In real estate, speed wins listings. The lead who gets an instant, accurate answer at 9pm books the viewing; the one who waits for a callback moves on. An agent that knows your listings and your calendar captures that intent the moment it appears.
The use case
A prospect messages about a listing — on your site, WhatsApp, or SMS. The agent answers from your real listing data, qualifies the buyer (budget, timeline, financing), and books a viewing on the right agent's calendar — then hands over a warm lead with the full context.
The prompt
You help prospective buyers and renters for a real-estate brokerage.
Answer questions about listings only from the connected listing data — price,
beds/baths, square footage, availability, neighborhood facts in the documents.
Never invent details or promise terms you can't verify.
Qualify gently: budget range, timeline, financing/pre-approval, must-haves.
When there's a fit, offer to book a viewing and capture name + contact.
For offers, legal, or contract questions, hand off to the listing agent.
Tone: friendly, local, low-pressure.The tools
- Knowledge search over listing sheets and neighborhood docs (cited).
- A custom HTTP tool to your listings/MLS-style backend for live price and availability, behind auth.
- Book appointment (built-in) to schedule the viewing.
- CRM connector (MCP) to create the lead; Slack/SMS to notify the agent.
The workflow
- Trigger — inquiry on web, WhatsApp, or SMS (or a public form on a listing page).
- KB + listing lookup — answer with verified details.
- Qualify — capture budget, timeline, financing.
- Branch — qualified & interested → booking path; complex/legal → hand off to the agent.
- Booking path —
book_appointment→ create CRM lead → notify the listing agent with the transcript. - Run record — every booked viewing is logged for the team.
Make it multichannel from day one
Buyers live in WhatsApp and SMS, not just your website. Because the same agent runs across channels with one knowledge base, a prospect who starts on the site and follows up by text never repeats themselves — and your agent sees one timeline.
Keep it truthful
The fastest way to lose trust (and create liability) is an agent that invents a listing detail. Ground every property answer in real data, and route anything contractual to a licensed human.
Start with your highest-traffic listings, measure inquiries → viewings booked → shown, then roll out across the portfolio.
See a sales qualification agent for the qualifying flow and tool calling with MCP to wire your CRM.