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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.

A IA retoma um lead que parou de responder?

Quando habilitadas, as retomadas usam o contexto disponível e respeitam o expediente, o canal e os limites configurados. Recusas e pedidos de espera impedem a insistência. Uma nova resposta pode mudar o próximo passo; a abordagem não precisa seguir a mesma mensagem para todos.

How to apply it in practice

  1. 1. Configure the user or account WhatsApp channel.
  2. 2. Define first-contact text or audio for ad leads.
  3. 3. Use variables such as name, city, source and property type.
  4. 4. Record replies in CRM and update lead temperature.
  5. 5. Track reports to adjust cadence and approach.