An AI agent finds homes and books viewings, with SmartMy Marketing
With SmartMy Marketing, the AI agent that answers WhatsApp, Instagram, Facebook and web chat looks up your published listings. It notes what a person wants as a Lease enquiry and books a viewing when the property's agent is free.
PLANSFrom GrowthWith SmartMy Marketing
The problem it solves
- Most messages about a flat arrive at night, and by morning the person has rented elsewhere.
- Your agents answer "is it still available, what is the rent" twenty times a day.
- A viewing is agreed in a chat and never reaches the agent's diary, so two people turn up at once.
- Enquiries from WhatsApp never become records, so you cannot tell which channel brings tenants.
How it works
- In SmartMy Marketing, open your AI agent under Configuration > AI Agents. Two Lease tools are on to start with: Find Homes from Our Listings, and Note Enquiries and Book Viewings.
- Set the agent's Replies to Answer by Itself Sometimes (outside working hours, 9:00 to 19:00 to start with, or while nobody is assigned) or Always. Suggest Only, the default, lets a person send each answer.
- Someone writes "2 bedroom near the marina under 8,000". The agent searches your published listings by area, building, city, bedrooms, budget and purpose. It answers with up to 6 homes: price, size, when free and the listing page.
- When the person likes one, the agent notes an enquiry with the unit, budget, bedrooms, move-in date and their words. A person who asked before has the new details added to their open enquiry.
- When they ask to see it, the agent books a viewing in person or by video at the time they ask. If the property's agent or the unit has another viewing near then, it offers another time.
- The person gets the Viewing Booked message; your agent sees the viewing in the calendar and the enquiry in Lease. A person can take over the chat at any time.
Everything it does
Find homes
- Published listings of the agent's Entity only; prices always come from the listings, never from the AI
- Matches words against the listing, the property, its city and the unit; bedrooms at least; price at most the budget
- Up to 6 homes, newest first, with price and period, bedrooms, area, free from, and the public page
- Nothing matching: the agent offers to note the wish or hand over to a person
Note enquiries
- Unit, budget, bedrooms, move-in date and up to 4,000 characters of what the person said
- Name, phone and email from the chat contact; source from the channel (WhatsApp, social, web, email, phone)
- One open enquiry per person: asking again adds to it
- With CRM, the enquiry also opens or joins a CRM opportunity
Book viewings
- At the person's local time, at least one hour ahead
- The agent is the property's manager, else the AI agent's hand-over person
- Refused when that agent or the unit has a planned viewing from 45 minutes before to 15 minutes after; the AI offers another time
- In person or by video; the viewing is linked to the enquiry
Control
- Each tool is switched per AI agent
- At most 5 tool rounds a message, to start with
- A person replying takes over; the conversation hands over by itself on an error or when AI credits run out
- Every answer and tool call is logged in the Marketing inbox
Who uses it
Leasing managerSwitches the tools on or off and sets when the agent may answer by itself.
Letting agentGets the enquiries and viewings the AI booked, and takes over a chat when needed.
Person looking for a homeAsks on WhatsApp, Instagram, Facebook or web chat and books a viewing.
Where you use it
- SmartMy Marketing: Configuration > AI Agents (the tools), the inbox (conversations and AI answers)
- Web: Lease > Leasing > Finding Tenants > Enquiries and Viewings, where the results land
- WhatsApp, Instagram, Facebook Messenger and web chat, as connected in SmartMy Marketing
- Not without SmartMy Marketing: the AI agent and the channels belong to that product
What you control
Settings
- Per AI agent: Find Homes from Our Listings (on), Note Enquiries and Book Viewings (on)
- Replies: Suggest Only (the default), Answer by Itself Sometimes or Always; Outside Working Hours (on), 9:00 to 19:00
- Tool Rounds a Message: 5
Notifications
- Viewing Booked: to the person, by email and in-app
- New Enquiry: to the enquiry's agent, by email and in-app
Works with
SmartMy MarketingThe AI agent, the chat channels, AI credits and the inbox come from SmartMy Marketing.
Questions
Can the AI quote a wrong rent?
No. It reads price, size and dates from your published listings. A unit without a published listing is not offered.Does it book over another viewing?
No. If the property's agent or the unit has a viewing close to that time, it refuses and offers another time.Can my agent step in?
Yes. Replying in the conversation takes over, and the AI stops there. Let the AI Answer gives it back.Does it work on WhatsApp?
Yes, where your WhatsApp number is connected in SmartMy Marketing. Instagram, Facebook Messenger and web chat work the same way.Is it switched on by itself?
The two Lease tools are on for each AI agent, but the agent only suggests replies until you set Replies to answer by itself.Related features
LETTINGEnquiries, viewings and the leasing pipelineEvery enquiry, from your listing pages, a walk-in or a call, lands in one board. Book viewings, record how they went, and follow larger lets as deals from first call to heads of terms and signing.LETTINGListings with photos, a public listings page and an enquiry formList a free unit with photos, price and terms, and publish it on your own listings page. Visitors book a viewing slot from the page, and each request lands as an enquiry for the agent.WITH OTHER SMARTMY PRODUCTSTenants, enquiries and owners as audiences in SmartMy MarketingWith SmartMy Marketing, build audiences from your Lease records: tenants now, leases ending soon and past tenants. Open and lost enquiries, people who viewed and did not decide, and owners too. Send them broadcasts or put them on a journey.WITH OTHER SMARTMY PRODUCTSEnquiries to CRM opportunities, and units sold through quotesEvery Lease enquiry opens or joins a CRM opportunity. A CRM lead can become a Lease enquiry by a button or at a stage you choose. Units for sale get a sale price and a Sale Quote button; confirming the quote marks the unit sold.REPORTS AND AIAI writes listings and sorts repair requestsPress Write with AI on a listing to get a title, description and photo captions from the unit's facts and photos. Press Sort with AI on a repair request, or let it run on every tenant request. You get the kind, urgency, likely cause, advice for the tenant and the trade needed.
See your buildings on it.
Tell us how many properties and units you have, whether you let your own or manage for owners, and how rent is paid today. We will set up your portfolio with you on SmartMy Lease.