RE Qualifier
Conversation agent, skills for intent, budget, locality. Knowledge: your live listings PDF.
One qualifier, one scheduler, no calling team
A solo agent can run a qualifier plus visit scheduler on wallet-only pricing without hiring a calling team. CoPulse still uses Buyers & Tenants and Bookings, but the desk is one operator: Agent Studio, library templates, and a short pipeline.
- Wallet-only
- Qualifier + scheduler
- Voice confirmations
Hiring callers is the wrong first spend
Independent agents drown in Instagram DMs and portal leftovers. A seat-based CRM is a tax. Wallet-only usage means you pay when you message or call. You still need two agents in Studio: a qualifier (BHK, budget, locality) and a visit scheduler (appointment skill). Voice covers T-1 confirmation so you are not dialing while driving to the site.
Omnichannel journey
Meta and web in, WhatsApp to qualify and book, phone to confirm, email only if you run a small listings digest.
- Instagram / web Reels and a simple site chat should land in the same inbox as WhatsApp, not a third notes app.
- WhatsApp Qualifier then scheduler. Keep the 24-hour window in mind: after it closes, send an approved library template.
- Phone Visit Caller-style confirmation. Set the training greeting in Agent Studio so inbound voice is on-brand.
- You Handoff when they want to negotiate. The thread and qualification fields are on the Booking.
How it runs in CoPulse
Two conversation agents and optional drips. Skip autonomous lists until you have a dormant pile — and know success is sends/reads, not visit booked.
Visit Scheduler
Appointment skill + calendar. Writes Site visit booked.
Visit Caller
Voice surface, training greeting, confirm pickup if you offer it.
Wallet
Top up when you broadcast. Preview cost. No seat fee for being a team of one.
Operator setup
One Organization, one Project. Pick Real Estate. Connect WhatsApp first.
Signup → Real Estate → Setup → Channels (WhatsApp Gupshup, phone, optionally Meta and web) → Library → Agents → Studio (qualifier + scheduler) → Pipeline four stages → optional Growth drip. SMS is not live.
A Saturday without a caller on payroll
You connect one WhatsApp number under Setup → Channels, upload a listings PDF to the knowledge base, and create two agents in Studio: qualifier and scheduler. Instagram lead ads, if you run them, land in the same inbox via Meta — not a third app. Wallet-only pricing means you top up before a small broadcast; there is no seat SKU for being one person. T-1, the voice agent uses your training greeting to confirm the visit. You spend Saturday on the site, not on a spreadsheet. If you later hire, you already have a Project inbox instead of a personal chat history you cannot hand over. Autonomous win-back can wait until you actually have 60-day dormant contacts — and you will not get stop-on-booking from it today.
Keep the pipeline to four stages. Do not copy loan-disbursal from a developer template. After the WhatsApp 24-hour window, only approved library templates send. Gupshup is the live WhatsApp path. Skip SMS. When a buyer wants to negotiate, hand off — the inbox is the briefing. That is the whole solo operating system.
Solo-operator hops
If a hop needs a second hire, automate it first.
| Hop | Channel | What happens | Owner |
|---|---|---|---|
| 1 | Meta / web | Enquiry in inbox | Capture |
| 2 | Qualify + book | You + AI | |
| 3 | Phone | T-1 confirm | Voice |
| 4 | Inbox | Negotiate | You |
Playbooks for this team
Jobs are omnichannel. Each link is one URL, not a WhatsApp-only clone.
Guide: Speed to lead
How-to for this desk. Playbooks remain the jobs.
Guide →Site visit booking
Slots on WhatsApp, confirm on voice, stage update.
Open playbook →Lead qualification
Four questions before you drive across town.
Open playbook →Meta ad leads
Instagram interest into the same Booking.
Open playbook →Frequently asked questions
Solo agents and wallet-only usage.
Is there a per-user fee?
No. Wallet-only — messages, calls, AI.
Can I skip voice?
Yes, but no-shows rise. The Visit Caller is the cheap hop, not a call center.
Autonomous win-back?
You can run a dormant list later. Today it will not stop automatically when a visit is booked.
Knowledge base?
Upload your listings. The qualifier should not invent a 3BHK you do not have.
Personal WhatsApp vs CoPulse number?
Use the Project number in Setup → Channels so threads are auditable if you hire later.
SMS?
Coming soon. WhatsApp templates and voice today.
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 →Brokers
When you grow into a shared inbox.
Open →Luxury
When appointment quality matters more than volume.
Open →AI agents
Studio, skills, knowledge, handoff.
Explore →Wallet-only pricing
A solo desk should not buy seats. Usage only.
See pricing →Run the desk on a wallet
Connect WhatsApp, add the qualifier and scheduler, book this Saturday without a caller on payroll.
Get started free