The AI Assistant inside Broker Forge isn't a general chatbot. It's wired into your brokerage data — your customers, your pipeline, your rates, your contracts — and answers questions in that context. Ask it "what's my biggest deal closing this month?" and it actually knows.
What it can do
- Answer questions about your data — customers, deals, commissions, contracts
- Draft a proposal narrative section
- Suggest follow-up actions on stalled deals
- Summarize a long REP email thread
- Explain a billing line item or rate term in plain English
What it can't do
By design, the assistant won't:
- Send a contract or LOA on its own
- Move money or change billing
- Edit a signed document
- See another brokerage's data — every query is scoped to your
brokerage_id
For Agency-tier customers, the MCP server exposes a write-capable variant for power users who want to drive Broker Forge from Claude Desktop or other MCP clients. That's a separate surface with its own audit trail.
The caps that keep you safe
Every AI call counts against a daily cap to prevent runaway costs and weirdness. On Broker Connects-derived tenants, the cap is 250 calls per day per user. On Forge tenants it scales with plan tier.
When you hit the cap, the assistant explains why and points you to the request-more-quota flow. Caps reset at midnight Central.
How scope works
When you ask the assistant a question, it can only call tools and see data your role has access to. A sub-broker asking about customers will get back only the customers assigned to them. A viewer asking to send a contract will get a polite refusal.
Step-by-step: ask a useful question
Open the drawer
Click the assistant icon top-right, or press Cmd + / anywhere in the app.
Be specific
"Which deals are likely to close this week?" beats "anything I should know?" — give the assistant something to filter on.
Read the citations
Every answer cites the records it pulled from. Click a citation to jump to the underlying customer, contract, or rate.
Iterate
If the answer is incomplete, follow up. The assistant keeps the thread context so you can drill down without re-typing the setup.
Tips & gotchas
The assistant is fine handling data already inside Broker Forge — that's encrypted at rest and never sent outside the platform's AI providers. Avoid pasting external customer information (Social Security numbers, bank info, etc.) into the chat.
Use it to draft, summarize, and surface — but every contract you send, rate you quote, and email you fire off is on you. Treat AI output the same way you'd treat a junior teammate's first draft.
Thumbs up / thumbs down on each answer is read and acted on. If something's wrong, hit the thumbs-down and add a one-line explanation — it goes into the eval queue.