CRM

Wise Agent

Version 1.0 · Last updated 2026-08-10

Connect Wise Agent so your Unless AI agent starts every conversation already caught up on the transaction.

This is a premium connector. See the pricing page for more information.

Context

Wise Agent is a CRM built for real estate professionals, tracking leads, clients, and the transactions that move them from an inquiry to a closing.

Connect it and Living Context reads those leads, clients, and transactions straight into every conversation your agent has, across acquisition, retention, expansion, and support - an agent that can see a lead is already under contract on a property treats them differently than someone browsing listings for the first time.

Buying, retention, and upsell signals your agent spots on your website and product route into Wise Agent tagged for the rep already working that lead or transaction, so a signal raised at midnight is still waiting when they check in the next morning.

Key benefits

Full context on every conversation: Your agent reads lead, client, and transaction data straight from Wise Agent, so buyers and sellers never repeat themselves to a rep who already has the file open.
Signals that reach the right rep: Buying, retention, and upsell signals spotted on your website and product route into Wise Agent tagged for the rep already working that lead or transaction, not into a list nobody checks.

How does it work?

Living Context reads Wise Agent leads, clients, and transactions to ground every conversation your agent has. Signals it spots on your website and product route into Wise Agent for the assigned rep to act on.

Install instructions

Once at the Integrations tab of your Unless dashboard, you can select “Configure” for the Wise Agent integration. This will open a popup where you can connect your Wise Agent account and set up the integration.