Book Property Viewings from WhatsApp in Lofty

Yes. AeroChat books directly into Lofty. It agrees a viewing time with the buyer in the chat and creates the appointment on their lead in Lofty, with the property address and the agent who will show it, and it moves the appointment if the buyer needs a different time.

This recipe turns “can I see it this weekend?” into a confirmed viewing in Lofty, without an agent stopping what they are doing. Part of connecting Lofty to WhatsApp and AI chat.

What happens today

A buyer asks to see a property. The agent is at another viewing, so the reply comes later, then there are three messages back and forth to find a time, and someone has to add the appointment to Lofty by hand. Some buyers book with another agent while they wait, and some viewings never make it into Lofty at all.

The flow that works

AeroChat finds the buyer’s lead in Lofty, or creates one.
It confirms which property they want to see, by address or MLS number.
It offers two times within your viewing hours.
It creates an appointment on the lead with the address, and makes the agent the owner.
It confirms the day, time, address and agent.
If the buyer needs to change it, it updates the same appointment, or removes it if they cancel.

What it looks like on WhatsApp

Lead: Can I view the 2-bedroom flat at 8 Mill Lane this week? (example)

AeroChat: Of course. Priya, who is showing that flat, can meet you on Thursday at 5:30pm or Saturday at 10am. Which suits you?

Lead: Thursday at 5:30.

AeroChat: Booked. Priya will meet you at 8 Mill Lane on Thursday at 5:30pm. If you need to change it, just message here.

In Lofty: an appointment on the buyer’s lead on Thursday at 5:30pm for 30 minutes, at 8 Mill Lane, owned by Priya, with the property attached to the lead.

The recipe

Copy this into AeroChat

When a lead asks to see a property, follow these steps.

Search Lofty for a lead with the phone number they are messaging from. If there is none, ask for their name and create a buyer lead with the channel as the source.

Confirm which property they want to see. If they give an MLS number, look the listing up in Lofty and attach the property to the lead.

Find the agent for that property: the listing agent from our list, or the lead’s assigned agent if the property is not ours (example rule).

Offer two times within our viewing hours, Monday to Saturday 10am to 6pm, at least two hours from now (example).

Create an appointment on the lead at the time they choose, for 30 minutes, with the property address as the location and the agent as the owner.

Confirm the day, time, address and the agent’s name.

If they later ask to change the time, offer two new times and update the same appointment. If they cancel, delete the appointment and add a note to the lead with the reason they gave.

Never promise that a property is still available unless the listing shows it as active. If they ask about price negotiation or offers, hand the conversation to the agent. Reply in the customer’s language.

Change the viewing hours, the length of a viewing and the agent rule to your own before you paste it.

What to connect

Lofty. Open Settings, then Integrations, then API, and create an API key for AeroChat with access to leads, tasks and appointments, and listings. Paste it in when AeroChat asks.
Your knowledge base. Upload your viewing hours, which agent shows which listings, and anything buyers should know before a viewing, such as parking or ID.

Lofty does not publish open viewing slots through its API, so AeroChat offers times from the viewing hours you give it. Ask agents to keep those hours current, or name the days each agent shows.

After you paste the recipe, AeroChat builds the workflow as a draft and shows a checklist: connect Lofty, add your knowledge base if the recipe uses one, then switch it on. If it built the connection from Lofty’s public documentation, the checklist asks you to check it once against the current docs.

Using a different system? If it has a public API, it connects to AeroChat the same way: describe what you want, paste in its key, and it runs.

Can’t find your tool? Message us in the chat on this page and we’ll tell you how it connects.

What you still decide

The viewing hours and how long a viewing lasts.
Which agent shows which property.
How much notice a viewing needs.
When a booking goes to an agent instead, for example for vacant or tenanted homes.

The result to expect

Buyers get a confirmed viewing in the same conversation, and every viewing is an appointment in Lofty on the right lead, with the agent and address. Agents see their viewings in Lofty without typing them in.

Measure it with your own numbers: viewings booked from chat, and how many lead to an offer, for a month before and after. See also rescheduling and cancelling on WhatsApp.

Next: send WhatsApp property enquiries to Lofty.

Works on every chat channel

This workflow runs the same way on WhatsApp, Instagram, Facebook Messenger, TikTok, Telegram, the chat on your website and email, with the same Lofty connection behind it. See what each channel does on the Lofty integration page.

Book your first viewing in Lofty

Paste the recipe, add your Lofty key, and message your own number asking to see one of your listings.

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