Most AI assistants answer questions. Oliver does the work. Ask for "vacant-land owners in Polk County, imported, skip-traced, and into a new SMS campaign" and it runs that whole chain — searching, importing, tracing, writing the sequence, enrolling the contacts, and setting the campaign live — while you watch each step happen.
What it can actually do
Oliver operates the app through the same machinery you do, so anything it does is a real change in your account:
- Find and import leads — search county property records by county, land use, acreage, tax-delinquent status, absentee owner, and more, then import the owners into your CRM.
- Skip trace — pull phone numbers and emails for contacts that don't have them.
- Build campaigns — create a campaign (or a multi-channel group), write the sequence in your voice, enroll contacts, and take it live.
- Answer questions about your business — reply rates by campaign, deals about to close, which counties produce wins, what's gone quiet. It reads your real numbers, not a guess.
- Triage the inbox — read threads and draft replies for you to approve.
- Run the AI task manager — check what it's doing, turn it on or off, and change when it runs and who gets its tasks (the account owner only).
- Analyze a deal — free county context and comparable sale counts, then offer math.
- CRM housekeeping — create and update contacts, move deals, manage tasks, merge duplicates, prep contract drafts.
- Build automations — "every time a new deal is created, post it in #deals and create a task for Jane": Oliver builds the standing rule from the app's own triggers, actions and conditions, by name, and always pauses for your approval before it goes live. Ask "what automations do I have" to review, pause, change or delete them.
- Build your website — create a property website, edit its pages and copy, and publish it. Publishing always pauses for your approval, since it puts a page on the public internet (and may bill).
Getting started
Open Oliver in the left nav (right under Home). The empty screen offers six starter cards — Find leads, Skip-trace owners, Write a sequence, Launch a campaign, Triage my inbox, Analyze a deal — click one to drop a ready-made prompt in the box, or just type what you want.
Plain English works. "Pull vacant land owners in Polk County TX between 1 and 20 acres, import the full records, and start an SMS campaign" is a perfectly good instruction. If Oliver needs to know something before spending money — which county, basic vs. full records — it asks first.
Prefer talking? Click the 🎤 button beside Send and dictate. It transcribes into the box and never sends on its own — you read it and press Send.
Watching it work
Each step appears in the thread as it happens — the search it ran, the records it imported, what it charged. Nothing is hidden behind a spinner. If a step fails, it says so in plain words rather than pretending it worked.
Controlling what it spends
This is the important part. Click the ⚙ button in the Oliver header:
- Full autopilot (on by default) — Oliver runs multi-step plans, including launching campaigns, without stopping for approval. Turn it off and it pauses for your OK before anything consequential.
- Confirm before spending — an extra checkpoint on any action that costs money, even with autopilot on.
- Daily spending limit ($) — a hard ceiling per day across everything Oliver does. Leave it blank for no limit. Set one before your first big run.
Two things always stop and ask, no matter your settings: sending direct mail (physically unrecallable, and the most expensive thing per piece) and merging contacts (the one action that deletes a record). The approval card shows exactly what will happen and what it costs — and the price you approve is the price you get, even if you take an hour to click.
The daily briefing
Oliver posts a short morning briefing — new replies, leads that need attention, deals moving, what's gone quiet. Turn it on, and pick the hour, in ⚙ settings. There's a green dot on the left-nav Oliver item when a fresh one is waiting, and you can optionally have it emailed to you as well.
Your monthly AI usage
A small ✦ N% used meter sits in the Oliver header. It tracks your monthly AI allowance (Scale gets roughly five times Pro's) and resets on the 1st. At 100% Oliver pauses until the reset rather than quietly billing you more. The AI task manager and AI call summaries draw on the same allowance, so at 100% they pause too. Everything else in the app is unaffected.
How to get good results
- Say what you're targeting, not just where. "Vacant land, out-of-state owners, 5-40 acres in Polk County" beats "leads in Polk County."
- Give it real identifiers. Exact county, exact parcel number. Oliver will ask rather than guess, but you'll save a round trip.
- Start small. Ask for 50 records before you ask for 2,000. Same workflow, cheaper mistake.
- Read the receipts. Oliver reports what actually happened — if it says zero contacts were enrolled, zero contacts were enrolled, no matter how good the plan sounded.
- Keep separate jobs in separate conversations. Use the thread picker to start a new one; it keeps context clean.
What's next
To understand the costs Oliver is working against: Plans, caps & credits explained. For fixed if-this-then-that rules instead of open-ended instructions: Automations.