The watsi AI agent answers your prospects on WhatsApp at any hour, with your agency's information: it answers questions about your properties, asks for the details you need to qualify the prospect, books the visit and hands the chat to your advisor when a person is needed. You don't have to build it: the watsi team prepares it from your sales call, and you adjust it whenever you like.
What it does in each conversation
It uses your documents (Memory), your FAQs (Q&A) and your product or property catalog.
Qualifies the prospectIt asks for the details you defined — budget, area, financing — and assigns the chat to the right advisor.
Moves the funnelIt moves each chat through your stages following the rules you wrote.
It uses your appointment types. It repeats the date, time and name, asks for confirmation and only says it is booked when it really was.
It sends brochures, photos or PDFs at the moment you defined for each resource.
Follows upIf the prospect stops replying, it writes again at the times you choose.
Besides WhatsApp, the same agent can handle Instagram, Messenger and your website widget; you choose which version of the agent replies on each channel (see Versions and publishing).
When it hands the chat to a person
The agent turns off in a chat and hands it to your team when:
- one of your escalation rules matches (for example, "wants to negotiate the price");
- it detects on its own that the conversation needs a person;
- it confirms an appointment over WhatsApp (on by default, so your advisor follows up on the visit).
All the details are in Escalation to a human.
How your agent gets set up
- 1
You activate your account
You choose your plan, connect your WhatsApp and download the app. Meanwhile, Agents shows "Your agent is being prepared".
- 2
The watsi team builds your agent
From what you discussed on your sales call: instructions, business information, FAQs, details to ask for, funnel and rules. It can take from a few hours to a few days.
- 3
It is published on your WhatsApp
Once your agent is published, watsi asks you to choose which chats it will reply to. If you imported your history, the agent starts off in every imported chat: you can switch it on for all of them with "Turn the agent on for all" or chat by chat. Chats that look personal are left out.
- 4
You adjust it whenever you like
From Chat Agent you test the agent and change its settings. Changes reach your customers when you save a version and publish it on your channels.
Control it in each chat
- Turn it on or off: the agent switch in the chat header ("Enable watsi agent" / "Disable watsi agent"). When it is off, you will have to reply to messages manually.
- If you reply from the WhatsApp Business app on your phone (coexistence), the agent pauses in that chat so it doesn't talk over you. While it is paused you will see "Agent paused"; "+10 min" extends the pause, and tapping it hands the chat back to the agent. A pause never lasts more than 24 hours.
- Wait before replying: with "Max wait before replying" the agent waits a moment before answering, so if the customer sends several messages in a row they get a single reply. At 0 ("No wait") it answers right away.
Good to know
- watsi assigns the AI model; it is not chosen from your account.
- Before each reply is sent, watsi removes paragraphs that look like internal instructions (field or tool names) rather than messages for the customer.
- Each channel is handled by one agent at a time. Your workspace includes one agent; if you need more, contact us.
Want to see how other real estate agencies use it? See the WhatsApp agent for real estate agencies on watsi.ai.