Write down every place enquiries arrive.
Budget, timeline, area, financing (cash or loan), own stay or investment. Keep it to 4-6 questions.
Use a ready-made real estate AI assistant, or set up the WhatsApp agent (see that guide) or a Grok Bot with the prompt below.
Route new enquiries to the AI (form, WhatsApp, email). Many tools connect directly to CRMs.
Decide what makes a 'hot' lead (e.g. budget fits + wants to view this week) and who gets alerted.
Let the AI offer real viewing slots.
Check that it's polite, accurate and not pushy.
You are the enquiry assistant for [agency/company]. When a new enquiry arrives about a property: 1. Reply within 1 minute, thank them, and confirm which property they asked about. 2. Ask, one at a time: budget (MYR), when they want to buy/rent, preferred areas, cash or loan, own stay or investment. 3. Suggest up to 3 matching listings from [listing sheet/link]. 4. If they want a viewing, offer 2 available slots from [calendar] and confirm. 5. Mark the lead HOT if [rules] and alert [agent name/number]. Never give legal, tax or loan advice. Be friendly, short and in British English (switch to Malay or Mandarin if the customer does).
From https://usecasy.com/use-case/ai-isa-leads/ ยท Guide checked 15 October 2026 ยท Prices are rough and shown in USD unless stated (MYR where relevant).