AI-Agents for Customer Messaging in Real Estate working with Microsoft Outlook

Answer questions, book visits, flag urgent requests. Every one is ready to run, and you can adjust it in plain language.

Qualify Voicemail Leads

Qualify buyer and seller voicemails for timely follow-up.

Your buyer and seller voicemails become lead sheet entries, with caller texts when possible and alerts for urgent or unclear calls.

Works with11 tools
Send Mail Merge Batches

Send approved prospect emails and log which contacts were emailed.

Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.

Works with15 tools
Send Mail Merge Emails

Send approved buyer outreach and record the result beside each contact.

Your mail merge goes out after you approve the sheet, with send results and rows needing attention visible beside recipients.

Works with14 tools
Send Mail Merge Emails

Send approved prospect emails and show which contacts need attention.

Your mail merge keeps up with new recipients in your spreadsheet, with sends recorded and problem rows flagged for your outreach coordinator.

Works with12 tools
Send Scheduled Mail Merge

Send property mailings to eligible contacts and record each send.

Your mail merge goes out on the date you choose, using current spreadsheet rows. You get a send log and a list of rows to fix.

Works with15 tools
Send Scheduled Mail Merges

Send property emails to eligible prospects from the designated mailbox.

Your mail merge goes out when due using current recipient rows and the suppression list, with a clear account of sends and skips.

Works with12 tools
Follow Up With Leads

Send a due follow-up to a buyer or seller in the original email thread.

Your follow-ups to sales leads go into the original email thread, and replies reach your chat so you can take over.

Works with16 tools
Send Campaign Mail Merges

Send approved property outreach to eligible prospects and log skips.

Your campaign emails go to eligible contacts from the latest segment, with a send log showing skips and errors.

Works with14 tools
Manage Client Appointments

Book buyer and seller appointments and confirm any changes.

Your clients can book, move, or cancel through chat, with email confirmations and a fresh daily agenda in your inbox.

Works with29 tools
Send Agreement for Signature

Send approved deal agreements for signature and give Agents a view link.

Your signer gets a private link to sign the agreement. Your coworker gets a separate link to view the request.

Works with32 tools
Draft Introduction Replies

Prepare replies to buyer and seller introductions for Agent review.

Your introduction replies are ready to review in the original thread, and a private chat message points you to the draft.

Works with24 tools
Email New Referral Leads

Email referred buyers or sellers and log the introduction on their lead.

New referral leads get an introduction tied to their stated need, and you can see the exact email and next step on the lead.

Works with20 tools
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