Use case
An AI chatbot for real estate agents
Last updated by Venu Gopal Reddy Muvva, Founder, Surge Software Solutions
Who this is for
This is for real estate agents and small agencies. Buyers ask the same things about each project: price range, size, location, possession date, parking, loan help. They often message at night, and a slow reply can mean a lost lead. You want the basic questions answered from your own brochures, the buyer's details saved, and serious buyers sent to you or a site visit.
How to do it in CustomerReplies
- Sign in and add your website. Sign in at /sign-in with an email code. In onboarding, type your website address so the agent reads your listings.
- Upload your brochures. On the Sources page, upload project brochures and price sheets as PDF or Word files, or add Q&A pairs.
- Test in the Playground. Ask the questions buyers ask. Fix any wrong answer once so the agent uses your words.
- Turn on lead capture. Under Actions, turn on lead capture so the agent saves the buyer's name and phone number.
- Connect booking. Under Actions, connect Calendly or Cal.com so buyers can book a site visit in the chat.
- Go live. Paste the script tag from the Widget page into your site and connect WhatsApp on the Channels page.
- Set hand-off. On the Hand-off page, choose when you should take over and get alerts on Telegram or email.
Answers from your own listings
The agent answers only from your pages and files, with a link to the source. If a price is not in your sources, the fact guard marks the answer as low confidence. This matters when prices change often.
Keep your price sheets current. If they live on your website, the agent can re-read the site daily or weekly.
Leads and site visits
Lead capture saves the buyer's details. You can see your leads in CustomerReplies and export them as a CSV file. You can also send new leads to your own system with signed webhooks or the REST API.
With Calendly or Cal.com connected, the agent can book a site visit at a time you have made available.
What you pay
The first 3 months are free. After that you pay only for what you use, at our cost — no markup. Monthly plans are coming soon.
When CustomerReplies is not the right tool
CustomerReplies is not the right tool if you need a full real estate CRM to manage your sales pipeline. It captures leads but does not track deals. It is also not right if your buyers need replies in Hindi or another language; it understands them but answers in English. It does not take phone calls today, since phone calls are in Beta and need a paid add-on that is not available yet.
Questions
Does it work on WhatsApp?
Yes. You connect your own WhatsApp Business number with your Meta app token on the Channels page.
Can it book site visits?
Yes, through Calendly or Cal.com. The buyer picks a time you have made available.
Will it quote the wrong price?
It answers only from your sources. If a price is not in them, the answer is marked low confidence. Keep your price sheets up to date.
How much does it cost?
The first 3 months are free. After that you pay only for what you use, at our cost — no markup. Monthly plans are coming soon.