Real estate agent: capabilities

Advise and present

• Natural discovery: buy or rent, budget and rental period, location, bedrooms, size, timeline. It remembers the visitor's choices and reminds them in the next conversation (it asks before reapplying them).
• Strict search: the visitor's criteria are never silently relaxed; sales and rentals are never mixed.
• Photo and video albums, floor plans, 360° tour and brochure when available; it goes back to a specific room on request.
• Comparison of 2 to 3 properties (price, size, price per m², bedrooms), property map, nearby places and travel times.
• Indicative currency conversion, dated and sourced.
• Off-plan projects: the developer's payment plan, step by step.
• Mortgage calculator: monthly payment, down payment, estimated purchase costs. Always presented as indicative, never as a bank offer. Configurable by the agency (country rules, rate, term, down payment, maximum financing, fees).

Viewings

• Real slots taken from the Google or Microsoft 365 calendar of the property's agent (working hours minus their appointments), or from Calendly or the agency's own system.
• The visitor picks the slot and the mode (in person or video), reviews the summary and confirms it themselves. The agent only announces a viewing once there is a real receipt.
• Cancellation: only the visitor can cancel, in two clicks (widget) or two buttons (WhatsApp). The event is removed from the calendar and the visitor is notified.
• Rescheduling: same agent, same property. The old viewing stays booked until the new one is confirmed, then it is cancelled automatically.
• The property's agent and the agency receive a "Viewing cancelled" or "Viewing rescheduled" email.
• A returning visitor sees their upcoming viewings, without a booking number.

Leads and follow-up

• Name, email and phone number requested verbally in Live and through a form in Chat, according to your settings (required, optional or not requested) in Branding.
• Lead created with a factual summary, the properties involved and the next step; routed to the property's agent, the agency or both.
• Email alerts (English, French, Arabic), delivery to your CRM or webhook, weekly reports.
• Continue on WhatsApp: direct link, or an approved template message sent from your number (configurable in /admin/whatsapp).
• Agency dashboard: conversations, leads, viewings, top-performing properties and agents, channels, Live quality.

Property Finder and portals

• Connection with an Enterprise API key, under Products > Real estate. Countries covered: United Arab Emirates, Egypt, Qatar, Bahrain, Saudi Arabia.
• Read: listings, photos, price and rental period, converted sizes, listing agent, portal leads.
• Write (if allowed): always after an administrator's confirmation, with an audit trail.
• Property Finder / Bayut duplicates detected; advertising permits displayed according to the country.

What the agent never does

• Confirm or cancel a viewing on the visitor's behalf.
• Promise a price, a mortgage or an availability that has not been verified (availability synced more than 30 minutes ago must be confirmed by the agency).
• Reveal agents' private contact details: only their name and photo are public.