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Build a Lead Operating System for Real Estate agency

Before starting this My Agent has Each user memory, and each user's progress saved in the database like whenever any user came agin it started the chat where he/her left off.

Let's begin,{••}

I build a complete solution for Real estate agency

1.It has a agent that asks the question to each user and also having each user memory

2.Lead qualification agent that qualifying the lead it's rule based you can change as per your requirements

3.And the Follow up Automation

Let's understand each workflow deeply what actually it will do

For Lead qualification :

it will qualify the lead based on the given rules (No Ai, No hallucinations) just rules, For example you want only those leads who have 30L budget and timeline is 1Month than it's come to HOT LEAD and another lead have 90L budget timeline 1 year it will come in WARM LEAD.

Before diving into the Follow up automation, I used Meta api for sending messages using interactive list, that is dynamic changes according to the user's current_state

Follow up automation:

As we know that Meta starts the 24 Hours Window when user sends the message. and it will charge per messages after the 24 hour window if they sends the message again. So I utilize the 24 window cost effectively. this follow up automation checks rhe user state their intent (buy, rent,sell) check his state and send the question again where the user left off And you can set the time duration as your requirement for demo purposes I used 3Min the agent sends the follow up message every 3 mimutes and only if the user status is active if users give all the answers of the asked questions then it will not going to send the follow up message it only run when the user's state is active

For an example User A came Says I want to buy the property agent starts asking the questions and out of 5 questions user only answered 2 questions and Dissapeared then this automation will run and sends the follow up message to the user according to his current_state where he/her left of. The same user came again and give the answer of 3,4, Questions and again Dissapeared but again 1 question is still left then this automation will sends the follow up message again until they gives the all answers of all asked questions and you can reduce the no. Of questions it depends on you

And maybe you have one question in mind what if users wants to Restart the chat Or Talk to human, my system also solved this problem also We sends the button Or list that is hardcoded (2 Buttons) Restart or Talk to human if user wants Restart the conversation so they can just selecting the Restart button in the list and in the backend it will delete his all details and Restarts again

And everything in the Dashboard or Hubspot Any CRM software

submitted by /u/Big-Following6477
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