01
What Conversa Is
Conversa is a proactive WhatsApp lead workflow for real-estate agencies. It is not a passive chatbot waiting for random inbound messages; it watches approved lead sources, understands the property context, and starts or continues the WhatsApp conversation when the lead is safe to engage.
Responds from the agency's WhatsApp identity instead of forcing buyers into a new app.
Uses the agency's current catalogue and operating rules before recommending a property or visit.
Keeps the team responsible for escalations, manual follow-up, and edge cases the AI should not own.
02
Lead Capture
A typical agency connects portal emails, CRM/catalogue data, and WhatsApp. When a lead arrives from a supported portal or agency workflow, Conversa extracts the buyer, contact details, listing reference, message, and intent signals needed to decide the next safe step.
Portal inquiries can be forwarded to a client-specific lead address while the agency keeps the original email.
Common Spanish property sources such as Idealista, Fotocasa, Habitaclia, and CRM-generated mail are supported through configured parsers.
The parsed lead is matched with the agency catalogue before the AI starts a viewing or recommendation flow.
03
Qualification Flow
After first contact, Conversa continues the conversation in WhatsApp. It asks only for the missing information needed to qualify demand, such as budget, preferred area, visit availability, and whether the buyer is asking about the original property or alternatives.
Property-aware replies use listing status, photos, visit rules, and available catalogue facts.
The assistant avoids over-promising when a listing is inactive, rented, missing photos, or incomplete.
Buyer intent and conversation history stay visible so staff can understand why a lead moved forward or paused.
04
Bookings and Handoff
The goal is a qualified viewing, not endless chat. When calendar and property rules allow it, Conversa offers booking options and confirms next steps. When confidence is low or the buyer needs staff, the workflow hands over instead of improvising.
Handoff is used for human requests, incomplete data, unusual negotiations, staff-owned conversations, and sensitive complaints.
Delivery and read confirmations are treated as operational evidence, so the team can distinguish sent, pending, failed, and buyer-seen messages.
Staff can keep working in their existing process while Conversa handles the repetitive first-response and qualification load.
05
Privacy and Boundaries
Conversa is designed for tenant-isolated real-estate workflows. Public docs intentionally avoid exposing internal routes, authentication details, queue names, or customer-specific configuration.
The agency remains the owner of customer relationships and property truth.
Conversa should not answer from stale or missing catalogue data.
Operational safeguards are documented at a public level without publishing implementation details that would weaken security.
Keep reading
Related Docs
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Welcome to SME Analytica
A public guide to the SME Analytica suite: Conversa for real estate, Facturia for WhatsApp-first invoicing, and consulting for custom AI workflows.
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A practical guide to Facturia: WhatsApp-first invoicing, receipt capture, IVA support, and VeriFactu-ready workflows for Spanish autónomos and small businesses.
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A security-conscious overview of how SME Analytica products integrate with customer workflows, without exposing private infrastructure details.