots in under three seconds.
Direct Booking Confirmation
Given the agent selects a recommended slot in the UI, When they confirm the booking, Then the system books the slot, sends confirmation notifications to participants, and updates the dashboard in real time.
Interaction Logging Audit
Given any agent or participant interaction with recommendations, When an action occurs (view, adjust, confirm), Then the system logs the timestamp, user ID, action type, and resulting state change for analytics and audit purposes.
Feedback-Driven Model Refinement
"As an agent, I want the system to learn from actual showing outcomes so that future slot recommendations become increasingly accurate and reliable."
Description

Implement a closed-loop feedback system that captures actual attendance results and post-showing feedback to retrain and improve the AI model. The system should track which recommended slots were accepted, attended, or canceled, and incorporate this outcome data into periodic model retraining cycles. Metrics on recommendation accuracy, attendance rates, and agent satisfaction must be collected and visualized in an analytics dashboard.

Acceptance Criteria
Tracking Accepted Slot Attendance
Given a recommended slot that an agent has accepted When the showing time passes and clients check in Then the system logs the number of attendees and timestamps the attendance record
Capturing Canceled and No-show Data
Given a recommended slot that is canceled or a client fails to attend When the agent or client marks the outcome Then the system records the cancellation reason or no-show count and stores it as outcome data
Executing Periodic Model Retraining
Given that one month has passed since the last training cycle When at least 100 outcome data points are collected Then the system automatically initiates the AI model retraining process and logs the training session details
Visualizing Recommendation Metrics on Dashboard
Given updated attendance and feedback outcomes When the agent accesses the analytics dashboard Then the dashboard displays recommendation accuracy percentage, attendance rate, and average agent satisfaction score, filterable by date range
Ensuring Agent Satisfaction Feedback Loop
Given post-showing survey invitations sent to all attendees When at least 80% of recipients respond Then the system aggregates survey results and updates the agent satisfaction metric within 24 hours of survey completion

InstantLock

Automatically locks in and books group showings the moment all required parties confirm their availability. Eliminates manual booking steps, instantly updates calendars, and sends confirmation notifications to everyone involved.

Requirements

Real-Time Availability Aggregation
"As an agent, I want the platform to instantly show me only the time slots when all participants are available so that I can schedule group showings without any manual coordination."
Description

The system must continuously poll and aggregate the availability data from all required participants’ calendars in real time, identify common open time slots, and present only those slots where every participant is free. This functionality eliminates manual checking, ensures up-to-date availability information, and accelerates the scheduling process by displaying only viable group showing times.

Acceptance Criteria
Real-Time Availability Aggregation Display
Given all required participants’ calendars are connected and synced When the agent opens the group showing scheduler Then the system polls calendar data within 5 seconds and displays only time slots in the next two weeks where every participant is available
Updated Calendar Conflict Handling
Given participants have previously confirmed availability When any participant’s calendar is updated with a conflict Then the system re-aggregates availability within 1 minute and removes conflicted slots from the available options
High-Load Performance
Given 100 participants with active calendar polling When the system aggregates their availability Then it returns the common open slots within 10 seconds without errors
Time Zone Normalization
Given participants are located in different time zones When availability data is aggregated Then all available slots are normalized and displayed in the agent’s local time zone correctly reflecting each participant’s availability
Data Accuracy Verification
Given test calendars containing events and out-of-office entries When the aggregation runs Then the system excludes all unavailable periods and displays no slots overlapping existing entries
Automatic Calendar Booking
"As a buyer, I want the confirmed showing automatically added to my personal calendar with all necessary details so that I don’t have to manually track the appointment."
Description

Upon confirmation of a mutually available time slot, the system must automatically create and book the showing event in each participant’s calendar (including agent, buyer, seller, and other stakeholders) with all relevant details (property address, agent contact, map link). This ensures everyone’s calendars are updated instantly without manual entry, reducing no-shows and administrative errors.

Acceptance Criteria
Full Availability Confirmation Booking
Given agent, buyer, and seller availability is confirmed for a time slot When the final confirmation is received Then a calendar event is created in each participant’s default calendar with title 'Property Showing: [Property Address]', description including agent contact and map link, location set to property address, and a reminder set 30 minutes before the event
Calendar Integration Failure Handling
Given an attempt to create a calendar event fails due to integration error When the system detects failure Then it will retry event creation up to three times with exponential backoff, log each failure, and send an error notification to the agent if all retries fail
Duplicate Event Prevention
Given a participant’s calendar already has a conflicting event at the showing time When booking is attempted Then the system aborts the booking for that participant, marks the slot as unavailable, and notifies the agent of the conflict
Rescheduled Showing Calendar Update
Given an existing showing has been rescheduled to a new time When the updated time is confirmed Then the system updates the existing calendar event for all participants to the new time and sends update notifications, without creating duplicate events
Confirmation Notifications Sent
Given the calendar event is successfully created When booking is complete Then the system sends confirmation notifications to all participants via email and in-app message and logs delivery status for each
Instant Notification Dispatch
"As a showing participant, I want to receive immediate confirmation notifications via my preferred channel so that I am aware of the booked appointment right away."
Description

Once a group showing is booked, the system must immediately send confirmation notifications via the user’s preferred channels (email, SMS, push notification), including the finalized time, property details, and any special instructions. This ensures prompt and reliable communication to all parties, improving engagement and reducing follow-up inquiries.

Acceptance Criteria
All Participants Receive Confirmation Notification
Given all required parties have confirmed their availability and a group showing is booked, When the booking is finalized, Then the system sends a confirmation notification to each participant via their preferred channel, including the finalized time, property details, and any special instructions.
Respect User's Preferred Notification Channel
Given a user’s preferred notification channel is stored in their profile, When the system dispatches the confirmation, Then it sends via the stored preference only and does not send duplicates via other channels.
Notification Includes Accurate Booking Details
Given the booking details are recorded in the system, When the confirmation notification is generated, Then it must include the exact date, time, property address, and any special instructions as recorded.
Notifications Dispatched Within 30 Seconds of Booking Confirmation
Given a group showing booking is finalized, When the booking timestamp is T, Then all confirmation notifications must be dispatched by T + 30 seconds.
Automatic Retry on Delivery Failure
Given an initial notification attempt fails for a specific channel, When the failure is detected, Then the system retries delivery up to three times at five-minute intervals and logs the outcome of each attempt.
Conflict Detection & Resolution
"As an agent, I want to be alerted immediately if a conflict occurs in any participant’s calendar so that I can quickly find and confirm a new suitable time."
Description

The system must monitor booked showings for calendar changes or conflicts (e.g., new meetings, cancellations) across all participants. If a conflict arises, it should alert the agent, propose alternative common availability slots, and facilitate quick rescheduling. This maintains booking integrity and minimizes scheduling disruptions.

Acceptance Criteria
Participant Calendar Conflict Detected
Given a booked group showing with participants A, B, and C When the system detects an overlapping event on any participant’s external calendar Then the agent receives an alert within 60 seconds detailing the affected participant, conflicting event time, and original showing details
Alternative Time Slot Generation
Given a conflict has been detected When the system processes participant availability data Then at least three alternative showing time slots within the next 7 days are generated and sorted by earliest availability
Automated Rescheduling Proposal Notification
Given alternative time slots are available When the system completes slot generation Then a consolidated rescheduling proposal including the top three slots is sent to the agent and all participants within 30 seconds
Agent Manual Override for Slot Selection
Given the agent reviews proposed slots When the agent selects a custom time outside the top suggestions but within collective availability Then the system validates availability, updates the showing booking, syncs all participant calendars, and sends updated confirmations within 45 seconds
Conflict Resolution Reporting
Given any showing has been rescheduled due to conflict When the rescheduling is finalized Then the system logs the event with original time, new time, participant list, conflict reason, and resolution method, accessible in the reporting dashboard
Time Zone Awareness
"As a remote buyer, I want showing times displayed in my local timezone so that I arrive at the correct time without needing to calculate differences."
Description

For participants across different time zones, the system must detect each user’s locale, convert the showing time accordingly, and display all times in each participant’s local time. This avoids confusion for remote attendees and ensures accurate scheduling regardless of geographic location.

Acceptance Criteria
Booking a Showing Across Two Time Zones
Given an agent in EST schedules a showing for a client in PST at 3:00 PM EST, when the appointment is confirmed, then the client’s view displays the event at 12:00 PM PST.
Group Showings with Mixed Time Zones
Given three participants in EST, GMT, and JST confirm availability, when InstantLock books the showing, then each participant’s calendar is updated with the showing time converted to their local time zone.
Calendar Integration with Time Zone Display
Given a user connects their Google Calendar, when a showing is booked via InstantLock, then the calendar event is created with the correct local time and the appropriate time zone metadata.
Daylight Saving Time Adjustment
Given a showing scheduled on a daylight saving transition date, when the system processes the booking, then it applies the correct UTC offset for each participant’s locale and displays the accurate local time.
Notification Time Zone Confirmation
Given the showing is locked and booked, when confirmation notifications are sent, then each notification shows the event time in the recipient’s local time zone and references the original scheduled time zone.
Deadline Enforcement for Responses
"As an agent, I want showing requests to auto-expire if not confirmed within 24 hours so that I can reissue invites or choose a new slot without manual tracking."
Description

The system must allow agents to set a response deadline (e.g., 24 hours) for showing invitations. If participants do not confirm within the deadline, the request should automatically expire, notify the agent, and free up the proposed slots. This enforces timely responses, prevents indefinite holds on availability, and allows agents to follow up quickly.

Acceptance Criteria
Agent Sets Response Deadline
Given an agent is creating a showing invitation When the agent specifies a response deadline of 24 hours Then the system displays the deadline prominently on the invitation and starts the countdown timer immediately
Participant Confirms Before Deadline
Given a showing invitation with an active response deadline When a participant confirms availability within the deadline Then the system locks in the booking, updates all calendars, and sends confirmation notifications to all parties
Participant Fails to Respond by Deadline
Given a showing invitation with a set response deadline When the 24-hour period elapses without participant confirmation Then the system changes the invitation status to 'Expired'
Automatic Slot Release upon Expiration
Given an expired showing invitation When the invitation status is set to 'Expired' Then the system frees up all previously held time slots and makes them available for new bookings
Agent Notification upon Expiration
Given an expired showing invitation When the invitation status transitions to 'Expired' Then the system sends an automatic notification to the agent indicating which slots were released and which participants did not respond

CalendarBridge

Provides two-way calendar synchronization between agents’ platforms and clients’ calendars (Google, Outlook, iCal). Ensures showing appointments are reflected accurately across all schedules, reducing the risk of double-books and missed updates.

Requirements

Bidirectional Sync Core
"As a real estate agent, I want my ShowFlow appointments to automatically sync with my external calendar so that I always have up-to-date scheduling across all platforms."
Description

Implementation of reliable two-way synchronization between ShowFlow and external calendars (Google, Outlook, iCal). Agents and clients will see appointments created, updated, or deleted instantly across platforms. This includes setting up sync intervals, handling webhook events, resolving sync conflicts, and ensuring data consistency. It integrates into ShowFlow's backend services and maintains unique identifiers for each event, enabling accurate mapping between systems.

Acceptance Criteria
Initial Event Creation Sync
Given an agent schedules a new showing in ShowFlow, when the sync interval triggers, then the event must be created in the external calendar (Google, Outlook, or iCal) within 60 seconds with matching title, time, duration, timezone, and location.
Real-Time External Update Handling
Given a client updates an existing appointment in an external calendar, when the webhook event is received by ShowFlow, then the corresponding event in ShowFlow must be updated within 30 seconds to reflect any changes to time, date, or details.
Conflict Resolution Between Updates
Given simultaneous edits to the same event in ShowFlow and an external calendar, when both update requests are processed, then ShowFlow must apply the conflict resolution policy (latest timestamp wins) and notify the agent of any overridden changes.
Deletion Propagation
Given an appointment is deleted in ShowFlow or an external calendar, when the deletion is processed, then the event must be removed from the counterpart calendar within 60 seconds and no orphaned entries remain.
Unique Identifier Mapping Validation
Given any synced event, when querying ShowFlow’s backend for the external ID mapping, then each ShowFlow event must have a unique identifier corresponding to its external calendar event, and mappings must be retrievable via API.
Conflict Detection and Resolution
"As a busy agent, I want ShowFlow to automatically detect and resolve scheduling conflicts so that I avoid double-bookings and minimize manual coordination."
Description

The system must detect appointment conflicts when syncing across calendars and provide automatic resolution strategies, such as suggesting alternate times or flagging conflicts for manual review. The module should highlight overlapping appointments in both agent and client calendars, allow agents to approve proposed changes, and update all connected calendars accordingly. This reduces double-bookings and improves scheduling reliability.

Acceptance Criteria
Conflict Detection Trigger
Given an agent’s calendar event overlaps with a client’s existing appointment When calendars are synced Then the system must flag both events as conflicting within 5 seconds of sync
Alternate Time Suggestions
Given a detected conflict When the system generates resolution options Then it must present at least three available time slots within the next 48 hours that don’t conflict on either calendar
Manual Conflict Review
Given a flagged conflict When the agent reviews the conflict list Then the agent must be able to mark the conflict as ‘Resolved Manually’ or ‘Needs Rescheduling’ and add an internal note
Agent Approval of Resolution
Given suggested alternate times are displayed When the agent selects one suggestion Then the system must update both agent and client calendars to the approved time and remove the conflict flag
Post-Resolution Sync Verification
Given a conflict has been resolved and calendars updated When the sync completes Then both calendars must reflect the same appointment details with no remaining conflict indicators
OAuth Integration for Calendar APIs
"As an agent, I want to securely connect my external calendars to ShowFlow using my existing login credentials so that I can manage authorizations without sharing passwords."
Description

Implement secure OAuth 2.0 authentication flows for Google Calendar, Microsoft Outlook Calendar, and iCal/Apple Calendar. The feature should guide users through authorization, store and refresh tokens securely, handle revocation events, and support multiple account connections per agent. This integration ensures seamless access to external calendars without exposing user credentials.

Acceptance Criteria
Agent Initiates Google Calendar Connection
Given an authenticated agent, when they select ‘Connect Google Calendar’ and complete OAuth consent, then the system stores access and refresh tokens securely and displays a success confirmation.
Agent Refreshes Expired Tokens
Given an expired access token, when the system detects expiration before a calendar sync, then it uses the refresh token to obtain a new access token without user intervention and logs the refresh event.
Agent Revokes Calendar Access
Given an agent who revokes permissions in their external calendar settings, when the system receives a revocation webhook, then it marks the connection as inactive, deletes stored tokens, and notifies the agent in-app.
Agent Connects Multiple Calendar Accounts
Given an agent with existing calendar connections, when they add a second account via OAuth, then both connections appear in their account settings, are distinguishable by calendar type and email, and can be individually synced or removed.
Synchronization Error Handling
Given a failed calendar sync due to an API error, when the system receives an error response from the calendar API, then it retries up to three times with exponential backoff and logs the failure if all retries fail, notifying the agent of the issue.
Real-time Update Notifications
"As a client, I want to receive immediate notifications when a showing is scheduled or changed so that I stay informed and can adjust my availability."
Description

Provide real-time push notifications and webhook support for calendar events. Agents and clients should receive immediate alerts in the ShowFlow app, email, or SMS when a showing is scheduled, updated, or canceled. The notification system must be configurable per user, support custom templates, and log delivery statuses for audit and retry mechanisms.

Acceptance Criteria
New Showing Scheduled Notification
Given an agent schedules a showing in ShowFlow When the event is saved Then a push notification is delivered to the agent’s mobile app and client’s mobile app within 5 seconds, and an email or SMS is sent according to each user’s preferences, and the delivery status is logged with timestamp
Showing Update Notification
Given an existing showing is rescheduled or details modified When the update is confirmed Then push notifications are sent to both agent and client with updated details, email and SMS are triggered per user settings, and delivery receipts are recorded
Showing Cancellation Notification
Given a scheduled showing is canceled by the agent or client When cancellation is finalized Then immediate push, email, and SMS notifications are sent to all affected parties, and the system logs the cancellation notice delivery status
Webhook Delivery for External Integrations
Given a third-party application subscribes to ShowFlow webhooks When a show event (created, updated, or canceled) occurs Then ShowFlow sends a correctly formatted payload to the configured webhook endpoint within 3 seconds, logs response status, and retries failed deliveries up to 3 times with exponential backoff
Custom Notification Template Application
Given a user has configured custom notification templates for push, email, or SMS When a show event triggers the notification Then the content uses the user’s custom placeholders (agent name, property address, time), and the rendered message matches the template format exactly
Time Zone Management
"As a client working in a different time zone, I want ShowFlow to display appointment times in my local time zone so that I can schedule and attend showings without confusion."
Description

Accurately handle different time zones across agent and client calendars, including daylight saving changes. The system must detect the user’s local time zone, convert event times appropriately when syncing, and display the correct local time in notifications and the ShowFlow interface. This ensures clarity and prevents misinterpretation of appointment times.

Acceptance Criteria
User Time Zone Detection
Given a user logs into ShowFlow with an unregistered device and the device's system time zone is set to X, when the user accesses the CalendarBridge feature, then ShowFlow automatically sets the user's time zone to X and stores it in their profile.
Event Creation Across Time Zones
Given an agent in time zone A creates a showing at 3:00 PM local time for a client in time zone B, when the event is saved, then the event appears as 3:00 PM in the agent's calendar and the equivalent converted time in the client's calendar.
Daylight Saving Time Change
Given an existing event scheduled during a daylight saving transition for either participant's time zone, when the system detects the DST change, then the event time is adjusted correctly and both calendars reflect the updated local time.
Notification Time Localization
Given an upcoming showing event for a user, when the notification is generated and delivered, then the notification displays the event time in the user's current local time zone.
Calendar Sync After Time Zone Update
Given a user manually updates their time zone in settings, when a calendar synchronization occurs, then all existing events are recalculated and updated in both ShowFlow and connected calendars to reflect the new time zone.

ConflictGuard

Continuously monitors upcoming group showings for scheduling conflicts or last-minute cancellations. Alerts agents in real time and suggests alternative slots or replacement participants to maintain a smooth tour schedule.

Requirements

Real-Time Conflict Detection
"As a busy real estate agent, I want the system to detect scheduling conflicts in real time so that I can resolve issues before they impact my clients."
Description

This requirement monitors all scheduled group showings in real time, analyzing calendar entries and bookings to detect overlapping times or double-booked resources. When a potential conflict is identified, the system logs the conflict and prepares alerts for agents. This functionality ensures agents are immediately aware of scheduling issues, enabling proactive resolution and preventing client inconvenience.

Acceptance Criteria
Overlapping Showings Detected in Agent Calendar
Given an agent has two showings scheduled with overlapping time slots When the system processes the showings in real time Then it logs the conflict with both showing IDs and timestamps and generates an alert to the agent within 5 seconds.
Double-Booking of Property Resource Detected
Given a property is scheduled for multiple showings at the same time When the system evaluates resource allocations Then it flags the conflict in the system log and notifies all affected agents within 3 seconds.
Last-Minute Cancellation Triggers Alternative Suggestion
Given a client cancels a showing less than 1 hour before its start time When the system detects the cancellation Then it identifies at least two alternative available slots within the next 48 hours and suggests them to the agent within 2 minutes.
Multiple Agents Assigned to Same Time Slot
Given more than one agent is assigned to a single showing at the same time When the system reviews agent assignments Then it detects the conflict, updates the conflict dashboard, and sends notifications to both the primary and backup agents within 10 seconds.
Time-Sensitive Conflict Alert Delivery
Given a conflict is detected within 30 minutes of a showing start time When the system generates the alert Then it delivers notifications via SMS and in-app concurrently and logs the delivery confirmation within 1 minute.
Cancellation Alert and Management
"As a real estate agent, I want immediate alerts for cancellations so that I can quickly reassign slots or inform clients without delay."
Description

This requirement listens for last-minute cancellations from clients or participants and triggers instant notifications to the agent. It also provides tools to manage cancelled slots, including options to reschedule, offer open slots to waitlisted clients, and update all stakeholders. By automating cancellation handling, agents can maintain tour continuity and reduce manual follow-up.

