This template helps real estate teams answer buyer, seller, and tenant questions fast without anything slipping between agents. An AI triage agent reads each incoming message, classifies it by intent, and routes it to the right person with a draft reply ready to send.
What's Included
- Ticket queue: Inquiries grouped by listing, showing request, and maintenance type.
- AI triage agent: Classifies buyer, seller, tenant, and vendor messages and assigns owners.
- Knowledge base: Self-updating answers for financing, closing, and lease questions.
- CSAT dashboard: Tracks response time and satisfaction per agent and office.
How To Use
- Clone the template into your Taskade workspace.
- Connect email, your CRM, and any portals through 100+ integrations.
- Let the AI agent triage and draft replies in your brand voice.
- Review the CSAT dashboard weekly to spot bottlenecks.
Pair it with a follow-up automation or browse more support agents to handle showings and document requests automatically.