The Situation
Buying or selling a property is rarely a frictionless experience. Buyers often face:
- Overwhelming property choices
- Lengthy back-and-forth for scheduling site visits
- Lack of personalized recommendations
Sellers struggle with:
- Collecting and verifying property details
- Communicating with multiple potential buyers
- Manual tracking of leads and appointments
Real estate teams, despite their best efforts, were spending more time on administrative tasks than on delivering value to clients.
The Challenge
The industry needed more than just additional staff-it needed a smarter, automated way to manage interactions and accelerate property transactions.
Core blockers included:
- Manual user verification and registration
- Repetitive follow-ups via email or phone
- Slow updates for site visit scheduling
- Limited 360-degree visibility of buyers, sellers, and properties
The impact?
Delayed transactions, frustrated clients, and lower engagement rates.
Our Approach: AI-Powered Real Estate Assistant with Salesforce
Instead of adding more people, we implemented a Salesforce-powered Agentforce AI assistant to streamline the property journey.
Here’s how it transformed the experience:
Smart User Onboarding
- AI verifies identity via email/phone → registers new buyers or sellers instantly
- Eliminates duplication and ensures clean, unified user data
Personalized Property Matching
- Buyers input preferences: location, type, size, bedrooms, price, and parking
- AI filters listings in real time, presenting only the most relevant matches
Instant Property Insights
- Users access all property details instantly
- Notifications alert buyers of high-interest listings to encourage faster decisions
Seamless Site Visit Scheduling
- AI checks listing agent availability
- Automatically books appointments and syncs with Salesforce Einstein Activity Capture
- Sends confirmation emails and logs all interaction details
Efficient Seller Workflow
- Sellers provide property details → AI creates property and lead records
- Ensures all data is tagged from the chat transcript
- Property listed quickly without manual intervention
The Outcome: Faster, Smarter, Seamless Transactions
Within weeks, measurable improvements emerged:
- 60% faster property matching and lead creation
- 45% reduction in scheduling conflicts
- 24/7 availability without additional staff
- Zero manual entry for repeatable tasks
- Buyers and sellers move from inquiry → visit → decision more efficiently
Why It Matters
Real estate transactions should empower clients, not overwhelm them.
The Agentforce AI assistant:
- Delivers personalized, automated experiences at scale
- Reduces administrative burden for teams
- Maintains human oversight while removing friction
- Ensures seamless engagement for buyers and sellers alike
Let’s Build a Smarter Real Estate Future
Enable your clients to experience smoother journeys and your team to focus on value-driven interactions.
Contact Us:
sales@kizzyconsulting.com
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