Learn how to automate lead nurturing for real estate agencies using Pabbly Chatflow and WhatsApp. Follow this step-by-step guide to streamline your communication. Build conversational workflows that guide visitors toward conversion with dynamic, branching dialogs that respond intelligently to user input.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Chatflow for Lead Nurturing

To automate lead nurturing for real estate via WhatsApp using Pabbly Chatflow, the first step is to access the platform. Begin by opening a new tab in your browser and navigating to Pabbly.com/chatflow.

Once on the Pabbly Chatflow homepage, you will see options to sign in or sign up. If you are a new user, click on the sign-up option to create your account and receive 100 free credits to explore the software. For existing users, simply click on the sign-in button to access your dashboard.

2. Creating Your AI Assistant in Pabbly Chatflow

After logging into Pabbly Chatflow, navigate to the AI assistant section. This is where you will create an AI-powered assistant tailored for lead nurturing in real estate. Click on the ‘Add AI Assistant’ button to begin the setup process.

  • Enter a descriptive name for your AI assistant, such as ‘Automate Lead Nurturing for Real Estate’.
  • Select the instruction type as ‘AI Agent’ to generate a predefined instruction set.
  • Set the temperature for response creativity, with a recommended setting of 0.5 for a balance of accuracy and creativity.

Once these parameters are set, proceed to choose the AI model from the options available, selecting OpenAI as the provider. Make sure to enter your OpenAI API key to connect your assistant with the OpenAI platform securely.

3. Configuring AI Assistant Settings in Pabbly Chatflow

With your AI assistant created, the next step is to configure its settings in Pabbly Chatflow. This includes customizing the header and footer messages, as well as setting up fallback messages to ensure professional interactions.

In the settings, you can also upload a knowledge source file that your AI assistant will utilize to provide accurate responses. Ensure this file is in plain text format for compatibility. Once uploaded, finalize the assistant’s interface by adding a greeting message, such as ‘Hi there, how can I help you today?’.

  • Customize the appearance of your assistant by selecting colors and shapes that match your brand.
  • Enable the assistant by toggling the necessary settings to ensure it responds to user inquiries.

After saving these configurations, your AI assistant will be ready to engage with leads via WhatsApp.

4. Enabling Auto Responses for WhatsApp Messages

To ensure that your AI assistant operates effectively, you need to enable auto-responses in Pabbly Chatflow. Navigate to the inbox settings where you can customize automatic replies to incoming WhatsApp messages.

Here, select the AI auto-reply option and choose the AI assistant you created earlier. This setup guarantees that your leads receive prompt replies, even when you are unavailable. Make sure to save these settings to activate the auto-responses.

Additionally, it is crucial to test your AI assistant to verify its functionality. Send a test message through WhatsApp to see how the assistant responds and ensure that it meets your expectations for lead nurturing.

5. Testing Your AI Assistant for Lead Nurturing

After configuring everything in Pabbly Chatflow, it’s time to test your AI assistant’s performance. Start by sending a message to your WhatsApp business number, such as ‘I need help’. The assistant should respond immediately, asking for more details about the assistance needed.

Continue testing by asking various questions related to lead nurturing. For example, inquire about viewing past inquiries or receiving notifications for returning leads. The AI assistant should provide clear and helpful responses based on the configurations you set earlier.

Ensure the assistant responds accurately and promptly to user inquiries. Make adjustments to the knowledge base or response settings as needed for improved interaction.

By following these steps, you can effectively automate lead nurturing for your real estate agency using Pabbly Chatflow.

Conclusion

In this tutorial, we explored how to automate lead nurturing for real estate agencies using Pabbly Chatflow and WhatsApp. By creating an AI assistant and configuring it properly, you can streamline your communication and enhance customer engagement effectively.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.