Real Estate Automation

AI Receptionist Platform

Scaling Edge helps to transform customer engagement with an AI-powered receptionist that manages calls, books appointments, and streamlines real estate operations.

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About Company

A Real estate company is a Birmingham-based estate agency, part of the Scaling Edge group. They specialize in residential lettings, property sales, and management services. Their focus is on delivering responsive service and building strong client relationships.

Quick info

industry
Industry

Real Estate, Property Management

company
Project Type

Company Project

service
Service Type

AI Receptionist, CRM Automation, Workflow Integration

team
Team Size

3 Member

technology
Technology Stack

ElevenLabs, n8n, GoHighLevel, Google Sheets, Slack, Apex27, JavaScript

About Client

Project Requirements

The client needed an AI agent to handle inbound property inquiries 24/7.The system had to identify caller intent, route calls, and escalate emergencies.

It also needed to integrate with GoHighLevel CRM for pipeline creation and appointment booking. Call logs and insights had to be shared instantly with internal teams via Slack and Google Sheets.

Challenges for the client

Inbound Call
High Inbound Call Volume

Agents spent too much time handling repetitive queries, reducing focus on qualified leads.

Slow Appointment
Slow Appointment Handling

Manual scheduling caused delays and missed opportunities.

Fragment Data
Fragmented Data

Information from calls wasn’t always logged consistently in CRM or shared across teams.

Bad Customer Experiance
Emergency Handling Gaps

Urgent requests lacked an efficient escalation system, risking poor customer experience.

Key Features we integrated

Call

Smart Call Handling

The AI receptionist greets customers, detects intent, and answers property-related queries.

Appointment Booking

Appointment Booking

Checks calendars and books appointments directly in GoHighLevel CRM.

Emergency Escalation

Emergency Escalation

Urgent or repeated requests are immediately escalated, ensuring staff intervention for prompt and effective resolution.

Seamless Data Sharing

Seamless Data Sharing

Logs every call into Slack, Google Sheets, and CRM for real-time tracking.

Product Development Cycle

Development-Methodology

Development Methodology

We followed a straightforward Waterfall approach with clearly defined phases—requirement gathering, design, development, testing, and deployment.

Agile Approach

Agile Approach

We used agile sprints to quickly adapt features like emergency detection, CRM sync, and multilingual support.

UAT-Testing

Parallel UAT

User acceptance testing was conducted alongside development to refine voice flows and customer interactions.

Rapid-Prototyping.svg

Rapid Prototyping

Voice scenarios were rapidly tested with ElevenLabs AI to ensure natural conversations and smooth escalation triggers.

Are you seeking the ultimate strategy for your business?

Are you ready to bring your vision to life? Reach out to our team of experts today. We offer personalized consultations to identify the most effective plan for your unique goals. With our wealth of experience, we can help propel your business to new heights. Contact us now to embark on your journey to success and prosperity