+ Playbook
Real estate AI receptionist that qualifies leads and books appointments
Answering the phone is not the job. Deciding who deserves a slot on your calendar is. This is exactly how a Mod AI receptionist asks, scores, and books — and when it hands the call to a human.
Qualification questions mapped to appointment outcomes
Every question exists to produce a decision. Nothing is asked out of curiosity.
“Are you looking to buy, sell, or both?”
Intent lane
Buyer → buyer consult. Seller → listing appointment. Both → listing appointment first.
“What’s your timeline — weeks, months, or just starting?”
Urgency
0–90 days → booked on the soonest open slot. 90+ days → nurture cadence, no calendar slot burned.
“Which areas or price range are you focused on?”
Fit and territory
In-territory → routed to the agent who owns that area. Out-of-area → referral queue.
“Are you already working with an agent?”
Representation
Unrepresented → appointment. Represented → polite close-out, tagged in the CRM, no appointment.
“Have you spoken with a lender yet?”
Financing readiness
Pre-approved → showing or consult. Not yet → appointment plus a lender introduction.
“Is there a property you want to see, or an address to value?”
Specific ask
Address given → showing or valuation appointment with the address attached to the invite.
Calendar availability rules
- Real availability only. The receptionist reads your live calendar, so it never offers a slot you are already showing in.
- Two options, then a third. Callers hear two concrete windows first — open-ended “when works for you?” invites stalling.
- Buffers and drive time. Appointment types carry their own duration and travel padding, so showings never stack back-to-back across town.
- Round-robin for teams. Slots are pulled from whichever agent owns the area or is next in rotation, honoring each agent’s working hours.
- Confirmations and reminders. Text and email confirmation on booking, reminders before the appointment, and instant reschedule handling.
- No-show recovery. Missed appointments trigger a follow-up call and an offer of the next two open windows.
Handoff behavior
Live transfer
When a caller is high-intent and an agent is on duty, the receptionist warm-transfers the call and announces who is on the line and why.
Booked and released
If no one is free, the appointment is confirmed on the calendar, the caller gets a text confirmation, and the agent gets the full transcript.
Escalation
Angry callers, legal questions, and anything outside the script are handed to a human immediately rather than answered by AI.
After hours
Nights and weekends still book. The receptionist offers the next business-day windows and flags urgent calls for a morning callback.
+ Product
AI Appointment Setting
Outbound calling that turns old leads into booked appointments.
See it work+ Product
AI Receptionist
24/7 inbound reception, call routing, and message capture.
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