Property Enquiry Voice Agent — Real estate agency (confidential)
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Property Enquiry Voice Agent

Real estate agency (confidential)

Inbound AI receptionist that answers caller questions about listings from the website, qualifies buyers and sellers, and pencils in provisional slots synced to the CRM.

Overview

Answer every call. Capture every lead.

A real estate agency was missing inbound calls while agents were busy on active deals. Buyers rang about online listings. Sellers wanted a fresh opinion. The same questions kept coming up again and again.

We built an inbound AI voice agent that picks up the agency line, answers from live listing data, walks callers through buyer or seller flows, and saves structured records to Monday.com. SMS and email follow up goes out after each call.

Client
Real estate agency (confidential)
Service
AI Voice Agents
Call type
Inbound
Voice platform
OpenMic
CRM
Monday.com
Availability
24/7
The Challenge

Too many calls, not enough people

Every listing on the website brings calls. Buyers ask about price, bedrooms, and viewings. Sellers who have been listed too long want a new valuation. Even simple questions still need someone to answer, log, and follow up.

Agents were sorting calls by hand and typing the same details into the CRM again. Leads slipped away after hours when nobody picked up. The agency needed one inbound line that could qualify intent, answer from real property data, and pass on a complete record, not a rushed note.

The Greeting

A hello that fits the time of day

Before the agent speaks, a webhook sets the right greeting for Europe/London time: morning, afternoon, or evening. Callers hear a natural hello, not a stiff script.

Recording consent is handled by the IVR upfront, so the voice agent does not repeat it. The conversation starts with context, not legal small print.

InboundcallGreetingwebhookOpenMicRouterBuyerSellerFAQEscalateMonday.comSMS +email
Call qualified · Monday.com synced · SMS + email sent
End-to-end inbound flow from caller to qualified record and automatic follow-up.
Buyer Flow

Find out what they want first

When someone wants to buy, the agent opens with a timeline question before collecting contact details, requirements, and finance status.

A duplicate check on postcode and name stops returning callers from starting over. The backend builds a HotScore from what was captured, and the agent offers a tentative viewing slot, Tuesday morning or Wednesday afternoon, until a person confirms after the call.

Seller & Valuation

Valuation calls, only where you operate

Seller and valuation flows only run when the caller's position and postcode sit inside the agency coverage zones, for on market or off market sellers in primary and secondary areas.

The agent asks how the sale is going, listens for pain points, and offers a second opinion valuation. If the caller hesitates, it uses the full pitch before moving on. When they agree, it captures two time windows and access notes, held as provisional until a person confirms later.

FAQ & Property Lookup

Answers from the listing, not guesses

For general questions and property enquiries, the agent pulls from a knowledge base or live property API: bedrooms, price, availability, and common agency FAQs in natural conversation.

When it is not sure, it does not make something up. It promises to check and follow up by text or email while the backend fills the gap.

2:14 PMInbound

Property Enquiry Agent

00:24

AgentGood afternoon, welcome to the agency. How can I help you today?
A real inbound call answering from listing data, qualifying the buyer, and pencilling a provisional viewing slot.
Escalation & Handoff

Hand off to a person when needed

Unclear answers, tricky requests, or a direct ask to speak to someone triggers escalation. The agent writes a structured summary and routes the call for human follow up.

No awkward silence and no dropped calls. Every escalation lands in the CRM with enough context for an agent to continue smoothly.

CRM Sync

Clean records, not messy notes

When a call ends, OpenMic sends the full payload to a backend that upserts into Monday.com with separate field sets for buyers and sellers.

Buyers get name, contact, postcode, timeline, HotScore, budget range, bedroom count, mortgage status, provisional slot, and a call summary. Sellers get position, days on market, viewing and offer history, valuation status, access notes, and the same summary field. SMS and email confirmations send automatically after sync.

Capabilities

Inbound coverage without hiring more staff

3Caller journeys automated
2Provisional windows per valuation
100%Calls synced to CRM automatically
24/7Inbound line coverage

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