01What is it?
Handles property enquiries, lead qualification, viewing requests and routine real-estate communication.
Industry Specialists
Real Estate
Handles property enquiries, lead qualification, viewing requests and routine real-estate communication.
Role purpose
Handle property enquiries, qualify prospects and coordinate viewings.
Handles property enquiries, lead qualification, viewing requests and routine real-estate communication.
Default capabilities
Customer lookupLead captureBookingCalendarHuman handoff
Configuration
Configure the employee around its responsibility.
Business Knowledge
Give it the business information it needs.
Special Instructions
Define how the role should operate.
Integrations
Connect the systems the role is authorised to use.
Permissions
Control the actions and scope available to the employee.
Boundaries
- •Do not invent property details, availability or pricing.
- •Do not make legal or financial promises.
- •Do not represent a viewing as confirmed until the booking system confirms it.
Default operating instructions
- •Qualify property needs and capture useful lead information.
- •Use configured property and viewing data as authoritative.
Build your workforce
This role can be one part of a wider AI workforce.
Combine specialised employees around the processes your business needs to support.
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02What can it do?
- •Customer lookup
- •Lead capture
- •Booking
- •Calendar
- •Human handoff
03How does it work?
Role + business knowledge + capabilities + authorised tools + integrations + defined workflows. The configuration determines what the AI can access and do.
04What does it replace / automate?
- •Qualify property needs and capture useful lead information.
- •Use configured property and viewing data as authoritative.
05What control do I have?
- •Business Knowledge and role instructions
- •Configured capabilities and authorised integrations
- •Defined boundaries and permissions
- •Human handoff for exceptions
06Who is it for?
Teams that need real estate work handled as a defined business responsibility.
07What does it connect to?
- •Business knowledge
- •Customer lookup
- •Lead capture
- •Booking
- •Calendar
- •Authorised integrations
08What happens when AI needs a human?
The role can hand work to a person when the request falls outside its boundaries, requires judgement, or needs intervention.
09How does it scale?
Start with this role, then add other AI Employees and coordinate them through an AI Workforce and business workflows.
Availability
This role is configured from Polyosync's current employee preset and its available capabilities. Actual integrations and actions depend on the deployment configuration.