Real estate · Example engagement

Qualifying property leads in minutes, not days

How we build an AI assistant and agent pair that responds to every property enquiry immediately, qualifies the lead and books viewings straight into agents’ calendars.

IndustryReal estate
ServicesAI AgentsAI Chatbots
Timeline5–7 weeks to production

Representative engagement showing our methodology — not a specific named client.

The challenge

An agency receives enquiries from portals, its website and social media at all hours. Agents are out on viewings, so many leads wait hours or days for a reply — by which time they have contacted a competitor. Lead details are inconsistent and the CRM is often incomplete.

Goals

  • Respond to every enquiry within minutes, any time of day
  • Qualify budget, timeline and requirements consistently
  • Book viewings automatically and keep the CRM complete
Our approach
  1. 01

    Consolidate

    Route enquiries from portals, website forms, email and social channels into one pipeline.

  2. 02

    Qualify

    Design a natural conversation that captures budget, location, timeline and financing status, and answers listing questions from live property data.

  3. 03

    Act

    Let the agent match leads to listings, offer viewing slots from agents’ calendars and log everything in the CRM.

  4. 04

    Escalate

    Flag high-value or complex leads to a human agent instantly with a concise summary.

The solution
  • Multi-channel lead capture with instant first response
  • Conversational qualification grounded in current listings
  • Calendar booking for viewings with reminders
  • Automatic CRM records with lead score and summary
  • Priority alerts for hot leads to the right agent
Typical stack
Claude / GPT modelsProperty listings feedGoogle / Outlook CalendarHubSpot / Salesforce / industry CRMWhatsApp & SMS
Outcomes

No lead left waiting

Every enquiry gets a useful response within minutes, 24/7.

Better-prepared agents

Agents arrive at viewings knowing the buyer’s needs and budget.

Clean pipeline data

The CRM stays complete without manual data entry.

Let's talk

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