WhatsApp automation
WhatsApp automation for real estate agencies: first contact, follow-up and broadcasts
WhatsApp automation for agencies helps reply to leads, send follow-ups, confirm visits and record conversations in CRM.
Direct answer
Learn how to automate WhatsApp in real estate service without losing context, consent or human tone.
Questions and answers
What should be automated on real estate WhatsApp?
First contact, visit confirmation, follow-up, property media and messages to selected leads.
Are mass broadcasts allowed?
It should be used with your own base, commercial context and respect for consent and WhatsApp policies.
Should WhatsApp be per user?
Yes. In professional operations each broker or account configures their channel to keep responsibility and history correct.
Is WhatsApp set up per user?
By default yes: each user connects their own number, and messages, audio, and history stay linked to the responsible person. On the Enterprise plan, the manager can enable a single shared number for the whole team instead of one number per agent.
Does the AI follow up with a lead who stopped replying?
Yes, if you leave it on. The AI reaches back out automatically after a period of silence — you set how many days and how many times per day in AI Settings, the first attempt is always quick, and the following ones respect your business hours. You can turn it off anytime, or replace it with your own automation in Automations.
How to apply it in practice
- 1. Configure the user or account WhatsApp channel.
- 2. Define first-contact text or audio for ad leads.
- 3. Use variables such as name, city, source and property type.
- 4. Record replies in CRM and update lead temperature.
- 5. Track reports to adjust cadence and approach.