Acceptance Criteria
Last-Minute Participant Cancellation Detected
Given a participant cancels their booking within two hours of the scheduled group showing, when the cancellation event is received by the system, then the assigned agent must receive a push notification within five seconds.
Rescheduling Suggestion for Cancelled Slot
Given a cancelled slot, when the agent views the cancellation details, then the system should present at least two alternative available time slots based on the original tour parameters within three seconds.
Waitlisted Client Notification
Given one or more clients on the waitlist for the cancelled time slot, when the agent opts to offer the open slot to waitlisted clients, then the system sends a notification to all waitlisted clients via email and mobile push within 30 seconds.
Stakeholder Update Broadcast
Given a cancellation event, when the agent confirms stakeholder updates, then the system must send updated showing details to the property seller and all remaining participants via email and in-app notification within 60 seconds.
Cancellation Dashboard Update
Given any cancellation or rescheduling action, when the agent refreshes the dashboard, then the cancelled slot status and any rescheduling suggestions must reflect accurately in the UI within two seconds.
Alternative Slot Suggestion
"As an agent, I want the system to suggest alternative showing times so that I can efficiently reschedule without manual coordination."
Description

This requirement generates and ranks alternative time slots for affected showings based on participant availability, property access windows, and the agent’s existing schedule. The system evaluates conflicts and proposes optimal alternatives with minimal disruption. Agents receive a list of suggested slots they can quickly approve or modify, streamlining the rebooking process.

Acceptance Criteria
Conflict Detected for Upcoming Showing
Given an upcoming group showing has a scheduling conflict, when the system evaluates the schedule, then it suggests at least three alternative time slots that match all participants’ availability and the agent’s calendar.
Participant Availability Change
Given a participant updates their availability within 24 hours of a scheduled showing, when the system re-evaluates the schedule, then it suggests the next best alternative slots ranked by minimal participant disruption.
Property Access Window Constraints
Given the property has specific showing access windows and a slot falls outside of these windows, when the system generates alternatives, then it only proposes slots within the allowed access times.
Agent Approves Alternative Slot
Given the system has suggested alternative slots, when the agent selects and approves a suggestion, then the showing is rescheduled to the approved slot and notifications are sent to all participants.
Optimal Slot Ranking
Given multiple alternative slots are available, when the system ranks them, then it orders suggestions by least total schedule disruption, best participant availability match, and agent’s preference settings.
Replacement Participant Recommendation
"As an agent, I want recommended replacement participants when someone cancels so that I can keep my group showings fully booked."
Description

This requirement identifies suitable replacement participants from waitlists or client rosters when a participant cancels. It assesses preferences, geographic proximity, and availability to recommend the best candidates. Agents can view and select recommended participants to maintain full group showings and maximize property exposure.

Acceptance Criteria
Waitlist Replacement Selection
Given a participant cancels a group showing, when the agent opens the Replacement Participant Recommendation panel, then the system displays at least three suitable candidates from the waitlist sorted by preference match score.
Geographic Proximity Assessment
Given a list of potential replacement participants, when recommending replacements, then the system only includes candidates located within a 10-mile radius of the property address and highlights their distance.
Availability Matching
Given the showing’s scheduled time slot, when filtering replacement candidates, then the system only recommends participants whose calendar availability overlaps fully with the original showing time.
Preference Alignment Verification
Given participant preferences (e.g., price range, property type), when generating recommendations, then the system only suggests candidates whose preferences match at least 80% of the canceled participant’s profile.
Agent Selection Workflow
Given the recommended replacement list, when the agent selects a candidate, then the system registers the new participant for the showing and notifies both the agent and the replacement candidate of confirmed attendance.
Dashboard Notification Center
"As an agent, I want a centralized notification center so that I can manage all scheduling alerts and actions from a single dashboard."
Description

This requirement implements a centralized notification center within the ShowFlow dashboard, aggregating conflict alerts, cancellation notices, suggested slots, and participant recommendations. Notifications are categorized by type and urgency, with clear indicators for action items. This unified interface ensures agents have visibility into all scheduling events in one place.

Acceptance Criteria
Conflict Alert Display
Given an upcoming group showing has overlapping bookings, When the Dashboard Notification Center loads, Then a conflict alert appears in the "Conflict" category with the showing details and urgency indicator.
Cancellation Notice Delivery
Given a participant cancels a scheduled showing less than 24 hours before the event, When the cancellation is processed, Then a notification appears in the "Cancellation" category with the cancellation reason and timestamp.
Suggested Slot Recommendation
Given a scheduling conflict or cancellation, When the Dashboard processes available agent calendar openings, Then it generates at least three alternative time slots and displays them under "Suggested Slots" with date, time, and availability status.
Participant Recommendation Prompt
Given a showing cancellation or conflict, When the system identifies alternative participants from the client’s preferred contacts, Then a notification shows up in the "Recommendations" category listing at least two replacement participants with contact details.
Notification Categorization and Prioritization
Given multiple notifications of different types, When the Dashboard refreshes, Then notifications are grouped by category (Conflict, Cancellation, Suggested Slots, Recommendations) and sorted by urgency level within each category.

SmartSort Flashcards

AI-driven prioritization that ranks flashcards by sentiment intensity and recurrence, highlighting the most critical client insights first so agents can address key concerns in seconds.

Requirements

Sentiment Analysis Engine Integration
"As a real estate agent, I want the system to automatically analyze the sentiment of client feedback so that I can quickly pinpoint highly emotional insights and respond accordingly."
Description

Integrate an AI-driven sentiment analysis engine that processes client feedback text, quantifies sentiment intensity on a standardized scale, and tags insights with positive or negative sentiment scores. This capability ensures high-impact comments are automatically identified, improving agents' ability to prioritize flashcards based on emotional weight and urgency.

Acceptance Criteria
Real-time Sentiment Scoring
Given a client submits feedback text, when the sentiment analysis engine processes it, then the feedback is tagged with a sentiment score on a standardized scale from 0 (negative) to 100 (positive) within 2 seconds.
Flashcard Prioritization by Intensity
Given multiple flashcards with sentiment scores, when SmartSort Flashcards is invoked, then flashcards are ordered descending by absolute sentiment intensity so that those with scores in the top decile appear first.
Score Consistency on Repeat Analysis
Given identical feedback text submitted multiple times, when processed by the sentiment analysis engine, then the normalized sentiment scores differ by no more than 5% across repetitions.
Low Sentiment Alerting
Given a flashcard with a sentiment score below 20, when processed, then the system generates a low-sentiment alert in the agent’s dashboard within 1 second.
Historical Sentiment Reporting
Given a user requests a sentiment report over the past 30 days, when the report loads, then the dashboard displays a chart showing the percentage breakdown of positive, neutral, and negative feedback with data accuracy within 2%.
Recurrence Detection Module
"As a real estate agent, I want recurring client themes to be automatically highlighted so that I can address widespread concerns proactively."
Description

Implement a recurrence detection module that scans across multiple feedback entries to identify and flag themes that appear repeatedly. By surfacing common client concerns, the feature helps agents recognize patterns and address systemic issues more effectively.

Acceptance Criteria
Detect recurring keywords in client feedback
Given at least three feedback entries containing the keyword 'parking', When the module scans the entries, Then 'parking' is flagged as a recurring theme.
Flag themes surpassing occurrence threshold
Given a theme appears in over 20% of feedback entries within a two-week period, When the scan completes, Then the theme is highlighted in the 'high recurrence' section.
Display recurrence frequency dashboard
Given recurrence data exists, When the agent views the dashboard, Then each theme is listed with its occurrence count and percentage.
Filter feedback by detected themes
Given multiple recurring themes are flagged, When the agent applies a theme filter, Then feedback entries related to the selected theme are displayed.
Notify agent of new recurring themes
Given a new theme reaches the recurrence threshold, When the scan is finished, Then the agent receives a push notification with the theme name and occurrence count.
Flashcard Ranking Interface
"As a real estate agent, I want flashcards to be presented in a ranked list with visual sentiment indicators so that I can focus on the most critical feedback first."
Description

Design and develop a user interface that displays flashcards sorted dynamically by combined sentiment intensity and recurrence scores. The interface highlights top-priority cards, provides visual cues for sentiment polarity, and allows agents to filter or collapse lower-priority insights.

Acceptance Criteria
Dynamic flashcard sorting on interface load
Given a set of flashcards each with sentiment intensity and recurrence scores, when the Flashcard Ranking Interface is loaded, then flashcards are ordered in descending order by combined sentiment intensity and recurrence score.
Visual highlight of top-priority flashcards
Given the sorted flashcards, then the top three flashcards are visually distinguished with a prominent highlight (e.g., colored border or background) to indicate highest priority.
Color-coded sentiment polarity indicators
Given each flashcard’s sentiment polarity, then each flashcard displays a colored indicator: red for negative, yellow for neutral, and green for positive sentiment.
Filtering to show only high-priority flashcards
Given a priority threshold control, when the agent sets the threshold, then only flashcards with a combined score above the selected threshold are displayed.
Collapsing low-priority flashcards
Given the list of flashcards, when the agent activates 'Collapse Low Priority', then flashcards below the defined threshold are collapsed into a summarized view while high-priority flashcards remain fully expanded.
Real-Time Flashcard Updating
"As a real estate agent, I want flashcards to update live when new feedback arrives so that I always work with the latest prioritized information."
Description

Enable real-time updating of flashcard rankings and sentiment scores as new client feedback is submitted. The system recalculates priorities instantly, ensuring agents always have an up-to-date view of the most relevant insights without manual refresh.

Acceptance Criteria
Immediate Rank Update on Feedback Submission
Given a client submits feedback, when the feedback is sent to ShowFlow, then the flashcard rankings and sentiment scores are recalculated and displayed within 2 seconds without page refresh.
Seamless Mobile Refresh
Given the agent's mobile device is active on the flashcard view, when new feedback is received, then the UI automatically updates the flashcard order and sentiment highlights without manual reload.
Concurrent Feedback Handling
Given multiple clients submit feedback simultaneously, when each feedback is processed, then the system updates each flashcard's ranking and score in real time without errors or data loss.
Accurate Sentiment Adjustment
Given new feedback with different sentiment intensity, when the flashcard sentiment score is recalculated, then the adjusted sentiment matches the aggregated sentiment algorithm within 5% variance.
Desktop Notification of Updates
Given an agent is viewing the dashboard on a desktop, when flashcard rankings change significantly (top 3 cards reorder), then a notification alert appears within 3 seconds.
Customizable Alert Thresholds
"As a real estate agent, I want to set my own sentiment and recurrence thresholds so that I receive alerts only for feedback that matters most to me."
Description

Allow agents to configure custom thresholds for sentiment intensity and recurrence frequency that trigger alerts or highlight specific flashcards. This personalization lets agents focus on insights that match their individual priorities and reduces information overload.

Acceptance Criteria
Agent sets threshold for sentiment intensity
Given the agent is on the Alert Settings page When the agent inputs a sentiment intensity threshold of 0.8 Then the system saves the threshold and applies it to incoming flashcards
Agent adjusts recurrence frequency threshold
Given the agent is configuring flashcard recurrence When the agent sets a frequency threshold to 3 occurrences Then the system saves the frequency threshold for future sorting
Alert triggered when thresholds exceeded
Given flashcards are analyzed for sentiment and recurrence When a flashcard's sentiment ≥ 0.8 or recurrence ≥ 3 Then the system displays an alert notification to the agent within 2 seconds
Visualization highlights flashcards meeting custom thresholds
Given the agent's dashboard displays sorted flashcards When custom thresholds are set Then flashcards meeting thresholds are visually highlighted with a badge icon
Threshold configurations persist across sessions
Given the agent logs out and logs back in When the agent navigates to Alert Settings Then previously saved custom thresholds are loaded and displayed
Performance Analytics Dashboard
"As a team lead, I want to see analytics on flashcard usage and sentiment trends so that I can measure feedback effectiveness and guide my team."
Description

Build a dashboard module that tracks key metrics such as the number of prioritized flashcards, sentiment trend over time, and response rates. This analytics view provides agents and managers with actionable insights into client feedback patterns and team responsiveness.

Acceptance Criteria
View Total Prioritized Flashcards
Given the agent is on the Performance Analytics Dashboard and selects a 7-day date range, when the dashboard loads, then the 'Total Prioritized Flashcards' metric displays the exact count retrieved from the server and matches the number of prioritized flashcards created in that period.
Visualize Sentiment Trend Over Time
Given sentiment scores are recorded daily, when the agent views the sentiment trend graph for the past month, then the line chart plots each day's average sentiment accurately with data points correctly corresponding to the date axis and tooltips displaying exact score values.
Calculate Client Feedback Response Rate
Given the system tracks feedback requests and responses, when the agent views the response rate metric for a specified period, then the dashboard displays the percentage of feedback requests that received responses, calculated as (responses/requested)*100, and matches the value in the backend analytics.
Filter Metrics by Custom Date Range
Given the agent sets a custom start and end date on the dashboard filters, when the agent applies the filter, then all metrics—including prioritized flashcards count, sentiment trend, and response rate—update to reflect only data within the selected range.
Real-time Data Refresh
Given new flashcards and feedback responses are added, when the agent clicks the 'Refresh' button or after a 5-minute auto-refresh interval, then the dashboard reloads and displays the latest metrics without requiring a full page reload.

Flashcard Themes

Customizable card layouts and color-coded pros and cons, allowing agents to apply branded themes and improve readability, making feedback scanning fast and visually engaging.

Requirements

Custom Theme Builder
"As a real estate agent, I want to build and save my own flashcard themes so that I can maintain consistent branding and personalize the look of my property feedback cards."
Description

This requirement defines an interface within ShowFlow's mobile-first platform where agents can create and save branded flashcard themes. It includes selecting layout styles, uploading logos, choosing primary and secondary colors for headers, footers, and text, and configuring typography. The builder must integrate seamlessly with the existing flashcard generation workflow, storing themes in the user’s profile. Implementing this will empower agents to maintain brand consistency and tailor the visual presentation of client feedback, improving readability and recognition.

Acceptance Criteria
Creating a New Theme
Given the user accesses the Theme Builder and fills all required fields (theme name, logo, primary color, secondary color, typography) with valid inputs, when clicking "Save", then the system saves the theme, displays a confirmation message, and shows the new theme in the user’s theme list with correct preview and name.
Uploading a Valid Logo
Given the user uploads a logo, when the file is larger than 1MB or not in PNG/JPG format, then the system displays an error message; and when the file meets size and format requirements, then the system accepts the upload and displays the logo preview.
Selecting Branded Colors
Given the user opens the color picker for primary and secondary colors, when a color is selected, then the flashcard preview updates in real time to reflect the chosen header, footer, and text colors.
Choosing Typography Options
Given the user selects font family and size from the typography options, when the selection is made, then the flashcard preview updates immediately to display the chosen typography settings.
Applying Saved Theme to Flashcard
Given the user has one or more saved themes, when generating a flashcard, then the user can select any saved theme and the resulting flashcard displays the correct logo, colors, and typography from the selected theme.
Persistent Theme Management
"As an agent, I want to manage my saved themes so that I can update, delete, or switch between them easily for different clients or collaborations."
Description

This requirement ensures that custom and default themes are stored persistently in the user’s account and can be easily selected, edited, or deleted. It covers CRUD operations for themes, server-side storage, synchronization across devices, and default fallback in case of deletion. It integrates with ShowFlow’s account settings and flashcard generation modules. This functionality enables agents to manage multiple themes over time, ensuring they can quickly switch designs without loss of configurations.

Acceptance Criteria
User creates a new custom theme
Given the user provides a unique theme name and custom color layout, when they save the theme, then it is stored in their account, appears in their theme list immediately, and remains available after page reload.
User edits an existing theme
Given the user selects an existing custom theme and updates its name or color settings, when they save changes, then the updated theme details are persisted on the server and reflected in all active sessions.
User deletes a custom theme
Given the user chooses to delete a custom theme, when they confirm deletion, then the theme is removed from their account, no longer appears in the theme list, and if it was the active theme, the default theme is automatically applied.
User accesses themes from multiple devices
Given the user logs into their account on a different device, when they navigate to the theme management page, then all previously created and default themes are displayed and available for selection.
Default theme fallback after deletion
Given the user deletes their active custom theme, when the theme list updates, then the system automatically applies a predefined default theme and generates flashcards using that default theme.
Color-coded Pros & Cons Customization
"As an agent, I want to set distinct colors for pros and cons in my theme so that I can quickly differentiate positive and negative feedback on flashcards."
Description

This requirement allows agents to assign specific colors to pros and cons labels within a theme. It includes UI controls for customizing pros, cons, and neutral highlight colors, previewing changes, and ensuring color choices apply uniformly across all cards. Integration with the feedback capture engine ensures that color codes automatically reflect in generated flashcards. This feature enhances visual scanning, enabling agents and clients to quickly differentiate strengths and weaknesses in feedback.

Acceptance Criteria
Custom Color Selection for Pros, Cons, and Neutral Labels
Given an agent is in the theme customization settings When they select a pros, cons, or neutral label color via the color picker Then the selected color value is saved and displayed in the label input field
Real-Time Flashcard Preview Reflects Color Customizations
Given an agent modifies a color in the preview panel When the change is applied Then the flashcard preview updates instantly to show the new pros, cons, or neutral highlight color
Uniform Color Application Across All Flashcards
Given an agent saves their custom theme When they generate or view any flashcard Then all pros, cons, and neutral highlights on every flashcard use the saved custom colors consistently
Automatic Color Assignment in Generated Flashcards from Feedback
Given feedback is submitted through the capture engine When flashcards are auto-generated Then the pros, cons, and neutral highlights on each flashcard use the agent’s saved custom colors without additional input
Accessibility Validation for Color Contrast
Given an agent selects custom colors When the colors are saved Then the system validates that each color meets WCAG 2.1 AA contrast ratios for readability and displays a warning if it does not
Live Theme Preview
"As an agent, I want to see a live preview of my theme changes so that I can adjust layouts and colors before saving."
Description

This requirement provides real-time preview functionality as agents customize their themes. It features an interactive canvas that updates layout, colors, and typography instantly, reflecting changes as they are made. It integrates with the theme builder UI, offering toggles for desktop and mobile views. By previewing themes on the fly, agents can validate design decisions before saving, reducing iteration cycles and ensuring the final output meets expectations.

Acceptance Criteria
Real-time Color Update
Given the agent selects a new primary or secondary color in the theme builder, When the color is picked, Then the preview canvas must update the card background and text color within 100ms.
Typography Selection Instant Preview
Given the agent chooses a font family or size from the typography options, When the selection is made, Then the preview text on both desktop and mobile views reflects the new typography immediately.
Layout Adjustment on Toggle
Given the agent modifies the card layout settings (e.g., pros and cons positioning), When the change is applied, Then the preview canvas updates to show the new layout configuration without page reload.
Desktop and Mobile View Toggle
Given the agent toggles between desktop and mobile view modes, When the toggle is activated, Then the preview canvas switches to the selected device view, retaining all current theme settings.
Preview Persistence Across Sessions
Given the agent closes and reopens the theme builder, When returning to the preview, Then the last unsaved theme customizations are preserved in the preview canvas until explicitly reset or saved.
Accessibility & Contrast Compliance
"As an agent, I want my custom themes to meet accessibility standards so that all clients, including those with visual impairments, can read the flashcards clearly."
Description

This requirement enforces accessibility standards for custom themes by validating color contrast ratios and providing warnings or blocking non-compliant combinations. It leverages WCAG 2.1 guidelines, runs contrast checks on text and backgrounds, and offers suggestions for adjustments. It integrates with the theme builder workflow, preventing agents from saving themes that could hamper readability for users with visual impairments. This ensures that all flashcard themes are accessible and inclusive.

Acceptance Criteria
Validating Default Theme Contrast
Given the default Flashcard Theme is loaded in the theme builder, when the contrast checker runs, then all text-to-background color pairs must meet WCAG 2.1 AA contrast ratios (≥4.5:1 for normal text and ≥3:1 for large text).
Blocking Non-compliant Custom Theme Save
Given an agent applies custom colors in the theme builder, when they attempt to save the theme, then the system must block the save action if any text/background combination fails the WCAG 2.1 AA contrast requirements and display an error listing the non-compliant elements.
Providing Color Adjustment Suggestions
Given a non-compliant color combination is detected, when the contrast checker evaluates the colors, then the system must offer at least two alternative compliant color values for either text or background that meet WCAG 2.1 AA contrast ratios.
Real-Time Contrast Feedback During Theme Creation
Given an agent is selecting text or background colors in the theme builder, when any color change occurs, then the system must immediately display a visual indicator (green check for compliant, red warning for non-compliant) based on WCAG 2.1 AA contrast compliance.
Verifying Text Accessibility on Sample Flashcard
Given an agent previews a customized theme, when the flashcard sample is rendered, then all text and background combinations must be verified against WCAG 2.1 AA criteria and the preview must display an accessibility compliance badge indicating pass or fail.

