Use case
Real estate sales agents
Real estate developers lose deals every hour to slow lead follow-up. A Dezifi real estate agent qualifies leads the moment they land, syncs to CRM, and books a site visit before the prospect cools.
What you'll learn
- How to capture leads across channels in one funnel
- How to qualify a buyer without sounding like a script
- How to route hot leads to the right rep instantly
- How to keep CRM data clean from the first touch
The agent design
Real estate is conversational and time-sensitive. The agent has to feel like a helpful concierge while quietly enforcing qualification rules.
- 1
LLM choice
Claude Sonnet or GPT-4o for natural conversation in English and regional languages. Vision-capable for floor-plan and brochure questions. - 2
Tools
Salesforce or HubSpot CRM, WhatsApp Business via the connector, web chat widget on the listings site, Google Calendar to book site visits, Slack to ping the assigned sales rep. - 3
Guardrails
PII redaction in logs. Block price negotiations — the agent gives indicative ranges but commercial discussions go to a human. Never promise inventory; always verify against the CRM. - 4
Workflow shape
Trigger: new lead on website or WhatsApp. Step 1: agent asks budget, location, timeline, financing. Step 2: classify hot / warm / cold. Step 3: create or update CRM lead. Step 4: book site visit for hot leads, schedule callback for warm.
Tools to connect
- Salesforce or HubSpot — CRM for lead capture and rep routing.
- WhatsApp Business — the channel where most real estate leads actually engage.
- Web chat widget — embedded on the listings site for inbound enquiries.
- Google Calendar — book site visits directly against rep availability.
- Slack — alert the assigned rep when a hot lead is created.
How to set this up in Dezifi
- 1
Connect CRM and WhatsApp
Integrations → Salesforce (or HubSpot) → OAuth. Add WhatsApp via the WhatsApp Business connector with your verified number. - 2
Create the agent
New Agent → "Listings Concierge". Attach CRM, WhatsApp, Calendar, Slack. Use Claude Sonnet. Add a skill for property-catalog grounding from your inventory KB. - 3
Index your inventory
Knowledge → New Source → upload property brochures, floor plans and price sheets. Re-index whenever inventory changes. - 4
Apply guardrails
Block firm commercial commitments. Mask PII in logs. Add a rule: if the prospect asks for a discount, escalate to a human rep immediately. - 5
Build the lead-capture workflow
Trigger: web chat or WhatsApp message. Steps: qualify → create CRM lead → classify → route. Hot leads get a calendar invite and a Slack ping; warm leads get a scheduled WhatsApp follow-up.
Frequently asked questions
- Will the agent answer questions about prices and inventory?
- Indicative ranges yes, firm pricing no. Configure the agent to give ballpark numbers grounded in your inventory KB and route specific quotes to a human.
- How do we route to the right rep?
- CRM lead routing rules — typically by territory or project. The workflow assigns the lead in CRM and pings that rep in Slack with the qualification summary.
- Can it handle WhatsApp voice notes?
- Yes if you enable speech-to-text in the agent's voice configuration. The agent transcribes the note and treats it as text input.
- What languages can it support?
- 30+ languages out of the box. For Indian real estate, Hindi, Tamil, Kannada, Telugu and Marathi all work well. Configure a language allowlist if needed.