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Real Estate & Property · Enquiries

Rental Property Enquiry

Collect rental preferences so a coordinator can check suitable listings.

For real estate & property teams handling enquiries conversations.

Example workflow
Discuss this workflow →

What this chatbot helps with

  • Collect rental preferences so a coordinator can check suitable listings.
  • Clarify area before the team follows up.
  • Organise property type, move-in window, optional rent range into a readable enquiry brief.
  • Explain what happens next and route exceptions to a person.
ILLUSTRATIVE CONVERSATION

A conversation with a next step

Hello, I have a question about rental property enquiry.
Which area and move-in month do you prefer?
I’m enquiring about area. Could your team help me understand the options and process?
What type of accommodation are you looking for? You can skip anything you would rather discuss with a colleague.
I’d prefer to discuss the details with someone.
Of course. With your permission, I can pass your enquiry and preferred contact method to our team. They’ll confirm the next step.

Illustration only. Questions and replies must be adapted to the business’s approved process.

How the workflow works

  1. 01

    Customer enquiry

    Identify enquiries intent and explain the scope.

  2. 02

    Relevant questions

    Which area and move-in month do you prefer?

  3. 03

    Captured details

    Area · Property type · Move-in window · Optional rent range

  4. 04

    Next action

    Share the request with the responsible team for review and confirmation.

Information captured

Suggested fields to review during configuration. They are not automatically required.

  • Area
  • Property type
  • Move-in window
  • Optional rent range

Explain why a detail is needed, let the visitor correct it, and use the minimum information necessary. Ask permission before arranging a follow-up.

Knowledge to provide

  • Approved property and project information
  • Service areas and viewing process
  • Contact routes for sales, rentals and maintenance
  • Approved answers to “Which area and move-in month do you prefer?” and “What type of accommodation are you looking for?”
  • A named team responsible for rental property enquiry enquiries

Give each source an owner and a review date. Remove outdated instructions before the workflow goes live.

Integrations and limits

Availability and tenancy terms require current listings and staff confirmation.

Without that connection, the assistant can explain the approved process and collect a request for staff. It should state what is known, what is requested and what still needs confirmation.

When staff takes over

Contract terms, eligibility questions or a disputed listing.

Also hand over when the visitor asks for a person, information is missing or the same question remains unresolved. Pass the enquiry summary with the handoff so the visitor does not have to start again.

Set up with your team

  1. Discuss the workflow. Share your enquiries process and review the fields above with WhatsOS.
  2. Connect your business number. Use the existing Meta connection flow in WhatsOS and complete the account setup.
  3. Prepare approved knowledge. Supply service information and agree on the handoff owner. Confirm which actions your configuration actually supports.
  4. Test before enabling. Try normal enquiries, missing details, a request for a person and contract terms, eligibility questions or a disputed listing.
  5. Review live enquiries. Use the team inbox to handle follow-ups and improve unclear answers.

Questions about rental property enquiry

What does the team need from the first conversation?

Start with area and property type. Collect the other suggested details only if they help the next action. What type of accommodation are you looking for?

Can it complete this request automatically?

Availability and tenancy terms require current listings and staff confirmation. The catalogue is an example, not a claim that the integration is already enabled for your account.

Which situations need a colleague?

Contract terms, eligibility questions or a disputed listing. Agree on the responsible team and response expectations before launch.

Can we change the questions?

Yes. Review these prompts against your real estate & property process. Which area and move-in month do you prefer? may need a shorter form or additional context for your customers. Test changes with staff before enabling them.

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