Property Lead Qualification Voice Agent

• Head of Sales or Presales
• Presales Team Lead
• Digital Marketing Head
• CRM Administrator

A launch campaign can bring hundreds of enquiries a day from property portals, Meta lead forms, Google ads and the project website. Presales teams call them as time allows, many leads are not reached while their interest is fresh, and the first conversation is spent on the same questions each time.

We build a voice agent that calls each new enquiry soon after it arrives, within the calling windows you set, introduces itself as the developer's AI assistant and holds a natural conversation in Hindi, English or Hinglish. It confirms the project, configuration and budget, whether the buyer plans to live in the home or invest, the timeline, home-loan needs and preferred visit dates. It answers factual questions only from an approved project fact sheet: RERA number, location, configurations, carpet areas, amenities and the declared possession date. Qualified buyers get a site visit booked or a warm transfer to presales, and the CRM receives the transcript, a summary and a score.

• Outbound calling of new leads from portals, Meta and Google lead forms and the website, within set windows
• Natural conversation in Hindi, English and Hinglish, with regional languages where testing supports them
• Qualification on configuration, budget, purpose, timeline, loan need and location preference
• Answers grounded in an approved project fact sheet, including the RERA registration number
• Site visit booking, or warm transfer to a presales executive during working hours
• CRM update with transcript, structured fields, lead score and next action

1. 01Receive the leadA new enquiry arrives in the CRM from a portal, ad form or website, and duplicate or opted-out numbers are filtered.
2. 02Place the callThe agent calls within the configured window, identifies itself as an AI assistant and confirms the enquiry.
3. 03Qualify and answerIt asks qualification questions and answers factual queries from the approved fact sheet only.
4. 04Decide the next stepBased on fit and intent, it books a site visit, offers a callback or marks the lead as not suitable, with the reason.
5. 05Hand over warm leadsHigh-intent buyers, price negotiations and complex questions are transferred to presales with a short summary.
6. 06Update the CRMTranscript, structured answers, score and next action are written to the lead record.

1. Lead intake
   • CRM webhook for new leads
   • Duplicate, DND and opt-out checks
2. Voice runtime
   • SIP or cloud telephony
   • Speech recognition for Hindi and English
   • Text-to-speech voices
3. Conversation and knowledge
   • LLM dialogue manager with qualification script
   • Approved project fact sheet
   • Response guardrails
4. Handover and scheduling
   • Warm transfer to presales
   • Site visit calendar
5. CRM and analytics
   • CRM update API
   • Call recording and transcript store
   • Lead source and outcome reports

Presales executives take every warm transfer and handle price, discount and negotiation. The sales head approves the fact sheet and script before go-live and again after every price or offer change.

• Real estate CRM such as Salesforce, LeadSquared or Sell.Do
• Cloud telephony such as Exotel, Knowlarity or Twilio
• Property portal and Meta lead form feeds
• WhatsApp Business API for visit confirmations
• Google Calendar or the CRM's scheduling module

• Discloses that it is an AI assistant at the start of every call
• Quotes no final prices, discounts or offers beyond the approved fact sheet
• Makes no claims about appreciation, rental yield or investment returns
• Never states a possession date other than the one declared in the RERA registration
• Respects calling windows, DND preferences and opt-out requests

• Outbound calling is configured to respect TRAI commercial communication rules and your customer consent records.
• Call recordings and transcripts are personal data under the DPDP Act 2023 and follow agreed retention periods.
• Statements about the project stay consistent with its RERA registration details.

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