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Real estate / Custom plan

A Real Estate Lead Agent that follows the opportunity.

The custom agent can qualify buyer or seller intent, work from approved listing and CRM context, and coordinate the next step while the human agent remains in control.

Required configured flow

From response to an accountable next step.

  1. 01Input

    Lead arrives from website, Google Ads, or CRM

  2. 02Action

    Agent qualifies budget, location, and timeline

  3. 03Result

    Showing or consultation is booked

  4. 04Result

    CRM and follow-up are updated

Approved scope

An employee connected to the lead journey.

  1. 01Website, advertising, and CRM lead context
  2. 02Budget, location, timeline, and agent-status qualification
  3. 03Approved listing and service-area information
  4. 04Consultation or showing-request rules
  5. 05CRM write permissions when configured
  6. 06Human handoff for advice, negotiation, and representation

Commercial boundary

Custom plan

Scope, controls, integrations, testing, and pricing are defined after discovery.

Request discovery