InsightSync

Real-time collaboration hub where team members can share flashcards, add comments, and assign follow-up tasks, ensuring collective visibility and coordinated client response efforts.

Requirements

Real-Time Flashcard Sharing
"As a real estate agent, I want to share flashcards with my team in real time so that everyone has up-to-date property insights during showings."
Description

Enable agents and team members to instantly share property flashcards within InsightSync. Shared flashcards appear in the real-time collaboration hub, ensuring everyone has immediate access to key property details without manual distribution. The feature integrates seamlessly with existing property listings, allowing users to select, package, and broadcast flashcards directly from the ShowFlow mobile or web interface. Benefits include faster insight dissemination, reduced coordination overhead, and improved alignment across the team.

Acceptance Criteria
Mobile Flashcard Sharing
Given an agent on the ShowFlow mobile app viewing a property listing, when the agent selects “Share as Flashcard”, chooses team recipients, and confirms, then the flashcard is posted to the InsightSync hub and all recipients receive a notification within 2 seconds.
Web Flashcard Sharing
Given an agent on the ShowFlow web interface at a property detail page, when the agent clicks “Create Flashcard” and broadcasts it to the team, then the flashcard appears in the InsightSync stream and is visible to all team members with read access within 2 seconds.
Real-Time Hub Update
Given any team member is viewing the InsightSync hub, when a flashcard is shared by another member, then the new flashcard entry appears in the hub feed without requiring manual refresh and is timestamped appropriately.
Flashcard Content Accuracy
Given a flashcard is generated from a property listing, when it is shared, then the flashcard displays the correct property address, photos, key details (price, beds, baths, square footage), and a link to the full listing.
Permission-Based Access Control
Given a user with view-only permissions and one with share permissions, when a flashcard is shared, then only users with view permissions can see the flashcard in InsightSync, and only users with share permissions can create new flashcards.
Inline Commenting Feature
"As a team member, I want to add comments directly on flashcards so that we can discuss observations and feedback in context."
Description

Provide an inline commenting system on flashcards and tasks within InsightSync. Users can highlight specific text or sections on a flashcard and attach comments, enabling contextual discussions. Comments support rich text formatting, tagging team members, and resolving threads once addressed. This functionality integrates directly into the collaboration hub, preserving discussion history and enhancing traceability. Benefits include clearer communication, centralized feedback, and streamlined decision-making.

Acceptance Criteria
Text Highlighting and Commenting
Given a user views a flashcard, when the user highlights a specific text segment and adds a comment, then the comment is attached to the highlighted text and is visible inline at that location.
Tagging Team Members in Comments
Given a user composes a comment, when the user types “@” followed by a team member’s name and selects them, then the selected member is linked in the comment and receives a notification.
Rich Text Formatting in Comments
Given a user is writing or editing a comment, when the user applies bold, italic, underline, or bullet list formatting, then the formatting is correctly rendered in the comment preview and preserved after saving.
Resolving Comment Threads
Given a comment thread on a flashcard, when the user marks the thread as resolved, then the thread status updates to “resolved,” the thread is collapsed by default, and remains accessible in an archive view.
Discussion History Display
Given a user accesses the comments panel for a flashcard, when the panel is opened, then all past comments, including resolved threads, are displayed in chronological order with each entry showing author, timestamp, and action taken.
Follow-Up Task Assignment
"As an agent, I want to assign follow-up tasks from the hub so that responsibilities are clear and nothing falls through the cracks."
Description

Allow users to create and assign follow-up tasks from within InsightSync. Agents can generate tasks linked to specific flashcards or comments, assign them to team members, set due dates, and track status. Tasks appear in both the collaboration hub and individual to-do lists, ensuring accountability and visibility. Integration with calendar and notification systems ensures deadlines are met. Benefits include organized workflows, clear accountability, and improved client follow-up.

Acceptance Criteria
Creating a New Follow-Up Task from a Flashcard
Given an agent is viewing a flashcard, when they click "Create Task", then a task creation modal opens with the flashcard title and client details pre-filled.
Assigning a Task to a Team Member with a Due Date
Given an agent has opened the task creation modal, when they select a team member and choose a due date, then the task is assigned and the due date is saved and visible in the task details.
Displaying Tasks in Both InsightSync and Personal To-Do Lists
Given a task is created, when any team member views InsightSync or their personal to-do list, then the new task appears in both views with consistent details.
Sending Notifications and Calendar Integration for Tasks
Given a task with a due date is assigned, when the assignment is confirmed, then a push notification is sent to the assignee and the task is added to their integrated calendar with the correct date and time.
Updating and Tracking Task Status
Given an assignee marks a task as "In Progress" or "Completed", when they update the status, then the status change is saved, visible to all team members, and reflected in both the collaboration hub and to-do lists.
Real-Time Notifications & Alerts
"As a user, I want to receive instant notifications when something is updated in the hub so that I can respond promptly."
Description

Implement a notification engine that pushes real-time alerts for new flashcard shares, comments, and task updates. Notifications are delivered via in-app banners, email, and optional SMS, configurable per user preference. Each notification links back to the relevant item in InsightSync for quick access. This feature integrates with the existing ShowFlow notification framework to ensure consistency. Benefits include timely responses, heightened awareness of updates, and reduced email clutter.

Acceptance Criteria
Flashcard Share Notification Delivery
Given a team member shares a flashcard, When the share is processed, Then the recipient receives notifications via all user-enabled channels (in-app banner, email, SMS) within 5 seconds containing the flashcard title and a link to the item.
Comment Notification with SMS Preference
Given a user has enabled SMS for comment alerts, When another team member adds a comment to a flashcard, Then the user receives an SMS containing the comment excerpt and a direct link to the comment thread in InsightSync.
Task Update Email Notification Format
Given a follow-up task is updated for a user, When the change is saved, Then the user receives an HTML email within 10 minutes including the task title, updated status, and a clickable ‘View Task’ link.
In-App Banner Navigation to InsightSync Item
Given a user is active in the mobile app, When a notification banner appears for a new comment or flashcard share, Then tapping the banner opens the corresponding InsightSync screen and highlights the relevant item.
Notification Preferences Persistence
Given a user configures their notification channels on the settings page, When they log out and back in, Then their selected preferences (in-app, email, SMS) remain saved and active.
Role-Based Access Control
"As a team lead, I want to set permissions for who can view, comment, or assign tasks so that sensitive data remains secure and workflows are organized."
Description

Introduce granular role-based access control (RBAC) within InsightSync. Admins can define roles (e.g., viewer, commenter, editor, task manager) and assign permissions to view, comment, share flashcards, or assign tasks. The system enforces permissions at the hub level and for individual items. Integration with the ShowFlow user management module ensures single sign-on and centralized user provisioning. Benefits include enhanced security, compliance with data governance policies, and tailored user experiences.

Acceptance Criteria
Admin Defines Roles
Given an admin is on the RBAC configuration page When they create a new role selecting specific permissions Then the system saves the role with the correct permissions and displays it in the roles list
Permission Enforcement on Flashcards
Given a user with the ‘viewer’ role When they attempt to comment, share, or assign a task on a flashcard Then the system displays an access denied message and prevents the action
Editor Shares Flashcards
Given a user with the ‘editor’ role When they share a flashcard with specific team members Then the selected users can view and comment on the shared flashcard
Task Manager Assigns Follow-Up Tasks
Given a user with the ‘task manager’ role When they assign a follow-up task on a flashcard to a team member Then the task appears in the assignee’s task list and a notification is sent
SSO Role Synchronization
Given a user provisioned through ShowFlow SSO When they first log into InsightSync Then their RBAC permissions from the centralized user management module are applied correctly

TrendTracker

Aggregates flashcard data over time to visualize emerging patterns in client preferences and concerns, empowering agents with actionable analytics to refine their property recommendations.

Requirements

Flashcard Data Aggregation
"As a real estate agent, I want my client feedback flashcards automatically aggregated over time so that I can see trends in their preferences and concerns without manual compilation."
Description

Automatically collect and aggregate client flashcard feedback over time, storing preferences, concerns, and tags in a time-series database. Normalize and integrate this data with existing ShowFlow records to enable longitudinal analysis of client sentiment and needs.

Acceptance Criteria
New Feedback Submission Aggregation
Given a client submits flashcard feedback during a showing, when the submission is complete, then the system automatically aggregates the feedback into the time-series database within 5 minutes.
Historical Data Normalization Check
Given imported flashcard records from past showings, when normalizing entries, then all preference tags and concern categories are standardized according to the defined taxonomy without duplicates or missing values.
Integration with ShowFlow Records
Given an existing client profile in ShowFlow, when new aggregated flashcard data is available, then the system correctly links and merges the data into the client’s record without data loss or mismatch.
Time-Series Database Storage Validation
Given aggregated flashcard entries, when stored in the time-series database, then each record includes a valid timestamp, property ID, and client ID, and can be retrieved in chronological order.
Analytics Query Response Performance
Given a request for longitudinal client sentiment over the past 6 months, when executing the analytics query, then the system returns the aggregated data within 2 seconds.
Interactive Trend Visualization
"As an agent, I want to view interactive visualizations of client preference trends so that I can quickly identify patterns and adjust recommendations."
Description

Provide an interactive dashboard with line charts, heatmaps, and bar graphs that visualize evolving client interests and concerns. Enable dynamic filtering by date range, property features, and client tags, and integrate seamlessly into the ShowFlow mobile and web interfaces.

Acceptance Criteria
Date Range Filtering
Given the agent is viewing the trend dashboard, when they select a start and end date, then the line charts, heatmaps, and bar graphs update to display data only within the chosen date range.
Property Feature Filtering
Given the interactive dashboard is displayed, when the agent selects one or more property features (e.g., number of bedrooms, price range), then all visualizations refresh to reflect trends only for properties matching those features.
Client Tag Filtering
Given the agent has assigned tags to clients (e.g., "First-time buyer", "Investor"), when they choose one or more tags in the dashboard filter, then the displayed analytics update to include only data from clients with the selected tags.
Responsive Chart Interaction
Given the dashboard is accessed on devices of varying screen sizes, when the agent interacts with charts (e.g., taps a data point or hovers for tooltip), then the charts maintain clarity, interactions are responsive, and tooltips display correct information across mobile and web interfaces.
Dashboard Integration on Mobile and Web
Given the ShowFlow application is accessed on mobile and web, when the agent navigates to the TrendTracker feature, then the interactive trend visualization loads without errors, matches design specifications, and preserves filter selections when switching between devices.
Custom Trend Alert Notifications
"As an agent, I want to receive alerts when significant shifts in client preferences occur so that I can respond promptly."
Description

Allow agents to configure threshold-based alerts for significant shifts in client preferences or concerns. Send real-time notifications via in-app, email, or push channels when a trend spike or drop is detected, enabling timely follow-up.

Acceptance Criteria
Agent Configures Trend Alert Threshold
Given the agent accesses the TrendTracker Alert Settings page When the agent enters a valid positive integer threshold value (e.g., 10%) for trend shifts and selects at least one notification channel Then the system saves the alert configuration and displays a success message confirming the threshold and channels And the new alert appears in the agent's list of active trend alerts
Real-Time Delivery of Trend Notifications
Given a client preference trend increases or decreases beyond the configured threshold When the system detects the threshold breach in real-time Then the system sends notification messages to the agent via all selected channels (in-app, email, push) And each notification contains the trend name, the magnitude and direction of change, timestamp, and a link to detailed trend analytics
Notification Preference Enforcement
Given the agent has configured multiple notification channels and later updates preferences to disable one channel When the threshold is breached again Then the system sends notifications only through the still-enabled channels and no messages are sent via the disabled channel
Duplicate Notification Suppression
Given the trend continues to fluctuate beyond the threshold within a rolling 1-hour window When additional breaches occur within that window Then the system suppresses further notifications for the same trend until the window elapses And after the window, if the threshold is breached again, the system sends a new notification
Invalid Threshold Validation
Given the agent inputs an invalid threshold value (e.g., negative number, zero, or non-numeric) When the agent attempts to save the alert configuration Then the system prevents saving, displays a clear validation error message indicating the allowed range and format, and does not create the alert
Data Filtering and Segmentation
"As an agent, I want to filter trend data by different client segments and property attributes so that I can tailor my market strategies."
Description

Offer multi-dimensional filtering and segmentation tools to drill into trend data by client demographics, region, property type, and other custom tags. Empower agents to isolate specific segments and compare trend lines across groups.

Acceptance Criteria
Filter by Client Demographics
Given the agent is viewing the TrendTracker interface When the agent selects the demographic filter "Age: 25-34" Then the trend chart and data table update to display only records for clients aged 25–34 And the active filter label "Age: 25-34" is displayed
Segment by Region
Given the agent is viewing aggregated trend data When the agent applies the region filter "Downtown" Then all visualizations and data outputs show only entries tagged with region "Downtown" And the filter panel highlights "Downtown"
Filter by Property Type
Given the agent has opened the TrendTracker filters pane When the agent selects the property type "Condominium" Then trend lines, charts, and tables display only data points for condominiums And the applied filter count shows 1
Apply Custom Tags Filter
Given the agent has created custom tag "First-Time Buyer" When the agent applies the custom tag filter for "First-Time Buyer" Then only data entries tagged "First-Time Buyer" appear in all visualizations And the agent can combine this tag with other filters
Compare Trend Lines Across Segments
Given the agent has selected two filters (e.g., Age 25-34 and First-Time Buyer) When the agent clicks the "Compare Segments" button Then two trend lines are overlaid on the same chart, each color-coded and labeled with the respective segment name And a legend displays segment names and color codes
Trend Data Export and Reporting
"As a team lead, I want to export trend analytics into reports so that I can share insights with my team and clients."
Description

Enable exporting aggregated trend data and visualizations to CSV and PDF formats. Include scheduling options for periodic automated reports to be delivered to agents and team stakeholders, facilitating sharing and archival.

Acceptance Criteria
Manual CSV Export
Given a date range and selected trend metrics, when the agent clicks the 'Export to CSV' button, then a CSV file downloads containing all aggregated data matching the selected parameters with correct headers and no missing values.
Manual PDF Export
Given a trend visualization is displayed, when the agent clicks the 'Export to PDF' button, then a PDF downloads containing the chart, data table, and report metadata formatted for print.
Scheduled Report Configuration
Given the agent navigates to the report scheduling settings, when the agent configures report frequency, format (CSV or PDF), date range, and recipient list, then a scheduled report job is created and shown in the schedule list.
Automated Report Delivery
Given a scheduled report is due for delivery, when the scheduled time arrives, then the system automatically generates the report in the selected format and emails it to all configured recipients.
Report History Retrieval
Given the agent views the report history page, when the agent selects a past report entry, then the system displays report details and allows downloading the original exported file.

Flashcard Alerts

Instant notifications for flashcards tagged with urgent or negative feedback, enabling agents to respond promptly to critical issues and maintain high client satisfaction.

Requirements

Urgent Feedback Tagging
"As a real estate agent, I want flashcards with urgent feedback automatically tagged so that I can immediately address my client’s pressing concerns."
Description

Implement a system to automatically flag flashcards containing urgent client feedback. The requirement covers detecting keywords or manual agent tags that indicate time-sensitive issues, integrating this tagging within the flashcard creation and review workflows, and ensuring tagged cards are prioritized in alerting. This enhances the agent’s ability to quickly address critical client concerns.

Acceptance Criteria
Automatic Keyword-Based Urgent Tagging
Given a flashcard contains one of the predefined urgent keywords, when the agent saves the flashcard, then the system tags it as urgent and displays the "Urgent" label on the flashcard entry.
Manual Agent Tagging of Urgent Flashcards
Given an agent reviews a flashcard, when they select the "Mark as Urgent" option and save, then the flashcard is tagged as urgent and appears in the urgent flashcard filter.
Prioritization of Urgent Flashcards in Notifications
Given multiple flashcards exist, when new flashcards are created, then only those tagged as urgent generate instant notifications to the agent's mobile device within 30 seconds.
Urgent Flashcard Display in Dashboard
Given the agent opens the flashcard dashboard, when urgent flashcards exist, then they appear at the top of the list sorted by creation time and are highlighted with an "Urgent" icon.
Fallback Validation for Keyword List Updates
Given the urgent keyword list is updated, when an agent creates a flashcard containing a newly added keyword, then the system tags the flashcard as urgent within 5 minutes of the list update.
Negative Sentiment Detection
"As a real estate agent, I want the system to detect and flag negative feedback automatically so that I can promptly follow up and resolve any issues before they escalate."
Description

Develop text analysis functionality to identify negative sentiment in client feedback on flashcards. The requirement includes integrating a natural language processing service to score sentiment, tagging cards that fall below a negative threshold, and flagging them for alerts. This enables proactive resolution of client dissatisfaction and improves overall service quality.

Acceptance Criteria
Client Submits Feedback with Negative Sentiment
Given a client submits flashcard feedback, When the NLP service analyzes the text and returns a sentiment score below the negative threshold, Then the system tags the flashcard as "negative" and flags it for an urgent alert.
Feedback at Sentiment Threshold Boundary
Given a client submits flashcard feedback, When the NLP service returns a sentiment score exactly equal to the negative threshold, Then the system does not tag the flashcard as "negative" and does not generate an urgent alert.
NLP Service Returns Error or No Response
Given the NLP service fails or times out during analysis, When an error occurs, Then the system logs the error, marks the flashcard as "pending analysis," and notifies the agent of the delay without tagging the card as negative.
Agent Receives Instant Alert for Negative Feedback
Given a flashcard is flagged as "negative," When the flag is set, Then the system sends a push notification to the assigned agent’s mobile device within 5 seconds.
Retroactive Analysis of Existing Feedback Records
Given a scheduled batch job runs on existing feedback records, When the NLP service processes each record, Then all feedback texts scoring below the negative threshold are tagged as "negative" and flagged for alerts without creating duplicate tags.
Real-time Push Notifications
"As a busy agent on the go, I want to receive instant notifications for urgent or negative flashcards so that I don’t miss any critical client updates."
Description

Build a push notification system that delivers instant alerts to agents when a flashcard is tagged as urgent or negative. The requirement covers mobile and web push channels, notification content templates, retry logic for delivery failures, and user acknowledgment tracking. This ensures agents receive timely alerts and can act swiftly on critical feedback.

Acceptance Criteria
Urgent Flashcard Delivery to Mobile App
Given an urgent flashcard is tagged in the system, When the agent’s mobile app is online, Then a push notification is received within 2 seconds containing the flashcard ID, brief feedback summary, and urgency indicator.
Negative Feedback Notification via Web Browser
Given a flashcard tagged with negative feedback, When the agent’s browser is open and push permissions are granted, Then a web push notification is displayed within 3 seconds with the correct title, body text, and feedback level.
Notification Delivery Retry After Failure
Given a push notification delivery failure due to network or server error, Then the system retries delivery up to 3 times at 30-second intervals and logs each attempt, and marks the notification as failed after the final retry.
User Acknowledgment Tracking
Given the agent taps or clicks on a flashcard notification, Then the system records the acknowledgment timestamp, associates it with the correct flashcard record, and displays the flashcard details in the app or browser.
Notification Content Template Accuracy
Given the notification content template for urgent or negative feedback, Then each push notification uses the template’s defined fields for title, body, and payload, and matches the approved copy and formatting.
Customizable Alert Preferences
"As an agent, I want to customize which alerts I receive and how so that I can manage my workload and avoid notification fatigue."
Description

Create a preferences interface allowing agents to configure alert criteria and delivery methods. This includes threshold settings for sentiment scores, selection of notification channels (email, SMS, push), quiet hours scheduling, and grouped alert summaries. This personalization ensures agents receive only relevant alerts at their preferred times.

Acceptance Criteria
Setting sentiment score threshold
Given the agent navigates to Alert Preferences; When the agent sets the minimum negative sentiment score to 0.7 and saves; Then the system filters flashcards and only sends alerts for feedback with sentiment scores at or below 0.7.
Configuring notification channels
Given the agent is on Alert Preferences; When the agent selects Email and SMS as delivery methods and confirms; Then the system dispatches alerts via both channels when any feedback meets the defined criteria.
Scheduling quiet hours
Given the agent defines quiet hours between 10 PM and 7 AM; When a qualifying alert is triggered during quiet hours; Then the system queues the alert and delivers it at the start of the next active period (7 AM).
Enabling grouped alert summaries
Given multiple alerts are generated within a 30-minute window; When grouped summary is enabled; Then the system consolidates individual alerts into a single summary notification listing all relevant flashcards and their details.
Persisting preferences across devices
Given the agent updates alert preferences on the mobile app and then logs into the web portal; When navigating to Alert Preferences; Then the updated settings are displayed consistently across both platforms.
Alert History Dashboard
"As a team lead, I want to view a history of all flashcard alerts so that I can monitor response times and identify recurring issues."
Description

Design an in-app dashboard that archives all flashcard alerts with timestamps, statuses, and resolution notes. The requirement involves developing filters by date, type, and status, as well as export capabilities for reporting. This provides agents and managers with visibility into alert trends and response performance.

