SalesMulti-step flowIndiaEnglishHindi

Real-estate site-visit booker

Qualifies property enquiries (budget, configuration, location) and books a site visit, then sends the confirmation and location on WhatsApp.

Runs on web, telephony.

Use this template Install free · connect your tools · go live

Last updated 2026-06-25

The conversation flow

Real-estate site-visit booker is a multi-step flow agent. Each box is a stage in the conversation; the agent moves along the labelled paths based on what the caller says.

wants a visitnot nowGreetStartCapture requirementsStepBook site visitStepEnd callThank you! You'll receive t…

How the agent opens

“Namaste! Thank you for your interest in our properties. May I know which configuration and budget you're looking for?”

How it works

  1. 1
    Greet

    Welcome the caller and ask what kind of property they're looking for.

  2. 2
    Capture requirements

    Capture {budget}, {configuration} and {location}, plus possession timeline. Recommend a matching project. Keep it warm and unhurried.

  3. 3
    Book site visit

    Offer a site visit. Use share_booking_link to let them pick a slot, then use send_whatsapp to send the confirmation and location.

Tools & integrations it uses

More Sales templates

Frequently asked questions

What does the Real-estate site-visit booker agent do?

Qualifies property enquiries (budget, configuration, location) and books a site visit, then sends the confirmation and location on WhatsApp. On a call it can send booking link and send whatsapp. You install it, connect your tools, and it's ready to take or make calls.

How does the Real-estate site-visit booker agent handle a call?

It follows a guided flow: greet, capture requirements, and book site visit. Each step has its own instructions, so the agent stays on-track and hands off or ends the call cleanly.

What do I need to connect for the Real-estate site-visit booker agent?

Connect Calendly, WhatsApp (built-in), Plivo WhatsApp, WhatsApp Cloud API (Meta), AiSensy, and GupShup so the agent can act during the call, then point a phone number or the web widget at it.

What channels and languages does Real-estate site-visit booker support?

It runs on web and telephony, in EN and HI. You can change the voice and language in the builder.

How quickly can I launch the Real-estate site-visit booker agent?

Minutes. Install the template, connect your tools and number, test it in the browser, then publish, and new accounts get free signup credit to try it.

₹300.00 free credit on signup

Launch the Real-estate site-visit booker agent

Sign up free and get ₹300.00 in credit — no card required. Connect your number, pick a template, and go live in minutes.