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A real-estate brokerage · Real estate brokerage

WhatsApp AI agents that qualify brokerage leads as they arrive

Leads are qualified on WhatsApp as soon as their details come in, then handed to the brokerage’s own agents.

WhatsApp as a brokerage's main channel for outreach and lead qualification. WhatsApp AI agents work from its listings, qualify leads as details arrive and hand them to its real-estate agents.

What it solves

The problem, and what runs now.

  • The problem: A new lead's details come in and wait until someone gets to them.

    What runs now: Qualification on WhatsApp starts as soon as a lead's details come in.

  • The problem: A conversation without the listings cannot talk about real stock.

    What runs now: The brokerage's listings are connected, so the conversation works from real stock.

  • The problem: Qualifying a lead in chat helps little if the agent never sees the conversation.

    What runs now: Qualified leads go to the brokerage's agents, with everything in the CRM.

How it runs

Step through the workflow.

  1. Lead arrives

    Qualification starts when the details come in

    WhatsApp is the brokerage's main channel for communication, outreach and lead qualification. Qualification starts as soon as a lead's details come in.

    • Built on the WhatsApp Business API (WABA)
    • Used for outreach as well as qualification

  2. WhatsApp agent

    AI agents working from real listings

    AI agents hold the conversation with the lead. The brokerage’s listings are connected, so the conversation works from real stock, and its own agents pick the conversation up from there.

  3. Qualified

    Leads qualified in the conversation

    The lead is qualified inside the WhatsApp conversation, from the moment their details arrive, before a real-estate agent steps in.

  4. Into the CRM

    Everything lands in the CRM

    WhatsApp is integrated with the brokerage's CRM. The lead and the conversation land there.

  5. Agent handover

    Handed to the brokerage's agents

    Qualified leads are handed over to the brokerage's real-estate agents. The agent starts with the conversation and the lead's details already in the CRM.

What we built

Services

  • WhatsApp Business API
  • WhatsApp Integration
  • AI Agent
  • Lead Qualification
  • Systems Integration

Stack

  • WhatsApp Business API

The full write-up

The problem

For this brokerage, WhatsApp is the main channel for communication, outreach and qualifying leads. The conversation has to start as soon as a lead's details come in, work from property the brokerage actually has, and leave its agents with what they need to take it further.

What we built

WhatsApp agents on the WhatsApp Business API (WABA) take the conversation as soon as a lead's details come in. They are connected to the brokerage's listings, so the conversation works from real stock.

WhatsApp is integrated with the CRM, so the conversation lands there. Once a lead is qualified it is handed to one of the brokerage's real-estate agents, who picks it up with the conversation and the lead's details already in the CRM.

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