Enterprise DNA

Real estate · Worked example

Listing enquiry line for a real estate agent

Answers calls about any listing from the agency's own listing data, and books private viewings with the listing agent.

VoiceYour data Answers from your dataLead captureBookingSummaries
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The problem

Buyers call about listings while the agent is at an open home or in a negotiation. Missed calls mean missed buyers, and voicemails rarely get returned the same day.

How it works

  1. Answers calls on the agency's listing line
  2. Identifies the property the caller is asking about
  3. Answers from the listing data: open home times, sale method, land size, school zone
  4. Books private viewings into the listing agent's calendar
  5. Sends the agent the buyer's details and what they asked about

What it connects to

  • Listing database
  • CRM
  • Calendar
  • SMS
Sample conversation
  1. CallerHi, I'm calling about the house on Kauri Crescent. Is it in zone for the local high school?
  2. AgentYes, it's within the zone listed on the property file. It's being sold by deadline sale, closing on the 20th.
  3. CallerCan I see it before the open home on Sunday?
  4. AgentThe listing agent can do a private viewing Thursday at 5.15pm. Would that work?
  5. CallerPerfect.
  6. AgentDone. I'll text you the confirmation and send the agent your details.

Illustrative conversation. Names, numbers and details are made up.

Capabilities used

  • Answers from your data. Looks up live records in your own database and systems, not just documents.
  • Lead capture. Asks your qualifying questions and writes a clean record into your CRM.
  • Booking. Books, moves and cancels appointments straight into your calendar or booking system.
  • Summaries. Every conversation ends with a written summary, a transcript and the next step.
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