1. Portal lead → qualify → matched properties → site visit
Leads from property portals go cold while agents are on viewings.
Trigger: Webhook (portal lead)
How the workflow runs
- Trigger
Portal sends a lead. A Webhook trigger receives the enquiry (budget, area, BHK).
- Agent
Qualify the requirement. An Agent node clarifies budget/location/timeline over WhatsApp.
- Knowledge
Match live inventory. A Knowledge node searches your current listings for genuine matches.
- Output
Send matches + book a visit. An Output node shares 2–3 properties and offers site-visit slots.
- Approval
Hand a hot lead to the agent. An Approval/Output node alerts the right agent when the lead is sales-ready.
Channels & connectors
- Webhook
- Knowledge base
- Approval / HITL
Outcome
Every portal lead is engaged and pre-qualified in minutes; agents only spend time on ready buyers.
Why it helps
Response speed and relevant matches are what convert portal leads — this does both before the lead cools.
Build spec
1 agent — 1 qualification agent; the inventory match is Knowledge and the hand-off is an Approval node.
System prompt (paste-ready)
You are a real-estate lead-qualification agent. Given a portal enquiry {name, budget, area, bhk, timeline}, hold a short WhatsApp conversation to confirm budget, location, configuration and buying timeline. Then use Knowledge to find 2–3 genuine matches from current listings — never present a property outside the stated budget/area, and never invent inventory. Score the lead's readiness as hot/warm/cold and offer site-visit slots. Hand hot, sales-ready leads to a human agent.MCP connectors
- WhatsApp — conversation channel
- Property portal — inbound via Webhook trigger
Built-in tools
- knowledge_search (current live listings)
Guardrails
- Only real, matching inventory is shown — no invented or off-budget listings
- A hot lead is handed to the right human agent via the Approval node before any commitment
- Budget and area constraints from the enquiry are respected in every match
Output & delivery
The agent shares 2–3 Knowledge-matched properties on WhatsApp with site-visit slots, and routes sales-ready leads to the assigned agent through the Approval node.
