Industry solution
AI receptionist workflows for real estate
Capture property preferences, qualify budget and location, and schedule site visits.
Common missed-call scenarios
- - A buyer calls about a listing
- - A tenant asks about availability
- - A seller requests a valuation discussion
Recommended call flow
- 1. Identify buyer, seller or tenant need
- 2. Capture property preferences
- 3. Check site-visit rules
- 4. Prepare appointment request
- 5. Notify the relevant agent
Approved tasks the AI can perform
- - Collect budget, location and property type
- - Record purchase or rental timeline
- - Schedule site visit requests
- - Route high-intent leads
Tasks that require a human
- - Legal advice
- - Price guarantees
- - Unapproved availability commitments
- - Negotiation decisions
Appointment and lead workflow
Capture property preferences
Qualify budget and location
Schedule site visits
Route high-intent leads
Example transcript
Demo data
Caller
I would like to ask about a property visit and speak with someone this week.
SimplyVoxa
Certainly. I can collect a few details and help arrange the right next step.
Caller
Tuesday afternoon would be helpful if there is availability.
SimplyVoxa
Thank you. I will record that preference and prepare the appointment request for the team.
Integrations
- - CRM
- - Calendars
- - Webhooks
Safety and compliance note
The workflow should not promise availability, pricing or legal outcomes without human confirmation.
FAQ
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