Real Estate · Bookings & Appointments

Site visit scheduler flow template

Project and date captured, visit confirmed with a human follow-up.

5 stepstrigger: site visit, viewingfully editable

How the conversation runs

  1. Bot asks & saves the answer as {{project}}
    We'd love to show you around, {{name}}! 🏗️ Which project would you like to visit?
  2. Bot asks & saves the answer as {{visit_date}}
    What date and time suit you?
  3. Tags the contact site-visit for future campaigns
  4. Bot sends
    Scheduled! ✅ Site visit to {{project}} on {{visit_date}}. Our executive will meet you there.
  5. Hands the chat to your team

Answers marked {{like_this}} are saved on the contact and reusable in campaigns. Unrecognised replies re-prompt the menu instead of dead-ending.

More Real Estate flows

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