AI-Powered Real Estate Lead Qualification via SMS
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This workflow automates the crucial first step of real estate lead qualification. Capture inquiries via a web form, instantly engage potential clients through an AI-powered SMS conversation, and efficiently gather essential information to pre-qualify leads before a human agent steps in.
About This Workflow
Elevate your real estate lead management with this intelligent n8n workflow. It begins by capturing new inquiries through a customizable web form, then initiates an engaging, AI-driven SMS conversation using Twilio and OpenAI's powerful GPT models. The AI agent, designed with a specific persona, interacts with leads to ask key qualifying questions, remembering context through PostgreSQL chat memory. Once the core information (name, property type, city) is collected, the conversation is politely concluded, and a concise summary is generated. This automation ensures no lead is missed and your agents focus on high-potential, qualified prospects.
Key Features
- Automated Lead Capture: Instantly capture real estate inquiries through a customizable web form.
- Intelligent SMS Engagement: Initiate and manage dynamic, AI-powered conversations via Twilio to qualify leads.
- Persistent Chat Memory: Utilize PostgreSQL to maintain conversation context, ensuring a seamless and personalized experience.
- Configurable AI Agent: Leverage a Langchain agent with OpenAI's GPT models (e.g.,
gpt-4o) to ask specific qualifying questions. - Automated Conversation Summarization: Generate structured summaries of completed conversations for quick agent review.
How To Use
- Set up
On form submission: Configure the form title, description, and 'Phone' field to collect lead contact information. - Connect Twilio: Ensure your Twilio credentials are set up for sending and receiving SMS messages. Configure
Initial Text MessageandResponse Text from Agentwith your Twiliofromnumber. - Configure OpenAI: Provide your OpenAI API credentials for both
OpenAI Chat Model1andOpenAI Chat Model2(usinggpt-4oandgpt-4o-minirespectively). - Set up Postgres Chat Memory: Connect your PostgreSQL database credentials and ensure the
sessionKeycorrectly captures the lead's phone number for persistent memory. - Customize
Real Estate QualifierAgent: Edit thesystemMessageprompt to refine the AI's persona, qualifying questions, and conversation completion criteria (e.g., adding***to the final response to trigger the summary).
Apps Used
Workflow JSON
{
"id": "629a9b6c-b96a-4845-b74d-461a61b73196",
"name": "AI-Powered Real Estate Lead Qualification via SMS",
"nodes": 19,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 629a9b6c-b96a...
About the Author
SaaS_Connector
Integration Guru
Connecting CRM, Notion, and Slack to automate your life.
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