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Real Estate & Property · Appointments

Site Visit Request

Collect a project and preferred viewing window for a sales coordinator.

For real estate & property teams handling appointments conversations.

Example workflow
Discuss this workflow →

What this chatbot helps with

  • Collect a project and preferred viewing window for a sales coordinator.
  • Clarify project before the team follows up.
  • Organise preferred date, time window, contact preference 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 site visit request.
Which project would you like to visit?
I’m enquiring about project. Could your team help me understand the options and process?
What day and time would be convenient? 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 appointments intent and explain the scope.

  2. 02

    Relevant questions

    Which project would you like to visit?

  3. 03

    Captured details

    Project · Preferred date · Time window · Contact preference

  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.

  • Project
  • Preferred date
  • Time window
  • Contact preference

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 project would you like to visit?” and “What day and time would be convenient?”
  • A named team responsible for site visit request enquiries

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 Remove outdated instructions before the workflow goes live.

Integrations and limits

The coordinator confirms access, availability and the meeting point.

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

Access arrangements, a reschedule or a same-day request.

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 appointments 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 access arrangements, a reschedule or a same-day request.
  5. Review live enquiries. Use the team inbox to handle follow-ups and improve unclear answers.

Questions about site visit request

What does the team need from the first conversation?

Start with project and preferred date. Collect the other suggested details only if they help the next action. What day and time would be convenient?

Can it complete this request automatically?

The coordinator confirms access, availability and the meeting point. The catalogue is an example, not a claim that the integration is already enabled for your account.

Which situations need a colleague?

Access arrangements, a reschedule or a same-day request. 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 project would you like to visit? may need a shorter form or additional context for your customers. Test changes with staff before enabling them.

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