Distinguish buyers, sellers, and property questions
Ask what the caller wants to do: learn about a particular property, request a viewing, discuss selling, or reach an agent. A property address or listing reference helps the team identify the inquiry. Buyer timing and preferred area may be useful qualification fields when approved by the business.
Seller inquiries can capture the property reference and consultation preference. Avoid collecting unnecessary financial or sensitive personal information in a first reception call.
Use approved listing facts only
A caller may ask whether a home is still available or what it costs. The receptionist can only share current approved information available in its configured workflow. If status, price, or availability cannot be verified, capture the question for the agent. Do not convert an old description into a claim about today’s listing.
Treat a viewing as a request until confirmed
For example, “Caller asks to view the property on Oak Street Saturday morning” can include the listing reference, callback details, and preferred time. That does not establish seller access, agent availability, or a confirmed viewing.
Connected scheduling may support an approved consultation or showing workflow, but each required condition must be satisfied. Otherwise the agent receives a request to review. Confirmation language should match the action the system actually completed.
Route to the right person
Set destinations for listing inquiries, buyer consultations, seller leads, and existing-client messages. A live transfer needs an available, configured person. Between showings or after hours, a callback fallback can preserve the inquiry without promising that an agent is immediately available.
Match coverage to your business
Decide whether calls should route to AI only when staff are busy, outside office hours, or under another configured arrangement. Estimate connected minutes using your current call history and compare Launch at $199/month, Growth at $399/month, and Scale at $699/month. No setup fee. Cancel anytime.
Sample information to capture
Configure only the fields needed for this workflow. These are illustrative fields, not a real caller record.
- Caller and approved callback information
- Buyer, seller, or existing-client inquiry
- Property address or listing reference
- Preferred area or timeline, if approved
- Viewing or consultation preference
- Agent route and confirmed versus pending action
Questions about this workflow
Can it confirm listing availability?
Only if that information is verified in the configured workflow. Otherwise it captures the question for an agent.
Does a viewing request reserve the property?
No. A request is pending until the required scheduling and access conditions are confirmed.
Can it qualify a buyer?
It can gather approved inquiry fields for human follow-up. It does not make lending, eligibility, or other consequential decisions.