Industry solution
Viewing confirmations for real estate agencies
A viewing in real estate means an agent traveling to a specific address at a specific time, often with keys from the owner or arranged access to a new development. A missed viewing is expensive: the agent lost an hour or two on the trip for nothing, the owner rearranged their day for nothing, and the slot that could have hosted another buyer is gone. Without a confirmation call the day before, people forget the address, mix up the time, get stuck in traffic, or quietly change their mind — and simply don't show. A voice AI agent calls everyone booked for a viewing the day before, reminds them of the exact address, floor and time, and confirms the appointment, reschedules it to a convenient slot, or records a cancellation with a reason right in the conversation.
For an agency this turns a chaotic viewing schedule into a manageable day. A freed slot is visible in advance and can be filled with another buyer from the queue, instead of learning about the cancellation while standing at the entrance. The outcome of each call — confirmed, rescheduled, canceled and why — goes into analytics, and the manager sees which properties, which agents and which days have the most no-shows. The calling runs across every viewing booked for tomorrow the same way, without adding load on the administrator who previously couldn't physically call everyone.
Which industry pains this solves
A flood of portal leads
Requests from listing portals and ads drop in waves. At peak, agents physically can't call everyone back while the buyer is still hot.
A slow first call
The buyer left a request with five agencies at once. Whoever calls back first gets the conversation; the rest of the leads simply go cold.
How it works
A step-by-step scenario — the same steps as in the full use case, applied to your industry.
- 1
Feed in appointments and bookings
Tomorrow's visits come from your CRM, calendar or database via an integration — the platform reads from it who to call, when, and about what.
- 2
The voice agent calls your clients
The outbound AI agent calls to a script: it greets the client, names the date and service, and reminds them of the appointment. The client can interrupt (barge-in), and the dialogue flows naturally in the right language and TTS voice.
- 3
Confirm, reschedule or cancel in the dialogue
The agent understands the reply and carries the conversation to an outcome: it confirms the visit, offers and records a new date, or accepts a cancellation with a reason. The captured fields — status, time, reason — are validated right in the call.
- 4
The result goes to your CRM and calendar
The crmPush action finds the contact by number and writes the outcome: visit status, new date, a note and the transcript. Calendar updates and notifying the owner are set up with automation rules.
- 5
Hard cases go to a human
If the client asks for something beyond the script, the agent transfers the call to a front-desk person and stays on the line as a secretary: it prompts and keeps taking notes so nothing gets lost.
- 6
No-show and reschedule analytics
Every outbound call is analyzed automatically: the platform counts the share of confirmations, reschedules and cancellations, extracts the reasons for declines, and builds a trend dashboard by service, day and specialist.
Industry scenario
Eight viewings tomorrow: calling the evening before
Tomorrow the agent has eight viewings at different addresses — some resale with the owner on site, some in a new-development showroom. The list of appointments comes from the CRM or calendar, and in the evening the voice AI agent calls everyone booked: it names the address, entrance, floor and time, reminds them to bring an ID for access to a gated complex, and asks whether it's all still on. The buyer can interrupt; the dialogue runs naturally.
One buyer confirms, a second asks to move from 12:00 to 14:00 — the agent offers a free slot and records the new time, a third cancels: "already put a deposit on another apartment" — the agent takes the cancellation with a reason. All of it goes into the CRM and calendar via crmPush: visit status, new date, cancellation reason, note and transcript. In the morning the agent opens a day where two viewings sit back to back with no gap to reschedule, and the canceled slot they gave that same evening to a buyer from the waitlist for that very property.
If a buyer starts haggling over price on the call or asking about the neighbors and infrastructure — beyond a simple reminder — the agent transfers the call to the agent and stays on as a secretary: prompting and taking notes. And in the month's analytics it's visible: the property on the outskirts has twice the no-show rate of the central one, and there are many reschedules to evening slots — grounds to optimize the viewing schedule and stop sending agents out for nothing.
Key facts
- What it does
- A voice AI agent calls clients the day before, reminds them of the appointment, and confirms, reschedules or cancels it in the dialogue.
- Where the result lands
- Status, new date and cancellation reason go to your CRM and calendar via crmPush and automation rules — with a note and transcript.
- Hard cases
- If a request is beyond the script, the agent transfers to a front-desk person and stays on the line as a secretary with prompts.
- Analytics
- A dashboard of confirmations, reschedules and no-shows with reasons, by service, day of week and specialist.
- Languages and voice
- The dialogue runs in the right language (BCP-47) with a chosen TTS voice; the client can interrupt (barge-in).
Related scenarios for this industry
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