Blueprint
Real Estate Sales
A blueprint for responding to buyer questions instantly and qualifying leads before handoff to an agent.
Data to provide
- Current listing data
- Pricing and availability
- Disclosures and contract documents
- Office hours and contact process
Workspace usage
- Lead conversations become threads agents can review
- Qualified leads and conversation summaries hand off as tasks
- Agents pick up a conversation without losing context
Expected workflow
- 1
Connect listing data
Add current listings, pricing, and availability to your Brain.
- 2
Activate a Sales Assistant
Configure it to answer listing questions and qualify leads.
- 3
Hand off to agents
Qualified leads are summarized and handed off inside AI Workspace.
- 4
Keep listings current
Update your Brain as listings change so answers stay accurate.
Setup checklist
- Connect or upload current listing data
- Add disclosure and contract documents
- Activate a Sales Assistant
- Activate an AI Receptionist for general enquiries
- Invite agents to AI Workspace
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