A property agent should use confirmed project facts. When availability, a price or a possession date is not supplied, capture the question for the sales team instead of inventing an answer.
Start with the customer’s reason for calling.
A useful real estate workflow begins with one clear purpose. Tell the agent who it represents, why it is speaking to this person and what a useful next step looks like.
For inbound enquiries
- Explain project location, property types and visiting information you have approved.
- Capture questions that your sales team needs to answer.
Keep frequently used business facts up to date. Missing information should become a question for your team, rather than an invented answer.
For outbound conversations
- Understand residential or commercial interest and the preferred location.
- Capture interest in a site visit for your team to confirm.
Use a relevant introduction, check whether it is a good time and ask one question at a time. If the person is not interested or asks to end, keep the response short and respect that decision.
A natural first question
“Aap residential property dekh rahe hain, ya commercial?”
This is an example, not a complete production prompt. Tune it to the context of the enquiry and the wording your customers normally use.
Connect only the systems the workflow needs.
A CRM event, a live availability lookup or a WhatsApp follow-up needs the relevant API and permissions. Agree what is captured, which system owns it and what happens when an integration cannot complete the action.
Test before you expand.
Try corrections, an unexpected question and an interruption. Review the transcript and recording, confirm the next step and inspect the calling charge. A small tested workflow provides a better starting point than a long list of promised automations.