Real Estate and Home Agents: Lead Capture, Floor-Plan Answers, and Showroom Booking
A real estate and home Agent handles private messages and site chat for three jobs: capture a lead, explain a published floor plan, and draft a showroom visit. Each step is labeled auto / draft-for-approval / must-have-a-sales-owner. Area, price, and discounts come only from a versioned listing or product file. A Douyin enterprise-account bot is a different decision (/blog/douyin-enterprise-customer-service-vs-custom-agent). Checkout nudges for ecommerce are another (/blog/ecommerce-agent-conversion). Mortgage-product talk belongs in /blog/financial-services-agent-compliance. WeCom identity and talk tracks: /blog/private-domain-wecom-feishu-agent. How files are retrieved: /blog/enterprise-rag-knowledge-base-agent. GeonAI delivers the file version and the write permission; /agents are capability references only (not a public trial of 363+ presets). Email [email protected] with the subject "Enterprise custom Agent inquiry."
One-sentence definition
A real estate and home Agent = three threads kept apart: read the published pack, draft the visit into the existing CRM, and require a human to lock a unit, take a deposit, or promise appreciation. Putting "how many square meters" and "lock this unit" on the same auto switch is an authorization failure.
What each thread owns
| Thread | Who it serves | Source of truth | Gate this post specifies |
|---|---|---|---|
| Lead capture | People asking about a listing or showroom | Published project or product card, lead-field list | Fields allowed, fields banned |
| Floor-plan answers | A buyer who named a unit type or SKU | Floor-plan file ID plus version | Repeat only labels printed on the file |
| Showroom booking | Someone who wants a sales gallery or store visit | Open-slot table, advisor roster | Draft into the CRM; conflicts go to a person |
Lead capture: fields and refused claims
| Step | Default gate | Note |
|---|---|---|
| Published project name, city, gallery or showroom hours | Auto | Cite the pack version; refuse a delisted version |
| List price or list-price band on the price sheet | Auto | Current price-sheet version only; do not quote an unpublished discount |
| Name, phone, project of interest, budget band from the form | Draft for approval | Write the CRM; if a required field is missing, ask, do not guess |
| National ID, bank card, exact down payment | Banned in chat | Use the sales or finance form |
| Appreciation, school admission, principal protection | Quote a published notice only | With no dated notice, refuse |
Floor plans: repeat what is printed
| Step | Default gate | Note |
|---|---|---|
| Area, room count, and orientation printed on the file | Auto | Cite file ID and version; if they do not match, hand off |
| A floor-plan photo the buyer uploads | Draft for approval | If recognition is uncertain, do not state a number; an advisor checks the original |
| Compare two unit types | Draft for approval | Only when a comparison sheet is published; otherwise do not rank them |
| Area, bonus area, or efficiency ratio absent from the file | Banned | The model does not fill in a column of numbers |
| School district, subway minutes, noise | Quote a published notice only | Do not generate a sentence the listing card does not contain |
Showroom booking: slots and unit locks
| Step | Default gate | Note |
|---|---|---|
| Hours, address, what to bring | Auto | Cite the store-file version |
| Draft a visit inside an open slot | Draft for approval | Write a CRM or calendar draft; the visit counts only after an advisor confirms |
| Slot conflict, named advisor off shift | Sales owner | Do not book the same slot twice |
| Lock a unit, take a deposit, change the contract price | Sales owner | The Agent does not collect money or change listing status |
| In-home measure for furnishing | Draft for approval | A designer confirms the slot and address before dispatch |
CRM writes and listing-status changes go through an allowlist: /blog/agent-function-call-mcp-integration. Allowed and refused actions in the contract: /blog/custom-agent-scope-boundary-in-contract. Phone numbers and ID numbers follow /blog/enterprise-ai-compliance-overview. If property sales and the furnishing showroom are two systems and two owner teams, whether to split Agents is in /blog/multi-agent-vs-single-assistant.
How this differs from Douyin support, ecommerce, and finance
| Existing post | That post covers | Gate added here |
|---|---|---|
| Douyin enterprise support | When the platform bot is enough | Lead fields, floor-plan file version, visit slots |
| Ecommerce conversion | SKU, shipping insurance, payment reminders | Property and home threads do not lock stock or change price |
| Financial-services compliance | Product explanation and human review | Mortgage payment and yield stay out of the gallery script |
| WeCom / Feishu presales | Identity, talk-track library, handoff | Listing prices and floor plans are a separate file version |
Decision rules
- Ship first: published project card, price sheet, and hours, plus lead and visit drafts
- Customize before floor-plan answers: file ID, version, and handoff when recognition fails
- Do not automate yet: unit locks, deposits, price changes, verbal appreciation or school-admission claims
- A platform auto-reply does not replace the file-version gate: delisted projects and unpublished discounts stay unanswered
Anti-patterns (stop the pilot)
- The model invents a price, a discount, an area, or an efficiency ratio
- A casual photo of a floor plan is treated as the exact area source
- The same slot is booked twice
- The thread collects a national ID or steers the buyer to transfer a deposit
- A 363+ preset is staffed as a property advisor and allowed to promise appreciation
Pilot acceptance
- Price replies missing a price-sheet version = 0
- Floor-plan numbers that do not match the file labels (sample audit) = 0
- Agent locks a unit, changes listing status, or starts a payment = 0
- Duplicate booking of the same slot = 0
- Appreciation, school-admission, or principal-protection lines with no published citation = 0
How to log harm metrics: /blog/custom-agent-30-day-pilot-metrics. Do not use an unsampled "showroom visit rate rose by X percent" figure as the business case.
What to send GeonAI
List 5–10 steps for leads, floor plans, and visits, and mark the three gates. Name where listing or product files live, the CRM, where open slots are read, and who publishes floor-plan versions. Email [email protected], open service plans, or use Live chat. The first-call pack: /blog/how-to-brief-ai-agent-vendor. Acceptance is the file version and the booking write permission. Delivery does not include "private messages lock units with no human review."
Frequently asked questions
We already have a Douyin or WeChat auto-reply. Do we still need this Agent?
A platform bot covers frequent questions. Quoting a price-sheet version, repeating area from a floor-plan file, and drafting a visit into the CRM needs the file version and write permissions, not another auto-reply.
A buyer sends a photo of a floor plan. Can the Agent state the area?
A photo is not the exact source. Only a floor plan in the library, with a file ID, may repeat numbers printed on that file. If recognition is uncertain, an advisor checks the original. The model does not invent an area.
Can the Agent quote a discount to secure the visit?
It may quote only the list price or list-price band on the current published price sheet. Unpublished discounts, unit locks, and contract price changes need a sales owner.
The buyer asks for a monthly mortgage payment. What should happen?
The gallery thread does not calculate payments or compare loan products. Say that an advisor or a licensed provider has to take it, and hand off. Product explanation for finance is the financial-services compliance post.
Can property sales and a furnishing showroom share one Agent?
They can share the chat entry. Price sheets, floor-plan files, and booking queues stay separate. Split into two Agents when there are two systems and two owner teams. Do not share write permissions across them.
Can the 363+ presets act as property advisors?
No. Presets do not include your listing version, price sheet, floor-plan files, open slots, or unit-lock ban.