WhatsApp AI Agent for Real Estate Site Visits

Go to the AiSensy Signup Page. Create your account using either:

• Your Google account, or

• Your business email address by filling out the sign-up form.

Once signed up, Log in to AiSensy using the same Google account or email credentials.

Once you are logged in, navigate to and click on AI Agent available on the navbar on the left.

Fill in the details given below:

• Website (mandatory)

• Business type

• Anything special it should know? (optional)

• Business context (optional)

Once you fill these details correctly, proceed to hit '✨ Create agent' button. AiSensy automatically builds an agent trained on your business.

When you add your website, AiSensy's AI engine auto-generates your business description. Here you set your agent's name, greeting, and a few ground rules it must always follow.

Fill the details given below:

• Website (fetched automatically)

• Agent/business name

• Greeting message (optional)

• Store currency

• Business type

• What the business does

• Ground rules

In this step, you have to tell the agent about your business website. While training your agent, you can include details such as project locations, property types, visit hours, expected visit duration, meeting points, directions, required documents, and rescheduling policies.

The agent answers from the information you feed to it. You can submit this information in the form of PDF, DOC, TXT, or CSV files. The agent entirely relies on the kind of information you submit. Hence it always responds according to it and never gives generic replies.

Every source shows “Ready” once learned.

Add your information using these options:

• Crawl a page: Add a website URL.

• Upload files: PDF, DOC, TXT, or CSV, up to 50MB each.

• Paste text: Sales scripts, price lists, and policies.

This step is optional, but adding site images helps customers see what you’re offering and make a decision. You can here add property photos, floor plans, entrance images, and location maps that help prospects understand the property and reach the right place.

When you add your website, the AiSensy's AI Agent automatically fetches images from it (only from the website). You can later on review which visuals the agent can share in WhatsApp chat.

Untick any image you don’t want the agent to send.

You can:

• Manage your image library: Enable or disable individual images.

• Search images: Quickly find the visuals you need.

In this step, navigate to and open Add Skills. Check the prebuilt skills list first. If the skill you need isn't already available, then navigate to and hit 'Create custom' button. You can name it Site visit, and pick Task skill as the type.

The other details which need to be filled are given below:

• What kind of skill is this? (Task skill)

• Icon & name: Site Visit

• When should the agent use it?

• Instructions

• Add skills

Note* You can define how the agent should collect the preferred project, date, time, and contact details. Ask about budget or property preferences only when needed to identify a suitable project.

One such template is:

“When someone asks ‘Can I visit this property?’, ask which property they’re interested in and their preferred date and time, one question at a time. Check available slots using the connected scheduling tool, then collect their name and contact details to book the visit. Confirm the visit only after the booking succeeds, and share the property address and meeting instructions.”

For more info, tap here to learn how to create a custom skill

Now that you have created the skill you need, it starts to appear in the Skills list. You can now switch it on, expand it to set your cut-off and where a qualified applicant should go, then hit Done.

All you have to do is:

• Skills list

• Enable the site visit skill

• Expand to configure its variables, templates & ads

Once configured, the agent will be able to offer available slots, confirm the customer’s selection, and submit the booking. It can also share the confirmed date, time, location, and visit instructions.

Now you agent is well taught and it knows how it should respond.

The step is only useful if you are running Click-to-WhatsApp ads promoting specific projects. It helps agents know which property the enquiry is coming from.

You can map each ad to a custom greeting & context.

• Add ad (map ad → custom greeting & context)

• Ad ID

• Label

• Greeting (first message to user)

• Context (extra context for the agent)

• Discount honoured at checkout (optional)

• Sites featured in this ad

In this step, you must add triggers for unavailable slots, special access or transport requests, booking failures, last-minute changes requiring staff coordination, etc.

You must decide what happens when the agent can't help. Write the fallback message, switch on Hand off to a human, and add the phrases that should pull a person into the chat. 

What you must fill:

• Fallback message

• Where your agent runs: up to 3 test numbers

• Hand off to a human: toggle

• Trigger phrases

• Handoff message

This step is essential for direct booking. You can simply connect your CRM system to check available slots and create, reschedule or cancel visits. 

But you can also keep this step optional if the agent only shares a booking link or collects requests for your team to confirm. 

Click Add custom API action, explain when the agent should use it, and paste your cURL request to fill in the request details.

Review the following fields:

• Action name

• When should the agent call it?

• Paste cURL

• Request: method + endpoint URL

• Headers

• Params

• Body

• Auth

• Test call

Click Next: variables to continue.

Before you go live, you can test new bookings, rescheduling, cancellations, multiple projects, and unavailable slots. You must ensure that the agent verifies ownership before changing existing bookings, and confirms a visit only after the connected system reports success.

You can chat with your agent before your customers do with AiSensy's 500 free AI messages for trial.

Publish, switch the AI on & you're live.

• Test your Agent panel (Train/Live modes)

• Publish

• AI on/off toggle