AI assistant · workflow detail
Follow up old appraisal or valuation conversations without starting from a blank page.
AI prepares a polite follow-up draft, a call prompt and a missing-context list. Staff still decide relationship context, timing and tone.
Old appraisal conversations often go cold. For independent estate agents in Lisburn, Belfast and across Northern Ireland, the GAIS Valuation Follow-Up Assistant prepares a calm follow-up so the negotiator doesn't have to start from a blank page. It does not claim a market value, advise on price, or pressure the owner.
The branch job
Viewing enquiries are simple until the branch is busy.
One person asks to view a property. The details may be split across a portal message, email, phone note or staff comment. Someone still has to check the property, ask for missing details, prepare a sensible reply and avoid promising something too early.
The GAIS Viewing Enquiry Assistant is designed around that admin job for Northern Ireland estate agencies.
The old way
A typical enquiry creates small bits of work:
- find the property and current status;
- check whether a viewing might be possible;
- ask for missing applicant details;
- decide who owns the next step;
- write a clear reply;
- avoid overpromising availability.
None of this is glamorous. That is why it is a good first workflow to test.
What the assistant receives
For a first demo, the assistant uses fictional or dummy enquiry examples only.
A later controlled pilot could define approved inputs such as:
- enquiry text (from the portal, email or phone note);
- property reference;
- applicant contact preference;
- staff note on viewing availability;
- approved branch wording and tone;
- missing-detail checklist.
The first demo does not need CRM access, mailbox access or real applicant data.
What the assistant prepares
- a reply draft;
- missing-detail questions;
- a viewing checklist;
- an internal note for the right member of staff;
- a flag when the enquiry needs human attention before any reply.
That gives staff a cleaner starting point. It does not remove the human decision.
What staff still approve
Staff still check:
- property status;
- diary and key arrangements;
- applicant context;
- whether the wording is appropriate;
- whether anything should be sent at all.
The assistant does not press send.
Does not do
Claim market value; give pricing or valuation advice; pressure owners; promise a sale outcome; replace the negotiator's judgement.
Why this is a strong first example
Follow-ups only work if they respect timing and context. The assistant surfaces a draft and a missing-context list — the negotiator decides when and how to use it.