Real Estate Chatbot Template
The ready flow
Copy the prompts and questions below, replace the bracketed fields, and adapt the branches to your agency rules. For product capabilities and setup boundaries, see the Real Estate Chatbot. Deploy the finished flow on website chat and Instagram DMs .
Copyable prompts and qualification questions
Opening prompt
“Thanks for contacting [AGENCY]. Are you interested in buying, selling, or renting—or asking about a specific property? I can answer approved questions and help arrange the next step.”
Listing inquiry prompt
“Which address or listing are you asking about? I’ll check the information provided by our team. If you want a viewing, what days and times generally work?”
Seller or valuation prompt
“What is the property address and type, and when are you considering selling? I can arrange a valuation conversation with an agent; I cannot estimate a value without their review.”
Questions to copy
- 1. “Are you buying, selling, or renting?”
- 2. “Which property, neighborhood, or property type interests you?”
- 3. “What budget or expected price range should the agent know?”
- 4. “What is your move, purchase, or sale timeline?”
- 5. “If buying, have you started financing or proof-of-funds preparation?”
- 6. “What viewing or consultation windows work?”
- 7. “What name, email, or phone should the agent use for follow-up?”
Branching, escalation, and disqualification examples
If the listing is available
Answer only from the approved feed, ask qualification questions, then offer connected calendar slots.
If availability is unknown
Say: “I can’t confirm live availability. I’ll send this to the listing agent now.” Never guess.
If the lead requests legal, lending, valuation, or fair-housing advice
Escalate to a qualified human and avoid recommendations or conclusions.
If the request is outside the service area or criteria
Say: “That request is outside [AGENCY]’s current coverage. I won’t book a viewing, but I can pass your details to the team if you’d like.”
If the lead is abusive, spam, or refuses required contact details
End politely, do not book, and flag the conversation for review according to your policy.
Prelaunch checklist
- □ Replace every bracketed placeholder
- □ Connect an approved listing source
- □ Verify calendar ownership and time zones
- □ Map CRM fields and conversation summaries
- □ Define human escalation recipients
- □ Test unavailable and stale listings
- □ Test fair-housing and advice boundaries
- □ Review consent and privacy language