> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getsmartalex.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Real estate call flows

> How a real estate AI voice agent answers listing enquiries, qualifies buyers, books viewings, and hands off to the listing agent.

A real estate AI voice agent answers the phone for an agency, works out which property the caller is asking about, qualifies them on budget and area, books a viewing in the right agent's diary, and hands off with a full brief. It does the qualify, book, and hand-off work in a single call, so no lead is lost and no callback is needed.

## The typical call

```mermaid theme={null}
flowchart LR
    A(["Caller rings in"]) --> B["Greet and identify the property or need"]
    B --> C["Qualify: budget, area, timeline"]
    C --> D["Act: search the listing, book a viewing, capture the lead"]
    D --> E["Confirm details and send the SMS"]
    E --> F(["Close: brief the listing agent"])
```

## What the agent handles

The common caller intents for a real estate agency:

* Enquiring about a specific listing: price, bedrooms, address.
* Asking for more information before deciding to view.
* Booking a viewing for a property this week or weekend.
* Qualifying as a buyer or tenant: budget range, area, bedrooms, school preferences, timeline.
* Leaving contact details so an agent can follow up.
* Asking to speak to a specific agent by name.

## Tools it uses

These are built-in tools you switch on per agent. See [Agent tools](/essentials/agent-tools) for the full list and setup.

* **Search properties**: look up a listing by address, area, budget, or bedrooms.
* **Check availability**: read the listing agent's diary before offering a time.
* **Schedule viewing**: book the property viewing straight into the agent's calendar.
* **Send SMS**: text the caller a confirmation with the address and the agent's number.
* **Create lead**: capture the caller into your CRM with full context, name, budget, family situation, and school preference.
* **Notify listing agent**: alert the listing agent so they are briefed before the viewing.
* **Transfer call**: hand the caller to a specific person or extension when they ask for someone by name.

<Note>
  In one real 90-day window, lead capture rose from 55% of enquiry calls to 92%, and viewings booked per week went from 24 to 52.
</Note>

## Example call

> **Agent:** Hi, thanks for calling Pam Golding Sandton. How can I help?
>
> **Caller:** I'm calling about the property in Bryanston, the one on Rivonia Road.
>
> **Agent:** You mean the 4-bedroom at 147 Rivonia Road? Listed at R8.5 million.
>
> **Caller:** That's the one, yes.
>
> **Agent:** Beautiful home. Are you looking to view it, or wanting more information first?
>
> **Caller:** I'd like to come see it this weekend if possible.
>
> **Agent:** Absolutely. Who am I speaking to?
>
> **Caller:** Simon Goldstein.
>
> **Agent:** And what's your budget range, Simon? That helps us show you other similar homes.
>
> **Caller:** Eight to ten million.
>
> **Agent:** Perfect. The listing agent is Amanda Pillay. Let me check her diary for the weekend. She has 11am or 3pm Saturday, or Sunday 2pm.
>
> **Caller:** Saturday 3pm works.
>
> **Agent:** Booked. I'll send you the address and her number by SMS. If something changes, just reply to that message. Anything else on the search, area preferences, bedrooms, schools?
>
> **Caller:** Three kids in Crawford College, so ideally close.
>
> **Agent:** Perfect, I'll note that. Amanda will be briefed before you arrive.

In that one conversation the agent captured the lead, tagged the property of interest, booked the viewing, sent the SMS confirmation, and briefed Amanda. No manual capture, no fumbled routing, no callback.

<Card title="Conversation flow library" href="/telephony/conversation-flows" icon="arrow-left">
  Back to all six industry call-flow patterns.
</Card>