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Use case

Automated property brochure sending

The instant a lead asks about a specific project, unit type or view, QualiBot sends the currently approved brochure, floor plan, payment plan and video — in the same conversation, in the right language — and logs exactly what was sent on the CRM record.

Approved only
Never an outdated file
In-chat delivery
No separate email needed
Language-matched
Arabic or English materials
Logged automatically
Every send is a CRM activity
The problem

Why this costs you deals today

When a lead asks for more detail on a project — "do you have the floor plans?", "what's the payment plan?" — an agent typically has to stop the conversation, go find the right file among many project folders, confirm it is the current version, and send it separately, often by email even though the conversation is happening on WhatsApp. That gap is where momentum drops.

It is also where consistency breaks down. Materials get out of date — a payment plan changes, a floor plan gets superseded — and without a single source of truth, agents sometimes send whatever version they last saved locally. A lead comparing notes with another prospect who received different numbers is an awkward, avoidable problem.

And because the sending usually happens outside the CRM — a WhatsApp attachment, a personal email — there is often no record that it happened at all, so a colleague picking up the lead later has no idea what the prospect has already seen.

How it works

The automated workflow, step by step

1
Interest detected

The AI recognizes when a lead is asking about a specific project, tower, unit type or feature — a name, "3BR", "sea view", "payment plan" — inside the natural conversation.

2
Matched to approved materials

The project's currently approved brochure, floor plan, payment plan and any video are pulled from your material library — never an outdated or unofficial version.

3
Sent directly in the conversation

Files are delivered in the same WhatsApp, Instagram or web chat thread the lead is already in — no separate email required.

4
Language matched to the lead

Arabic or English materials are sent depending on how the lead has been communicating, without a manual language check.

5
Location and next step offered

A location link and a suggested next step — book a viewing, select a unit, speak with an agent — follow the material naturally.

6
Logged to the CRM

Which assets were sent, when, and to which lead is recorded as an activity on the contact's record, visible to whoever picks up the conversation next.

In practice

What the conversation looks like

QualiBot handles the back-and-forth in natural language, captures the answers as structured data, and hands off to a human the moment it matters.

Sample conversation
Do you have more info on Marina Heights? Especially the payment plan
Sure! Here's the current Marina Heights brochure and floor plans.
[Marina Heights – Brochure.pdf] [Marina Heights – Floor Plans.pdf]
Thanks, and the payment plan?
Here's the latest payment plan — 20% on booking, the rest across handover milestones.
[Marina Heights – Payment Plan.pdf]
Is there a video walkthrough?
Yes, here's the project video, plus the location on the map. Would you like to book a viewing or speak with our sales team about unit availability?
Yes, book a viewing please
The result

What lands in your CRM

Only approved materials go out

Every brochure, floor plan and payment plan sent is pulled from the current, approved version — never a stale file someone saved locally.

No separate email step

Assets arrive in the same thread the lead is already engaged in, keeping momentum instead of breaking it.

A logged activity, not a guess

Exactly which materials were sent, and when, is recorded on the CRM record — visible to any colleague who picks up the lead.

Language-matched delivery

Arabic or English materials go out automatically based on how the lead communicates, with no manual check required.

A natural next step, every time

Material delivery is followed by a concrete suggestion — viewing, unit selection, agent call — rather than leaving the lead to ask what comes next.

Use-case FAQ

Frequently asked questions

What file types can be sent this way?

PDFs, images and video — brochures, floor plans, payment plans, location maps and project walkthrough videos are the most common.

How does QualiBot know which materials are "approved"?

Your team maintains the current set of materials per project in a connected library; QualiBot always sends from that current set, so outdated versions are never sent by mistake.

Does it track whether the lead opened what was sent?

The activity of sending is logged on the CRM record with a timestamp. Read/open tracking depends on the channel's own capabilities and is not guaranteed across every channel.

Can it handle many projects and unit types at once?

Yes — the matching logic works from whatever project catalog you maintain, so a brokerage or developer with many active projects can run this across all of them without separate setup per project.

Does it send the right language automatically?

Yes, the material sent matches whether the lead has been writing in Arabic or English, without needing to be told which language to use.

Is this only for real estate developers, or does it work for brokerages too?

Both. Developers use it for project-specific materials; brokerages use it the same way across the listings and projects they represent.

Put it to work

See project materials sent automatically

We'll show you interest detection and approved-material delivery running on one of your actual projects.