You Already Know How to Train a Digital Coworker

The first time I taught one of my kids to tie their shoes, it took about 15 tries, a lot of encouragement, and maybe a little reward (i.e. a cookie!). Same thing with reading. Same thing with loading the dishwasher the right way.

If you’re a parent, you’ve been there. But also, the same in a professional setting.

If you’ve ever onboarded a new analyst, explained your firm’s investment memo format, or shown someone how to analyze a property’s budget variance, you’ve been there too. Training is a skill we all carry. We just don’t always think of it that way.

That’s why the idea of “training AI” sounds intimidating to some people. But here’s the truth:

Training a digital coworker can and should be no different than training a real coworker.

In fact, with the right system behind you, it might actually be easier.

So, What Does ‘Training’ Mean at CRE Agents?

When we talk about “training” your digital coworker, we’re not talking about writing Python or fine-tuning neural nets. You’re not becoming a machine learning engineer.

Instead, you’re doing something you already know how to do:

Teaching your coworker how to behave in different situations (we call these Modes)
Teaching your coworker how to perform repeatable tasks consistently (we call these Workflows)

Once you define those two things, your digital coworker starts showing up exactly how you’d want a high-performing teammate to show up: dependable, sharp, fast, and tailored to your way of working.

And with CRE Agent’s built-in memory feature, each time your digital coworker goes to work it gets better at being your teammate.

Modes: Behavior Training, Just Like You’d Do with a Person

Imagine you hire a new associate to help with investor relations. You tell them, “Always respond with empathy. Never overpromise. Keep it tight and professional.”

That’s training behavior. That’s an AI Mode.

With CRE Agents, you can create a Mode like LP Concierge, where your digital coworker knows to:

Speak in your firm’s tone
Reference the right pitch deck or quarterly report
Flag anything outside the IR playbook

It’s like giving them a personality, style guide, and context—all in one.

You might build different Modes for different parts of your day: “Narrative Builder” when writing a memo, “Excel Analyst” when debugging a model, “Negotiation Strategist” when preparing for an LOI response.

One person. Many hats. Many Modes. That’s how we work. Now your AI can work the same way.

Workflows: Task Training, Turned into Automation

Now imagine teaching that same associate to pull REIT data, clean up an email inbox, or prep for a budget review.

You show them:

What to start with (inputs)
How to process it (steps)
What the output should look like (format)
What to do with it (send, store, report, etc.)

That’s a Workflow. And your digital coworker can run these consistently, every time. Whether it’s:

Investor Q&A Prep
Tenant Interview Summary
10-Q Extractor
Invoice Tracker

…or whatever repetitive tasks are eating up your day, keeping you from focusing on what really matters.

Best part? You don’t even have to run them yourself. Set a trigger (like a specific time or when something happens such as an email arriving), and your digital coworker handles it.

Training Might Sound Complex. It’s Not.

Here’s where most people hesitate:

“I’m not technical.”

You don’t need to be. If you can explain how to do something to a teammate or friend, you can train a digital coworker. That’s the core insight behind CRE Agent’s Training Assistant.

We’ve built a dead-simple, AI-powered experience that walks you through:

What to say
What to show
What to expect back

No technical jargon. No config files. No coding. Just your real-world expertise, captured and passed to your digital coworker.

Why It Matters

You’ve spent years developing systems, judgment, and ways of working that get results. But until now, that expertise stayed locked inside you or passed one person at a time.

Training a digital coworker unlocks it.

You work faster, because you’re not repeating yourself.
Your team levels up, because they can lean on a reliable AI teammate.
Your processes scale, because you’ve turned tribal knowledge into reusable infrastructure.

Final Thought: You’re Already the Expert

You don’t need permission. You don’t need a developer. You already know how to teach.

And with CRE Agents, you can turn that instinct into something powerful: a digital coworker that behaves how you behave, works how you work, and gets better every time you teach it.

Ready to be one of the first to train a digital coworker for real estate? Join the CRE Agents waitlist today.