01
Buyer Experience
Conversa is built to answer the first buyer message quickly, keep the conversation in WhatsApp, and move qualified demand toward a viewing without making staff monitor every portal notification manually.
02
Property Truth
The assistant should only recommend or continue on a property when the current catalogue state supports it. A listing that is inactive, missing key details, rented, sold, reserved, or missing buyer-facing media should not be treated as safe just because a lead exists.
Catalogue truth beats stale conversation context.
The AI should ask clarifying questions or hand off when the property data is not safe enough.
When a lead is paused for inventory reasons, staff should be able to see why.
03
Handoff Rules
The AI hands off when the buyer asks for a person, the property data is not safe to answer from, or the workflow needs staff confirmation.
Booked viewings remain visible to the team so the AI does not hide operational responsibility.
Sensitive complaints, unusual negotiations, and staff-owned conversations stay with humans.
Keep reading
Related Docs
Getting Started
Welcome to SME Analytica
A public guide to the SME Analytica suite: Conversa for real estate, Facturia for WhatsApp-first invoicing, MenuFlow for restaurant operations, and consulting for custom agentic business systems.
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Conversa Product Guide
How Conversa helps real-estate agencies turn portal and CRM leads into qualified WhatsApp conversations, viewings, and clean human handoffs.
E-Invoicing
Facturia Product Guide
A practical guide to Facturia: WhatsApp-first invoicing, receipt capture, IVA support, and VeriFactu-ready workflows for Spanish autónomos and small businesses.