Chloe: The AI Assistant for Real Estate
About the Agent Automating Buyer & Seller Interactions via WhatsApp, HubSpot, Razorpay & GoogleAbout the Agent
Overview
Chloe is an AI-powered real estate automation assistant that revolutionizes how users interact with properties through WhatsApp. Designed to serve buyers, renters, sellers, and agents, Chloe integrates AI with tools like OpenAI, Google Sheets, Calendar, HubSpot CRM, and Razorpay to deliver a seamless end-to-end experience—from property search to payment confirmation.
Built on n8n with a modular, microservices-based design, Chloe eliminates the need for manual follow-ups by automating conversations, collecting and processing data, triggering external services, and keeping agents and clients in sync in real-time.
Challenges
Missed Opportunities:
Sales teams often experienced delays in following up on leads captured through HubSpot forms due to lack of instant alerts.
Manual Notifications:
Sending lead details manually across channels was error-prone, inconsistent, and inefficient.
Distributed Teams:
Regional sales teams lacked visibility into real-time lead capture events without directly accessing HubSpot.
Integration Complexity:
Existing notification solutions were either inflexible or required extensive development effort to maintain.
Challenges
Before implementing Chloe, real estate operations were bottlenecked by:
Manual Lead Qualification
Agents manually filtered buyer/seller leads, slowing down response time.
Delayed Coordination
Visit bookings, payment links, and agent notifications were fragmented across platforms.
Inefficient Seller Onboarding
Property details were collected inconsistently via calls or unstructured forms.
Fragmented Communication
WhatsApp, CRM, calendars, emails, and spreadsheets weren’t interconnected.
No Real-Time Intelligence
Lack of a smart assistant meant no contextual conversations, delayed actions, and missed follow-ups.
Objectives / Goals
- Enable users to chat naturally on WhatsApp and get instant responses
- Automate property search, visit scheduling, seller onboarding, and payments
- Maintain personalized conversation history for seamless interactions
- Sync all user actions with HubSpot CRM for marketing and sales tracking
- Integrate with Razorpay for instant payment links and webhook tracking
- Support multilingual conversations across English, Hindi, Spanish, etc.
- Enable price/mortgage calculations directly within the conversation
- Notify agents in real-time when key user actions occur
- Ensure 24/7 availability and scalable architecture with minimal manual work
Objectives
This automation aimed to:
- Deliver real-time alerts to Teams when a new lead is created in HubSpot
- Provide clear, structured lead information (name, email, phone, title, status)
- Support custom routing logic for different Teams groups or regional channels
- Minimize reliance on sales reps checking HubSpot directly
- Allow easy extensibility for CRM syncing and AI-based lead scoring
Solution Architecture
WhatsApp Chat Trigger
- Receives messages via a webhook from WhatsApp
- Maintains sender identity and chat history
- Detects message type (buyer, seller, inquiry, payment, etc.)
AI-Powered Decision Engine
- Uses OpenAI GPT to understand intent and extract structured data
- Routes the request to the appropriate tool (e.g., property search, visit booking, seller intake)
Buyer Interactions
- Parses preferences like location, budget, property type
- Queries listings (e.g., Google Sheets) and shares matched properties
- Enables price, EMI, and mortgage estimations via calculator tool
- Coordinates visit scheduling with Google Calendar
- Sends confirmation to both user and assigned agent
Visit Scheduling
- Asks for preferred time slots
- Creates Google Calendar events and sends WhatsApp confirmation
- Notifies assigned agents of scheduled visits
Seller Onboarding
- Collects property details from sellers via WhatsApp
- Appends them to a centralized Google Sheet
- Marks submission status and logs time
Payment Workflow
- Triggers Razorpay to generate payment link for deposits/booking fees
- Sends link via WhatsApp
- Listens for payment status via webhook
- On confirmation, sends receipts via Gmail + WhatsApp
- Syncs payment details to HubSpot
CRM & Agent Sync
- Logs leads and actions in HubSpot (new contacts, deals, notes)
- Sends real-time WhatsApp alerts to assigned agents
Intelligent Calculators
- Price estimation, EMI calculation, and mortgage eligibility logic
- Uses backend functions and real-time API data (e.g., API Ninjas)
Smart Follow-Ups & Memory
- Tracks incomplete journeys (e.g., abandoned searches or unpaid links)
- Auto-triggers follow-up reminders after 24–48 hours
- Recalls prior context (property, budget, timeline) across sessions
Use Cases
Instant Property Match via WhatsApp
Users send messages like “Looking for 3BHK in South Delhi under ₹1 Cr” → Chloe parses the request and replies with matching listings and summaries instantly.
