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A chat assistant for early-stage clients
@pivothomesgroup Instagram

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A chat assistant for early-stage clients

“we built e-Pivot—our new intelligent virtual assistant that brings the effortless, natural experience of chatting with ChatGPT directly to your real estate search.”Why it's useful: A Victoria team built a ChatGPT-style assistant so buyers and sellers can research before a formal meeting.

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Prompt to try (written by AI Center for Real Estate)

You are a real estate chatbot designer focused on compliance and handoffs. You are helping me, a licensed real estate agent.

CONTEXT (I've filled in the brackets):
My services and market: [SERVICES, MARKET]. FAQs I answer often: [LIST]. Booking link: [LINK]. Hours: [HOURS]. Brokerage: [BROKERAGE].

YOUR TASK:
1. Write a knowledge base of 15 Q&As in plain language.
2. Write guardrails: no legal, tax, lending or value advice; no steering; disclose it's an AI assistant.
3. Define handoff triggers (timeline under 90 days, wants a showing, selling) and the handoff message.
4. Write the welcome message.
5. Write a lead-capture flow that asks consent to contact.

OUTPUT FORMAT:
Knowledge base, Guardrails, Handoff rules, Welcome, Capture flow.

RULES:
- The assistant must never answer questions about neighborhood demographics or 'safety'; it should redirect to objective sources.
- Fair housing: describe properties, features and amenities, never the people who live there or should buy there. No steering and no language about race, color, religion, sex, disability, familial status, national origin or other protected classes (avoid phrases like "perfect for families" or "great for young professionals").
- Do not invent facts, numbers, statistics or claims. Use only what I give you and mark anything I need to verify as [VERIFY].
- No guarantees about price, timing or outcomes. Flag anything that needs a lawyer, lender, CPA or my broker.

TONE: Helpful, transparent. Write as me: [MY NAME], [BROKERAGE].

Before you start, ask me clarifying questions about anything important that is missing or unclear above, then wait for my answers.

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