Project breakdown
This is a Concept Case Study: an illustrative build, not a client engagement. Results shown are design targets.
The problem
Sales representatives were manually qualifying incoming leads from portals, the website and WhatsApp, often hours after the enquiry arrived.
The solution
An AI agent automatically classifies each lead, asks qualifying questions, updates the CRM and triggers personalised follow ups and viewing offers.
How the system works
Every enquiry, whether it comes from a property portal, the website form or WhatsApp, is captured by a single intake workflow. The AI agent reads the message, identifies the property and intent, and replies within seconds with two or three qualifying questions.
Guardrails
- The agent never discusses price negotiations.
- Leads that mention urgent or sensitive situations are routed straight to a human.
- Every conversation is logged to the CRM timeline.
What this concept demonstrates
This is a concept case study showing the architecture we'd use for a midsize agency. Figures shown are targets, not measured client results.