Acceptance Criteria
Viewing Alert History List
Given the agent opens the Alert History Dashboard, when the page loads, then a list of all flashcard alerts sorted by most recent timestamp is displayed with columns for timestamp, type, status, and resolution notes.
Filtering Alerts by Date Range
Given the agent selects a start and end date, when the date range filter is applied, then only alerts with timestamps within the specified range are shown.
Filtering Alerts by Type
Given the agent selects one or more alert types from the type filter, when the filter is applied, then the dashboard displays only alerts matching the selected types.
Filtering Alerts by Status
Given the agent selects one or more statuses (e.g., "Unresolved", "Resolved") in the status filter, when the filter is applied, then only alerts with those statuses are listed.
Exporting Alert History Report
Given the agent clicks the Export button and chooses a file format (CSV or PDF), when the export is confirmed, then a file including the currently displayed alerts with all columns is downloaded.

QuickExport Cards

One-click export of selected flashcards into polished PDF summaries or slide decks, streamlining reporting for client updates, team meetings, and brokerage presentations.

Requirements

Flashcard Selection Interface
"As a real estate agent, I want to easily select specific flashcards using filters and search so that I can create a focused export for my client update without wasting time."
Description

Implement an intuitive interface that allows users to browse, search, and select multiple flashcards from their collection to include in an export. The interface should support filtering by tags, properties, and client sessions, and provide clear visual feedback for selected items. This feature is essential for enabling users to quickly build custom report sets without navigating through multiple screens or menus.

Acceptance Criteria
Browsing and Filtering Flashcards
Given the user has a collection of flashcards When they open the selection interface Then the first 20 flashcards are displayed in a paginated grid and pagination controls allow navigation through the list
Tag and Session-Based Filtering
Given the user applies one or more tag or session filters When the filters are activated Then only flashcards matching the selected tags or sessions are displayed and the result count updates accordingly
Search by Flashcard Properties
Given the user enters a term into the search bar and presses enter When the search is executed Then flashcards whose title or content contains the term are displayed and non-matching flashcards are hidden
Multiple Flashcard Selection Visual Feedback
Given the user clicks the select checkbox on a flashcard When the checkbox is toggled Then the visual state of the flashcard updates to indicate selection and the total selected count in the header updates in real time
Selection Persistence Across Filters
Given the user has selected flashcards When they apply new filters or search terms Then previously selected flashcards remain selected even if hidden and the total selected count remains accurate
Export Format Options
"As a team lead, I want to select between a PDF summary and a slide deck export so that I can deliver the right format for different stakeholders with a single click."
Description

Provide a seamless way for users to choose between PDF summary or slide deck formats before exporting. This requirement involves designing a format selection dialog with previews and brief descriptions of each option. It ensures agents can tailor their exports to different audiences—clients, team meetings, or broker presentations—without additional configuration steps.

Acceptance Criteria
Client PDF Export
Given a user has selected one or more flashcards and opened the export dialog When the user chooses the “PDF Summary” format Then a thumbnail preview of the PDF layout and a description of its use case is displayed And the Export button is enabled
Team Slide Deck Export
Given a user is preparing a team meeting deck and opens the export dialog When the user switches to the “Slide Deck” option Then slide thumbnails and a format description appear And the Export button updates to reflect “Export Slide Deck”
Format Preview Accuracy
Given the export dialog is open When the user mouses over each format option Then the preview pane updates in real time to reflect that format’s first page layout And the descriptive text matches the selected format
Invalid Format Handling
Given the export dialog is open and the user has not selected a format When the user clicks the Export button Then an inline error message prompts the user to select a format before proceeding
Keyboard Navigation Support
Given the export dialog is focused When a user navigates options using the Tab key and selects with Enter Then focus cycles through format options and the Export button becomes reachable and operable via keyboard
Template Management
"As an agent, I want to apply and tweak my agency’s branded template so that every export looks professional and consistent with our brand guidelines."
Description

Enable users to choose, customize, and save export templates for consistent branding and layout. Users should be able to upload logos, set color schemes, and modify header/footer text. The system must store template configurations for reuse, ensuring exports maintain the agency’s visual identity and reduce repetitive setup.

Acceptance Criteria
Select and Apply Saved Template
Given a user with at least one saved template When the user chooses the template in the export dialog Then the exported PDF or slide deck should reflect all template settings (logo, color scheme, header and footer text) without requiring manual adjustments
Customize New Template
Given a user is creating a new template When the user uploads a logo, selects a color scheme, and edits header/footer text Then the preview pane should update in real time and accurately display all changes
Upload Valid Logo File
Given a user is uploading a logo file When the user selects an image file of type PNG, JPEG, or SVG under 5MB Then the system should accept the file and display it in the template editor, otherwise display an appropriate error message
Save Template Configuration
Given a user has configured a template When the user clicks 'Save Template' Then the template should be stored in the user's template list with the correct name and all settings persisted for future use
Edit and Delete Template
Given a user has existing templates When the user selects a template and chooses to edit or delete Then the system should allow modifications to be saved or prompt confirmation before permanently deleting the template
Export Generation Engine
"As an agent, I want the system to quickly generate my export—even when selecting dozens of cards—so that I can send updates to clients without delay."
Description

Build a backend engine that compiles selected flashcards into the chosen format, handling layout, pagination, image compression, and text rendering. It should support high performance for large exports, queue management for batch jobs, and error handling with retry mechanisms. This ensures fast, reliable exports even under high load.

Acceptance Criteria
Single Flashcard PDF Export
Given an agent selects one flashcard and chooses PDF format When the export is initiated Then the system generates a one-page PDF with the flashcard’s title as header, the image compressed under 500KB, and all text rendered accurately, and provides a download link within 5 seconds of completion.
Multiple Flashcards Slide Deck Export
Given an agent selects multiple flashcards and chooses slide deck format When the export job runs Then the system creates a PPTX file where each slide corresponds to one flashcard, includes correctly paginated titles, images compressed under 500KB per slide, and text formatted consistently.
High-Volume Batch Export Queuing
Given an agent queues an export of over 200 flashcards When the request is submitted Then the system places the job in the queue, processes in FIFO order, and notifies the agent via webhook or email upon completion, ensuring average processing time under 2 minutes.
Concurrent Export Requests
Given multiple agents initiate exports simultaneously When the system receives concurrent requests Then it maintains throughput by scaling worker processes, ensures no job is starved, and keeps CPU and memory usage within predefined thresholds (CPU < 80%, memory < 75%).
Image Processing Error Handling
Given a flashcard references a missing or corrupt image When rendering begins Then the system retries image retrieval up to 3 times, logs any failures to the error monitoring service, substitutes a placeholder image if retries fail, and completes the export without crashing.
Preview and Download
"As a real estate agent, I want to preview my export and make quick adjustments so that I avoid mistakes and deliver polished materials to my clients."
Description

Offer a preview step where users can review the formatted export before finalizing. The preview must allow zoom, page navigation, and quick edits such as reordering cards or adjusting layout settings. Users should then be able to confirm and download or share the file directly from the preview screen.

Acceptance Criteria
Preview Interface Access
Given a user has selected cards for export, when they tap 'Preview', then the formatted export preview screen loads within 2 seconds displaying all selected cards in order.
Zoom Functionality
Given the user is on the preview screen, when they use zoom in or zoom out controls, then the preview content scales smoothly and remains legible without layout distortion.
Page Navigation
Given the preview contains multiple pages, when the user clicks next or previous page buttons or swipes, then the correct page is displayed instantly and the page indicator updates accordingly.
Card Reordering
Given the user is on the preview screen, when they drag and drop a card thumbnail to a new position, then the cards reorder in real time and the preview reflects the updated sequence.
Layout Adjustment
Given the user is on the preview screen, when they change layout settings (e.g., single column, double column), then the preview updates immediately to show the new layout without reloading the entire screen.
Confirm and Download
Given the user is satisfied with the preview, when they tap 'Download' or 'Share', then the system generates the PDF or slide deck within 3 seconds and initiates the download or open/share dialog.

TemplateTailor

AI-driven dynamic template customization that crafts unique follow-up messages using each client’s survey responses and preferences, ensuring communications feel personal, relevant, and engaging.

Requirements

Survey Insight Extraction
"As a real estate agent, I want the system to analyze and summarize my clients’ survey responses so that I can quickly understand their preferences and send them personalized follow-up messages."
Description

Extract and analyze client survey responses using AI to identify key preferences, sentiments, and insights. This requirement involves processing both structured and unstructured feedback data, integrating natural language processing to categorize client sentiments, and mapping preferences to relevant property attributes. The output will feed into the dynamic template engine, ensuring that follow-up messages are tailored to each client’s unique feedback, leading to more personalized communication and higher engagement.

Acceptance Criteria
Structured Data Extraction Processing
Given a completed survey with structured fields When the AI processing module runs Then 100% of structured responses are extracted, labeled correctly, and stored without data loss
Unstructured Feedback Sentiment Analysis
Given free-text survey feedback When analyzed by the NLP engine Then each feedback entry is classified as positive, neutral, or negative with at least 90% accuracy and sentiment tags stored
Preference-to-Attribute Mapping
Given extracted client preferences When mapping to property attributes Then each preference is matched to a valid attribute with at least 95% mapping accuracy and no preferences left unmapped
Integration with Template Engine
Given extracted insights including preferences and sentiments When fed into the dynamic template engine Then all relevant placeholders are populated correctly and the previewed follow-up message reflects personalized insights
Insight Data Export for Reporting
Given a batch of up to 1000 survey responses When generating an export report Then the system exports a summary in CSV and JSON formats including sentiment distribution and top preferences within 5 seconds
Dynamic Message Generation
"As an agent, I want the platform to auto-generate personalized follow-up email templates so that I can send timely, relevant messages without writing each one manually."
Description

Leverage AI to automatically craft unique follow-up message templates by combining extracted survey insights with predefined communication frameworks. The system should select appropriate tone, phrasing, and content elements based on client profiles and preferences. Integration with the messaging module will allow seamless delivery of these AI-generated templates, reducing manual drafting time and ensuring each client receives relevant, engaging communication.

Acceptance Criteria
AI-Generated Follow-Up Draft Ready Post-Survey
Given a client completes and submits a post-showing survey with preferences and feedback When the AI engine processes the submitted data Then within 5 seconds a follow-up message draft is generated that includes at least two insights extracted from the survey and aligns with the predefined communication framework
Agent Review and Approval of Generated Template
Given an AI-generated follow-up draft is available in the messaging module When the agent opens the draft for review Then the agent can edit the subject, body, and tone fields and save changes without data loss
Seamless Delivery of AI-Crafted Follow-Up
Given an agent approves an AI-generated follow-up message When the agent clicks ‘Send’ Then the system delivers the message to the client’s contact and displays a delivery confirmation within 3 seconds
AI Tone Selection Based on Client Preference
Given the client’s profile indicates a preferred tone (e.g., formal, casual) When generating the follow-up message draft Then the AI selects and applies the appropriate tone guidelines and all language used reflects the specified tone
Fallback to Default Template on AI Generation Failure
Given the AI service returns an error or exceeds timeout limits When the system fails to generate a custom template Then a default follow-up message is loaded into the draft, the agent is notified of the fallback, and the error event is logged
Personalization Parameter Configuration
"As an agent, I want to configure rules and preferences for how messages are personalized so that the AI-generated content aligns with my communication style and business requirements."
Description

Provide a configuration interface for agents to define personalization rules and parameters that guide the AI template engine. This includes setting tone preferences, defining mandatory inclusions (e.g., property details, agent contact info), and prioritizing which client insights to emphasize. The configuration settings should be saved as reusable profiles, allowing agents to apply consistent personalization strategies across multiple clients and campaigns.

Acceptance Criteria
Creating a New Personalization Profile
Given the agent is on the Personalization Settings page when the agent enters a unique profile name, selects tone preference, defines mandatory inclusions, and prioritizes client insights, then the Save button becomes enabled; when clicked, the system saves the profile and displays a success message.
Editing an Existing Personalization Profile
Given the agent has an existing profile listed in the profiles dashboard when the agent edits tone or inclusions and clicks Save, then changes are persisted and a confirmation notification appears.
Applying a Saved Profile to a Campaign
Given the agent is composing a follow-up message when the agent selects a saved personalization profile from the dropdown, then the AI template engine applies the profile parameters to generate a message preview matching tone, inclusions, and insight priorities.
Deleting a Personalization Profile
Given the agent views the list of profiles when the agent clicks Delete on an unused profile and confirms, then the profile is removed from the list and cannot be applied further.
Handling Duplicate Profile Names
Given the agent attempts to save a profile with a name that already exists when the agent clicks Save, then the system prevents saving and displays a 'duplicate name' error message.
Message Preview and Editing
"As an agent, I want to preview and edit the generated message templates so that I can refine them before sending and ensure accuracy."
Description

Enable agents to preview AI-generated follow-up messages before sending, with an inline editing interface for real-time adjustments. The preview should highlight which client insights were used and allow manual overrides of text segments, formatting, and personalization tokens. This ensures agents maintain control over final message content while benefiting from AI-generated drafts.

Acceptance Criteria
Agent Reviews AI-generated Message Preview
1. The preview pane displays the AI-generated message with all personalization tokens replaced. 2. Text segments derived from client insights are visually highlighted. 3. The preview loads within 2 seconds of clicking the 'Preview' button.
Agent Edits Personalized Text Segments
1. Each highlighted text segment is editable inline. 2. Edits are saved in real-time and reflected in the final message preview. 3. The character count updates dynamically to enforce platform limits.
Agent Overrides Personalization Tokens
1. Agents can click on any personalization token to replace it with custom text. 2. The system validates that no unreplaced tokens remain before sending. 3. Custom token inputs support fallback formatting if values are empty.
Agent Adjusts Message Formatting
1. Formatting toolbar allows bold, italics, and bullet lists within the preview. 2. Applied formatting persists in the sent message across email and SMS channels. 3. The preview accurately reflects final appearance post-formatting.
Agent Saves and Sends Finalized Message
1. Agents can save edited drafts and resume editing later. 2. Upon clicking 'Send', the system updates the message status in the UI and logs a timestamp. 3. Recipients receive the message exactly as previewed, including edits and formatting.
Template Performance Analytics
"As an agent, I want to see performance metrics for my follow-up templates so that I can understand what works best and improve my messaging strategy."
Description

Track and report performance metrics for each template, including open rates, response rates, and engagement levels. Integrate with analytics dashboards to visualize which personalization strategies yield the best results. Agents can use these insights to iterate on their configuration profiles and improve future communication effectiveness.

Acceptance Criteria
Accessible Performance Metrics Dashboard
Given an agent is on the Template Performance Analytics dashboard, When they select a template from the list, Then the open rate, response rate, and engagement level metrics for that template are displayed accurately and update within 30 seconds of selection.
Filter and Segment Template Analytics
Given an agent has multiple templates and client segments, When they apply date range and survey response filters, Then the dashboard refreshes to show metrics only for the selected templates and segments.
Real-time Data Refresh for Template Metrics
Given new client feedback has been received, When the agent clicks the ‘Refresh’ button, Then the dashboard updates all template performance metrics within 10 seconds without requiring a full page reload.
Export Template Performance Reports
Given an agent has configured a report with specific templates and date ranges, When they click the ‘Export CSV’ or ‘Export PDF’ button, Then a file is downloaded that includes open rate, response rate, engagement metrics, and applied filter parameters.
Insight-driven Template Ranking
Given multiple templates are displayed on the analytics dashboard, When the agent sorts by engagement rate, Then templates are ordered in descending engagement percentage and the top three templates are visually highlighted.

TimingTrigger

Smart scheduling engine analyzes individual client engagement patterns to determine optimal send times for texts and emails, maximizing open rates and response likelihood.

Requirements

EngagementDataCollection
"As a real estate agent, I want the system to gather detailed engagement data from client messages so that the TimingTrigger engine can learn my clients’ communication patterns and optimize send times."
Description

The system must collect and aggregate client interaction metrics across text and email channels, including open timestamps, click events, and response intervals. This data will be stored securely and normalized for analysis, ensuring accurate behavioral insights. It integrates with ShowFlow’s messaging modules to automatically capture and log engagement events without manual intervention.

Acceptance Criteria
Client Opens Email Within Platform
Given a client has been sent an email through ShowFlow When the client opens the email Then the system logs the open timestamp with campaign ID and client ID within 5 seconds and stores it in the engagement database
Client Clicks Link in Text Message
Given a client receives a text message containing a trackable link When the client clicks the link Then the system records the click event and timestamp, associates it with the message ID and client ID, and stores it in a normalized format
Response Interval Calculation
Given a client sends a reply to a message When the system detects the reply Then it calculates the response interval between original send timestamp and reply timestamp and stores it as a numeric field in seconds
Secure Data Storage Compliance
Given engagement data is processed When the data is saved Then it is encrypted at rest using AES-256 and access is restricted to authorized roles via IAM
Integration with Messaging Module
Given a new message is sent by the ShowFlow messaging module When the message is delivered Then all engagement events (opens, clicks, replies) are automatically captured without manual input and forwarded to the engagement data service
ClientProfileModeling
"As a system administrator, I want client profiles that reflect engagement patterns so that TimingTrigger can personalize send times for each client."
Description

The requirement entails building and maintaining dynamic client profiles that leverage collected engagement data. The system should apply machine learning algorithms to model each client’s preferred communication windows, adjusting over time as more data is acquired. Profiles must be updated in real-time and accessible to the scheduling engine.

Acceptance Criteria
Initial Profile Generation
Given a new client with no existing profile When the first three engagement interactions (email open, click, or text reply) are recorded Then the system must generate a client profile with an initial preferred communication window, store it in the database, and assign a unique profile ID
Real-Time Profile Update
Given an existing client profile When a new engagement event is recorded Then the system must update the client's preferred communication window within 5 seconds, persist the change with a timestamp, and increment the profile version
Adaptive Window Refinement
Given at least 50 engagement events over a 30-day period When the machine learning model retrains Then the system must adjust the preferred communication window with a confidence score of at least 0.8 and log the change for audit purposes
Profile Access by Scheduling Engine
Given the scheduling engine requests a client profile When the request is made over the API Then the system must return the latest profile data, including preferred communication window and confidence score, within 100 milliseconds
High-frequency Data Handling
Given incoming engagement events at a rate of 1000 per minute When the system processes this data influx Then profile updates must complete within 10 seconds per batch with zero data loss and error rate below 0.1%
OptimalSendTimeCalculation
"As a marketing coordinator, I want the system to calculate optimal send times so that message open and response rates are maximized."
Description

The feature requires a calculation engine that analyzes client profiles to predict the best time to send texts and emails for maximum engagement. It should consider factors like historical open rates, click-through times, and client timezone. The engine must output recommended send slots with confidence scores, integrated into the scheduling workflow.

Acceptance Criteria
Review Recommended Send Slots During Scheduling
Given an agent is scheduling a message for a client When the agent opens the recommended send times panel Then the system displays at least three send time slots with associated confidence scores And each slot is sorted by descending confidence score And slots reflect the client’s local timezone
Analyze Client Historical Engagement Data
Given historical open and click-through data exists for a client When the optimal send time calculation runs Then the engine analyzes past engagement timestamps to identify peak engagement windows And weightings are correctly applied to more recent interactions And the analysis completes within five seconds per client
Consider Client Timezone in Calculation
Given a client’s timezone is stored in their profile When the calculation engine processes send time recommendations Then all recommended slots are converted and displayed in the client’s local time And no recommended slot falls outside 6:00 AM to 10:00 PM local time
Output Confidence Scores for Recommendations
Given the calculation engine has identified optimal time windows When recommendations are generated Then each recommended slot includes a confidence score between 0% and 100% And the confidence score reflects historical engagement consistency
Integrate Recommendations into Scheduling Workflow
Given recommended send slots and confidence scores are available When an agent views the scheduling interface Then recommendations are prominently displayed alongside manual scheduling options And selecting a recommendation auto-populates the send time field
AutomatedMessageScheduler
"As a busy agent, I want messages automatically sent at the most effective times so that I can focus on closing deals without manual scheduling."
Description

The system must automatically schedule messages at the recommended optimal times, interfacing seamlessly with ShowFlow’s messaging API. It should queue messages, monitor for delivery confirmations, and retry or alert failures. The scheduler must respect campaign rules and allow for batch or individual message handling.

