What if the AI breaks and I lose a customer?

You set the confidence threshold. Below it, the AI stops and pings the human you named: your assistant, your business partner, you. Above it, it acts and leaves a log you can audit any time. Your customer never sees a mistake first. You do, and you decide.

One click pauses outbound. Inbound keeps logging so you don't lose context, and it resumes only when you say so. No black box, no waiting on us.

Who reviews the AI's work?

You name the human reviewer in setup. They get pinged on every below-threshold message. For the first two weeks of any pilot, you can hand the review to us while you decide how you want it to run long-term.

What about data privacy and customer info?

Your customer data stays in the tools it already lives in: your WhatsApp, your CRM, your calendar. No separate warehouse. Per-pilot DPAs are signed before any production data moves.

How long until I see it work?

You see value in week one. First useful agent on your data in 5–10 working days. One workflow first. The rest only after you decide it's earning.

What if I want to leave?

Pilot ends, your data stays where it was: in your tools. You walk out with the audit log, the prompt library, and the config. Integrations unpoint. No lock-in.

¿Qué significa cualificar un lead inmobiliario?

Significa reunir información suficiente para saber si la persona tiene presupuesto, zona, plazo, financiación y disponibilidad compatibles con una visita o seguimiento comercial.

¿Cuándo un lead es caliente?

Un lead es caliente cuando responde con concreción sobre presupuesto, zona, tipología, plazo y financiación, y acepta avanzar hacia visita o conversación comercial.

¿La cualificación puede automatizarse?

Sí, siempre que el agente tenga reglas claras, datos de inmuebles fiables y salida a humano para negociación, dudas sensibles o información incompleta.

Cómo cualificar leads inmobiliarios por WhatsApp (2026)

TL;DR

Confirm budget, area, property type, timeframe, sale dependency, finance and viewing availability.
A hot lead is not someone who writes a lot. It is someone who answers concretely and accepts a next action.
The first filter can be automated if you keep human handoff rules clear.

To qualify a real estate lead on WhatsApp, confirm six things: real budget, specific area, property type, buying timeframe, whether they need to sell before buying, and whether they have mortgage preapproval. A lead who answers all six clearly is hot; vague budget or timing moves them to warm or cold.

The six qualification questions

What approximate budget are you working with?
Which areas work for you?
What type of home do you need, and what is essential?
Do you have a timeframe for buying?
Do you need to sell another property before buying?
Do you have mortgage preapproval or are you still comparing options?

WhatsApp template

Hello, thanks for writing. To help you with this property, can you confirm three quick things: approximate budget, areas that fit, and when you would like to buy or visit?

When to pass to a human

Hand off negotiation, legal or finance questions, incomplete property data, complaints, sensitive tone and high-value buyers who ask for direct treatment.

Conversa's public demo line is paused right now. Request a guided demo to see the qualification flow live on WhatsApp.

Frequently asked questions

What does it mean to qualify a real estate lead?

It means gathering enough information to know whether the person has a budget, area, timeframe, financing, and availability that fit a viewing or commercial follow-up.

When is a lead hot?

A lead is hot when they answer concretely about budget, area, property type, timeframe, and financing, and agree to move toward a viewing or commercial conversation.

Can qualification be automated?

Yes, provided the agent has clear rules, reliable property data, and a human handoff for negotiation, sensitive questions, or incomplete information.

How to qualify real estate leads on WhatsApp (BANT framework + template)