All use cases
Business

Property enquiry assistant

Qualify buyers and book viewings while you're showing houses

Estate agents spend half their day answering the same questions about properties that are already listed online. A property enquiry assistant handles initial enquiries, answers questions about specific listings, checks buyer requirements and books viewings directly. It pulls from your property listings, area guides and mortgage calculator data. When a serious buyer comes through, the assistant captures their details, budget and preferred areas, then routes them to the right agent with all that context attached.

How it works

Here's what a real conversation with your Property Pro assistant looks like.

Property Pro

AI assistant

Have you got any 3-bed houses in Didsbury under 350k?
We've got three properties in Didsbury that match what you're looking for. There's a semi-detached on Wilmslow Road at £325,000, a terraced house on Barlow Moor Road at £299,950 and a new build on School Lane at £345,000. All three have off-street parking. Would you like me to book a viewing for any of these? I can also set up alerts if new properties come on in that area.

What you get

Knowledge sourced from property listings and area guides

Lead capture with budget, location and property type preferences

Meeting booking for property viewings

Webhook actions to update your CRM with new enquiries

Multi-channel deployment on website, WhatsApp and email

The outcome

Agents spend more time with serious buyers and less time on initial filtering. Enquiries get answered instantly even when you're out showing properties.

Set it up in 5 steps

1

Create an assistant with your agency's tone and local knowledge

2

Upload property listings and area guide content

3

Enable lead capture with buyer preference fields

4

Set up viewing booking as a meeting action

5

Deploy on your website and connect WhatsApp for mobile enquiries

How each feature helps

These are the platform features that make this use case work. Each one plays a specific role in delivering results.

Knowledge sources

You give your assistant information to learn from. Upload documents, paste URLs or connect cloud folders. The assistant reads everything, breaks it into chunks and uses the relevant bits when answering questions.

Actions

Actions let your assistant do things in the real world. Send an email, create a support ticket, update a CRM record or call any webhook. You decide which actions need human approval before they run.

Forms

Sometimes a structured form works better than a free-text conversation. You build the form once with the fields you need and it works everywhere: in the chat widget, on a standalone page and in email follow-ups. Submissions feed into your inbox and can trigger actions.

Outcome analytics

Don't just count messages. Track what actually matters: leads captured, meetings booked, issues resolved, handoffs avoided and cost per outcome. You'll see which assistants drive results and which need attention.

Ready to build yours?

Start with this example and customise it to fit your organisation. You'll have a working assistant in minutes.