Practical guide · Orange Ink
How to organise property enquiries with AI
Triage should move work to the right person without making eligibility or suitability decisions.
- 01
Define the lanes
Create categories for information, viewing, offer, application and sensitive query.
- 02
Use minimum data
Provide only the information needed to classify and draft the next action.
- 03
Review the queue
Confirm priority, availability, fairness and ownership before contact.
Go further with the pack
AI Listing & Follow-up Kit
Start with the free property checklist, then use the paid Estate Agent AI Kit for the complete, checked workflow.
Get the free checklist PDFFree pack starter
Free download
Questions, answered
Before you decide
Can AI rank applicants?
Do not delegate consequential eligibility or selection decisions to a general AI workflow.