Acceptance Criteria
Optimal Time Message Queueing
Given a client engagement pattern, when a message is scheduled, then it is queued and dispatched at the system-recommended optimal time within ±1 minute of the target time.
Delivery Confirmation Monitoring
Given a sent message, when the messaging API returns a delivery status, then the system records the confirmation in the message log within 5 minutes of sending.
Failure Retry Alerting
Given a message fails to send after two retry attempts, when the third attempt also fails, then the system generates an alert and notifies the agent via email and in-app notification within 1 minute.
Campaign Rule Compliance
When scheduling messages as part of a campaign, then the system ensures all messages are scheduled only within the campaign’s defined time windows and do not exceed the maximum messages per client per day.
Batch Message Handling
Given a batch of messages for multiple clients, when processing the batch, then the system enqueues, sends, and monitors delivery status for 100% of messages, with no more than 0.5% failures due to transient system errors automatically retried.
AnalyticsReportingDashboard
"As a team lead, I want a dashboard showing how optimized scheduling impacts engagement so that I can measure ROI and refine strategies."
Description

This requirement covers creating a dashboard that visualizes engagement trends, comparing default vs. optimized send times, and showing key metrics like open rate lift. It should allow filtering by client, date range, and channel, and exportable reports for performance reviews.

Acceptance Criteria
Filter by Date Range and Channel
Given an agent selects a date range and communication channel on the Analytics Reporting Dashboard When the dashboard is queried Then only engagement metrics within the specified date range and channel are displayed
Compare Default vs. Optimized Times Visualization
Given the dashboard is loaded When the agent views the engagement trends section Then a side-by-side chart compares open rates for default versus optimized send times for the selected period
Individual Client Engagement Trend Analysis
Given an agent selects a specific client When the dashboard displays that client’s data Then the dashboard shows a time-series graph of that client’s open and response rates over the chosen timeframe
Exportable Report Generation
Given an agent clicks the 'Export Report' button When the export is processed Then a downloadable CSV or PDF report containing the filtered engagement metrics is generated
Dashboard Performance under Large Data Set
Given the dashboard contains over 10,000 engagement records When an agent applies filters or loads the dashboard Then page load and filter response times do not exceed 3 seconds
ManualOverrideCustomization
"As an agent, I want to tweak send times if needed so that I maintain control over my communication while benefiting from automation."
Description

Agents must be able to view and adjust recommended send times before dispatch. The UI should allow manual selection or fine-tuning of optimal slots, while preserving model-generated insights. Overrides should be logged for audit and future model adjustment.

Acceptance Criteria
Override Recommended Send Time via Calendar Interface
Given the agent views a recommended send time, When the agent selects a new time slot from the calendar widget and confirms the change, Then the system updates the send time to the selected slot and displays a confirmation message.
Fine-Tune Time Slot with Model Insight Display
Given the system displays the recommended optimal send time with its confidence score, When the agent adjusts the minutes within the recommended window, Then the adjustment is applied, and the updated confidence score reflecting the new time is displayed.
Audit Log Records Override Actions
Given an agent overrides a recommended send time, When the override is saved, Then the system creates an audit log entry capturing the agent ID, original recommendation, new send time, timestamp, and override reason.
Bulk Adjustment of Multiple Scheduled Notifications
Given the agent selects multiple upcoming scheduled notifications, When the agent applies a new send time to all selected items, Then each notification’s send time is updated accordingly and an individual audit log entry is created for each override.
Reversion to Model-Generated Recommendation
Given an agent has previously overridden a send time, When the agent clicks 'Revert to Recommended', Then the send time resets to the model-generated recommendation and the revert action is recorded in the audit log.

ChannelSelect

Intelligent channel selection automatically chooses the most effective communication medium (SMS, email, or instant messaging) for each client based on their past response behaviors and stated preferences.

Requirements

Channel Selection Algorithm
"As a real estate agent, I want the system to automatically choose the best way to contact my client so that I can focus on showing homes rather than deciding whether to text or email."
Description

Develop an intelligent algorithm that analyzes each client’s historical response times, preferred communication channels (SMS, email, instant messaging), and engagement patterns to automatically select the optimal channel for scheduling and follow-up messages. This algorithm must integrate with ShowFlow’s existing scheduling engine, continuously learn from new feedback data, and adapt its selection criteria over time to maximize client responsiveness and drive faster deal closures.

Acceptance Criteria
Optimal Channel Determination for High-Response Client
Given a client with an 80% or higher SMS response rate, when sending a scheduling invitation, then SMS is automatically selected as the communication channel.
Fallback to Secondary Channel When Primary Fails
Given a preferred channel delivery failure, when retrying communication, then the algorithm selects the next-best channel based on the client's engagement history.
Real-Time Learning from Client Feedback
Given receipt of client feedback indicating a new channel preference, when processing feedback data, then the algorithm updates the client's profile and applies the new preference for subsequent communications.
Integration with Scheduling Engine
Given a show time is scheduled, when invoking the channel selection service, then the scheduling engine delivers the notification message through the chosen channel within 2 seconds.
Adaptive Algorithm Performance over Time
Given at least 100 prior interactions, when comparing monthly selection accuracy metrics, then the algorithm's choice accuracy increases by at least 5% month-over-month.
Client Preference Management
"As a client, I want to specify whether I prefer SMS, email, or instant messaging so that I receive messages in the way that’s most convenient for me."
Description

Implement a user interface and backend storage that allow agents and clients to explicitly set or update their communication preferences. The feature should sync with the Channel Selection Algorithm so that stated preferences always override algorithmic recommendations. Ensure secure storage of preference data, real-time updates, and seamless integration with ShowFlow’s contact management module.

Acceptance Criteria
Agent Updates Client Communication Preference
Given an agent selects a client in the contact management module When the agent modifies the communication preference settings for that client Then the updated preferences are saved securely in real time and override any algorithmic recommendations.
Client Sets Personal Communication Preferences
Given a client accesses their profile portal When the client selects preferred channels for communication Then the chosen preferences are stored securely and immediately synced with the Channel Selection Algorithm.
Preference Override in Channel Selection
Given a client has explicit preferences set When the Channel Selection Algorithm determines a channel Then it respects the stated preferences and does not send via any alternative channels.
Real-time Preference Update Propagation
Given preferences are updated by an agent or client When the update is saved Then the change is reflected instantly in all modules, including upcoming showings scheduling and messaging queues.
Secure Storage of Communication Preferences
Given new or updated preferences are submitted When the data is stored Then it is encrypted at rest and in transit, meeting the system’s security standards.
Fallback and Retry Mechanism
"As an agent, I want the system to retry contacting my client through a different channel if the first message fails so that I can be confident my notifications are received."
Description

Design a robust fallback mechanism that automatically retries delivery on an alternative channel if the primary selected channel fails (e.g., undelivered SMS due to carrier issues). Include configurable retry intervals, customizable retry count limits, and real-time failure alerts for agents. Integrate with notification services to ensure reliable message delivery and preserve the timeline of scheduled showings.

Acceptance Criteria
Primary Channel Delivery Failure Detected
Given a primary channel delivery failure is detected within 30 seconds of sending, when the system identifies the failure code from the channel provider, then it must log the failure and trigger the fallback mechanism automatically.
Retry on Secondary Channel
Given the fallback mechanism is triggered, when the system retries message delivery on the second-preferred channel, then it must complete delivery within the configured retry interval without manual intervention.
Exhausted Retry Attempts Notification
Given the maximum retry count is reached without successful delivery, when the final retry fails, then the system must send a real-time alert to the agent containing failure details and suggested next steps.
Configurable Retry Interval Adjustment
Given an agent updates the retry interval settings via the configuration interface, when the system then schedules retries, then the intervals between retries must match the newly configured values.
Timeline Preservation Post-Fallback
Given a fallback retry occurs, when the message is finally delivered on an alternate channel, then the system must preserve the original send timestamp in the showing timeline and mark the channel change.
Channel Performance Analytics
"As a team lead, I want to see which communication channels yield the fastest client responses so that I can coach my agents on the most effective outreach methods."
Description

Build an analytics dashboard that tracks open rates, response times, and conversion metrics for each communication channel used by ChannelSelect. Provide visual reports and trend analysis to help agents understand which channels perform best for different client segments, enabling data-driven adjustments to scheduling workflows.

Acceptance Criteria
Dashboard Data Loading
Given an agent navigates to the Channel Performance Analytics dashboard, when the page loads, then open rates, response times, and conversion metrics for SMS, email, and instant messaging are fetched and displayed within 5 seconds without errors.
Open Rate Trend Visualization
Given the agent selects a date range and channel filter, when the selection is applied, then the dashboard displays an interactive line chart showing daily open rate trends with tooltips on hover.
Response Time Breakdown
Given an agent views the response time section, when a channel is selected, then the system displays average and median response times for that channel and highlights any median exceeding 4 hours.
Conversion Rate by Segment
Given an agent filters by client segment, when the filter is applied, then the dashboard shows accurate conversion rate percentages per channel matching the backend data.
Dynamic Filtering and Export
Given an agent applies date range, channel, and segment filters, when the agent clicks export, then a CSV downloads containing the currently filtered metrics with correct headers and values.
Admin Override Interface
"As a team lead, I want to manually override the channel choice for specific clients when special circumstances arise so that I maintain control over critical communications."
Description

Create an interface for administrators and team leads to manually override the automated channel selection on a per-client or per-tour basis. Include options to lock a chosen channel, temporarily disable automation, and add comments to explain override reasons. Ensure overrides are logged for audit purposes and visible to all team members.

Acceptance Criteria
Manual Channel Override for Client
Given the administrator has selected a specific client or tour for override When the administrator chooses a different communication channel from the dropdown Then the new channel selection is saved and applied to all future messages for that client or tour
Locking an Overridden Channel
Given the administrator has applied a manual channel override When the administrator toggles the “Lock Channel” option Then the system prevents any automated channel changes and displays a lock icon in the user interface
Disabling Automation for Tour
Given the administrator is viewing the override interface for a tour When the administrator disables channel automation Then the system stops automatic channel selection for that tour and only uses manually chosen channels
Adding Override Comments
Given the administrator has overridden a channel selection When the administrator enters a comment explaining the reason for the override and clicks “Save” Then the comment is attached to the override record and visible to all team members in the override interface
Audit Log Records Override
Given any manual channel override action occurs When the override is saved Then the system logs an audit entry containing the timestamp, administrator ID, client or tour identifier, previous channel, new channel, lock status, and comment

SentimentSync

Real-time response analysis monitors incoming replies, detects client sentiment, and adjusts subsequent follow-up tone and content to maintain positive engagement and address concerns promptly.

Requirements

Real-time Sentiment Analysis
"As an agent, I want real-time sentiment analysis of client responses so that I can identify my client’s mood instantly and adjust my approach accordingly."
Description

Implement a processing engine that ingests incoming client replies instantly, analyzes text for emotional indicators and sentiment score, and integrates results into the agent’s conversation stream. This functionality enables immediate detection of positive, neutral, or negative sentiment, enhancing the agent’s situational awareness and allowing for prompt adjustments in communication. The analysis module must support streaming data input, language nuances, and continuous learning from feedback to improve accuracy over time.

Acceptance Criteria
Instant Sentiment Detection
Given a client reply is received by the system, when processed by the sentiment engine, then a sentiment label (positive, neutral, or negative) and score (0-100) is returned within 1 second with an accuracy of at least 90%.
Sentiment Score Display in Conversation Stream
Given an agent views a client message in the conversation stream, then the sentiment label and score are displayed adjacent to the message, color-coded (green for positive, gray for neutral, red for negative) within the UI.
Negative Sentiment Alert
Given the system detects a negative sentiment score (below 40) in a client reply, then an alert notification is sent to the agent (via email and push) within 5 seconds of detection.
Continuous Learning Improvement
Given client feedback on sentiment accuracy is submitted through the feedback tool, when integrated into the model training pipeline, then the sentiment engine’s overall accuracy increases by at least 2% in subsequent evaluations.
Multi-Language Support
Given client replies in English or Spanish, when processed by the sentiment engine, then the correct sentiment label and score are returned with at least 85% accuracy for both languages.
Dynamic Tone Adjustment Engine
"As an agent, I want the system to adapt the tone of follow-up messages based on client sentiment so that I can maintain a positive and personalized engagement."
Description

Develop a rules-based and AI-driven engine that uses detected sentiment scores to modify the tone, phrasing, and content structure of subsequent follow-up messages. The engine should select templates or generate adaptive language that aligns with client mood—using empathetic language for negative sentiment or celebratory tone for positive feedback—ensuring consistent engagement quality and reducing manual effort by the agent.

Acceptance Criteria
Negative Sentiment Follow-Up Tone Adjustment
Given a client reply with a sentiment score below 0.3, when generating the next follow-up message, then the engine must select an empathetic template or generate language that includes supportive phrasing, offers assistance, and avoids sales-heavy terminology.
Positive Sentiment Celebratory Response
Given a client reply with a sentiment score above 0.7, when composing the subsequent message, then the engine must use a celebratory tone, include positive reinforcement statements, and suggest proactive next steps to maintain engagement.
Neutral Sentiment Balanced Messaging
Given a client reply with a sentiment score between 0.3 and 0.7, when creating the follow-up message, then the engine must use a neutral, factual tone, include clarifying questions, and avoid overly emotional language.
Real-Time Template Selection
Given a detected sentiment score and an existing template library, when preparing a follow-up, then the engine must select the template that best matches the required tone and correctly populate all dynamic fields (e.g., client name, property details).
AI-Generated Adaptive Language
Given no suitable template is available, when generating the follow-up message, then the engine must leverage AI to compose an original message aligned with the sentiment guidelines, achieving at least 95% grammar accuracy and adhering to the required tone rules.
Sentiment Alert Notifications
"As an agent, I want to receive immediate alerts when negative sentiment is detected so that I can address any concerns promptly and prevent issues from escalating."
Description

Create a notification subsystem that triggers alerts when negative sentiment or critical phrases are detected in client replies. Alerts should be configurable (e.g., SMS, email, in-app) and include context such as the message excerpt, sentiment score, and recommended next steps. This requirement ensures that agents are immediately informed of potential issues and can proactively address concerns to preserve client relationships.

Acceptance Criteria
Negative Sentiment Detected
Given a client reply is received and analyzed with a sentiment score below the negative threshold When negative sentiment is detected Then the system triggers an alert containing the message excerpt, sentiment score, and recommended next steps
Critical Phrase Identified
Given an incoming client reply contains any phrase from the critical keywords list When such a phrase is detected Then the system generates a high-priority alert with context details and recommended actions
Configurable Notification Channels
Given an agent has configured one or more notification channels When a negative sentiment or critical phrase alert is triggered Then the alert is sent via all selected channels (SMS, email, in-app) within 30 seconds
Alert Content Accuracy
Given an alert is generated When an agent views the alert in the app Then the alert displays the correct message excerpt (up to 200 characters), accurate sentiment score (within ±0.05), and the recommended next steps
Agent Acknowledgement Workflow
Given an alert is delivered to the agent When the agent acknowledges the alert Then the system logs the acknowledgement timestamp and suppresses further alerts for that message until the issue is marked resolved
AI-driven Follow-up Content Generator
"As an agent, I want AI-generated follow-up content tailored to my client’s sentiment so that I can save time and ensure my messages remain appropriate and engaging."
Description

Integrate an AI-powered content generator that leverages sentiment context to craft personalized follow-up messages, call-to-action prompts, and next-step suggestions. The generator should reference property details, prior client interactions, and sentiment analysis to propose tailored scripts, email drafts, or chat replies. This reduces agent workload, accelerates response time, and ensures communication remains relevant and client-focused.

Acceptance Criteria
Generate Personalized Email After Property Tour
Given a completed property tour and associated client sentiment analysis, when the agent requests a follow-up email draft, then the AI generates an email that references the property address, highlights client-expressed preferences, and includes a clear next-step call-to-action within 30 seconds.
Real-Time Chat Reply Personalization
Given an incoming client chat message with detected neutral or negative sentiment, when the agent invokes the AI reply generator, then the AI proposes a chat response that acknowledges any concerns, adjusts tone to be empathetic, and suggests two tailored suggestions for next actions within 10 seconds.
Sentiment-Driven Tone Adjustment in Email Follow-Up
Given client feedback marked as positive sentiment, when creating a follow-up email, then the AI selects an upbeat and congratulatory tone template, references two specific positive comments from the feedback, and offers an invitation to schedule the next showing.
Property Detail Inclusion in Follow-Up Scripts
Given a client’s top three property preferences and current listing details, when generating a script for a phone call follow-up, then the AI-produced script mentions at least two matching property features and proposes one similar listing option.
Automated Call-to-Action Prompt Generation
Given any follow-up content request, when the AI composes the message, then it includes a clear, single-step call-to-action (e.g., schedule tour, request documents) formatted as a clickable link or button placeholder.
Sentiment Analytics Dashboard
"As a team manager, I want a dashboard showing sentiment trends over time so that I can monitor team performance and client satisfaction and identify areas for coaching."
Description

Build a dashboard interface that aggregates sentiment data over time, displaying metrics such as sentiment distribution, trend graphs, and agent response effectiveness. The dashboard should allow filtering by date range, agent, and property tour, supporting management visibility into client satisfaction patterns and team performance. This requirement supports data-driven decision-making and continuous process improvement.

Acceptance Criteria
Sentiment Distribution Overview
Given the agent navigates to the Sentiment Analytics Dashboard, when the dashboard loads, then a pie chart displays the percentage of positive, neutral, and negative sentiments for the selected period, and updates within 2 seconds of data refresh.
Trend Graph Visualization
Given the user selects the trend view and applies a date range, then a time-series line graph shows daily sentiment scores over the selected range with correct axis labels and interactive tooltips.
Filter by Date Range
Given the dashboard date filter is activated, when the user selects a start and end date, then the displayed sentiment metrics and charts update to reflect only data within the chosen dates.
Filter by Agent
Given the user chooses an agent from the agent filter dropdown, when the filter is applied, then the dashboard refreshes to show sentiment data exclusively for tours managed by the selected agent.
Filter by Property Tour
Given the user selects a specific property tour from the tour filter, when applied, then the dashboard drills down to display sentiment metrics specific to that tour only.
Export Sentiment Report
Given the user clicks the Export button, when the export action is confirmed, then the system generates and downloads a CSV file containing raw sentiment data and summary metrics for the current view.

CRM Connect

Seamless integration with popular CRM systems that logs all follow-up interactions, updates client records automatically, and sets task reminders to ensure no lead falls through the cracks.

Requirements

CRM Account Sync
"As a real estate agent, I want ShowFlow to automatically sync client account details with my CRM so that I always have accurate and complete information without manual data entry."
Description

Implement seamless synchronization of client account data between ShowFlow and the connected CRM system. This feature ensures that all new lead information, contact details, and account updates created in ShowFlow are automatically reflected in the CRM, maintaining data consistency and eliminating manual entry errors. It integrates with CRM APIs to pull and push data on a scheduled basis or in real-time, providing agents with up-to-date client profiles and reducing administrative overhead.

Acceptance Criteria
New Lead Creation Sync
Given a new lead is added in ShowFlow with first name, last name, email, and phone number When the sync operation is triggered Then ShowFlow sends the lead data to the connected CRM API And the CRM creates a corresponding record with matching fields
Contact Information Update Sync
Given an existing client’s contact details are modified in ShowFlow When ShowFlow updates the client record Then the CRM’s contact fields (email, phone, address) match the updated values And no data discrepancies exist between systems
Real-Time Sync Mode
Given real-time sync mode is enabled When a user updates any account data in ShowFlow Then the change is pushed to the CRM within 5 seconds And the CRM response confirms successful update with HTTP 200 status
Scheduled Sync Operation
Given scheduled sync is configured to run every 15 minutes When the scheduled job executes Then all pending ShowFlow data changes are pushed to the CRM And ShowFlow logs the timestamp and number of records synced
Conflict Resolution Handling
Given conflicting updates occur simultaneously in ShowFlow and CRM When both systems attempt to sync Then ShowFlow applies the last-write-wins policy And flags any overwritten records in the sync log for manual review
Interaction Logging
"As a real estate agent, I want every client interaction in ShowFlow to be logged in my CRM so that I have a complete and organized history of communications for informed follow-ups."
Description

Develop automatic logging of all client interactions—such as scheduled showings, feedback submissions, and follow-up emails—directly into the CRM. Each interaction should be timestamped, categorized, and mapped to the appropriate client record. This ensures a comprehensive history of every touchpoint, enabling agents to review past actions, personalize outreach, and maintain transparency across the sales process.

