Conversation agent
Skills: intent, budget, locality. Knowledge: scheme FAQ. Escalate underwriting.
Volume EMI questions, then a wallet preview
High-volume affordable projects need EMI and eligibility questions in chat plus a wallet preview before any launch blast. CoPulse handles Buyers & Tenants at scale: library templates for throughput, a qualifier that asks eligibility without pretending to underwrite, and Growth campaigns that show wallet cost before you message ten thousand contacts.
- EMI / eligibility in chat
- Template throughput
- Wallet preview
Volume without templates will stall
Affordable projects win on speed and honesty about eligibility, not penthouse copy. If you free-text every lead after the 24-hour window, WhatsApp sends fail. Library templates (Gupshup) are the throughput path. Wallet preview is mandatory before a scheme blast — seat-based CRMs hide that cost. The agent should collect income band and document readiness, then hand off; it should not promise a loan sanction. Autonomous tasks will not mark a Booking when EMI is approved — they count sends and reads.
Omnichannel journey
Portals and camps in, WhatsApp qualify + EMI intro, voice for visit confirm at volume, email for document lists.
- Portals / camps / QR High enquiry count. Deduplicate. Walk-in QR should not stay in a register.
- WhatsApp Eligibility questions, illustrative EMI, Sunday morning slots (saturation is real).
- Phone Confirmation calls at scale. Visit Caller pattern from the site-visit playbook.
- Email Document checklist. Not a luxury deck.
How it runs in CoPulse
Qualifier + EMI intro as conversation. Campaigns for scheme announcements with wallet preview. Workflows on visit done. Autonomous only for dormant lists with honest metrics.
Library templates
Utility vs marketing approval. Operators still need approved templates after the 24-hour window.
Campaigns
Growth wallet preview. Filter by budget band. Do not attach the luxury audience.
Voice
Confirmation at volume. Training greeting short and clear.
Operator setup
Project per scheme if eligibility rules differ. Real Estate vertical.
Channels (WhatsApp Gupshup) → Library (submit templates) → Studio → Pipeline → Growth campaign → read wallet estimate → send. SMS not live.
Sunday 9am is inventory, not a slogan
Affordable schemes fill Saturday. Insights-style pressure on weekend slots is why you open Sunday 9–11 instead of sending another unmatched blast. The qualifier asks eligibility and shares an illustrative EMI band, then the appointment skill books the visit. After 24 hours, only approved library templates move. Before a scheme campaign, Growth shows wallet cost — that number is the reason this ICP mentions pricing so often. The agent must not announce a sanctioned loan. Disbursal nudges are a later playbook. Autonomous tasks will not close the Booking for you.
Walk-in QR at the site should create the same Booking as a portal lead so the Sunday queue is one list. Duplicate merge matters at this volume. Template families can fail over when a variation is paused — operators still need at least one approved sendable template. Do not plan SMS. Do not mix this audience into a luxury penthouse campaign. Human handoff is for file scrutiny, not for asking BHK again. A camp weekend without a qualifier is just a register; connect web chat or QR into the Project the same day. Wallet preview is the control that stops a 10,000-number mistake. Eligibility copy must stay illustrative. If finance asks for sanctioned-loan language in the template, refuse — that is how WhatsApp approvals and RERA posture both fail.
Volume hops
Templates and wallet are the difference from a boutique desk.
| Hop | Channel | What happens | Owner |
|---|---|---|---|
| 1 | Portal / QR | Burst of enquiries | Capture |
| 2 | Eligibility + EMI band | Qualifier | |
| 3 | Phone | Visit confirm | Voice |
| 4 | Docs list | Workflow |
Playbooks for this team
Jobs are omnichannel. Each link is one URL, not a WhatsApp-only clone.
Frequently asked questions
Volume, EMI copy, and wallet discipline.
Can the agent sanction a loan?
No. It shares illustrative EMI and a docs list, then hands off.
Why wallet preview?
Ten thousand marketing templates are a real debit. See pricing before send.
24-hour window?
After it closes, approved templates only. Guide.
Autonomous until booked?
Not a shipped success rule. Sends/reads only.
SMS fallback?
Coming soon. Plan WhatsApp + voice.
Seat fees at this volume?
No seats. Wallet-only.
Related
Parent hub, sibling teams, and product surfaces this ICP actually uses.
Real estate hub
Buyers & Tenants, Bookings, site visits — directory of ICPs and jobs.
Back to hub →Developers
Same launch machinery, different ticket size.
Open →Independent agents
When a channel partner is a solo desk.
Open →Campaigns
Templates, audiences, wallet preview.
Explore →Wallet-only pricing
Preview the scheme blast. Usage, not seats.
See pricing →Qualify the queue, then spend the wallet
Connect WhatsApp, approve templates, and stop blasting unmatched numbers. Keep EMI copy illustrative and preview the wallet before every scheme send.
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