Module · AI on call
4 featuresGroup: Sales and clientsQuestions: 2
What it does
What AI on call does
Answers when the agent cannot
Forwarding from the agent's mobile. When nobody picks up, the assistant takes the call in your agency's name.
A conversation, not a recording
Asks what the caller needs, which listing, their name and when to call back, and answers from the information you provide.
Lead in the CRM
After the call a new lead with number, name and summary appears in Leads, assigned to a chosen agent or the office pool.
Test call before going live
Rehearse the conversation in settings and adjust the greeting before a client hears it.
The problem
Why this hurts
An agent in a viewing cannot pick up, and the caller from a listing does not leave a message: they call the next agency.
Who it is for
For agencies that show many properties and lose calls from listings. Requires a Twilio phone number, which we help to connect.
Questions
Before you ask
The questions that come up about this module on the first call.
Does the caller know it is AI?
The assistant introduces itself as the agency's assistant. It does not pretend to be the agent and does not make promises on their behalf.
What does it cost?
Each turn uses AI credits from the agency pool, plus the operator's number and call fees.
The rest of the system
Sales and clients
Everything between the first phone call and a signed contract.
Client CRM
A client database that stays with the agency
Leads from ads
A Facebook lead reaches an agent, not a spreadsheet
Buyer requirements
Record a buyer once, let the matches find themselves
Day plan and activities
The agent knows what to do today before opening their phone
Deal board
All clients and listings on one board
Automations
Things that happen on their own when something changes
See it on your own data
A 30-minute call. I will show what ai on call would look like in your agency, on your clients and your commission model.