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Real estate playbook

Every showing booked before the buyer rings a competitor

Your genie collects the buyer's requirements and preferred time, checks your agent availability, and books the showing. No phone tag, no missed slots — the property gets seen by the right buyer at the right time.

  • Showing requests get lost when agents are at another property or in a meeting
  • Phone tag means the buyer books with the next agent who answered
  • Double bookings and gaps when the showing calendar is informal
  • Agents retype the same buyer details into the CRM after every call
The architecture

Showing booking is a data flow: capture buyer and requirements, qualify timeframe, notify the agent, resolve as booked.

HOW THE DATA MOVES 1 Capture listing + budget 2 Qualify buyer intent 3 Notify agent 4 Booked or escalated Every conversation ends as a record in your system, not a lost call.
How the data moves Capture, qualify, notify, resolve. Every conversation ends as a record, not a lost call.

A booking that never misses a buyer requirement

A showing only converts if it matches the buyer. Your genie asks the same questions your best agent would, in the same order, every time, and only offers times that fit your availability so you never double-book a property.

What it captures on every showing request

Buyer name and best contact
The specific property of interest
Preferred day and time for the showing
Number of people attending
Budget range and buying timeline
Pre-approval or finance status

When a buyer needs more than a showing — a complex negotiation or urgent enquiry — it moves to an agent handoff with everything already captured. See how it all connects in the architecture guide.

The other workflows

After-hours buyer and rental enquiries Answer the late-night "is this still available" call, capture buyer details, and book the showing. Buyer and tenant lead qualification Capture every inbound enquiry with budget, timeline, and requirements, and qualify it before it goes cold. Listing, rental, and open-home FAQ Answer availability, price, open-home times, and rental terms instantly so agents focus on closing. Escalate to an agent Hand serious buyers and complex negotiations to an agent with the full buyer profile already captured.
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Get the Real Estate voice AI playbook

The buyer intake checklist, the showing rules template, and the copy-this Genie brief. One email.

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