What bots should do well
Answer FAQs, qualify budget range, surface brochure links, and schedule callbacks during business hours. Keep answers short; mobile readers skim.
Ground responses in an approved knowledge base. When confidence is low or the user asks for legal, pricing, or inventory that changes hourly, route to a human instead of guessing.
Handover that preserves revenue
Pass the last user goal, extracted entities (beds, communities, financing questions), and campaign source into the CRM contact view so the rep opens one screen and continues seamlessly.
Move the deal to Interested only when qualification rules fire—never on a single ambiguous keyword. Link bot transcripts to tasks so QA can review handoff quality weekly.
- “Talk to human” always available in two taps or less.
- VIP or repeat buyers skip the bot queue entirely when phone matches golden list.
Measuring bot ROI without vanity metrics
Track deflection rate, median time-to-human, and conversion from bot-qualified thread to visit booked. Pair with Revivied merge stats so duplicate threads do not inflate success rates.
For regulated topics (WhatsApp, email, ads), validate opt-in, record keeping, and regional rules with qualified counsel. This content is operational guidance, not legal advice.