Agent Availability Bot Template

The conversation, step by step

These are the messages and questions in the template as it comes. Words in brackets are filled in from your business details or from the visitor's earlier answers. A visitor sees only the steps that match the buttons they choose, and you can change any wording, add steps or remove them in the flow builder.

1. I'd be happy to connect you with an agent!
2. What's the best way to reach you?
   • Call Me Now
   • Schedule a Call
   • Email Me
   • Text Me
3. Great! What number should we call? The visitor types a phone number.
4. What's this regarding?
   • Buying
   • Selling
   • Renting
   • General Question
5. The visitor is saved as a lead, tagged:
   • call_request
   • hot
6. Expect a call shortly at [visitor's client phone]. If you don't hear from us within 10 minutes, call us directly at [Office Phone].
7. What's your name? The visitor types a reply.
8. Your phone number? The visitor types a phone number.
9. The visitor is saved as a lead, tagged:
   • schedule_request
10. Here's [Agent Name]'s calendar to pick a time: [Scheduling Link] Looking forward to speaking with you, [visitor's client name]!
11. What's your email address? The visitor types an email address.
12. The visitor is saved as a lead, tagged:
    • email_request
13. [Agent Name] will email you at [visitor's email] shortly! -- [Brokerage Name]
14. What's your phone number for texting? The visitor types a phone number.
15. The visitor is saved as a lead, tagged:
    • text_request
16. [Agent Name] will text you at [visitor's client phone] shortly! -- [Brokerage Name]

What you get with each lead

Every lead this template collects appears in your Alma leads inbox with the answers the visitor gave and these tags, so you can sort and follow up: call_request, hot, schedule_request, email_request, text_request. Alma emails you when a new lead arrives. On the Growth plan and up you can also send leads to other software through Zapier, and the Agency plan adds webhooks.

Questions your flow does not cover

A template answers the paths it was built for. To answer other questions in the visitor's own words, add AI answering for $25 a month: it replies from business information you provide as text, which the Alma team loads into your bot. The article on how a knowledge base chatbot works explains what to write.

For more on using a chatbot in this kind of business, see our page on chatbots for real estate.

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