Book a demo

Real estate guide

What to put in your knowledge, what the agent will and won't say to a homebuyer, and how to write a good opener.

What the agent does for you

  • Answers buyers' questions about your projects: configurations, sizes, pricing, amenities, location, nearby places, legal and RERA status, possession, parking and more.
  • Helps a buyer who has not picked a project find the ones that fit their budget, area and configuration.
  • Shares floor plans, brochures and walkthrough videos on WhatsApp when they help, if you have switched sharing on for them.
  • Takes site-visit requests within your visit window and passes them to your team.
  • Hands the buyer to your sales team when they ask for a person, want to negotiate, or need something it cannot answer.

What knowledge to provide

For each project, the more of these you upload, the more the agent can answer:

  • Brochure: overview, towers, amenities, specifications.
  • Price list or cost sheet: per configuration, with sizes and every charge (base price, floor rise, parking, club, deposits, taxes). This is what the agent quotes, so it matters most.
  • Floor plans: per configuration. Upload them as media and switch sharing on so the agent can send them.
  • RERA registration and legal details: approvals, title, land.
  • Possession and construction: target dates and current status.
  • Location: address, micro-market, and distances to schools, hospitals, offices, transit and shopping.
  • Payment plans and bank tie-ups.
  • Your website and walkthrough videos.
  • Research notes for anything that is not written down anywhere else.

Then check the facts on the project's Answers tab, correct anything wrong, and switch them to Checked. Pricing deserves a careful check, because the agent quotes it word for word. If a cost sheet lists charges but no total, the reading adds them up, and the agent quotes that total, so check it too.

What the agent will say

  • Facts as they appear in your knowledge, with nothing added. On a call it may round a figure the way a person would ("just over eight thousand a square foot"), and says it is rounding.
  • Prices for a specific configuration, labelled as such. A "starting from" price is said as "starting from".
  • "I don't have that on record, a colleague will confirm" when a fact is missing. A missing fact is never turned into a "no".
  • The micro-market and a nearby landmark when someone asks where a project is, rather than reading out a legal address.
  • "I've sent your visit request for Saturday, 7 November 2026 at 11:00 am to the team — they'll confirm shortly" when a buyer picks a visit time. It never says a visit is booked.

What the agent won't do

  • Negotiate or discount. Any "best price" or "discount if I book today" goes to your sales team.
  • Estimate or calculate a price. It never adds up or adjusts a price, and never uses one configuration's price to answer for another.
  • Promise live availability. It can say which configurations a project offers, but not whether a particular unit is still available. That is for your sales team.
  • Advise on home loans, legal or tax matters. It can state a bank tie-up or a RERA number that is on record, but will not assess eligibility, interpret a title, or reassure a buyer that something is safe.
  • Help with reselling, renting out or selling a home the buyer already owns, or talk about another developer's projects.
  • Pressure the buyer. No false urgency, no repeated pushing.

What a good opener looks like

Opening WhatsApp message:

Hi {{1}}, Acme Skyline in Whitefield has 2 and 3 BHK homes from ₹85 L, possession Dec 2027. Would you like the floor plans, or to visit this weekend?

What the agent says first, on a call:

Hi {{first_name}}, I'm calling from Acme Developers about Acme Skyline in Whitefield. Do you have a couple of minutes?

Tips:

  • Name the project and the area. Buyers get many calls; the project name is what they recognise.
  • Ask one easy question at the end.
  • Keep the call opener to one or two sentences. Do not read out prices in the opener.
  • Only put prices in a template that you are sure are current, because a template is approved once and sent many times.
  • If you want buyers told they are speaking to an AI assistant, say so in the opener; nothing about AI is added for you. If you record calls, a one-line recording notice is added after the opener's first sentence.