Enquiry qualification
Clarify purchase or rent, property type, location, budget, timing, and preferred contact method.
For real estate teams
An AI administrator for real estate teams
AI helps clarify property type, area, budget, and timing, but it must not invent availability or deal terms or provide legal or financial advice.
Registration, Web Chat, server-side AI, Inbox, CRM, and the built-in calendar are part of the current MVP. External calendars, multiple staff schedules, and industry-specific integrations remain future stages.
HexSales / SolutionMVP · working version
One conversation, one business
AI receives approved knowledge from the current organization only.
01
Understand customer intent
02
Ask only for necessary details
03
Answer or bring in a person
A working-flow illustration, not proof of an industry integration
Challenge
Turn the first question into a qualified enquiry
A lead may arrive at night with one question about a property. The system preserves the source and conversation history, clarifies the criteria and preferred contact time, and answers property questions only when a current catalog is connected.
Workflows
What works today and what comes next
Answers from business data, contact capture, Inbox, CRM, the built-in calendar, and human handoff are in the working MVP. External integrations and industry data sources remain clearly marked as future stages.
Property questions
Answer only from current property data and state clearly when information is not confirmed.
Viewing or call
Offer a time from the built-in calendar for a configured service or hand the request to the responsible manager.
Now
Working foundation
Before launch, each business validates the product with its own data, policies, and real customer scenarios.
- Registration and setup store the organization, profile, services, and business rules.
- Web Chat creates one tenant-scoped conversation and sends messages to server-side AI.
- Inbox and CRM show real messages, contacts, and leads without demo records.
- The built-in calendar shows real availability and prevents overlapping appointments.
- Manual control keeps AI silent until the owner explicitly returns control.
Process
The working flow and future connections
- 1
The agency connects current properties, qualification rules, and administrative FAQ.
- 2
AI records the enquiry source and gathers criteria without pressure.
- 3
Matching options are used only from a verified, current catalog.
- 4
A call or viewing can be booked in the primary calendar after exact availability and customer confirmation.
- 5
The manager receives the lead profile and full conversation and can take over communication.
Guardrails
What AI must not do
Server-side AI receives these limits with the business rules. The owner must validate industry-specific policies before serving customers.
- Never claim a property is available until its status is confirmed.
- Never provide legal, investment, or mortgage advice.
- Never promise returns, loan approval, discounts, or deal terms.
FAQ
An honest view of what works today
No decorative promises and no claims about features that are not available.
Does HexSales already connect to a property catalog?
Not yet. The current MVP accepts enquiries through Web Chat, with Telegram available after server-side connection verification. Conversations are stored in Inbox and CRM and can be handed to a manager. Catalog integration remains a future applied stage.
Can AI match apartments to customer criteria?
Only after a current property catalog is connected. Today, AI can clarify requirements, save the enquiry, and hand it to a manager, but it must not invent available options.
Can a viewing be scheduled automatically?
Yes, when the business configures viewing as a service and defines hours in the primary calendar. AI checks the exact slot and books only after explicit confirmation. Separate manager calendars and external synchronization are not connected yet.
Will AI provide mortgage or investment advice?
No. Those recommendations are outside the administrative workflow and must be handled by an appropriately qualified professional.
Early access
Start with a real workflow, not a polished demo metric
Add your services, policies, and common questions, then verify answers in Web Chat. External channels become active only after separate server-side verification.