A WhatsApp assistant for property agents
Property enquiries arrive from listings, ads and Instagram at any hour. Most start the same way: is it still available, what's the price, can I view it. doTask answers from your listings, asks what an agent would ask, books the viewing, and passes serious leads to a person.
WhatsApp for real estateWhat customers ask
- Is the 3-room unit still available?
- What's the rent and the deposit?
- Can I view it this Saturday?
- Is it freehold?
- Are pets allowed?
- Can an agent call me?
An example
Hi, is the 3-room unit at Residensi Seri Maju still for rent?
Yes, it is listed at RM 2,300 a month, partly furnished. When would you like to move in?
Early next month
How many people will be staying, and do you have any pets?
2 people, no pets
Thank you. I can arrange a viewing. Saturday has 11:00 am or 2:00 pm. Which suits you?
11am. I'm Jason, 012-345 6789
Booked: viewing on Saturday at 11:00 am. Your code is R2M8TF. The agent will bring the tenancy details.
Listings the assistant can quote
Add listings as text, website pages, files or Google Docs under AI Agent → Knowledge → Data sources. A list of units can also live in a Google Sheet under AI Agent → Knowledge → Products, re-read every hour. The assistant never names a unit that is not on the list.
The buyer template carries the rule “Never quote a price that is not in the sources; say the agent will confirm.” Keep it on.
Qualify buyers and tenants
Two question set templates are ready. Qualify a property buyer asks about purpose, area, budget, timeline, financing and a phone number. A qualified buyer is tagged hot-lead and handed to an agent. Rental enquiry asks for the move-in date, rent, occupants, pets and tenancy length, then offers a viewing.
The assistant maps the customer's own words onto your choices, so “around 800k” becomes “500k to 1M”. Every answer is saved on the contact.
Viewings booked in the chat
Create a Viewing service as an appointment and add each agent as a resource with their own hours. Connect each agent's Google Calendar so their other appointments block those times.
Leads to the right people
- Routing assigns handoffs in turn, to whoever has the fewest open conversations, or to a department such as Rentals.
- Flows → Social replies can answer an Instagram DM keyword and ask for a WhatsApp number, saved with consent.
- Analytics → Leads counts new leads by channel.
- Any segment can be downloaded as a Meta or Google Ads audience.
Setting it up
- Connect WhatsApp and Instagram under Settings.
- AI Agent → Knowledge: add listings as data sources or a Google Sheet.
- AI Agent → Behavior → Question sets: start from Qualify a property buyer and Rental enquiry.
- Bookings → Resources: add each agent. Bookings → Services: add a Viewing.
- Settings → Routing and Settings → Departments: decide who gets each handoff.
- Bookings → Settings → Publish bookings.
Step-by-step guides: Procedures, Knowledge, Products, Workflows, Social replies, Takeover.
Which plan
Growth (RM 299 a month) fits an agency team: 5 seats, 10 staff calendars and 1,000 AI conversations. A larger agency fits Business (RM 599: 15 seats, no staff calendar cap). A solo agent can start on Starter (RM 129).
Every paid plan can also be paid annually, with two months free.
Questions
Will it quote a price it doesn't know?
No. It answers only from your sources. The buyer template also tells it to say the agent will confirm any price not listed.
How does it tell a serious buyer from a browser?
You mark which answers qualify, such as budget and timeline. A qualified buyer gets your tag and is handed to an agent. Others get a different tag and closing line, and the chat carries on.
Do we need a new WhatsApp number?
No. Connect the number you already use. If it is on the WhatsApp Business app, you can keep the app as well.
Can an agent take over a chat?
Yes. Reply from the inbox and the assistant goes quiet in that conversation until you hand it back or the idle time you set passes.