Lead Notifi · Real Estate Agencies

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Site-Visit Booking Bot for Real Estate on WhatsApp

Name: Lead Notifi
Address: IN
Price range: $$

A buyer replies to a listing broadcast wanting to see the property in person — the bot asks whether it's a new booking or a reschedule, genuinely branches either way, then locks a real calendar slot before a human ever gets involved.

Option 1

Build it as a Manual Bot

Splits into two real paths at the very first question: a New Visit books straight off a property shortlist, a Reschedule pulls up the existing booking reference first — both paths reconverge at date/time collection, a calendar hold, a CRM tag and branch-agent routing.

1.LogicTrigger

2.CommunicationQuick ReplyWould you like to schedule a new visit or reschedule an existing one? — branches into 2 paths: New Visit / Reschedule

3.InputDate InputPreferred visit date? (DD/MM)

4.InputTime InputWhat time works best? (e.g. 11 AM)

5.IntegrationGoogle CalendarSite Visit — {{name}}

6.LogicSet Tagvisit-scheduled

7.LogicTeam AssignmentNearest Branch Agent (Round Robin)

8.CommunicationQuick ReplyYou're all set! You'll get a confirmation message with the agent's name and number shortly.

START

Trigger

Keywords (Required)

site visit

schedule visit

book visit

reschedule

see the property

5 keywords

Quick Reply

Body Text (Required)

Would you like to schedule a new visit or reschedule an existing one?

69/1024

Buttons (Max 3)

New Visit

9/20

Reschedule

10/20

IF NEW VISIT

List

Body Text (Required)

Which shortlisted property would you like to visit?

51/1024

List Items (Max 10)

Property A — 2BHK Andheri

25/20

Property B — 3BHK Powai

23/20

Property C — Plot in Thane

26/20

IF RESCHEDULE

Text Input

Prompt (Required)

Please share your existing booking reference or registered phone number.

72/1024

Variable Name (Required)

booking_ref

11/60

Date Input

Prompt (Required)

Preferred visit date? (DD/MM)

29/1024

Invalid Message (Required)

That doesn't look like a valid date. Please try DD/MM.

54/200

Time Input

Prompt (Required)

What time works best? (e.g. 11 AM)

34/1024

Google Calendar

Event Title (Required)

Site Visit — {{name}}

21/100

Calendar (Required)

Connected: Google Calendar

26/100

Set Tag

Tag (Required)

visit-scheduled

15/60

Team Assignment

Assign To (Required)

Nearest Branch Agent (Round Robin)

34/100

Quick Reply

Body Text (Required)

You're all set! You'll get a confirmation message with the agent's name and number shortly.

91/1024

Advanced settings

Option 2

Build it as an AI Agent Bot

The assistant handles the entire booking-or-reschedule conversation in natural language — including a buyer who wants to change the property being viewed mid-conversation, which a fixed flow would need a whole separate branch for.

Real Estate Agencies

Online

hi I want to see the 2bhk in andheri this week10:01 AM

Sure! I can set that up. Do you have a day in mind, or should I suggest a few open slots?10:01 AM

suggest some slots10:01 AM

We have Thursday 11 AM, Friday 4 PM, or Saturday 10 AM / 3 PM — any of these work?10:01 AM

Unlike the manual bot above, this isn't one node in a flow — it's a separate AI assistant mode that takes over the entire conversation and replies in natural language until it's switched off.

Which fits this use case?

Manual bot: New Visit and Reschedule are two fixed, separate paths — fast and predictable, but a buyer who wants to add a SECOND property to the same visit mid-conversation (like the AI chat above) doesn't fit either path without derailing the flow.

AI agent: naturally handles stacking two visits back-to-back, changing the time after confirming, and adding extra visitors — all in one conversation, without needing a new branch built for each variation.

Best fit here: manual bot for a single, simple visit booking at high volume (broadcast follow-ups); AI agent when buyers are actively touring multiple shortlisted properties and want one agent to coordinate the whole day.

Frequently asked questions

Can the bot actually hold a real calendar slot, not just say it will?+

Yes — the manual flow's Google Calendar node creates a real tentative event the moment date and time are collected, which is what a Template node then confirms. The AI agent writes to the same calendar behind the scenes once it has a firm date and time.

What happens if the buyer picks a slot that's already booked?+

The Google Calendar integration checks for conflicts before confirming; a taken slot re-prompts for an alternate time rather than double-booking the agent.

Does rescheduling need a human to intervene?+

No — the Reschedule branch collects the existing booking reference and updates the same calendar event directly, so a visitor can move their own slot without anyone from the agency touching it.

Is this available on Instagram and Messenger, not just WhatsApp?+

Yes, the same Trigger → Quick Reply → Calendar flow runs identically across WhatsApp, Instagram DMs and Messenger.

Build this bot for your business

Set up either version — manual flow or AI agent — in minutes, on WhatsApp, Instagram or Messenger.

Start Free Trial →

Ready to get started?

Book a personalized 1:1 demo with our team or sign up for a free 14-day trial.

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Contact Us

[email protected]+91 8690061982 WhatsApp Support

Lead Notifi

Site-Visit Booking Bot for Real Estate on WhatsApp

Build it as a Manual Bot

Build it as an AI Agent Bot

Which fits this use case?

Frequently asked questions

Build this bot for your business

Ready to get started?

Book a personalized 1:1 demo with our team or sign up for a free 14-day trial.

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