Future Ready Agent

Step 3 of 5

  1. 1Identity
  2. 2Business Context
  3. 3Connections
  4. 4Scan
  5. 5Results

Connect only what you're comfortable sharing

Each card below explains what FRA reads, what it can write, why the permission helps, and whether it's optional. Connecting more systems gives a fuller picture, but the scan runs on whatever you connect — you don't need everything connected to see initial value, and you can disconnect anything later. Connection is finalized after activation.

CRM

Evaluates lead follow-up, database health, and reactivation opportunities.

What FRA accesses
Contact records and activity history.
Why
To identify stale contacts and missing next actions.
Read or write
Read-only for the scan.
Disconnect
Disconnect anytime from your account settings.

Email

Evaluates response time and follow-up coverage on inbound leads.

What FRA accesses
Message metadata related to lead conversations.
Why
To measure response and follow-up patterns.
Read or write
Read-only for the scan.
Disconnect
Disconnect anytime from your account settings.

Calendar

Evaluates scheduling follow-through on leads and appointments.

What FRA accesses
Event metadata related to client meetings.
Why
To identify scheduling and follow-through gaps.
Read or write
Read-only for the scan.
Disconnect
Disconnect anytime from your account settings.

Listing Data

Evaluates whether active or recent listings are consistently marketed.

What FRA accesses
Active and recent listing records.
Why
To check listing marketing consistency.
Read or write
Read-only for the scan.
Disconnect
Disconnect anytime from your account settings.

Social Profiles

Evaluates public brand and identity consistency.

What FRA accesses
Publicly visible profile information.
Why
To evaluate brand and AI visibility signals.
Read or write
Read-only for the scan.
Disconnect
Disconnect anytime from your account settings.

Website

Evaluates how clearly your identity and expertise are represented publicly.

What FRA accesses
Publicly visible site content.
Why
To evaluate AI visibility and authority signals.
Read or write
Read-only for the scan.
Disconnect
Disconnect anytime from your account settings.