Skip to content

Workflow guide

Support plan for real estate agencies

Answer listing, neighborhood, and viewing questions from the details your agency publishes. Offers, negotiation, and financing stay with your agents.

Build an agent for freeCheck available integrations

What the visitor sees

Questions to test

What the agent answers, and what stays with your team.

Use these questions as test prompts. Each one should be answered from the source under it. Account-specific answers need authentication and a supported connection.

Listings assistant

Planning sample

Answer from approved sources

  1. 01
    What are the HOA fees for the Elm Street apartment?Elm Street listing
  2. 02
    How far is the nearest train station?Neighborhood guide
  3. 03
    Can I bring a contractor to a viewing?Viewing policy
Boundary

Hand to your team

  • Offers, negotiation, and pricing advice
  • Financing and legal questions
  • Viewings that need an agent’s calendar
For example
Would the owner accept a lower offer on this home?
Planning guide. The examples on this page help you scope a test. They do not mean every provider, data source, or action is already connected.

Handoff rules

Write down where the agent stops.

When it does, your team sees the whole chat, not a summary.

  1. 01

    A buyer names a price

    The agent doesn’t negotiate. It hands the chat to the listing agent.

  2. 02

    Mortgage or financing questions

    The agent doesn’t give financial advice and passes the chat to one of your agents.

  3. 03

    A viewing at a specific time

    The agent collects a name and email so an agent can confirm the slot.

Not every job belongs to an agent. Emergencies, licensed advice, and decisions nobody has approved stay with people. See the stop conditions

What your team sees

A safer first version

Four steps, one pilot review.

Record a baseline before the test, use the same time window after it, and keep the result tied to your own conversation data.

  1. 01Choose one support job
  2. 02Add approved sources
  3. 03Set action and handoff rules
  4. 04Run a private test

Sample measurement checklist

Pilot review

Pilot review progress: 0/4

Questions before setup

Decide the rules before customers see it.

It answers from the listing pages you add. Add each listing as a website link, and remove it once the property sells so the agent stops quoting it.

Not directly. Agents can’t run calendar actions yet. The agent collects contact details or shares your booking link, and your team confirms the time.

Account-specific lookups and actions in another system need a supported integration and the right permissions. Check the integrations directory before including either in the workflow.

Use real questions with sensitive data removed. Compare each answer with the approved source, test the handoff, and record any missing or incorrect answer before making the agent public.

More workflow guides

Plan another support job.

All solutions

Test one narrow workflow first.

Start with five real questions, remove sensitive data, and compare every answer with the source your team approved.

Build an agent for freeTalk through your workflow

No credit card required