Places callsGraph agentsaleslead qualificationsite visit

Property lead qualification & site visit

Qualifies property enquiries on budget, location and timeline, and books a site visit.

How it opens

The first line, in each language the template ships with. The agent answers in whatever language the caller uses.

Hindi

नमस्ते, मैं ‹your company› का एआई सहायक बोल रहा हूँ। आपने प्रॉपर्टी के बारे में पूछताछ की थी, क्या दो मिनट बात हो सकती है?

English

Hello, this is an AI assistant from ‹your company›. You enquired about a property; do you have two minutes?

Hinglish

Namaste, main ‹your company› ka AI assistant hoon. Aapne property ki enquiry ki thi, do minute baat ho sakti hai?

Qualification follows a fixed question order so every lead is scored the same way.

1
Greet and ask for two minutes
Disclose the AI assistant, mention their enquiry, ask if now is fine.
2
What they are looking for
Ask location and size, then own use or investment.
3
Budget and timeline
Ask the budget range in lakhs or crores and when they plan to buy; ask if a home loan is needed.
4
Match a project
Describe the one best-matching project in two sentences, read the indicative-price line.
5
Book the site visit
Offer a day and time within the visit days and save the booking.
6
No match
Say honestly that nothing matches now and offer to keep them posted.
7
Not interested
Thank them; no further calls.
8
Callback
Take a convenient time.
9
Hand over
Transfer to a sales advisor.
10
Close
Confirm what was agreed and thank them.

Filled in after the call, next to the transcript, summary and cost. Delivered by webhook and readable through the API.

Field	Question it answers
lead_stage	How warm is the lead?visit_booked · interested_later · no_fit · not_interested · callback · transferred
budget_range	What budget range did they state?
preferred_location	Which location do they prefer?
home_size	Which size (BHK) do they want?
purpose	Own use or investment?own_use · investment · not_said
timeline	When do they plan to buy?within_3_months · 3_to_6_months · later
visit_time	When is the site visit?
do_not_call	Did the person ask not to be called again?yes · no

No API yet? Keep the visit request in extraction; the sales team confirms the visit by call.

POST book_site_visit
Book a site visit for the lead.
POST save_lead
Save the qualification answers.
TRANSFER transfer_to_human
Transfer the call to the handover number. Leave it out when no number was given.

Knowledge base: the public project pages or brochure URL (amenities, floor plans, approvals).

Enforced by the platform's compliance toolkit, not left to the script.

AI disclosure: “This call is from an AI assistant of the company, about your property enquiry.”
Calling window: 10:00 to 19:00 in the recipient's timezone. Calls outside it move to the next start.
Transcripts: Masking: card, Aadhaar, PAN and account numbers are hidden before text is stored or sent on, keeping only the last four digits.
Do not call: If the person asks not to be called again, confirm it once, record do_not_call = yes and end the call politely. Tell the customer to add such numbers to the account's do-not-call list.

The form in Set up for me. Most fields have sensible defaults; what you leave empty, the plan marks clearly.

Your business

Company name, Projects and locations, Site visit days

Agent persona

Agent name, Languages, Voice, Tone

Calling rules

Call from, Call until, Timezone, Human handover number

Your systems

Your API base URL

Script and rules

What to collect, Lines that must be said, Never say or do

Type them into the test chat or a workflow test before any real call is placed.