A buyer calls back to see the house on rue des Vergers again.
Ben picks up, introduces himself as an AI assistant and announces that the call is recorded. He recognises the number, opens Sophie R.'s case file in the CRM and Claire's calendar, and answers live. He offers Claire's free slot and books it during the call: the visit goes into Claire's calendar, with its reminder. For a question outside your scenarios, he hands over to an advisor.
Ben, on the phone“Hello Mrs R., I am Ben, the agency's AI assistant. This call is recorded. […] Yes, the house is still under mandate, the seller accepts visits on Saturdays, and Claire is available on Saturday at 10 am. Shall I book it for you? […] It is booked: Saturday at 10 am with Claire.”
- Category
- Second visit
- Visit booked
- Saturday 10:00 · Claire
- Confidence
- 94%
Why Claire: she did the first visit and follows this mandate.
Mrs R.I would like to see the house on rue des Vergers again. Is it still for sale?
BenYes, the house is still under mandate, the seller accepts visits on Saturdays, Claire is available on Saturday at 10 am. Shall I book it for you?
Mrs R.Yes, perfect.
BenIt is booked: Saturday at 10 am with Claire.
- CRMSophie R.'s case file, the mandate, the visit on the 12th
- CalendarClaire available on Saturday at 10 am
- Messagingthe e-mail she sent to Claire on the 13th
Visit booked during the call, in Claire's calendar with its reminder. The transcript is in the ticket.