Real estate · showings
Real estate showing inquiry workflow
This demo uses a sample listing to show how a repeated showing question can move from a text conversation into a visible desktop workflow — replies from agent-approved rules, a calendar update, and a reminder and follow-up draft the agent reviews. It does not replace a CRM, MLS, or the agent's judgment.
What the demo shows
The workflow underneath the video.
- 01
A client asks about a showing for a sample listing in a text message.
- 02
The workflow checks agent-approved showing rules and calendar availability — no pricing, offer, or legal advice.
- 03
An approved reply offers two open showing times for the client to pick.
- 04
The client confirms a time, so the showing becomes a calendar task with agent-confirmed access.
- 05
The phone conversation hands off to a desktop automation view with live status checks.
- 06
The showing is added to the agent calendar after a conflict check.
- 07
A reminder is scheduled and a follow-up draft is prepared for the agent to review before sending.
- 08
The demo closes with inquiry, reply, confirmed showing, calendar, and follow-up in one visible workflow.
Sounds like you
Replies follow approved rules, not a generic AI tone.
The workflow can use the business's own service rules, calendar context, and preferred wording before anything goes out. Some replies can be prepared for review, while simple approved cases can be handled more directly if the owner wants that setup.
Where this applies
Real estate · showings
- Real estate agents and small teams
- Buyer, seller, and rental showing requests
- Any business where inquiries, calendars, and follow-ups live in separate places
Have a workflow that repeats like this?
Start with one repeated task. We can map the steps, decide where AI actually helps, and keep the owner in control where judgment matters.