Acceptance Criteria
Logging Scheduled Showings Automatically
Given a new real estate showing is scheduled in ShowFlow, when the CRM Connect integration executes, then a new interaction record is created in the CRM with the 'showing' category, accurate ISO-8601 timestamp, and linked to the corresponding client record.
Capturing Client Feedback Submissions
Given a client submits feedback via the ShowFlow mobile app, when the feedback is sent, then the CRM records a new interaction categorized as 'feedback' containing the full feedback text, associated property ID, and timestamp, all linked to the correct client record.
Logging Follow-up Emails
Given an agent sends a follow-up email through ShowFlow’s CRM Connect, when the email is dispatched, then the CRM logs an interaction with category 'email', includes the email subject and body, captures the send timestamp, and associates it with the appropriate client record.
Mapping Interactions to Correct Client Records Under Duplicate Contacts
Given multiple CRM contacts share the same email address, when an interaction from ShowFlow is logged, then the system resolves and maps the interaction to the correct client record using the unique client ID, preventing any record mismatches.
Consistent Timestamp Formatting
Given any type of client interaction (showing, feedback, or email) is logged, when the CRM Connect integration writes the interaction, then the timestamp is formatted in ISO-8601 (YYYY-MM-DDThh:mm:ssZ) and matches the agent’s configured time zone.
Task Reminder Automation
"As a real estate agent, I want ShowFlow to automatically create CRM tasks for necessary follow-ups so that I never miss contacting a lead after a showing."
Description

Create a task automation system that generates follow-up reminders in the CRM based on predefined triggers, such as when feedback is received or a scheduled showing concludes. Agents can customize reminder templates, set due dates, and assign tasks to team members within the CRM. This feature prevents missed follow-ups, improves response rates, and ensures timely next steps in the sales cycle.

Acceptance Criteria
Feedback Received Trigger
Given a client feedback is logged in the CRM When the feedback entry is saved Then the system automatically generates a follow-up task reminder using the agent's default template due 2 days later and assigns it to the agent
Showing Completion Trigger
Given a scheduled showing concludes When the system receives the showing completion event Then it creates a task reminder titled 'Follow-up with client' set due in 1 business day and notifies the agent via CRM notification
Customized Reminder Template
Given an agent has created a custom reminder template When the agent saves this template in CRM settings Then the system applies this template for all subsequent reminders of that trigger type
Team Member Assignment
Given a reminder trigger configuration specifies multiple assignees When the agent selects team members in the trigger settings Then the system creates individual tasks assigned to each selected team member with the correct due dates
Reminder Modification Capability
Given an agent reviews a generated task reminder in CRM When the agent modifies the due date or message Then the system updates the existing task accordingly and logs the change in the activity history
Two-way Data Update
"As a real estate agent, I want updates I make in my CRM to appear in ShowFlow so that I can use either system interchangeably without losing data consistency."
Description

Enable bi-directional synchronization so changes made to client records in the CRM—such as status updates, notes, or contact information—are reflected back in ShowFlow. This keeps both systems aligned and allows agents to work from either platform without risking data discrepancies. It involves conflict resolution rules and timestamp-based merging to manage concurrent edits.

Acceptance Criteria
CRM to ShowFlow Contact Information Synchronization
Given an agent updates a client's contact details in the CRM, When the sync job runs, Then ShowFlow updates the client's contact fields (name, email, phone) to match the CRM record within 5 minutes.
ShowFlow to CRM Status Update Synchronization
Given an agent changes a client's status in ShowFlow, When the sync job runs, Then the CRM record status is updated to match within 5 minutes.
Concurrent Edit Conflict Resolution
Given a client record is edited concurrently in CRM and ShowFlow, When both edits are submitted, Then the system uses timestamp-based merging to apply the most recent change and logs the overwritten values in an audit trail.
Non-Conflicting Field Merging
Given a client record has different fields updated in CRM and ShowFlow simultaneously, When the sync job runs, Then both changes are merged so all updated fields are preserved in both systems.
Error Handling on Sync Failure
Given the sync process encounters a data validation error, When the error occurs, Then the sync job retries up to 3 times, logs the failure, and notifies the agent via email of the records that failed to sync.
CRM Error Handling
"As a system administrator, I want comprehensive error handling for CRM integrations so that I can quickly identify and resolve synchronization failures."
Description

Implement robust error detection and handling mechanisms for CRM integration. This includes retry queues for failed API calls, clear error logging, and user notifications for persistent issues. Admins can view error dashboards, filter by CRM type, and manually trigger re-syncs. This requirement ensures reliability of data exchange and provides transparency when issues arise.

Acceptance Criteria
Retry Failed API Calls Automatically
Given a CRM API call fails due to a transient error When the system detects the failure Then the failed request is added to a retry queue and retried up to 3 times with exponential backoff, and success or final failure is recorded in logs
Log and Categorize CRM Integration Errors
Given any CRM integration error occurs When the error is raised Then the system logs the error with a timestamp, CRM type, error code, and message, categorizes it by severity, and ensures logs are searchable and exportable
Notify Users of Persistent Integration Failures
Given an API call has failed after all retry attempts When the system marks the request as permanently failed Then an in-app notification and email are sent to admins detailing the error, affected record ID, and suggested next steps
Filter and View Errors by CRM Type
Given the admin error dashboard is accessed When the dashboard loads Then errors are displayed in a table with filters for CRM type, severity, date range, and status, and filter results are returned within 2 seconds
Manual Re-sync from Error Dashboard
Given a specific error record is selected on the dashboard When the admin clicks the "Re-sync" button Then the system re-initiates the API call for that record, updates the status to "Retrying", and reflects success or failure in the dashboard within 5 seconds

PulseStream

A live, scrolling feed of key agent metrics—such as showings booked, feedback received, and deals closed—allowing brokers to stay instantly updated on team performance and swiftly identify emerging patterns.

Requirements

Real-time Data Aggregation
"As a Broker, I want to see live updates of my team's showings, feedback, and closed deals so that I can monitor performance and make informed decisions in real time."
Description

Ensures PulseStream fetches and displays live updates on key metrics—such as showings booked, feedback received, and deals closed—with sub-second latency and seamless integration with the ShowFlow data pipeline, providing brokers with up-to-the-moment insights.

Acceptance Criteria
Broker Dashboard Accesses Live Metrics
Given a broker accesses the PulseStream dashboard, when any new metric (showings booked, feedback received, deals closed) is generated, then the dashboard reflects the update within 1 second without page reload.
Data Pipeline Processes Showings Booked
Given a new showing is booked in ShowFlow, when the event enters the data pipeline, then PulseStream’s showings booked metric increments and displays the new count within 0.5 seconds.
Feedback Metrics Update in Real Time
Given client feedback is submitted on a mobile device, when ShowFlow captures the feedback, then PulseStream’s feedback received count updates on the live feed within 1 second.
Deal Closed Count Refreshes Seamlessly
Given a deal is marked closed in the CRM, when the closure event syncs to ShowFlow, then PulseStream’s deals closed metric increments and is visible in the live feed within 1 second.
System Performance Under Load
Given 100 concurrent broker sessions monitoring PulseStream, when metrics update at peak volume, then all live updates complete within 1 second with no loss of data or system errors.
Customizable Metric Widgets
"As a Broker, I want to customize which metrics appear in my feed so that I can focus on the KPIs that matter most to my team."
Description

Enables users to add, remove, and reorder metric widgets in PulseStream, allowing brokers to tailor the feed to their needs and highlight the data points most critical to their workflow.

Acceptance Criteria
Adding a New Metric Widget
Given a broker is on the PulseStream customization panel When they click 'Add Widget' and select 'Showings Booked' Then the 'Showings Booked' widget is added to the end of their feed and displayed immediately
Removing an Existing Metric Widget
Given a broker is viewing their PulseStream feed When they click the 'Remove' icon on the 'Feedback Received' widget and confirm removal Then the 'Feedback Received' widget is removed from the feed without page reload
Reordering Metric Widgets
Given a broker has multiple widgets on their PulseStream feed When they drag the 'Deals Closed' widget to a new position and drop it Then the updated order is applied immediately and reflected in the live feed
Persisting Widget Customization Across Sessions
Given a broker customizes their PulseStream widgets When they log out and log back in Then their widget selection and order are restored exactly as last configured
Resetting to Default Widgets
Given a broker wants to revert their feed to the original setup When they click 'Reset to Default' and confirm Then the feed returns to the system default set and order of widgets
Infinite Scroll and Lazy Loading
"As a User, I want the feed to load more entries seamlessly as I scroll so that I can review historical performance without interruptions."
Description

Implements infinite scrolling with intelligent pagination and lazy loading of metric entries to ensure smooth performance and rapid access to historical data without impacting application responsiveness.

Acceptance Criteria
Scrolling to Load Next Batch
Given the user has scrolled to the last visible metric entry, when they scroll further, then the next 20 metric entries load and append within 300ms without visible blank spaces or freezing.
Initial Page Load Performance
Given the user opens PulseStream, when the feed initializes, then the first 20 metric entries fully render on screen within 1 second on a 4G connection.
Handling Network Interruptions
Given the user scrolls and network connectivity is lost mid-load, when the app fails to fetch new entries, then an inline error message appears with a retry button that refetches the batch when tapped.
Chronological Data Integrity
Given the user scrolls through the feed, when new batches load, then entries appear in strict descending chronological order with no duplicates or missing items.
Memory Usage Stability
Given the user scrolls through at least 100 entries in a session, then the app’s memory usage increases by no more than 20MB from baseline and older entries are unloaded from memory.
Alert and Notification Integration
"As a Broker, I want to be alerted when feedback response rates drop below 50% so that I can take immediate action to follow up with clients."
Description

Integrates real-time alerts within PulseStream, allowing users to define threshold-based notifications—such as low feedback rates or high showings volume—that trigger in-feed banners or push notifications when thresholds are crossed.

Acceptance Criteria
Threshold Configuration
Given an agent is on the PulseStream alert settings page When they enter a valid numeric value for a feedback rate threshold and click save Then the system stores the threshold, displays a confirmation message, and the new threshold appears in the list of configured alerts
In-Feed Alert Trigger
Given a configured feedback rate threshold exists When the agent’s feedback rate statistic falls below the threshold Then an in-feed banner alert appears in the PulseStream feed within 60 seconds of the threshold being crossed
Push Notification Trigger
Given a threshold for high showing volume is configured When the total showings count exceeds the threshold Then the system sends a push notification to the agent’s registered mobile device within 2 minutes
Multiple Threshold Handling
Given an agent has configured multiple threshold-based alerts When two or more thresholds are crossed simultaneously Then the system displays separate in-feed banners for each threshold and sends distinct push notifications for each
Alert Dismissal
Given an in-feed banner alert is visible in PulseStream When the agent clicks the dismiss icon on the banner Then the alert is removed from the feed and will not reappear unless the threshold is crossed again
Access Control and Permissions
"As an Admin, I want to restrict access to my agents' performance metrics so that sensitive data is only visible to authorized users."
Description

Ensures PulseStream respects user roles and permissions by displaying only those team and agent metrics the broker is authorized to view, with secure data segregation and audit logging for compliance.

Acceptance Criteria
Broker with full permissions views authorized metrics
Given a broker with full access permissions When they open PulseStream Then the feed displays only the team and agent metrics they are authorized to view, with no data from other teams visible
Agent attempts access to restricted metrics
Given an agent with restricted permissions When they attempt to view metrics outside their permission scope Then the system blocks access, displays an authorization error message, and shows no restricted data
Permission change propagates in real-time
Given an administrator updates a user’s role or permissions When the user next views PulseStream Then the displayed metrics immediately reflect the new permission settings without requiring a manual refresh
Audit log records each metrics access
Given any user attempts to access PulseStream metrics When access is granted or denied Then the system records an audit entry with user ID, timestamp, accessed metric identifiers, and action outcome
User without team association sees no data
Given a user with no team association in the system When they open PulseStream Then the feed is empty and a message 'No metrics available' is displayed

TrendVision

AI-powered trend graphs that analyze historical data to forecast future performance trajectories, helping brokers anticipate challenges, allocate resources effectively, and guide teams toward sustained growth.

Requirements

Historical Data Ingestion
"As a broker, I want the system to import and clean my past showing and deal data so that TrendVision can use reliable foundations for accurate trend analysis."
Description

Develop a robust ingestion pipeline that automatically aggregates and normalizes historical performance data from multiple sources, including MLS systems, CRM databases, and manual inputs. The pipeline must ensure data consistency, handle missing or duplicate entries, and support incremental updates to maintain up-to-date datasets. This functionality is critical for accurate trend forecasting and seamless integration with the TrendVision ecosystem.

Acceptance Criteria
MLS and CRM Data Aggregation
Given valid API credentials, when the ingestion pipeline runs, then it retrieves all new and updated records from MLS and CRM sources within the past 24 hours and stores them in the staging area.
Data Normalization Consistency
Given heterogeneous date, currency, and measurement formats, when data is ingested, then all fields are converted to a standardized schema (e.g., ISO 8601 dates, USD currency, square feet) with zero data loss.
Missing Data Handling
Given records with missing mandatory fields (e.g., property ID, listing price), when processed, then the system flags these records, assigns default placeholders or routing flags, and logs them for manual review within five minutes of ingestion.
Duplicate Records Management
Given source records with identical property IDs and timestamps, when detected during ingestion, then the system automatically merges duplicates, retains the most recent version, and archives or deletes redundant entries.
Incremental Data Update Support
Given previous successful ingestion checkpoints, when incremental ingestion is triggered, then only records changed or added since the last checkpoint are fetched and processed within two hours of availability.
Trend Analysis Engine
"As a team lead, I want the system to forecast future showing and deal volumes so that I can anticipate capacity needs and allocate resources effectively."
Description

Implement an AI-powered analytics engine that processes historical data to identify patterns, calculate key performance indicators, and generate forecasts using time-series algorithms. The engine should support configurable parameters, allow backtesting against historical outcomes, and deliver predictions with confidence intervals. This capability forms the core of TrendVision’s forecasting accuracy and drives actionable insights for resource planning.

Acceptance Criteria
Historical Data Ingestion Validation
Given a historical dataset of up to 10,000 records, when the engine ingests the data, then at least 95% of records are parsed and stored without errors and ingestion completes within 2 minutes.
Forecast Generation Accuracy Test
Given 12 months of cleaned performance data, when the forecast algorithm runs with default settings, then the 3-month forecast aligns within ±10% of actual historical data and returns a monthly time series.
Configurable Parameter Adjustment
Given the default forecast model, when a user sets the smoothing parameter to 0.8, then the engine applies this parameter, displays it in the model metadata, and completes recalculation within 30 seconds.
Backtesting Against Historical Outcomes
Given a selected period (e.g., Jan–Jun 2024), when backtesting is executed, then the system generates a report comparing forecasted vs. actual values with MAPE below 15% and provides a downloadable PDF.
Forecast Confidence Interval Display
When generating a next-quarter forecast, then the output includes 80% and 95% confidence intervals calculated via bootstrap or analytical methods and displayed as shaded bands on the trend graph.
Forecast Visualization Dashboard
"As an agent, I want to view forecast graphs and interact with different timeframes so that I can quickly understand upcoming market shifts and adjust my strategy."
Description

Create an interactive dashboard that visualizes historical trends and future projections through intuitive graphs, heatmaps, and timeline sliders. Users should be able to filter by region, time period, and property type, and toggle between multiple forecast scenarios. The dashboard must be mobile-responsive and integrate seamlessly within the ShowFlow app, enabling brokers to review forecasts on any device.

Acceptance Criteria
Viewing Historical Trend Graph on Desktop
Given the broker is logged into ShowFlow on a desktop device and navigates to the Forecast Visualization Dashboard, When the dashboard loads, Then the historical trend graph loads within 2 seconds, displays accurate data points for the selected time period, and shows correct axis labels and legend entries.
Applying Filters
Given the broker is on the Forecast Visualization Dashboard, When they select region = East Coast, time period = last 6 months, and property type = commercial, Then all graphs and heatmaps update within 1 second to reflect only East Coast commercial properties for the last 6 months and display a ‘No Data Available’ message if no matching data exists.
Toggling Forecast Scenarios
Given the broker is viewing the future projections graph on the dashboard, When they toggle between baseline, optimistic, and pessimistic forecast scenarios, Then the projection lines update immediately to reflect each scenario, the line style and color match the scenario legend, and any applied filters remain in effect.
Using Timeline Slider for Custom Date Range
Given the broker is on the Forecast Visualization Dashboard, When they adjust the timeline slider to a specific start and end date, Then all visualizations update to show data only within that date range, and the slider handles snap to valid data points with daily granularity.
Mobile Responsiveness Verification
Given the broker accesses the Forecast Visualization Dashboard on a mobile device, When they rotate the device between portrait and landscape orientations, Then all graphs, heatmaps, filters, and controls reorganize to fit the screen width, remain fully interactive, and allow selection without horizontal scrolling.
Customizable Trend Alerts
"As a broker, I want to receive alerts when forecasts predict a downturn in a key metric so that I can take corrective action before performance dips."
Description

Enable users to set up real-time notifications based on threshold triggers or anomalies detected in trend forecasts. Alerts can be configured for metrics such as projected deal slumps or spikes in showing requests. The system should deliver notifications via email, SMS, or in-app messages, and provide actionable recommendations to address emerging trends, ensuring timely response and proactive decision-making.

Acceptance Criteria
Threshold-Based Alert Setup
Given a user configures a projected deal slump threshold of ≥10%, when the user saves the alert, then the system stores the configuration and displays a success confirmation within 3 seconds.
Anomaly Detection Notification
When TrendVision detects a spike in showing requests exceeding 2 standard deviations from the 30-day rolling average, then the system generates an alert and sends notifications to configured channels within 5 minutes.
Multi-Channel Delivery Verification
Given a user has enabled email and SMS for notifications, when an alert is triggered, then the system dispatches identical alert messages via both email and SMS and logs each delivery status as 'Sent' within 1 minute.
Actionable Recommendation Inclusion
When an alert for a projected deal slump is sent, then the alert message includes at least two AI-generated, role-specific recommendations to address the trend.
User Threshold Modification
Given an existing alert configuration, when the user updates the threshold value and saves, then the system applies the changes, updates the alert list, and confirms the update within 2 seconds.
Export & Share Forecast Reports
"As a manager, I want to export forecast reports to PDF or Excel so that I can share insights with my team and stakeholders during planning meetings."
Description

Provide functionality to export trend analyses and forecast reports in PDF and Excel formats, including charts, data tables, and executive summaries. Users should be able to customize report contents, select specific time ranges, and share reports directly with team members or external stakeholders. This feature supports collaborative planning and ensures insights are easily distributable.

Acceptance Criteria
Export Trend Analysis to PDF
- Given the user has selected a date range and clicked 'Export as PDF', the system generates a PDF file including accurate trend graphs, data tables, and an executive summary matching the selected date range - The PDF file downloads successfully within 5 seconds of the request - The PDF file opens without errors and displays charts at correct resolution and tables with complete data
Export Forecast Report to Excel
- Given the user has selected forecast metrics and clicked 'Export as Excel', the system generates an .xlsx file including separate sheets for charts, raw data, and summary - The Excel file downloads successfully within 5 seconds - The data in each sheet matches the data displayed in the TrendVision interface for the selected period
Customize Report Content Before Export
- Given the user has toggled chart, data table, and executive summary options in the export modal, the generated report includes only the selected components - The report content order reflects the user's selection and is accurately rendered in both PDF and Excel formats
Share Report Directly with Team Members
- Given the user enters one or more valid email addresses and clicks 'Share', the system sends the exported report as an email attachment to each recipient - Each email contains a secure link to download the report - Recipients receive the email within 1 minute and can download the report without authentication errors
Validate Report Data Integrity
- Given an exported report, the charts and tables within the report must match the live TrendVision data within a 1% variance - The executive summary text accurately reflects key metrics such as percentage growth, average forecast, and identified trends

VelocityTracker

Tracks the time-to-close for each agent’s transactions, presenting deal velocity metrics in intuitive charts so brokers can pinpoint bottlenecks, accelerate sales cycles, and optimize agent workflows.

Requirements

Data Ingestion Pipeline
"As a product manager, I want an automated data ingestion pipeline so that transaction timestamps are consistently captured and processed in real time for accurate velocity metrics."
Description

Develop a robust data ingestion pipeline that automatically collects, normalizes, and stores transaction timestamps from MLS integrations, CRM entries, and manual inputs. This pipeline ensures that all deal events are captured in real time, enabling accurate time-to-close calculations and seamless integration with the VelocityTracker analytics module.

