WhatsApp AI agent for financial advisors, property agents and sales reps

Answer the 10pm enquiry in your words while you're off

An AI agent on your own WhatsApp number answers new enquiries as you, books the meeting, and passes you the chat when a person should take it.

Sarah Lim10:14pm

Answered while you were off

Hi, is the 3-room still available?

10:13pm

Hi Sarah, it's Daniel. Yes, it's still available. I can show you round Thursday 11am or Friday 4pm, which suits you?

10:14pm

Any hour
new enquiries get a reply
First person
it writes as you
0
chasers to people who never wrote back
4
ready-made agents to start from
A WhatsApp enquiry at 10pm gets a reply in the seller's words, the client picks Thursday and the meeting lands on the calendar, a request for a person hands the chat over, and a check-in waits for the daytime.

Six moments

Your week, with an agent on your WhatsApp

0110pm, a new enquiry

Reply to the late-night enquiry without picking up your phone.

Someone messages at 10pm about a plan, a unit or a quote. Leave it till morning and they've often asked someone else. Your agent replies while you're off, as you, from what you gave it.

  • Writes in the first person, as you
  • Reads the photos, PDFs and links they send
  • Or set quiet hours and it answers first thing
WhatsApp - Sarah Lim

02Sounds like you

It learns how you talk from your own chats.

Give it your website, your brochures and your past WhatsApp chats, plus a few lines about you. A question it can't answer from those comes to you.

  • A few lines about you and how you work
  • Your own chats, so it picks up your tone
  • Four ready-made agents to start from
New agent

How it replies

Hi Sarah, it's Daniel. Great question. I've helped families in the east find their first home for nine years. Want me to send you the brochure?

03Booking the meeting

It offers your free times and books the meeting.

When they're ready to meet, it offers times you're free and books the one they pick. If they need to move it, they ask in the chat.

  • Offers only the slots you've opened
  • The meeting lands on your Google Calendar
  • Rescheduling handled in the chat
WhatsApp - Sarah Lim

Could we meet to go through it?

Of course. I can do Thursday 11am or Friday 4pm, which suits you?

Google Calendar

Mon

Team meeting

Tue

Wed

Viewing, Tampines

Thu

Lunch with Jas

11am

Fri

4pm

04When it's your turn

It knows when to pass the chat to you.

A question outside what you gave it, a client who wants a person, a chat that's run long: it hands over with what they said and why. Reply yourself and it steps back from that chat.

  • The handover on your WhatsApp, your team group, or both
  • What they asked and why it stopped, in one message
  • You take the chat back by replying
WhatsApp - Sarah Lim
Sarah LimAgent

The unit has two bathrooms and was renovated last year. Anything else you'd like to know?

Agent

05The quiet ones

Follow up without getting your number flagged.

If someone wrote and then went quiet, it checks in, and never at night. If they never wrote back at all, it leaves them alone, because chasing strangers is how a WhatsApp number gets restricted.

  • People who never replied are never chased
  • Check-ins in the daytime only
  • Old leads woken up a few a day, not all at once
Follow-ups
8:00amQuiet till 9am
  • Marcus LeeSounds good, let me think about itCheck-in at 10:30am
  • Priya NairYou: Hi Priya, thanks for signing upNever chased
  • Sarah LimThursday worksMid-chat

06Before it goes live

Try it on yourself before a client sees it.

Chat with it the way a client would. When a reply is off, say what you'd have said and it takes the fix. Nothing reaches a client until you press Publish.

  • A test chat that sends nothing
  • Suggested fixes you tick before they apply
  • A coach you talk to in plain words
Test chat
Draft

How much is your fee?

Our fees are competitive and depend on a range of factors. Please advise which service you require.

And the small stuff, handled

Your brochure, sent: ask for it and it sends the file you gave it.
Three messages, one reply: it waits for them to finish typing before it answers.
Photos and PDFs: it reads what they send. Voice notes are yours to listen to.
Group chats left alone: it doesn't answer groups, or chats that read as personal.
Asked to stop: they're marked, and your broadcasts leave them out.

Let the next enquiry get its answer tonight

Start with the answers you already give every new enquiry.

Questions