Send WhatsApp Property Enquiries to Lofty

Yes. AeroChat writes directly into Lofty. It answers the enquiry, takes the lead’s details and creates the lead in Lofty with its source, what they are looking for and the agent assigned, while the lead is still in the chat.

This recipe makes sure every buyer or seller who messages you ends up in Lofty as a complete lead, with their search saved and an agent assigned. Part of connecting Lofty to WhatsApp and AI chat.

What happens today

Property enquiries arrive on WhatsApp, Instagram and the website chat at all hours, often while agents are out at viewings. Some get a reply hours later, some are added to Lofty with only a name and number, and some stay on one agent’s phone. Nobody records what the lead was looking for, so the first call starts from zero.

The flow that works

AeroChat answers the lead’s question about the property first.
It asks for their name and whether they are buying, selling or renting.
It searches Lofty by phone number, so a returning lead is not added twice.
It creates the lead with the channel as the source and a tag.
It saves their price range, property type, bedrooms and areas as an inquiry.
It assigns the lead to the right agent, adds a note and tells the lead who will be in touch.

What it looks like on WhatsApp

Lead: Hi, I saw your post about townhouses in Riverside. Do you have anything with 3 bedrooms? (example)

AeroChat: We do have 3-bedroom townhouses in Riverside. What price range are you looking at, and can I take your name?

Lead: Up to 550,000. I’m Tom Becker. We’d like to move by summer.

AeroChat: Thanks, Tom. Lina, who covers Riverside, will send you the current options today and can arrange viewings.

In Lofty: a new buyer lead Tom Becker with source Instagram and the tag “chat-enquiry”, an inquiry for a townhouse with 3 bedrooms in Riverside up to 550,000, the lead assigned to Lina, and a note “Wants to move by summer”.

The recipe

Copy this into AeroChat

When someone new asks about buying, selling or renting a property, answer their question first from our knowledge base. Then follow these steps.

If we do not have their name, ask: “Can I take your name so one of our agents can follow up?” Ask whether they are buying, selling or renting if they have not said.

Search Lofty for a lead with the phone number they are messaging from. If they gave an email, search by email too.

If a lead exists, add a note to it and do not create a new one. If not, create a lead with their name, phone number and email if given, as a buyer or seller, with the channel as the source and the tag “chat-enquiry” (example).

Ask what they are looking for, one question at a time: price range, property type, bedrooms and areas. Skip anything they have already said. Save the answers on the lead as an inquiry.

If they mention a specific listing by MLS number, attach that property to the lead.

If the lead has no agent, assign it to the agent who covers the area they asked about, using this list: Riverside to Lina, City Centre to Omar, anything else to our duty agent (example rule).

Add a note to the lead with a two-line summary, including their timing.

Tell them which agent will be in touch. If they ask to speak to someone now, hand the conversation to that agent.

Do not ask the same question twice. Never promise that a property is available unless our listings show it. Reply in the customer’s language.

Change the tag, the areas and the agent list 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, notes, tasks and listings. Paste it in when AeroChat asks.
Your knowledge base. Upload the areas you cover, your current listings or how to find them, and your agents’ areas so AeroChat can answer before it asks for details.

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

Which questions AeroChat asks before it creates the lead.
Which tags and source names it may use.
Which agent gets which leads.
When a lead goes straight to an agent.

The result to expect

Every property enquiry from chat is in Lofty with its source, what the lead wants and an agent assigned, at any hour, without anyone typing it. Agents call leads who already know who they are dealing with, and your Lofty alerts and plans start from a complete record.

Measure it with your own numbers: leads created from chat, time to first agent contact and viewings booked, for a month before and after.

Next: book viewings as Lofty appointments.

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.

Send your first chat enquiry to Lofty

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

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Sign up for an annual plan on Growth or above and we’ll set up your workflows and connect Lofty for you, free. See plans.