Acceptance Criteria
Automatic MLS Data Ingestion
Given valid MLS integration credentials and last ingestion timestamp stored, When the data ingestion pipeline runs, Then it fetches all new or updated transaction timestamps from the MLS feed, associates each record with the correct listing and agent IDs, and logs a success entry for each ingested timestamp.
CRM Timestamps Synchronization
Given a new transaction timestamp event in the CRM, When the CRM webhook triggers the ingestion pipeline, Then the pipeline captures the timestamp within 2 seconds, verifies transaction ID and agent association, and records a success event in the ingestion log.
Manual Timestamp Input Handling
Given an agent submits a manual show event timestamp via the mobile app, When the timestamp is submitted, Then the pipeline validates the timestamp format against ISO 8601, rejects invalid formats with a descriptive error, and ingests valid timestamps with associated agent and client metadata.
Timestamp Format Normalization
Given timestamps received in multiple formats and time zones (e.g., ISO 8601, MM/DD/YYYY HH:MM, RFC 2822), When the normalization process runs, Then all timestamps are converted to UTC ISO 8601 format correctly, and any duplicate or malformed entries are flagged in the error log.
Normalized Data Storage Retrieval
Given normalized and ingested timestamps stored in the database, When the VelocityTracker analytics API requests timestamps for a given transaction, Then the API returns a chronologically ordered list of timestamps including source metadata within 200 milliseconds per request.
Deal Velocity Dashboard
"As a broker, I want an interactive dashboard displaying agents’ time-to-close metrics so that I can identify high-performing agents and benchmark deal velocity across my team."
Description

Design and implement an interactive dashboard that visualizes each agent’s time-to-close metrics using line charts, bar graphs, and distribution plots. The dashboard will allow brokers to filter by date range, region, property type, and agent team, providing intuitive insights into deal velocity trends and comparisons across agents.

Acceptance Criteria
Filter Dashboard by Date Range
Given a broker accesses the Deal Velocity Dashboard, when they select a start and end date, then all line charts, bar graphs, and distribution plots update to display metrics only within the specified date range.
Filter Dashboard by Region and Property Type
Given the dashboard filters panel is visible, when the broker selects one or more regions and property types, then the dashboard visuals refresh to include only deals matching the selected regions and property types.
Agent Performance Comparison
Given multiple agents are selected for comparison, when the broker applies the agent filter, then the dashboard displays side-by-side charts showing each agent’s time-to-close metrics for the chosen period.
Display Time-to-Close Distribution Plot
Given the distribution plot view is active, when the broker chooses to view deal velocity distribution, then the dashboard renders a histogram showing the frequency of time-to-close ranges across all agents.
Mobile Responsiveness of Dashboard
Given the broker accesses the dashboard on a mobile device, when they rotate the device and apply filters, then all charts and controls remain readable, interactive, and properly aligned within the mobile viewport.
Customizable Time-to-Close Metrics
"As a broker, I want to customize time-to-close calculations so that the metrics align with our agency’s business rules and accurately reflect our workflow."
Description

Allow users to configure custom business rules for calculating time-to-close, such as excluding weekends, holidays, or specific transaction stages. This feature empowers brokers to tailor velocity metrics to their agency’s unique workflow and ensures that the reported times accurately reflect business operations.

Acceptance Criteria
Configure Business Rules Excluding Weekends
Given the user adds a rule to exclude weekends from the time-to-close calculation When they save their settings and view the velocity metrics Then the displayed time-to-close value excludes all weekend days
Exclude Company Holidays from Calculation
Given the user selects one or more company-recognized holidays to exclude When the system recalculates time-to-close metrics Then the holiday dates are not counted in the total days to close
Exclude Specific Transaction Stages
Given the user configures certain transaction stages (e.g., “Under Contract”) to be excluded When time-to-close metrics are generated Then the calculation starts or pauses based on the remaining stages only
Default Calculation with No Custom Rules
Given no custom exclusion rules have been configured When the user views the time-to-close metric Then the calculation counts all calendar days, including weekends and holidays
Persist Custom Rules Across Sessions
Given the user configures custom rules and logs out When they log back in and view their custom rule settings Then all previously saved exclusion rules are present and applied to the metrics
Bottleneck Alert System
"As a broker, I want to receive alerts when deals exceed expected time thresholds so that I can address bottlenecks early and accelerate the sales process."
Description

Develop an automated alert system that detects when an agent’s deals exceed configurable time thresholds in any transaction stage. The system will send real-time notifications via email or in-app messaging to brokers, highlighting potential bottlenecks and enabling proactive intervention to accelerate the sales cycle.

Acceptance Criteria
Agent Deal Stage Threshold Breach Notification
Given an agent's deal remains in the Offer Submitted stage for longer than the configured threshold, when the system checks deal durations, then an alert is generated with deal ID, agent name, stage name, and elapsed time sent to the broker via email and in-app within 1 minute.
Broker Receives Real-time Alert
Given the system detects a threshold breach, when generating notifications, then the broker receives identical alert content in both email and in-app channels, and the alert is visible in their notification center within 60 seconds of detection.
Threshold Configuration Persistence
Given a broker updates the time threshold for any transaction stage, when the update is saved, then the new threshold applies immediately to all subsequent stage checks and persists across system restarts.
Multiple Deals Exceeding Threshold
Given multiple deals exceed their configured thresholds simultaneously, when the scheduled check runs, then the system groups alerts by agent with up to 10 deals per notification and sends separate notifications per agent.
Notification Delivery Failure Handling
Given an alert fails to deliver via a channel, when delivery is attempted, then the system logs the failure, retries delivery up to three times at 5-minute intervals, and escalates to an alternate channel if all retries fail.
Agent Performance Reports
"As a team lead, I want automated performance reports summarizing agents’ deal velocity so that I can review progress and coach agents during regular performance meetings."
Description

Generate weekly and monthly performance reports that summarize each agent’s deal velocity, including average time-to-close, fastest and slowest deals, and trend analysis. Reports can be exported as PDF or CSV and scheduled for automatic delivery to brokers and team leads to facilitate regular performance reviews.

Acceptance Criteria
Weekly Agent Performance Summary Generation
Given the agent has completed at least one transaction in the past week When the broker requests the weekly performance report Then the report displays: - The average time-to-close for the agent’s weekly transactions - The fastest deal duration - The slowest deal duration - The total number of weekly deals
Monthly Agent Performance Summary Generation
Given the agent has completed transactions over the past calendar month When the broker requests the monthly performance report Then the report includes: - Average time-to-close for the month - Fastest and slowest deals within the month - Month-over-month trend comparing current and previous month’s average time-to-close
Performance Report Export Functionality
Given a generated weekly or monthly report is displayed When the user selects export as PDF or CSV Then the system downloads a file in the selected format containing all report data with correct headers and date ranges
Automated Report Scheduling and Delivery
Given a schedule is configured by the broker or team lead When the scheduled time arrives Then the system automatically generates the report and emails it to the specified recipients with appropriate subject and attachment
Trend Analysis Accuracy Verification
Given at least three months of historical deal data When the user views the trend analysis section Then the system correctly calculates and displays month-over-month percentage changes and trend lines for the agent’s average time-to-close

AlertGuard

Customizable real-time alerts that notify brokers when an agent’s performance deviates from set thresholds—whether positive surges or areas of concern—enabling proactive coaching and immediate intervention.

Requirements

Performance Metric Definition
"As a broker, I want to define the specific performance metrics I care about so that AlertGuard monitors the KPIs most relevant to my team’s objectives."
Description

Enable brokers to define, categorize, and manage key performance metrics—such as showings per week, feedback response rate, and conversion rates—within the AlertGuard system. This module should support adding custom metrics, editing existing metrics, and associating them with individual agents or teams. The output integrates directly with the monitoring engine to ensure that all selected metrics are tracked and available for threshold configuration.

Acceptance Criteria
Broker Creates a New Custom Metric
Given the broker is on the Performance Metric Definition page, When they select 'Add Metric', enter a unique metric name, select a category, and click 'Save', Then the new metric is displayed in the metric list and persisted in the database.
Broker Edits an Existing Metric
Given the broker is viewing the list of metrics, When they select 'Edit' on a metric, modify its name or category, and save changes, Then the updated details are immediately reflected in the list and persisted.
Broker Associates Metric with Agents or Teams
Given the broker is on the metric detail page, When they assign one or more agents or teams to the metric and save, Then the associations are shown under the metric and stored for threshold configuration.
Metric Available for Threshold Configuration
Given a metric has been created or edited, When the monitoring engine is loaded, Then the metric appears in the threshold configuration dropdown.
Prevent Duplicate Metric Names
Given a broker attempts to create or rename a metric to a name already in use, When they submit the form, Then the system displays a validation error preventing duplicate names.
Threshold Configuration Interface
"As a broker, I want to configure alert thresholds for each metric so that I receive notifications only when performance deviates beyond my specified bounds."
Description

Provide an intuitive user interface where brokers can set upper and lower threshold values for each defined performance metric. The interface should include default threshold templates, real-time validation, and the ability to apply thresholds across multiple agents or agent groups. Changes to thresholds should trigger background updates to the monitoring engine without downtime.

Acceptance Criteria
Access Threshold Configuration Interface
Given the broker is logged in and on the AlertGuard dashboard, when they navigate to the Threshold Configuration Interface, then it loads within 2 seconds and displays all defined performance metrics.
Select Default Threshold Template
Given the broker opens the Threshold Configuration Interface, when they click 'Load Template' and choose a default threshold template, then all threshold fields populate with the template values and a live preview of the thresholds is displayed.
Enter Custom Threshold Values with Real-time Validation
Given the broker edits threshold values manually, when they input values outside the allowed range or leave required fields blank, then inline validation messages appear and the 'Save' button remains disabled until all inputs are valid.
Apply Thresholds Across Multiple Agents or Groups
Given the broker has configured threshold values, when they select multiple agents or an agent group and click 'Apply to Selected', then the thresholds are saved for each selected entity and a confirmation message lists all affected agents.
Trigger Background Updates Without Downtime
Given the broker saves threshold changes, when the save request is submitted, then the monitoring engine updates the thresholds in the background within 60 seconds without any downtime or missed alerts.
Real-time Alert Processing Engine
"As a broker, I want immediate alerts when an agent’s performance crosses a threshold so that I can coach or intervene without delay."
Description

Develop a high-throughput processing engine that ingests live performance data from ShowFlow, evaluates metric values against configured thresholds in real time, and determines when to trigger alerts. The engine should be scalable, fault-tolerant, and capable of handling spikes in data volume without latency degradation.

Acceptance Criteria
High Data Throughput Handling
Given the engine receives performance data at peak throughput of 10,000 events per second, When processing the data, Then alerts are evaluated and emitted within 2 seconds without data loss.
Scalable Horizontal Expansion
Given the system load doubles from baseline, When additional compute nodes are added, Then the engine balances processing load across nodes and maintains alert latency below 2 seconds.
Fault Tolerance and Recovery
Given a node failure occurs during data ingestion, When redundancy mechanisms activate, Then the system reroutes data to healthy nodes and processes queued events within 5 seconds without data loss.
Accurate Threshold Evaluation
Given an agent’s performance metric crosses its configured threshold, When the engine evaluates incoming data, Then an alert is generated with correct breach details 100% of the time.
Error Handling and Logging
Given a malformed data event is received, When the engine attempts to ingest it, Then the event is discarded, an error is logged, and processing of other events continues uninterrupted.
Multi-channel Notification System
"As a broker, I want to receive alerts through my preferred channel so that I don’t miss critical notifications when I’m on the go."
Description

Implement a flexible notification system that delivers alerts via multiple channels—including in-app notifications, email, SMS, and push notifications—according to each broker’s preferences. The system should allow brokers to subscribe or unsubscribe from channels, configure quiet hours, and set escalation rules if alerts go unacknowledged for a defined period.

Acceptance Criteria
Subscription Preferences Update
Given a broker accesses the notification settings page, When they select or deselect notification channels and click Save, Then their channel preferences are stored and future alerts are sent only via the selected channels.
In-App Notification Delivery
Given a broker has the mobile app open, When an alert is triggered, Then an in-app notification appears within 5 seconds displaying the alert details.
Email Notification Delivery
Given a broker has enabled email alerts, When an alert triggers, Then an email with the correct alert content is sent to the broker’s registered email address within 1 minute.
SMS Notification Delivery
Given a broker has enabled SMS alerts and provided a valid phone number, When an alert triggers, Then an SMS message containing the alert summary is delivered to the broker within 30 seconds.
Quiet Hours Enforcement
Given a broker configures quiet hours from 10:00 PM to 7:00 AM, When an alert triggers during quiet hours, Then notifications are suppressed until the end of the quiet period, except for high-severity alerts which bypass quiet hours.
Unacknowledged Alert Escalation
Given an alert is unacknowledged for 15 minutes, When the acknowledgment threshold is reached, Then the system automatically escalates the alert to the broker’s manager via the manager’s preferred channels.
Alert Dashboard and History Log
"As a broker, I want to review past alerts and their contexts so that I can analyze performance trends and measure the impact of my coaching interventions."
Description

Create a centralized dashboard that displays active alerts, their status, and detailed alert history with filtering, sorting, and export capabilities. The history log should include timestamps, agent identifiers, metric values at trigger time, and acknowledgment status, providing a full audit trail for performance coaching and compliance purposes.

Acceptance Criteria
Viewing Active Alerts Dashboard
Given a logged-in broker navigates to the Alert Dashboard, Then all active alerts are displayed in a list with agent name, metric, threshold value, current metric value, and status indicator; And the dashboard loads within 2 seconds.
Filtering Alert History by Agent
Given the broker is on the Alert History view, When they apply a filter for a specific agent identifier, Then only the alerts triggered for that agent are displayed; And the filter updates results within 1 second.
Sorting Alerts by Timestamp
Given the broker is viewing the Alert History, When they sort alerts by timestamp in ascending or descending order, Then the alerts reorder correctly; And the sort selection persists between page reloads.
Exporting Alert History to CSV
Given the broker clicks the 'Export History' button, When the system generates an export file, Then a CSV file is downloaded containing columns: timestamp, agent identifier, metric type, metric value, threshold value, status, and acknowledgment status.
Acknowledging an Alert
Given an active alert is listed on the Alert Dashboard, When the broker clicks the 'Acknowledge' action, Then the alert's acknowledgment status updates to 'Acknowledged' with the current timestamp; And the change is reflected in the history log immediately.

CoachCatalyst

An AI-driven coaching assistant that offers personalized recommendations and best-practice tips based on individual agent data, empowering brokers to deliver targeted guidance and boost team effectiveness.

Requirements

Personalized Coaching Dashboard
"As an agent, I want a personalized coaching dashboard so that I can see my performance metrics and AI-driven recommendations in one place to improve my efficiency and results."
Description

A unified dashboard that displays individualized performance metrics, AI-driven recommendations, and coaching insights in real time. This dashboard aggregates data from show feedback, agent activity, and past performance to present actionable suggestions. Integrated seamlessly within ShowFlow’s mobile and web interfaces, it enables agents and brokers to quickly identify areas for improvement, monitor progress, and act on tailored coaching tips, enhancing productivity and closing rates.

Acceptance Criteria
Real-time Data Aggregation
Given an agent logs into the Personalized Coaching Dashboard, when the dashboard loads, then performance metrics from show feedback, agent activity, and past performance are aggregated and displayed within 5 seconds without errors.
AI Recommendation Accuracy
Given an agent has completed at least five showings, when the dashboard generates coaching recommendations, then at least 90% of the suggestions align with the agent’s identified performance gaps and historical data.
Progress Trend Visualization
Given an agent selects the progress tab, when the data renders, then a line chart displays weekly closing rates, feedback response rates, and client satisfaction scores for the past twelve weeks.
Interactive Coaching Actions
Given an agent views a recommendation, when they click on a coaching tip, then detailed guidance is displayed along with options to schedule a follow-up session or add the action to their task list.
Mobile and Web Interface Consistency
Given an agent accesses the dashboard via mobile or desktop, when viewing key metrics and recommendations, then the layout adapts responsively with no horizontal scrolling and all elements load within 3 seconds.
Threshold-based Alerts
Given an agent’s performance metric falls below a predefined threshold, when this event occurs, then the system sends a push notification and an email summary to the agent and their broker within one minute.
Actionable Recommendations Engine
"As an agent, I want actionable AI recommendations based on my performance data so that I can receive targeted coaching to enhance my skills and close more deals."
Description

A dynamic AI-driven engine that analyzes individual agent data—such as showing schedules, client feedback, and deal outcomes—to generate bespoke, step-by-step coaching recommendations. These recommendations include best-practice tips, targeted training modules, and next-best actions. The engine continuously learns from new data, ensuring that suggestions evolve with the agent’s performance and market trends, fostering ongoing skill development.

Acceptance Criteria
Real-time Recommendation Generation
Given an agent submits new showing feedback, when the AI engine processes this data, then it generates at least one tailored recommendation within 2 minutes that includes a best-practice tip and a next-best action.
Recommendation Relevance Validation
Given recommendations are displayed on the agent dashboard, when a pilot group of agents reviews them, then at least 90% of the recommendations are rated as relevant or highly relevant.
Continuous Learning Model Update
Given weekly aggregated agent performance data is available, when the AI model retrains on the updated dataset, then recommendation quality metrics improve or remain stable with no more than a 2% drop.
Personalized Training Module Assignment
Given the system detects a skill gap in agent performance data, when recommendations are generated, then the output includes a targeted training module relevant to the identified skill gap and logs it in the agent’s learning plan.
Scalability Under High Load
Given 1000 simultaneous requests for recommendations, when the engine processes them, then the average response time remains under 3 seconds and the system error rate remains below 0.1%.
Real-Time Performance Insights
"As a broker, I want real-time performance insights so that I can monitor my team's activity and intervene proactively to maintain high performance."
Description

A module that provides up-to-the-minute insights on key performance indicators—such as showings per week, feedback response rates, and deal velocity—directly within the ShowFlow interface. These insights are visualized through interactive charts and alerts, enabling agents and brokers to quickly detect performance trends, address potential issues, and celebrate successes. Integration with existing reporting ensures consistency across dashboards.

Acceptance Criteria
Dashboard Load Time Under Load
Given the agent has at least 1,000 performance data points, when they navigate to the Real-Time Performance Insights module, then all interactive charts and alerts load and are fully interactive within 3 seconds.
Chart Interaction Response
Given the user hovers over or clicks on any chart element, when the interaction occurs, then the tooltip displays relevant KPI details within 500 milliseconds.
Alert Notification Delivery
Given a KPI threshold breach (e.g., feedback response rate drops below 60%), when the system detects the breach, then an in-app alert is delivered to the agent within 1 minute of occurrence.
Data Consistency Across Reports
Given performance data is sourced from the central reporting system, when displayed in the insights module, then every KPI value must match the source report 100%, and any discrepancy triggers a validation error.
Mobile View Performance Metrics
Given the agent uses the ShowFlow mobile app on iOS or Android, when they access the performance insights screen, then all charts and metrics render correctly without horizontal scrolling, maintaining full interactivity.
Trend Detection Accuracy
Given at least four weeks of historical data, when the system calculates performance trends, then trend lines must reflect increases or decreases in KPIs with at least 95% accuracy compared to a manual calculation.
Goal Setting and Progress Tracking
"As an agent, I want to set and track my performance goals so that I can stay accountable and continuously improve."
Description

A feature that allows agents to define personal and team goals—such as weekly showings scheduled, feedback response rate targets, and deal closure numbers—and track progress against these goals. The system sends automated reminders, visual progress bars, and personalized coaching nudges when goals are off track. This fosters accountability and motivates agents to achieve performance benchmarks.

Acceptance Criteria
Agent Defines Weekly Showings Goal
Given the agent is on the goal settings page, when they input a numerical value for weekly showings and save, then the system stores the goal and displays a confirmation message.
Broker Assigns Team Goals
Given the broker opens the team goals section, when they set targets for showings, feedback response rate, and deal closures, then all team members see the assigned goals in their dashboard.
Agent Views Progress Dashboard
Given the agent logs in mid-week, when they navigate to the progress dashboard, then the system displays current progress bars against each goal with accurate percentage and numerical values.
System Sends Reminder for Unmet Goals
Given the agent has not met 70% of their weekly showing goal by Wednesday, when the reminder threshold is reached, then the system sends an automated notification via email and in-app alert.
CoachCatalyst Issues Coaching Nudge
Given an agent’s feedback response rate falls below their set target for two consecutive days, when the system analyzes performance data, then the AI-driven coach generates a personalized coaching nudge and delivers it to the agent.
Best-Practice Tip Library
"As an agent, I want access to a best-practice tip library so that I can learn proven strategies to improve my showings and deals."
Description

A curated, searchable repository of proven real estate best practices—including scripts, client engagement techniques, and negotiation strategies—contextualized by agent performance data. The library is enriched by AI-driven suggestions, linking tips to specific performance gaps and allowing agents to bookmark and apply relevant guidance. This ensures agents have quick access to high-quality resources aligned with their development needs.

