4th August 2025
📣 New Workflow Automation for Viewings
We’ve introduced powerful enhancements to Viewing workflows in Dezrez, allowing estate agents to fully automate communications with landlords, vendors, purchasers, and potential tenants whenever a viewing is booked, rescheduled, or cancelled.
✅ What’s New?
- Automated Communication: No more manual emails or missed SMS messages. Once a viewing is booked, Dezrez automatically sends branded communications using your existing Rezi post packs.
- Smart Rescheduling: If a viewing is changed or cancelled, all associated parties are notified instantly — saving time and reducing confusion.
- Centralised Logs: All communications sent via automation are logged in Settings & Preferences → Communication Logs, showing who received what, when, and which property it relates to.
💡 Why It Matters
- Time Saver: Agents no longer need to remember to send confirmation emails — it’s all handled automatically.
- Streamlined Experience: Improves the customer journey by ensuring timely, consistent communication.
🔧 How to Enable
Agents or support teams can enable automation by navigating to: Settings & Preferences → Automations
From here, users can:
- Select existing Rezi post packs and branding
- Create one or more automations per event or branch
- View all documents generated in the relevant sections of Rezi (e.g., property documents, person records)
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