Use case05 / 08
Real estate
An agency's enquiries arrive all day and go cold quickly. The agent answers on the first ring, asks the handful of questions that decide whether a viewing is worth booking, and puts it straight into the right negotiator's calendar.
A call, start to finish
On the line
- Agent: Kingsley Estates, good afternoon.
- Caller: Good afternoon. I saw the two bedroom on Marlow Road. Is it still available?
- Agent: It is. To buy, or to rent?
- Caller: To buy. Could I see it this week?
- Agent: James has Saturday at ten or eleven. May I have your name?
- Caller: David Mercer. Saturday at ten.
- Agent: Thank you, Mr Mercer. Saturday at ten with James. He will have the floor plan and the energy certificate, and the address is on its way to you by text.
What it does on the line
- Qualifies budget, timing and what the caller is actually looking for.
- Books the viewing in a named person's calendar, not in a shared inbox.
- Sends the caller what was agreed and files the enquiry in your CRM.
- Answers out of hours, so an enquiry does not wait until Monday.
Start from your own line.
Tell us the sector and the workflow, and we will build the agent that carries it.
Request a demoHelpful context
- The workflow you want automated.
- The systems it would need to talk to.
- Where it runs today: AWS, on-premise, or both.
- Anything that cannot leave your own estate.
- Any deadline or compliance requirement you are working to.