CogentIntelligence
AI agents for surveyors and EPC assessors
High-volume booking, access arrangements and report admin make up most of the day. Cogent books, confirms and chases so assessors spend their time on site.
01Where the week goes
We work with domestic energy assessors, EPC providers, building surveyors and RICS surveyors. The details differ from firm to firm, but the same few jobs come up on almost every discovery call:
- Booking requests. Quotes and bookings from agents, landlords and homeowners.
- Access. Keys, tenants and agents need coordinating.
- Payment. Payment before lodging needs chasing.
- Report admin. Photos, notes and documents to file.
None of these need your expertise. They need doing quickly, the same way every time, and that's exactly the kind of work AI agents do well, with your Business Map telling them how your business runs.
Key idea
Volume work wins on speed of reply and reliability of access.
02Agents built for surveyors and epc assessors
These are the agents we most often switch on first in this sector. Each one reads your second brain, works around the clock and asks you before anything that matters.
- Trigger
- A quote or booking request
- Does
- Quotes from your price list and offers slots
- Asks you
- Before quoting non-standard work
- Trigger
- A job is booked
- Does
- Confirms access with agent, tenant or owner and sends reminders
- Asks you
- When access rules conflict
- Trigger
- A report is ready
- Does
- Requests payment and releases the report when paid
- Asks you
- Before releasing anything unpaid
Your first agent is the one with the highest score on your discovery call, not the one on the top of this list. Most firms add a second and third over the following months.
03Ask your business anything
Because every agent writes to the same memory, you can ask questions in plain English that used to mean an afternoon in spreadsheets and inboxes.
YouHow many EPCs did we do for letting agents last month?
Cogent74, 62% from three agencies.
YouWhich jobs are waiting on payment?
CogentFive, £410 in total.
04Your Monday briefing
At 7am every Monday you get a short briefing built from your own tools: what came in, what's stuck and what changed.
05Find your peak
On the call we score every repeating job by hours a week × how easy it is to hand off (1 hard, 2 medium, 3 easy). The highest score gets built first. Here's how a typical list might look.
| Job | Hours a week | Ease | Score |
|---|---|---|---|
| Answering booking requests | 5 | 3 | 15 |
| Arranging access | 4 | 3 | 12 |
| Report admin | 4 | 2 | 8 |
| Chasing payment | 2 | 3 | 6 |
Example · dummy data. Score = hours a week × ease.
In this example, answering booking requests is the peak. Run your own numbers with the calculator on our home page, or bring them to the call.
06Where approvals sit
Every agent starts on a short lead. Here's a typical starting point for this sector. Yours is written into your Business Map.
Does alone
- Logging bookings
- Sending reminders
- Filing photos and notes
Asks first
- Non-standard quotes
- Messages to clients
- Releasing reports
Never
- Assessment judgements
Assessments and professional opinions stay with the accredited assessor or surveyor.
07Works with the tools you already use
We connect to what you have rather than asking you to move. Common tools in this sector include Elmhurst, Stroma, Quidos, PropertyTech software, Xero, calendars and email. If a system has no integration, a Portal Operator agent can work it the way a person would.
08Questions
Can AI book EPC assessments?
Yes. It quotes from your price list, offers slots and arranges access.
Can it chase payment before lodging?
Yes, and it holds the report until payment is confirmed.
Does it work for RICS surveyors?
Yes, for enquiries, scoping and booking admin.