Real Estate use case

Outbound Nurture Agent AI Agent

Automate outbound lead nurturing across WhatsApp, Voice, Email while improving reactivation rate and reducing drop-offs.

Example: Outbound Nurture Agent that shares new launch updates, inventory alerts, and limited-time offers.

Channels: WhatsApp · Voice · Email Outcomes: Improved reactivation · increased booking conversion
Enterprise security
Prebuilt integrations
Go-live in weeks
Omnichannel
Teams

Sales Ops, Site Visit Ops, CRM Ops, CX

Entry points

Website widget · Inbound number · WhatsApp deep link · Email · Walk-in lead form

Deployment

Secure actions, supervised handoff, and full audit trails.

Who it's for

Built for teams that need speed and control

Sales Ops Site Visit Ops CRM Ops CX WhatsApp Voice Email Website widget Inbound number WhatsApp deep link Email Walk-in lead form
What it does

Outcomes-first jobs your buyers care about

Segment dormant leads

How: Filters by budget, location, and timeline.

Outcome: Better targeting

Share new launches

How: Sends brochures and project highlights.

Outcome: Reactivation

Send inventory alerts

How: Notifies about unit availability.

Outcome: Faster decisions

Schedule follow-up

How: Books call with sales rep.

Outcome: Higher conversion

End-to-end workflow

Step-by-step flow buyers expect to see

  1. 1

    Trigger: dormant lead

    No activity for 30 days.

  2. 2

    Outreach

    Personalized WhatsApp or call.

  3. 3

    Engagement

    Share project collateral.

  4. 4

    Action

    Schedule call or visit.

  5. 5

    Exceptions

    Low intent to drip.

  6. 6

    Wrap-up

    CRM update.

Sample conversations

Real scenarios with clear resolution paths

Scenario A: Happy path: reactivated WhatsApp

Agent: New 2BHK inventory opened in Phase 2. Interested?

Customer: Yes, share details.

CRM note: Reactivated lead. Details shared.
Scenario B: Edge case: budget mismatch Voice

Customer: It's above my budget.

Agent: I will notify you when lower-priced units open.

CRM note: Budget mismatch. Added to watchlist.
Scenario C: Escalation: high-intent Voice

Customer: I want to book this month.

Agent: Connecting you to sales for priority handling.

CRM note: High-intent lead escalated.
Integrations

Systems connected with secure actions

Systems of record

CRM, Inventory, Lead routing

Service stack

Ticketing, Knowledge base

Comms

Voice, WhatsApp, Email, Web chat

Action tools

Site visit scheduling, Document upload, Payment links, CRM, Project collateral, Calendar

Supported methods: API · Webhooks · RPA fallback Data sync: Read + write
Guardrails & controls

Enterprise readiness built in

Role-based access with OTP or SSO for sensitive actions
PII redaction and masked views for IDs and payment details
Policy-locked response blocks for compliance language
Sentiment and risk thresholds that trigger human takeover
Full transcripts, action logs, and disposition codes
QA sampling, scorecards, and prompt/version control
KPIs & measurement

What you will improve

Lead qualification

Leads meeting budget and intent criteria.

Site visit show rate

Scheduled visits attended.

Time-to-first-response

Speed of first response.

Booking conversion

Qualified leads to bookings.

Documentation TAT

Time to complete paperwork.

Loan approval TAT

Time to loan approval for buyers.

CSAT/NPS

Customer satisfaction with sales and support.

Drop-off rate

Leads lost at each funnel stage.

Configuration

Flexible to your policies, tone, and tools

Intents and flows
Tone and brand voice
Knowledge sources (FAQs, SOPs, policy docs)
Eligibility and routing rules
Dispositions and tags
Languages and accents (voice)
Business hours, SLAs, and fallback policies
Implementation plan

A phased rollout with clear deliverables

Week 0

Discovery + call listening

  • Workflow map and intent list
  • SOP alignment and compliance notes
  • Success metrics and QA plan
Phase 1

Pilot on 1 channel + 1 workflow

  • Agent prompts and guardrails
  • Test cases and failover scripts
  • Live dashboard with baseline KPIs
Phase 2

Expand intents + integrate systems

  • System actions and data sync
  • Multi-channel coverage
  • Supervisor playbooks
Phase 3

Optimize + scale

  • Continuous QA coaching
  • A/B tested prompts and flows
  • Governance and reporting
FAQs

Buyer objections, answered

How do you handle exceptions?

The agent routes exceptions to a human with full context, suggested next steps, and a clear disposition.

What happens when the agent is unsure?

It asks clarifying questions, consults the approved knowledge base, or escalates based on confidence thresholds.

Can we restrict what it can say or do?

Yes. Guardrails lock sensitive responses and require approvals for authenticated actions.

How are transcripts stored?

Transcripts and action logs are stored with retention controls and audit access.

How does handoff work with our CRM or ticketing?

The agent writes structured notes, tags, and next steps directly into your system of record.

What languages and accents are supported for voice?

Major Indian and global languages with configurable voice and accent options.

See this agent live on your workflow

See the agent live with your data, policies, and channels.

Deploy an AI-supervised agent for your highest-volume workflow.

We consult, design, build, and manage the agent end-to-end.