AI operations
A vague repair report can hide an emergency, a repeat defect or a tenant responsibility issue. The diagnosis agent asks for the missing detail, checks history and gives the property manager a usable first assessment.
Live work queue
SortXCollect symptoms
Diagnosis agent asks structured follow-up questions.
Check history
Diagnosis agent checks linked repairs and warranties.
Suggest route
Diagnosis agent spots emergency keywords.
Connected to the rest of the operating stack
The workflow follows the property, contact, tenancy, repair, document or ledger item behind the work.
Asks structured follow-up questions.
Checks linked repairs and warranties.
Spots emergency keywords.
Separates tenant advice from contractor work.
Adds photos and transcripts to the record.
Hands uncertain cases to a property manager.
Short status markers for scanning the day without opening every record.
priority scale
emergency checks
for issue history
Each item shows enough context for staff to act, approve, or leave the agent to continue.
Workflow view
Branch policy applied
Collect symptoms
Diagnosis agent asks structured follow-up questions.
diagnosis note
Check history
Diagnosis agent checks linked repairs and warranties.
priority recommendation
Suggest route
Diagnosis agent spots emergency keywords.
contractor brief
Escalate
Diagnosis agent separates tenant advice from contractor work.
resident update
In a UK estate agency, this work crosses desks: negotiators, administrators, property managers, accounts, contractors, clients and compliance owners all need the same facts. SortX keeps the work on the operating record instead of spreading the detail across personal inboxes.
The diagnosis agent does the repeatable work first: reading, checking, drafting, matching and opening the next task. Anything that changes a client position, spends money, sends a sensitive message or affects compliance can be held for approval.
Managers can set owners, SLA clocks, approval limits and escalation rules around this workflow. Staff can still take over manually when a case needs judgement, and the record shows what the agent did before the handover.
That matters when the risk is wrong priority, repeated visits and weak contractor briefs. SortX gives the team the detail they need without asking them to hunt through tabs, exported reports or old message threads.
Practical details for directors, branch managers and operations teams.
Yes. The manual path stays available. Staff can take over, edit drafts, change owners, add context and approve or reject agent work.
SortX records the source record, timestamps, owner, approval decision and final output for this workflow. Evidence stays attached to the property, contact, tenancy, repair or accounting item.
Yes. Branches can run different owners, approval limits, SLA clocks and agent permissions while directors still get a consolidated view.
SortX gives property issue diagnosis a clear owner, a live status and a controlled approval path.