Real estate agency, prime segment

First-contact agent for client enquiries

  • AI
  • Automation

Enquiries arrive from the website, by phone and through messengers. A broker spent time on the same opening questions — area, budget, size, time frame — and only then understood who they were dealing with and whether a meeting was worth their time.

An agent was developed to handle the first conversation: it answers basic questions, matches listings from the agency's database and establishes the parameters of the request. When a client is ready to view, the agent hands them to a broker together with the profile collected; while they are not ready, the conversation continues. The agent is trained on a body of the agency's working correspondence, so it replies in the manner used there rather than in templates.

How the data flows

Enquiry website, phone, messengers First conversation basic questions, matching listings Qualifying the request area, budget, size, time frame Handover to a broker together with the client profile collected While the client is not ready to view, the conversation stays with the agent
The diagram reproduces the logic of the system. The agency's name, the make-up of the listings database and the criteria for handing over to a broker are not disclosed.
The interface is reproduced for illustration. The agency's name, client names, listings and amounts are fictional; no client data is shown.

A broker joins the conversation when the client is already ready for the next step, and starts from a collected profile rather than a blank page.

All work