End-to-End Visit Scheduling Without Agents
A buyer selects a property → Chloe auto-coordinates preferred timings, books a slot via Google Calendar, and confirms the visit on WhatsApp for both user and agent.
Seller Submits Property via Conversation
A seller initiates a “List My Property” chat → Chloe collects all property details conversationally and appends them to a centralized Google Sheet with source tracking.
Razorpay-Powered Booking Flow
A user confirms interest in a property → Chloe generates a Razorpay payment link, confirms payment via webhook, and auto-sends receipt via WhatsApp and Gmail.
Smart Lead Capture & CRM Sync
Chloe recognizes a qualified inquiry → Creates/updates a contact and deal in HubSpot in real time, tagging lead source, interaction intent, and agent assignment.
Live Agent Notification for Hot Leads
Upon a high-intent action like payment or visit confirmation → Chloe sends an instant alert to the assigned real estate agent’s WhatsApp, improving response time.
Payment Status Monitoring and Escalation
Webhook monitors payment gateway → If payment fails or is abandoned, Chloe notifies user and schedules a reminder message after 24 hours.
Auto-Follow-up on Abandoned Conversations
If a user browses listings but doesn’t proceed → Chloe follows up after 2 days with a personalized reminder or suggests similar listings to re-engage.
Contextual Multi-Session Conversations
A user resumes chat after 3 days → Chloe recalls prior context (property discussed, budget, location) and continues the conversation without restarting.
Key Tools & Technologies
- n8n Automation Engine Workflow logic and integrations
- OpenAI GPT-4 – Chat intent parsing and response generation
- WhatsApp Webhook – Real-time message input/output
- Google Sheets – Seller database & property listings
- Google Calendar – Property visit scheduling
- HubSpot CRM – Lead tracking and deal creation
- Razorpay –Payment link generation and verification
- Gmail API –Automated email confirmations
- Custom Code Nodes – Dynamic formatting, error handling, logic switches
Duration & Resources
| Metric | Value |
|---|---|
| Time Taken | 5 Days |
| Resources | 2 Automation Specialists |
| Estimated Time Saved | ~30 Hours/Week |
Outcomes
| Metric | Before Chloe | After Chloe AI Agent |
|---|---|---|
| Lead Response Time | Avg. 2–6 hours | < 30 seconds (98% faster) |
| Manual Agent Load | 100% human interaction | Reduced by 75% |
| Seller Onboarding Time | ~20 mins per property | < 5 mins (75% faster) |
| Payment Conversion Rate | 40% after manual follow-ups | 68% via automated link & reminder |
| Qualified Lead Capture | 50–60% logged in CRM | 95%+ auto-synced to HubSpot |
| Customer Satisfaction (CSAT) | Untracked or anecdotal | +30% increase (based on chatbot survey ratings) |
| Property Match Engagement Rate | ~35% click-through | 65%+ interaction rate on replies |
| Follow-up Completion Rate | ~20% via manual reminders | 80% via auto-triggered messages |
| Overall Workflow Efficiency | Baseline (manual ops) | 4× improvement in operational throughput |
Conclusion
Chloe is a game-changer for real estate workflows, combining conversational AI with powerful backend integrations to create a 24/7 property consultant that never sleeps. From inquiry to payment, every step is handled intelligently—reducing friction for users, saving time for teams, and increasing operational speed.
Whether you’re a real estate agency, listing platform, or independent broker, Chloe scales your reach without scaling your headcount—unlocking faster deals, smarter interactions, and happier clients.