1. Review conversation activity
Check new conversations regularly, especially after an open house or new QR placement. Look for patterns in buyer questions and repeated requests.
- Which listings are receiving the most questions?
- What questions signal tour or offer intent?
- Are there common questions your listing details should answer more clearly?
2. Review conversations that need action
Not every conversation needs the same next step. Use the buyer's actual questions to decide what needs a timely response and what the listing itself should answer more clearly.
- Move tour scheduling, financing readiness, or timing questions to the top.
- Group informational-only questions separately for later review.
- Decide who owns each high-priority follow-up in your normal sales workflow.
3. Run follow-up consistently
Use the conversation context to make follow-up specific. Paid plans include dashboard follow-up tools; every plan can use message logs to make external outreach more relevant.
- Reference the property and the buyer's most recent question.
- Offer one clear next step (tour, call, info packet, or another showing time).
- Use your normal CRM or workflow when it is the right place to continue the conversation.
4. Track consent and compliance
Keep your messaging process aligned with your team and brokerage requirements. Review the policy and opt-out behavior periodically, especially when adjusting scripts or workflows.
- Respect opt-out requests immediately.
- Each buyer phone number can receive up to 20 AI replies per listing code. Reaching that limit on one listing does not block the same number on another listing.
- Preserve conversation history for review when needed.
- Coordinate with your brokerage on approved messaging practices.
Review your public policy pages as needed: Terms of Service, Privacy Policy, and SMS Terms.
5. Optimize over time
Your listing and message logs can become a feedback loop. Track what buyers ask most, then use the pattern to strengthen listing setup and answer common questions more clearly.
- Update listing intake checklists based on missed or unclear questions.
- Refresh MLS details when price, features, or other listing facts change; the existing QR remains in place.
- Use recurring questions to improve the information your team shares with future buyers.