Four core automation patterns for this operating system. Each flow shows where AI acts, where business rules apply and where human approval remains mandatory.
These are implementation patterns, not claims that a specific company already uses the system. They must be adapted to the actual software stack, permissions, data and policies before launch.
Lead enters from ads, portal or referral
→AI structures budget, location, timing and intent
→Low-confidence answers are flagged
→Qualified lead is routed to broker with context
Qualified buyer requests viewing
→Calendar and property availability are checked
→Appointment is confirmed and reminders sent
→Post-viewing follow-up task is created
Buyer context and selected property are confirmed
→Proposal agent assembles approved commercial terms
→Broker reviews price and legal-sensitive content
→Approved proposal is sent and tracked
CRM opportunity data is collected
→Forecast agent groups by stage and probability
→Stale or incomplete deals are flagged
→Sales director receives scenario forecast