01 · Buyer or seller intent
Capture this only where it is needed for a relevant and permitted follow-up.
Industry solutions
Real Estate: Know the buyer or seller before the next conversation.
Give enquiries a consistent first response while preserving the context an agent needs for a useful appointment.
Useful intake, not unnecessary data
Start with the way your customers ask for help
02 · Preferred area or property address
Capture this only where it is needed for a relevant and permitted follow-up.
03 · Timeline and property requirements
Capture this only where it is needed for a relevant and permitted follow-up.
04 · Budget range or financing question when appropriate
Capture this only where it is needed for a relevant and permitted follow-up.
Real Estate
A representative workflow
Illustrative use case—not a client result
From enquiry to a useful next step
A buyer asks about a three-bedroom home. The assistant collects preferred areas, budget and timeline, then offers an agent follow-up. Listing details, availability and any valuation must come from approved current sources.
- Capture relevant needs without promising a listing outcome.
- Offer a suitable consultation or follow-up.
- Keep the approved conversation history with the enquiry.
Exact workflows, access permissions and integrations should be validated with the business before release.
Recommended areas to review
Explore the relevant tools
These products solve different parts of the workflow. The assessment establishes which combination is appropriate.
Customer communication
Reception AI
A front-desk platform for telephone calls, SMS, website chat, lead capture, appointments and customer follow-up.
Sales & CRM
AI Email CRM
An email-first customer workspace for lead capture, research, qualification, reviewed reply drafts, document filing and customer history.
Customer communication
AI Website Assistant
A website assistant for product and service questions, page guidance, lead capture and industry-specific enquiry flows.
Prepare the business
What to bring to a discovery conversation
Your enquiry examples
Bring a few anonymized questions customers regularly ask.
Your approved answers
Gather current services, areas, policies and intake rules.
Your handoff rules
Name the owner, next step and circumstances that require a person.
A practical next step
We learn your business first.
Start with a free Business Growth Assessment. Explore your website, competition and customer journey before deciding which technology you need.