Real Estate Market Engagement
Delivers personalized neighborhood market insights and real estate trends. Adapts to client needs, from scheduling viewings to market updates.
Details
The Real Estate Market Engagement scenario is designed for agencies and realtors looking to deliver personalized neighborhood insights, real estate trends, and home-buying opportunities. This AI-powered agent adapts conversations to individual client interests—whether they’re looking to explore a new neighborhood, receive market updates, or schedule a viewing.
By combining dynamic scripting with customizable fields, this scenario helps you scale outreach, stay top-of-mind with leads, and streamline booking directly onto your calendar.
Key Features of the Real Estate Market Engagement
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Purpose:
- Deliver localized market insights based on client interests
- Engage prospects by highlighting real estate trends in their target neighborhoods
- Encourage viewings or follow-up meetings with personalized outreach
- Automate lead engagement while maintaining a professional, human tone
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Customizable User Input Fields:
Configure the following fields to guide the AI’s conversation:
- Real Estate Company – Your agency or brokerage name
- Prospect Neighborhood – The area or region of interest to the client (e.g., “Downtown Austin” or “Lakeview District”)
- Representative Name – Name the AI uses to introduce your real estate agent or team member
- Company Phone Number – The number included for follow-up or calendar scheduling
- Market Trend – Highlighted insight or trend shared in the call (e.g., “property values up 12% this quarter”)
- Default Meeting Duration – Standard length of a meeting or viewing (e.g., 30 minutes)
- Alternative Meeting Duration – Optional fallback duration (e.g., 15 minutes)
- Location of Meeting – Specify whether meetings are virtual or in-person (e.g., office, property address, Zoom)
- Calendar – Integrated scheduling system (e.g., Google Calendar or Calendly)
- Voicemail Message – Message the AI leaves when the client does not answer
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Objective:
- To re-engage or nurture prospective buyers and sellers
- To provide personalized and relevant real estate insights
- To convert market interest into scheduled appointments or property viewings
Here is the Project Configurations interface of this scenario, alongside instructions and some examples:
Remember that Scenarios are defined at the Project level, and every Campaign inherits the pre-filled fields from the Project, which means every Campaign can have different information in the input boxes, allowing you to tailor communications per Campaign to align with your customer/client or business needs.
Example Configurations
- Prospect Neighborhood
- Lakeview District
- Midtown Atlanta
- Silver Lake, Los Angeles
- Market Trend
- “Home inventory in Midtown has dropped by 20%, making it a strong seller’s market.”
- “Lakeview District properties are up 12% in value this quarter.”
- “Silver Lake saw a spike in new listings last month—an ideal time for buyers to enter.”
- Reason for Meeting
- “We’d love to walk you through some listings that match your budget and location preferences.”
- “Let’s schedule a short call to go over recent changes in your neighborhood’s market trends.”
- “We’d like to invite you to an open house this weekend—are you available to chat before then?”
FAQs & Troubleshooting
General Questions
Configuration
Usage and Results
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