Real estate / Lead response

Enquiry Triage & Agent Handoff

Routine questions receive an approved next step while sensitive enquiries reach a person with context.

Setup

$325

Complexity

High

Format

Scoped

Workflow demonstration · Sample data

Read the video transcript

Property enquiries need different next steps. This workflow classifies messages from one agreed source into up to four categories. Routine questions follow approved response templates. Sensitive, unusual, or unclear requests go to a named person with the context attached. The response and ownership are recorded in one place. Your team defines the boundaries and handles exceptions. The setup organizes triage without giving an agent open-ended authority to sell.

Receive

Collect enquiries from one approved source.

Classify

Identify intent using four agreed categories.

Decide

Choose an approved reply or human handoff.

Record

Store the outcome and ownership in one place.

Included in this setup

One enquiry source
Up to four enquiry categories
Approved response templates
One agent or team routing policy
CRM or spreadsheet activity log

What we need from you

Agreed enquiry categories
Approved response boundaries
A named escalation owner

Scoped separately

Open-ended autonomous sales replies
Complex multilingual classification
Historical inbox cleanup

Practical boundary

The published price covers the scope shown here. Additional systems, branches, paid tools, or data cleanup are confirmed before work begins. Tool subscriptions and usage fees are separate. Ongoing support is agreed explicitly.

Read the related workflow scenario