let's say someone writes at 11pm. they're moving from denver in january, want a three bed near mueller in austin, around 600k, and they're already pre-approved. that's the one you'd call first. in a plain inbox it sits between a renter and someone selling you ads.
retune is free if you run your own copy. it runs on your own computer, with an ai agent that builds what you ask for. this is about one thing in it: a board where each lead from your chat lands with a summary, a score and a next step.
the agency in the video is harborview realty, in austin. i made it up to show the feature, along with dana who runs it and jordan who writes in.
dana wrote down once what a good lead looks like for her. buyers in austin, 400k and up, moving within six months. renters, and agents trying to sell her things, don't count. she set her cutoff at 75.
jordan opened the chat on her site and answered the usual questions first: name, email and phone. then jordan got specific about denver, january, mueller, 600k and the pre-approval.
a few seconds later jordan was on the board with a score of 90. that's over dana's cutoff, so the card went straight to qualified. the reasons under the score quote what jordan typed, so dana can see where the 90 came from.
each card has a short summary, the budget and timeline when the visitor mentions them, a next step and a follow-up that's already written. dana copied it into her own email. retune never sends it for her. the letter about following up on website leads is about that part.
then she moved jordan to contacted, handed the lead to someone on her team and left a note.
the board has five columns: new, qualified, contacted, won and lost. you move a card by dragging it, or from its menu. a lead shows up once the visitor answers the questions in the capture tab, where you pick what the bot asks for.
the score isn't fixed after the first message. the bot reads the chat again every couple of messages, up to six times, so a lead who starts vague and gets specific moves up. you can change your cutoff later, and re-score a lead with one button.
there's also a table view with leads from every bot you run. you filter by score, date, stage or who owns the lead, and export a csv for your crm. if you'd rather have leads go into the crm as they come in, chatbot to crm integration covers that.
most of the result comes from how you write what a good lead looks like. chatbot lead qualification goes through it line by line.
it scores what the visitor said. it doesn't check it. if someone says they're pre-approved, the score believes them until you call.
it doesn't email or text anyone. the follow-up is a draft with a copy button, and an ai writes it, so the wording changes from lead to lead. read it before you send it.
it only sees leads that come through your bot. calls and leads from listing sites stay where they are.
you might worry the bot will make something up about a listing. when it doesn't know, it says so, and the question lands in an inbox where you write the answer once. you can also list the questions it must never get wrong, like the areas you cover, and run them with one click.
if you want visitors to book a call slot right in the chat, that's an appointment booking chatbot, a separate thing with its own calendar.
the lead board isn't switched on for new accounts by itself. sign up, then email me at olive@reframe.so and say you want the lead board on your bot. once it's on, a leads tab shows up next to capture.
if you're starting a bot from nothing, there's a starter bot for real estate that asks the usual questions. say you want it in the same email.
if your office needs something it doesn't do, tell me what it is.
olive