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Bookings & appointments

WhatsApp chatbot template: property site visit

A portal enquiry is worth something for about an hour. This qualifies it, books the visit and sends the pin — while three other agents are still deciding whether to call.

9 nodes Built for: Real estate
9 nodes · Bookings & appointments

The goal

Turn an enquiry into a booked site visit with an agent assigned.

The flow, node by node

Message copy
  1. Send message

    Reply instantly, whatever the hour

    Thanks for your interest. Two quick questions, then I can book you a site visit.

  2. Buttons

    Budget band

    Bands. Nobody types a figure to a bot about a house.

  3. Buttons

    Timeline

    Ready to buy / next few months / researching. Decides whether this gets an agent or a nurture sequence.

  4. Condition

    Qualified for a visit?

    Researchers get the brochure and the AI agent, not a Saturday slot on an agent’s calendar.

  5. HTTP request

    Check agent availability

    Against the calendar of whoever covers that locality, so the slot offered is real.

  6. Buttons

    Offer two or three visit slots

    Weekend slots go first; offer them honestly rather than pretending weekdays are equivalent.

  7. Set attribute

    Write budget, locality, timeline and slot

    The agent walks into the visit knowing all four without asking again.

  8. Send template

    Confirm with the location pin

    Utility. Include the pin and the ID requirement — it removes almost every day-of phone call.

  9. Hand off to a human

    Assign the agent

    With the transcript, so the first thing they say is not a question the bot already asked.

Where this usually goes wrong

  • Booking site visits for unqualified enquiries. Your agents stop trusting the bot within a week.
  • Confirming without a location pin. Real estate addresses are the ones people cannot find.