Conversation agent
Knowledge: NRI FAQ, payment milestones, video-tour links. Escalate tax/legal. Appointment skill for video or on-site.
Time zones, voice, and docs — not a 9-to-6 roster
NRI buyers need WhatsApp plus voice and email document chase across time zones, not a 9-to-6 calling roster. CoPulse keeps the Booking on one timeline: qualify on WhatsApp while they are awake, confirm with voice when it is polite, collect KYC on email. An autonomous agent will not stop when a site visit is booked — today it only counts sends and reads.
- Timezone-aware hops
- Voice + WhatsApp
- Email document chase
IST calling teams miss the buyer
NRI deals die when the only motion is a daytime ISD call. WhatsApp is the always-on thread; voice is a scheduled hop; email carries passport, PAN, and payment proofs. Do not sell this as always-on autonomous stop-on-booking — that success criterion is not shipped. The conversation agent plus workflows on a Docs stage is what you configure today. Guardrails in Agent Studio should block legal/tax advice.
Omnichannel journey
Web or partner referral, WhatsApp qualify at their local evening, optional voice, email for KYC, RM handoff for payment structure.
- Web / partner Capture timezone and country as custom properties on the contact or deal.
- WhatsApp Qualify inventory. Do not force a same-day Bengaluru visit as the only CTA.
- Phone Scheduled voice when it is acceptable in their zone. Training greeting should mention recording/handoff.
- Email Document collection. The playbook is nri-docs-collection — chase without a 10am IST assumption.
How it runs in CoPulse
Conversation agent for chat. Workflows when Docs is incomplete. Campaigns for milestone updates after Booking. Autonomous lists only for a quiet NRI audience with honest send/read metrics.
Voice
Outbound confirmation at a sane hour. Not a spray dialer at 11am IST into US nights.
KYC packets. Not engagement-ordered smart send-time — operators pick the window.
Handoff
RM gets the thread, docs status, and timezone field. Inbox, not a forwarded screenshot.
Operator setup
Project-level custom properties for country and timezone. Real Estate vertical for Bookings labels.
Setup → Channels (WhatsApp, phone, email) → Studio guardrails (no tax advice) → Pipeline with Docs → Library templates for closed-window WhatsApp → wallet. Do not enable SMS as if live.
Dubai evening, not IST noon
Store country and timezone on the contact. The qualifier offers a video appointment at 8pm IST because that is 6:30pm in Dubai, not because a dialer quota said to call now. Email carries the NRI docs checklist; WhatsApp stays the question thread. Agent Studio guardrails refuse tax structuring. When Docs is incomplete, a workflow nudges — it does not claim adaptive nurture. If you add an autonomous list for quiet NRIs, brief it as sends and reads. Site visit booked is a conversation-agent plus calendar outcome, including video tours treated as appointments. A 9-to-6 ISD roster is the thing this page exists to retire.
Payment milestones after Booking can be a drip plus RM, the same way developers handle construction updates — not another launch teaser. Keep RERA-sensitive claims out of templates. Human handoff is expected on fund-routing questions. Voice minutes debit the wallet; there is no NRI seat product.
NRI hops
The job is continuity across time zones, not more call seats.
| Hop | Channel | What happens | Owner |
|---|---|---|---|
| 1 | Web / WhatsApp | Qualify + timezone | Agent |
| 2 | Phone | Scheduled consult | Voice / RM |
| 3 | KYC chase | Workflow + human | |
| 4 | Status in their evening | Agent |
Playbooks for this team
Jobs are omnichannel. Each link is one URL, not a WhatsApp-only clone.
Frequently asked questions
NRI motion and honest automation limits.
Will autonomous stop at site visit booked?
No. Sends and reads only. Say that in the brief. Book visits with the conversation agent.
Video tours?
Treat them as appointments. The skill is the same calendar path as a physical site visit.
RERA claims in chat?
Keep copy conservative. See RERA and WhatsApp — not legal advice.
Gupshup or Meta Cloud WhatsApp?
Catalog WhatsApp is Gupshup under Setup → Channels.
Pricing?
Wallet for WhatsApp, voice minutes, email. Pricing.
Adaptive nurture?
Not shipped. You choose templates and drips; they do not auto-adapt from outcomes yet.
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
Project inventory the NRI is buying into.
Open →Luxury
High-touch handoff and guardrails.
Open →AI agents & skills
Guardrails, knowledge, voice greeting, handoff.
Explore →Wallet-only pricing
Voice minutes and WhatsApp debit the wallet — no NRI seat SKU.
See pricing →Meet them in their evening
Connect WhatsApp and email, add a Docs stage, and stop forcing IST-only calling.
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