Acceptance Criteria
Filter Tips by Performance Gap
Given the agent has performance data imported and a performance gap filter selected in the Best-Practice Tip Library, When the filter is applied, Then the library shall display only tips associated with the selected performance gap within 2 seconds.
Bookmark Tip for Later Reference
Given the agent is viewing a tip entry, When the agent taps the bookmark icon, Then the tip shall be added to the agent’s Bookmarked Tips list and remain accessible offline.
AI-Driven Tip Suggestion on Analytics Dashboard
Given the agent opens their Analytics Dashboard, When the system detects a new performance gap, Then the Best-Practice Tip Library shall automatically surface at least three relevant tips linked to that gap.
Search Tips by Keyword
Given the agent enters a keyword into the search bar of the Best-Practice Tip Library, When the search is executed, Then the system shall return a ranked list of tips containing that keyword, ordered by relevance score.
Access Tip Details on Mobile Device
Given the agent is using the ShowFlow mobile app, When the agent taps on a tip title in the Best-Practice Tip Library, Then the system shall display the full tip description, usage context, and application steps without layout issues.

Benchmark Board

A comparative dashboard displaying each agent’s KPIs against team, office, and market benchmarks, granting brokers clear visibility into top performers, areas for improvement, and overall competitive standing.

Requirements

Data Aggregation & Normalization
"As a broker, I want the system to automatically aggregate and normalize KPI data from various sources so that I can trust the accuracy and consistency of benchmark comparisons."
Description

Implement automated integration pipelines to collect KPI data from multiple sources (CRM, transaction systems, MLS) and normalize it into a unified format. This ensures consistency in metrics across agents, offices, and markets, reduces manual data preparation, and improves the reliability of benchmark comparisons. The normalized data should update automatically on a scheduled basis and support reconciliation logs for audit purposes.

Acceptance Criteria
Data Source Connectivity
Given valid credentials for CRM, transaction system, and MLS, when the data pipeline executes, then it retrieves records from all configured sources and stores them in the raw data repository; when a source is unavailable, the system retries up to three times and logs an error upon final failure.
KPI Data Normalization
Given raw KPI data inputs in varying schemas, when normalization runs, then all fields are mapped to the unified data model with consistent units, expected formats are enforced, and any unmapped or invalid entries are flagged for review.
Scheduled Data Pipeline Execution
Given the pipeline is scheduled for daily execution at midnight UTC, when the scheduled time occurs, then the integration job runs automatically, completes within two hours, and sends a success notification to administrators; any failure triggers an alert email.
Reconciliation Log Generation
When normalization completes, then the system generates a detailed reconciliation log capturing source records, applied transformations, and any data discrepancies, and securely stores it with a minimum retention of 12 months.
Dashboard Data Refresh
Given completion of the data normalization process, when the Benchmark Board is accessed, then it displays the latest normalized agent, office, and market metrics within 15 minutes, with no missing or inconsistent values.
Customizable Benchmark Filters
"As an agent, I want to customize benchmark filters so that I can compare my KPIs against specific market segments or time periods relevant to my performance review."
Description

Enable users to define and apply custom filters for benchmarks, including date ranges, geographic regions, office branches, market segments, and agent tiers. Users should be able to save filter presets, switch between benchmark views instantly, and have the dashboard dynamically reflect the selected criteria. This enhances usability by letting stakeholders focus on the most relevant comparisons for performance analysis.

Acceptance Criteria
Apply Date Range Filter
Given the user selects a start and end date for benchmarking, When the filter is applied, Then the dashboard displays only KPIs within the selected date range within 2 seconds.
Select Geographic Region Filter
Given the user chooses a specific geographic region, When the region filter is applied, Then the dashboard updates to show only agents and benchmarks for that region dynamically.
Combine Multiple Filters
Given the user selects multiple filter criteria (date range, region, branch, market segment, and agent tier), When all filters are applied, Then the dashboard reflects KPIs that meet all selected criteria simultaneously.
Save and Load Filter Presets
Given the user has configured a set of filters, When the user saves the configuration as a preset, Then the preset appears in the saved list, and selecting it reapplies all filters instantly.
Instant View Switching
Given the user switches between different filter presets or custom filter configurations, When the switch occurs, Then the dashboard updates to the new view in under 1 second without a full page reload.
Real-time KPI Syncing
"As a team manager, I want the dashboard to update my agents’ KPIs in real time so that I can monitor performance and address issues immediately."
Description

Provide near real-time synchronization of KPI metrics by leveraging webhooks and streaming data updates. The dashboard should refresh individual widgets asynchronously as new data arrives without requiring full page reloads. This ensures users always see up-to-date performance insights and can make timely decisions based on the latest information.

Acceptance Criteria
Widget-Level Real-Time Update
Given the Benchmark Board is open, when new KPI data is received via webhook, then the corresponding widget updates its displayed values within 5 seconds without a full page reload.
Handling Data Sync Failures
Given a network interruption occurs during streaming, when the connection is restored, then the dashboard automatically retries syncing missed KPI updates and reflects them within 10 seconds.
Selective Streaming Subscription
Given the user applies a filter for team or market KPIs, when the filter is changed, then the system unsubscribes from previous data streams and subscribes to relevant streams, updating only filtered widgets in real time.
Performance Under High Load
Given the system receives 100 concurrent KPI update events, when these events are processed, then all affected widgets refresh within 5 seconds, the UI remains responsive (frame rate ≥ 30fps), and no errors are recorded.
Data Consistency Across Widgets
Given related KPI metrics arrive simultaneously (e.g., agent vs team benchmarks), when the data is applied, then dependent widgets display values that match timestamp and source, with no mismatches.
Interactive Dashboard Charts
"As a broker, I want interactive charts on the dashboard so that I can drill into specific KPIs and understand the drivers of performance variances."
Description

Develop a set of interactive visualization widgets, including bar charts, line graphs, and comparative tables, that allow drill-down into individual KPI details. Users should be able to hover for tooltips, click to filter by agent or time period, and toggle between absolute values and percentage differences versus benchmarks. This interactivity improves insight discovery and facilitates deeper data exploration.

Acceptance Criteria
Time Period Filter Scenario
Given the dashboard is displayed When the user selects a time period filter (e.g., last week, last month) Then all interactive charts update to reflect KPIs for the selected period without a full page reload
Agent Filtering Scenario
Given the dashboard is displayed When the user clicks on a specific agent's name in the agent filter Then all charts refresh to display data only for that agent and a visible indicator shows the active filter
Data Point Tooltip Display Scenario
Given an interactive chart is rendered When the user hovers over any data point Then a tooltip appears within 300ms displaying the KPI label, actual value, percentage change versus benchmark, and timestamp
Value Display Toggle Scenario
Given the dashboard charts are visible When the user toggles the display mode Then charts switch between showing absolute KPI values and percentage differences versus benchmarks, and axis labels update accordingly
Benchmark Comparison Drill-Down Scenario
Given a comparative chart with multiple series is displayed When the user clicks on a benchmark series legend entry Then the chart drills down to show detailed values for that benchmark and highlights the selected series
Exportable Reports
"As an agent, I want to export my benchmark report so that I can share my performance analysis with clients and management."
Description

Implement export functionality to generate downloadable benchmark reports in PDF and CSV formats. Exports should reflect the current dashboard view, including applied filters and date ranges, and include summary tables and visualizations. This allows users to share insights with stakeholders, incorporate results into presentations, and maintain offline records of performance benchmarks.

Acceptance Criteria
Export Initiation from Dashboard
Given an agent is viewing the Benchmark Board with desired filters and date ranges applied, When the agent clicks on the “Export” dropdown and selects PDF or CSV, Then the system generates a downloadable file reflecting the current dashboard view.
PDF Report Generation
Given the agent has initiated a PDF export, When the system processes the request, Then the generated PDF includes summary tables, visualizations, applied filters, date ranges, and a header with the report title and generation timestamp.
CSV Report Generation
Given the agent has initiated a CSV export, When the system processes the request, Then the generated CSV contains all KPI values, agent identifiers, benchmark comparisons, applied filters, date ranges, and is formatted according to CSV standards for spreadsheet import.
Filter and Date Range Preservation
Given the agent applies multiple filters and selects a specific date range on the Benchmark Board, When exporting to PDF or CSV, Then the exported report only includes data matching those filters and date range without defaulting to full dataset.
Report Content Accuracy
Given an exported report (PDF or CSV) is opened by the agent, When reviewing tables and visualizations, Then all KPI metrics, agent rankings, and benchmark values must match the on-screen dashboard values within a 1% margin of error.
Access Control Management
"As an admin, I want to assign roles and permissions so that only authorized personnel can access and manage benchmark data."
Description

Introduce role-based access controls to manage who can view, edit, or export benchmark data. Define roles such as Broker, Team Lead, Agent, and Admin, each with specific permissions aligned to their responsibilities. This ensures sensitive performance information is protected and only accessible to authorized users, maintaining data security and compliance.

Acceptance Criteria
Broker Views Full Benchmark Dashboard
Given a user with the Broker role, when they access the Benchmark Board, then they can view team, office, and market benchmark data for all agents without restrictions.
Agent Views Own Data Only
Given a user with the Agent role, when they access the Benchmark Board, then they can view only their own KPIs and aggregated team-level benchmarks but cannot view other agents' data or export functionality.
Team Lead Exports Team Data
Given a user with the Team Lead role, when they export benchmark data, then the system generates a CSV/Excel file containing team-level performance metrics and the download completes successfully.
Agent Cannot Export Benchmark Data
Given a user with the Agent role, when they attempt to export benchmark data, then the system displays an access denied message and no export file is generated.
Admin Assigns Role Permissions
Given a user with the Admin role, when they update role permissions in Access Control Settings, then changes are saved and immediately enforced for all users with the updated role.
Unauthorized User Blocked from Access
Given a user without Broker, Team Lead, Agent, or Admin role, when they navigate to the Benchmark Board, then the system redirects them to an access denied page and logs the unauthorized access attempt.

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ShowFlow Unveils Traffic Tactician to Guarantee On-Time Real Estate Tours

Imagined Press Article

New York, NY — 2025-06-25 — ShowFlow, the industry-leading mobile-first platform for real estate showings automation, today announced the launch of Traffic Tactician, a revolutionary feature harnessing live traffic data and predictive congestion analytics to ensure agents arrive at every appointment on time. In an industry where minutes can mean the difference between closing a deal and losing a client, Traffic Tactician proactively reroutes multi-property tours around delays, helping agents optimize routes in real time and reduce wasted drive time by up to 30 percent. “In real estate, time truly is money,” said Jane Simmons, CEO of ShowFlow. “Agents spend countless hours stuck in traffic or manually planning routes. With Traffic Tactician, we put dynamic routing intelligence into the palm of their hand, so they can spend less time on the road and more time engaging with clients and closing deals.” Traffic Tactician integrates seamlessly with ShowFlow’s existing tour planning engine. As soon as an agent books a cluster of showings, the feature analyzes current traffic conditions, construction alerts, and historical congestion patterns to generate the fastest possible driving path. If an unexpected accident or road closure occurs, Traffic Tactician instantly recalibrates the route, sending updated directions and arrival estimates to the agent’s mobile device. Beta users have already reported dramatic improvements. Solo Agent Sprinter user Alicia Ruiz notes, “Before Traffic Tactician, I’d often arrive late or spend precious time recalculating routes on the fly. Now the app reroutes me around backups and gives me peace of mind. I can focus on my clients knowing the drive is taken care of.” Team Flow Coordinator Gregory Lee added, “Our small team juggles multiple properties across town. Traffic Tactician has cut our total driving time by nearly an hour a day, freeing us to schedule additional showings and improve responsiveness.” Key Benefits of Traffic Tactician: • Real-Time Rerouting: Automatically adjusts your tour order and directions when congestion occurs. • Predictive Analytics: Uses historical traffic data and machine learning to forecast potential delays before they happen. • Mobile Notifications: Push alerts inform agents of route changes, updated ETAs, and alternative paths. • Multi-Property Clustering: Optimizes cluster tours around live conditions, ensuring efficient back-to-back appointments. Traffic Tactician joins ShowFlow’s suite of productivity features, including Priority Path for custom listing weighting and EcoRoute Optimizer for fuel-efficient routing. Agents can enable Traffic Tactician with a single toggle in the ShowFlow app, and the service is available immediately to all existing users without additional fees. “As an early adopter of ShowFlow’s AI-driven tools, I’m always impressed by their commitment to solving real-world agent challenges,” said Tech Pioneer Marcus Chen. “Traffic Tactician elevates the platform from a scheduling assistant to an intelligent tour manager that actively guides me throughout the day.” Availability and Pricing Traffic Tactician is included at no extra cost in every paid ShowFlow subscription plan. New users can sign up for a free 14-day trial to experience the feature firsthand. For larger brokerages or enterprise deployments, ShowFlow offers custom integration packages and onboarding support. About ShowFlow ShowFlow empowers real estate agents and small teams to automate showings scheduling, feedback capture, and performance analytics through a mobile-first platform. By eliminating manual coordination and streamlining client communication, ShowFlow boosts feedback response rates and accelerates deal velocity so agents can spend more time closing and less time organizing. Media Contact: Sarah Patel Head of Marketing, ShowFlow press@showflow.com (212) 555-0123

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ShowFlow Launches Feedback Flashcards to Transform Client Insights into Actionable Intelligence

Imagined Press Article

Los Angeles, CA — 2025-06-25 — ShowFlow, the leading mobile-first automation platform for real estate professionals, today introduced Feedback Flashcards, an AI-driven feature designed to distill client tour feedback into concise, prioritized insights. In a market where understanding buyer preferences quickly can make or break a sale, Feedback Flashcards summarizes open-ended comments, sentiment cues, and recurring pros and cons into bite-sized cards that agents review in under 10 seconds. “Gathering feedback is only half the battle—agents need to interpret it and act on it immediately,” said Mark Delaney, Chief Product Officer at ShowFlow. “Feedback Flashcards converts raw survey data into structured, visually engaging flashcards, so agents can make faster, smarter recommendations and maintain momentum in the sales process.” How Feedback Flashcards Works Once a showing concludes, clients receive an automated feedback survey via SMS or email. The AI engine then analyzes responses, extracting key themes such as “needs larger kitchen,” “prefers quiet neighborhood,” or “likes modern finishes.” Each theme is captured on an individual flashcard, color-coded by sentiment (positive, neutral, negative) and ordered by recurrence and urgency. Agents access the cards within the ShowFlow app or export them into PDF or slide decks for team reviews and client presentations. Early testers report striking improvements in response efficiency. Feedback Fiona commented, “I used to sift through paragraphs of comments for each client. Now I open the app, and the top three cards highlight the must-address items. I can tailor my follow-ups in seconds, and clients appreciate the personalized attention.” Data-Driven Broker Samantha Lee added, “Our brokerage tracks feedback trends, and Flashcards makes it easy to identify common objections or feature requests across multiple clients. We adjust our marketing and staging strategies accordingly, boosting overall conversion rates.” Feature Highlights: • Sentiment-Driven Sorting: AI ranks flashcards based on sentiment intensity and frequency. • Customizable Themes: Agents apply branded layouts, pros-and-cons tags, and color codes for quick visual scanning. • Real-Time Alerts: Instant push notifications flag urgent or negative feedback for immediate action. • InsightSync Collaboration: Team members share flashcards, comment, and assign follow-up tasks within a centralized hub. • QuickExport Functionality: Generate polished PDF summaries or slide decks with a single tap for client or brokerage reporting. Feedback Flashcards integrates seamlessly with ShowFlow’s existing follow-up automation, including TemplateTailor for personalized messages and TimingTrigger for optimized send times. Agents can set custom thresholds to trigger notifications or auto-generate follow-up drafts based on specific feedback tags. “Clients expect rapid, personalized service,” said Traditional Transitioner agent Robert Hernandez. “With Feedback Flashcards, I respond faster, and I look more professional. The AI does the heavy lifting on data, so I can focus on the conversation.” Availability and Pricing Feedback Flashcards is included in all ShowFlow Pro and Enterprise plans at no additional cost. Solo agents and small teams can access the feature through a 14-day free trial. Enterprise customers receive tailored onboarding, API access for data exports, and priority support. About ShowFlow ShowFlow’s mission is to streamline every aspect of real estate showings, from scheduling and routing to feedback capture and performance analytics. By automating repetitive tasks and providing actionable intelligence, ShowFlow empowers agents and brokers to focus on client relationships and close deals faster. Press Contact: Emily Zhang Director of Corporate Communications, ShowFlow press@showflow.com (310) 555-0789

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ShowFlow Debuts Broker Beacon Dashboard to Empower Data-Driven Brokerage Decision-Making

Imagined Press Article

Chicago, IL — 2025-06-25 — ShowFlow, the premier mobile-first real estate automation platform, today announced the general availability of Broker Beacon, a comprehensive analytics dashboard designed to give brokerage owners and managers real-time visibility into agent performance, feedback trends, and deal velocity across their organization. As brokerages increasingly prioritize data-driven strategies, Broker Beacon delivers customizable metrics, AI-powered forecasts, and proactive alerts to guide resource allocation and coaching decisions. “Brokers need clarity on team performance at their fingertips,” said Laura McMillan, Chief Technology Officer at ShowFlow. “Broker Beacon aggregates key indicators—such as showings booked, feedback response rates, average time-to-close—and presents them in an intuitive interface. Leaders can now spot bottlenecks, recognize top performers, and intervene strategically to drive growth.” Dashboard Overview Broker Beacon features a modular layout with drag-and-drop widgets, enabling managers to configure dashboards for market-level overviews, office performance snapshots, or individual agent profiles. Key modules include: • PulseStream Live Feed: A scrolling stream of real-time updates on bookings, feedback submissions, and closings. • VelocityTracker Charts: Visual timelines of each agent’s average deal cycle, helping identify acceleration or delays. • TrendVision Forecasts: AI-generated trajectory graphs that project future performance based on historical data. • AlertGuard Notifications: Customizable threshold alerts for surges or dips in agent metrics, delivered via email or in-app messages. • Benchmark Board: Comparative scorecards that position each agent’s KPIs against team and market benchmarks. Powered by ShowFlow’s underlying analytics engine, Broker Beacon ingests data from every aspect of the showing workflow—calendar syncs, feedback surveys, follow-up messages—and normalizes it for consistent measurement. Brokers can drill down into specific time frames, property types, or client segments to uncover actionable insights. Industry Reaction Data-Driven Broker Olivia Patel remarked, “I’ve been searching for a single pane of glass to view my agents’ activity. Broker Beacon surfaces the metrics I care about most and even suggests coaching opportunities when performance dips. It’s like having a virtual operations manager.” CoachCatalyst user Daniel Kim added, “The AI recommendations on best-practice tips have been a game-changer. When an agent’s response rate drops, the dashboard flags it and offers targeted strategies to get them back on track.” Implementation and Support Broker Beacon is included in all ShowFlow Enterprise plans and available as an add-on for Team Flow Coordinator subscriptions. Implementation includes a tailored onboarding program, data migration assistance, and API documentation for custom integrations with existing CRM or business intelligence tools. “ShowFlow continues to evolve beyond a scheduling assistant into a strategic partner for brokerages,” said CEO Jane Simmons. “By providing deep operational insights, Broker Beacon ensures leaders can allocate coaching, marketing, and staffing resources where they matter most.” Availability and Pricing Broker Beacon is available immediately. Enterprise customers receive the dashboard at no additional cost, while mid-size teams can add it to their ShowFlow subscription for a nominal monthly fee. Interested brokerages can request a live demo through the ShowFlow website. About ShowFlow ShowFlow automates real estate showings from end to end, enabling agents and teams to schedule tours, capture feedback, and measure performance seamlessly. The platform’s mobile-first design and AI-driven features streamline workflows, boost client engagement, and accelerate sales cycles. For press inquiries: Michael Torres Senior Public Relations Manager, ShowFlow press@showflow.com (773) 555-0456

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