The slot held for a family who never came
Confirmation in most project teams is a call made on Saturday evening by whoever has time. Half go unanswered. The executive marks the visit as confirmed anyway, because the alternative is admitting the slot is empty, and Sunday morning the sales gallery finds out. A family that wanted to reschedule had no easy way to say so.
The rest of the ladder leaks the same way. Post-visit feedback that should be captured the same evening arrives on Wednesday if at all. After booking, demand letters tied to construction milestones go out when someone in accounts gets to them, and the buyer hears about a payment due in a phone call rather than a week in advance.
A confirmation the family can answer with one tap
Booking a visit triggers a template with the date, the time, the tower, a location pin and the executive's name, carrying quick-reply buttons for confirm and reschedule. The evening before, a reminder repeats it. A reschedule tap pauses the sequence and opens the conversation in the team inbox, where a person offers another slot, which is a recovered visit rather than an empty morning.
The same mechanism carries the rest. An attended visit triggers a thank-you and a feedback prompt that evening. After booking, milestone dates configured against the construction schedule notify the buyer ahead of each demand letter. Every send uses an approved template on the official API, opt-outs are honoured, and any reply hands over to a human.
More on the capability itself: WhatsApp Automation. More on this industry: CRM for real estate teams.
From a booked slot to a family in the sample flat
A visit is booked on Thursday for eleven on Sunday morning.
- 1The confirmation goes out immediately with the tower, the time, the location pin and confirm or reschedule buttons.
- 2Saturday evening a reminder repeats the details, and a reschedule tap opens the thread for the executive to offer Sunday afternoon instead.
- 3The visit marked attended on Sunday triggers the thank-you and the feedback prompt the same evening, while the sample flat is still fresh.
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