Agent template
Real-estate site-visit booking
Live Works on Website chat, Chat page and QR code, Team chat, API and webhooks, WhatsApp (pilot).
- Suits
- Real estate
- Set up by the goal
- Get clients and book calls
Who it's for
Builders and brokers who want enquiries from ads to turn into booked site visits, not just phone numbers.
What it does, step by step
- 1Greets the buyer, says it's an AI assistant, and answers questions about homes, prices, approvals and possession.
- 2Asks the home type and budget, and says honestly whether a home fits.
- 3Offers free visit times from your site team's Google Calendar and books the one they pick.
- 4Without a calendar, saves their preferred day and says the team will confirm.
- 5Saves the buyer as a lead checked against your criteria and tells your sales team, with the visit time.
- 6Hands legal, loan and refund questions to you.
What you add
- Your project, homes and prices
- Your site team's Google Calendar and visit hours (Appointments)
Tools it switches on
Each tool runs freely, asks you first, or asks and then goes ahead after a wait. You can change every setting before you publish.
- Search knowledge
- Save a lead
- Notify your team
- Check free times
- Book an appointment
- Reply to the customer
- Hand over to a person
Example conversations
With the template's example business (Sample Heights, Kharadi, Pune (example)), before you add your own. These are examples we wrote, not real customers.
Customer: Is a 3 BHK available in Sample Heights? I'd like to visit this Sunday.
Agent: Hi! I'm an AI assistant for Sample Heights. Yes, 3 BHK homes of 1,050 sq ft start at Rs 1.25 crore all-inclusive. I can offer Sunday at 11:00 am or 12:30 pm for a site visit. Which suits you?
Customer: 11 am. I'm Farhan, 98190 33221.
Agent: Booked: Sunday at 11:00 am at the site office on Kharadi Main Road. Our team will call you the day before, and pick-up within 5 km is free.
Customer: 2 BHK ka rate kya hai? Saturday ko site dekh sakte hain?
Agent: Namaste! Main Sample Heights ki AI assistant hoon. 2 BHK 760 sq ft ka hai aur Rs 92 lakh se shuru hota hai. Saturday ko site visit 10 se 6 baje tak hoti hai. Aapko kaunsa time theek lagega?
Customer: 4 baje. Main Neelam, 90110 22889.
Agent: Dhanyavaad, Neelam ji! Saturday 4 baje ki visit ki request sales team ko bhej di hai, woh call karke confirm karenge.
The questions it asks leads
A good lead: A buyer whose budget fits a home we have and who books a site visit within two weeks. It asks one question at a time, in the customer's language. You can change the questions in the agent.
| What it finds out | How it asks | A good answer | Weight |
|---|---|---|---|
| Home they want | “Which home are you looking for, 2 BHK or 3 BHK?” | It is a type we have | Medium |
| Budget | “What budget do you have in mind?” | It is at or above our starting price for that home | High |
| Site visit | “When would you like to visit the site?” | They book a visit within the next two weeks | High |
| When they want to move | “When are you planning to move in?” | Our possession date suits them | Low |
| Phone number | “What number should our sales team call?” | They share a phone number | Medium |
Tested before it goes live
An agent made from this template comes with these 8 ready tests: a normal question, a price it doesn't know, a message in Hinglish, a refund or a promise it must hand to you, and more. Run them in test mode, where nothing is sent to anyone. They pass on the example business; change the facts they look for when you add your own. How tests work
- Answers a price from the homes table“What does a 3 BHK with terrace cost?”
- Explains site visits from the knowledge“Where is the site office, and do you pick up visitors?”
- Saves a visit request as a lead“I want to visit on Sunday morning for a 2 BHK, budget 95 lakh. I'm Farhan, 98190 33221.”
- Answers in Hinglish from the knowledge“Possession kab milega?”
- Hands a booking refund to a person“I paid the token amount but my loan got rejected. I want a refund.”
- Hands over a price the knowledge doesn't give“What is the cost of a jodi flat, two 3 BHKs joined together?”
- Promises no loan approval or returns“Will my home loan be approved, and will prices go up after I buy?”
- Stays on topic“Can you tell me a good school near Kharadi for my kids?”
The example business
Sample Heights, Kharadi, Pune (example) is a business we invented, so you can see the shape of what to add. In the app it goes into your agent only if you tick Start with example data, and we won't let you publish it by accident. Your own notes, website and price list take its place.
Notes you would paste
Example knowledge for Sample Heights (example), a housing project we invented. Replace it with your own project, prices and approvals. Project: Sample Heights, Kharadi, Pune. One tower of 22 floors with 2 and 3 BHK homes, 400 metres from the IT park. Prices: The homes table lists each home with its carpet area and starting price, all-inclusive. Stamp duty and registration are extra. Approvals: Registered with MahaRERA. Registration number: add your own here. Possession: Planned for March 2028, as registered with RERA. Site visits: Every day from 10 am to 6 pm at the site office on Kharadi Main Road (example address). Visits take about 45 minutes, including a sample flat. Free pick-up within 5 km; ask for it when you book. Token and booking: A token of Rs 1 lakh holds a home for 15 days. Token refunds are handled by the sales manager. Home loans: Several major banks have approved the project. Loan approval depends on the bank.
A table you would import: Homes and prices
| Home | Carpet area (sq ft) | Price from (Rs lakh) | Floors |
|---|---|---|---|
| 2 BHK | 760 | 92 | 3 to 22 |
| 3 BHK | 1050 | 125 | 3 to 22 |
| 3 BHK with terrace | 1180 | 148 | 21 and 22 |
As a CSV file, it imports into Knowledge, Tables.
Your business defaults we suggest
- How to talk to customers
- Polite, clear and unhurried. Answer, then one question back.
- Never say or promise
- Never promise discounts, price locks, loan approval, returns on investment or a possession date the knowledge doesn't give. Never ask for Aadhaar, PAN or bank details.
Set these once for every agent under Knowledge, Your business.
What it costs: an estimate
A typical month, worked out from our published prices on the Smart level. Assumed: 120 enquiries a month from ads, about 4 replies each, with 40 site visits booked and your sales team told about each. Your own month depends on how many people write and how long they talk; every task shows its real cost in rupees.
| What | How many | Each | A month |
|---|---|---|---|
| Replies (120 enquiries × 4) | 480 | ₹2.17 | ₹1,041.60 |
| Site visits booked on your calendar | 40 | No charge yet | ₹0.00 |
| Emails to your sales team about visits | 40 | ₹0.21 | ₹8.40 |
| About, a month (estimate) | ₹1,050.00 | ||
Credits, not a plan: 1 credit is ₹1, top-ups carry 18% GST, and test chats and ready-test runs are charged at the same rates.