Add your first contact

A contact in Lukkio is more than a name and a number. The profile you fill in, budget, area, size and what matters most, is what AI Match reads when it ranks listings for that person. Four short steps get you there.

Before you start

• The person’s first and last name, and a phone number or an email. One of the two is enough. Lukkio uses the name with the phone or email to catch duplicates.
• Their role: Buyer, Tenant, Landlord, Developer or a custom role your agency has added. A role is required. A person can be more than one, for example a landlord who is also buying.
• For a buyer or tenant, their budget and the size they want. Both are required, because AI Match needs them.

Step 1 of 4: Basic Contact Info

1. Open Contacts and start a new contact.

2. Pick the Role chips. Add Tenant or Landlord as well if the person is more than one.
3. Enter First name and Last name, then Phone with its dial code or Email. One of the two is enough; add both if you have them.
4. Leave Status on New and pick a Source, so you know later where the lead came from.
5. Optionally add ID number, Nationality, Gender, Notes and Tags.
6. Click Save & Next.

Step 2 of 4: Custom fields

This step shows any extra sections your agency has set up for the chosen role in Settings → Contact Roles, for example an ID type for buyers. If there are none, click Save & Next to move on.

Step 3 of 4: Buy Profile, Rent Profile or Landlord Preference

The step is named after the role you chose. For a buyer or tenant:

1. Enter the Budget range and Size Range. Both are required.
2. Choose the Preferred Property Type and add each Preferred Location.
3. Tap the Bedroom, Bathroom, Living room, Balcony and Car park counts.
4. Add Preferred Move-in Date, Usage, Preferred viewing days and Features & amenities as you learn them.
5. Click Save & Next.

A landlord’s step asks instead about the listing they hold and when they can show it. A developer has no built-in profile, only the custom fields your agency adds. See Contact roles and profiles explained.

Step 4 of 4: Match Preference Weighting

1. For each of the ten sliders, Price, Location, Floor plan/ layout, Features & amenities, Building age, Pet friendly, Floor level, Viewport, Built-up area and Transportation, set how much it matters to this client. Every slider starts at 5, equal weight.
2. Click Save Contact.

Check what happened

• The contact appears in Contacts with the role tags, status and budget you entered.
• New Contacts on your dashboard counts it this month.
• Listing Match scores your listings against the profile straight away. Open the contact to see the matches, or change the sliders later from the contact’s page. See Tell AI Match what matters to a client.