And beyond: your AI
Bring your own AI. It asks before it sends or edits.
Connect Claude, ChatGPT, Codex or Cursor. It works in Beyond as you.
Your AI assistantBeyond connected
Which deals are stuck at the bond stage?
list_stalled_deals · 2 bond dates slipped
Two. The bond on 5 Kiaat Street is 12 days overdue, and on 12 Marula Avenue 6 days. Shall I put a bond check-in with each agent in your diary for tomorrow?
Review before I make changes
- Appointment · Bond check-in with Priya Naidoo · tomorrow 09:00 · 5 Kiaat Street
- Appointment · Bond check-in with Lerato Khumalo · tomorrow 09:30 · 12 Marula Avenue
Reply yes to book both.
Yes.
book_appointment · 2 booked
Done. Both are in your diary, and your AI’s call is in the audit log. No client was contacted.
Your AI assistantBeyond connected
What’s on for me today, and who should I chase?
list_appointments · 3 today
list_tasks · 1 overdue
list_buyers_by_stage · 2 thanked for viewing
A valuation at 09:30, a viewing at 22 Acacia Road at 11:00 and a client meeting at 15:00. The Venters’ CMA is a day overdue, and the Khumalos and Ruan Pretorius viewed last week but haven’t decided yet.
Your AI assistantBeyond connected
Which of my buyers would want 22 Acacia Road?
match_buyers_for_listing · 3 matched
Three. The Khumalos match on price, area and bedrooms, and Ruan Pretorius and the Venters on price and area. Shall I book the Khumalos to view it tomorrow at 10:00?
Review before I make changes
- Appointment · Viewing with the Khumalos · tomorrow 10:00 · 22 Acacia Road
Reply yes to book it.
Yes.
book_appointment · 1 booked
Booked and in your diary, and your AI’s call is in the audit log. The Khumalos haven’t been contacted.
Your AI assistantBeyond connected
Who still owes us FICA documents?
get_fica_status · 2 deals outstanding
Two deals. On 12 Marula Avenue the buyer still owes proof of address, and on 5 Kiaat Street the sellers owe proof of address and source of funds. Shall I give Johan and Priya a task each to chase them?
Yes, for tomorrow.
create_task · 2 tasks added
Done. Tasks are added straight away, with no preview. Each agent has one for tomorrow, and no client was contacted.
Your AI assistantBeyond connected
Who’s leading on commission this financial year?
get_agent_performance · 6 agents
Priya Naidoo, with R 486 200 earned on 14 deals. Kyle Naidoo is second, with R 402 750 on 11. Across the team, R 96 300 has been earned but not yet paid out.
Your AI assistantBeyond connected
7 Beyond Lane has registered. Draft the registration letters.
list_document_templates · approved only
Your approved registration letter fits. One for the buyers and one for the seller:
Review before I make changes
- Letter · Registration · Naledi and Sipho Mokoena · PDF
- Letter · Registration · Gareth Williams · PDF
Reply yes to create both.
Yes.
generate_document · 2 letters stored
Both are in the Document Vault, made from your approved template. Nothing was sent: send them from the deal when you’re ready.
Your AI assistantBeyond connected
Is this fortnight’s payout run ready?
list_commission_runs · 1 draft run
It’s drafted but not paid: 6 payouts to 4 agents, R 318 450 net after deductions. Priya Naidoo’s is the largest, R 92 300 across two deals.
Beyond HelpOn every screen
How do I upload my new Fidelity certificate?
Open My Compliance, find Fidelity Fund Certificate under Documents and click its upload icon. Add the document number and the issue and expiry dates, choose the file and click Save.
Opening My Compliance
View + update accessView only accessView + update accessView + update accessView only accessView + update accessView only accessNever reads client records
- CRM tools it can use
- 74
- ready-made workflows
- 16
- access levels, view only by default
- 3
- Acts as you, within your role
- Previews sends and edits; tasks and notes save at once
- Logs every call; tags new contacts, listings and deals
- Sends nothing to a client without your yes
Works with
- Claude
- ChatGPT
- Codex
- Cursor
- Any MCP client
Beyond Help
Help on every screen
- English, Afrikaans or isiZulu
- Answers for your role, then opens the page
- Never reads client records
Workflows
16 everyday jobs, built in
- Ask for the job, not the steps
- Stops for your yes before it sends, books or authorises
- Client letters use only your approved templates
Off until your office switches it on. What your AI reads passes through its provider, outside South Africa.