Troika Tech · Managed calling for property sales operations
A managed calling service should fit your sales operation—not create another queue your team has to clean up.
Troika Tech helps real estate businesses scope AI calling around a defined operational requirement: enquiry intake, project-specific follow-up, sales callback preparation or site-visit coordination.
Agree on the audience, conversation boundaries, sales ownership and reporting before deployment. Then evaluate whether the service produces accurate records and useful next actions for your team.
Confirm the exact deliverables and responsibilities in the proposal.
Your service brief should explain the operational problem you want to solve. That might be an enquiry backlog, inconsistent first-level qualification or missing context when leads reach an executive.
Translate that problem into deliverables. Specify which contacts are included, which conversations are covered, what information must be captured and who receives the next action.
A service scope should distinguish between “the assistant records a callback request” and “an executive accepts responsibility for that callback.” The second step requires an agreed ownership process.
For a detailed conversation and outcome model, explore our AI calling for real estate workflow guide.
Scope the service around one approved project knowledge source, enquiry categories and a clearly identified sales team.
Define project separation, assignment rules and what happens when a buyer asks about a different development.
Capture buyer preferences without implying that a matching listing is available. Agree on how staff verify suitable options before responding.
Separate direct buyer enquiries from partner requests and confirm who is authorised to discuss project information or commercial terms.
These are planning scenarios, not claims of completed deployments. Choose the operating model that matches your actual business.
Managed implementation still needs business ownership. Your team approves the information and decisions the assistant relies on; the proposal should identify how configuration, testing and operational review will be handled.
| Workstream | Business input | Responsibility to agree |
|---|---|---|
| Audience preparation | Contact source, permitted purpose and exclusions. | Validation, campaign selection and suppression handling. |
| Project answers | Reviewed information and authorised response boundaries. | Configuration, updates and version approval. |
| Qualification | Required fields and accepted-opportunity criteria. | Conversation design and test evaluation. |
| Sales handoff | Assignment rules and staff availability. | Record delivery, task ownership and failure fallback. |
| Quality review | Business acceptance criteria. | Review cadence, error escalation and corrective changes. |
Use this as a scope discussion, not an assumption that every item is included in every service plan.
For multi-project campaigns, specify how each enquiry is matched to the correct project information. A shared sales operation should not become a shared pool of unverified answers.
Illustrative exception: a prospect enquires about Project A but asks for options near another location. Record the changed preference and request sales review. Do not substitute Project B’s price or availability without verification.
A backlog campaign should not reuse the opening for a fresh enquiry without checking context. Review the age, source, contact eligibility and previous response before selecting records.
The conversation should establish whether the requirement is still relevant, whether preferences have changed and whether the prospect wants further contact.
The intended outcome is an accurate status update and an appropriate next step—not a guarantee that inactive enquiries will become sales opportunities.
Agree on the information an executive receives before the service goes live. The handoff should make it clear what the prospect said, what the assistant did and what staff still need to verify.
Project or location preference, configuration, voluntarily supplied budget range and stated purchase timeframe.
Requirement captured, callback requested, visit preference recorded or executive review needed.
Unanswered project questions, requested documents and commercial matters requiring authorised staff.
Responsible team, requested contact time and whether a connected action is pending or verified.
A summary should not erase uncertainty. If the buyer declined to discuss budget, preserve that fact instead of filling the field with an estimate.
Include a change process in the service scope. Decide who approves revised project information, how the calling configuration is updated and what testing is required before the new version is used.
Confirm which changes are included in the service plan and which require additional implementation work. Do not assume unlimited project updates or immediate rollout.
Agree on how unresolved interactions are surfaced and who handles them. A report showing failures is not enough unless the business knows which action is required.
| Exception | Required next step |
|---|---|
| Unverified project question | Send the question to an authorised representative. |
| Unavailable executive | Record the callback preference and assign ownership. |
| Failed CRM update | Preserve the outcome for recovery without claiming success. |
| Unclear buyer detail | Leave it unresolved or obtain clarification through the approved process. |
| Complaint or sensitive request | Escalate to the designated staff member. |
| Stop-contact instruction | Apply suppression and check exclusion from subsequent outreach. |
Agree on a review cadence and evaluation sample. Inspect the resulting records alongside the conversations where recordings or transcripts are available within the approved arrangements.
Keep dial attempts, meaningful conversations, accepted qualified enquiries and confirmed visits separate. None should automatically be reported as a completed sale.
Troika Tech supports 9+ Indian languages. Identify the languages your audience needs and test project names, local locations, configuration terms and mixed-language replies in the proposed setup.
CRM, telephony and calendar connections require a feasibility review. Confirm supported actions, access permissions, capacity and failure handling before including them in the live conversation.
For campaign administration requirements, explore our AI calling software guide.
This page does not publish a verified Troika Tech price list. Request a written breakdown based on the work your deployment needs.
Evaluate cost alongside accepted outcomes and staff workload. A lower quoted calling rate does not establish a lower cost per useful sales opportunity.
Review applicable privacy, telecom and sector-specific requirements with qualified advisers and service providers. This is an operational checklist, not legal advice or a compliance certification.
The assistant should not invent possession dates, guaranteed returns, discounts or inventory availability to complete a conversation.
The exact scope should be confirmed in writing. Discuss conversation design, configuration, feasibility checks, testing, outcome routing, operational review and included changes rather than assuming every activity is part of the plan.
Include project separation, routing and knowledge ownership in the brief. Test that each enquiry receives the correct approved information and reaches the responsible team.
Assign an authorised person within your business to approve answers and updates. The service should use the agreed information rather than make independent commercial commitments.
Review their source, current relevance, contact permissions and exclusions first. Scope the conversation to check whether the requirement remains active without implying that an expired offer is still available.
Define an exception process that records the question, assigns an owner and explains the pending next step to the prospect.
Scope one project or enquiry type, agree on acceptance criteria and review accuracy, connected actions and staff workload before expanding.
No. Evaluate verified outcomes and accepted opportunities. Interest, visit requests and confirmed appointments should remain distinct from sales.
Troika Tech offers fully managed AI calling. Share the brief to discuss implementation requirements and responsibilities.
Scope the calling service around your sales operation. Keep approved information, human authority and measurable outcomes at the centre of the deployment.
