How AI Calling Outbound Qualification Agents Can Revolutionize Your Real Estate Business

AI interactive agents are revolutionizing industries, as described by McKinsey. They reduce workload, allow employees to focus on essential tasks, and increase productivity in solving customer problems. These agents often deliver near-human performance and can sometimes outperform inconsistent human employees.

Forbes describes over 60+% of businesses say AI will improve their customer relationships and 65+% of consumer trust businesses who use AI. 

Many businesses use detailed call scripts to handle outbound or inbound leads. These scripts need to be executed consistently but also require flexibility.

Consider a real estate investment, education, software-as-a-service, and financing platform. Suppose they use a qualification script with 100+ sequential questions.

Their goal is to reach hundreds of thousands of leads before their competitors. This results in a complex decision tree where each question has 2-8 possible answers, leading to different follow-up questions depending on previous answers.

Excerpt 1: Logical Conversational Path Architecture

The visual above shows a portion of the logical decision tree. Each node represents a different operation, such as asking a question, reasoning through an answer, or executing a custom action. The AI lead qualification agent must be flexible enough to pause the qualification process to address any relevant questions the lead may have before resuming.

Functionality

An AI outbound qualification agent for this use case depends on its ability to:

• Deliver natural conversational engagement using a well-suited Large Language Model (LLM).

• Record previous answers with telephony integration.

• Reuse previous answers in a robust decision tree model to determine the next actions and questions based on the sequence of answers.

• Engage with the lead in a conversational manner using a curated and structured knowledge base.

• If the lead is qualified, offer and book an appointment with the appropriate live sales agent via a calendar booking integration.

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Platform or Tech Stack Selection

Selecting the right platform or tech stack to build the agent is crucial for the following reasons:

• Practicality: Can the platform or tech stack provide the necessary components to build a solution that meets the business's current and future needs?

• Scalability: Does the chosen platform or tech stack provide a foundation to support future expansion? Consider whether it can handle additional sales reps and the extra calendars and custom functions needed as not only the business scales but also it’s processes change.

We always consult with the engineering teams of the platforms and systems you plan to use. Asking the right questions to ensure that the technology and architecture can support the specific requirements of your use case. Development agencies may be familiar with a platform's capabilities, but new requirements may necessitate further exploration before development begins.

The Solution

We developed an outbound calling agent designed to qualify leads based on their motivation, areas of interest, fit with the program’s offerings, and financial capacity. The agent's goal is to book a follow-up appointment with a live closing sales agent if the lead is successfully qualified and to pass all relevant information to the CRM.

The agent uses a decision tree populated with 100+ questions, each with 2-8 answers relevant to the specific use case. It is equipped with a robust knowledge base of FAQs to maintain a fluid conversational dialogue with the lead.

Results

The agent can handle multiple concurrent conversations, typically up to 10 at a time, with the possibility of scaling based on business needs. It can dial a new lead every second and continue this process as soon as a call ends.

Lead outreach increased by 1000%, and successful appointment booking and closing rates reached 75%-80% of the average performance of live calling agents during initial deployment. The agent’s performance can be refined over time based on the best live call scripts and avoiding conversations that lead to poor performance.

Interested in discovering how an AI Calling Real Estate Outbound Qualification Agent and other AI agents can support your business?

 Book a Free AI Consultation and enjoy a live demo with us!