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SorsanaOpen workspace

Leasing and
resident support

Manage enquiries, viewing bookings and resident requests.

APPLICATION FEATURES
CHANNELSWebsite chatVoiceWhatsAppEmailSMS

Application features

01 / 04

Enquiries and viewings

Review enquiries, check prospect details and book available viewing times.

Open leasing
01

Conversation inbox

02

Qualification questions

03

Availability and viewing rules

04

Lead scoring and human handoff

Workspace settings

Conversation history

Review messages, calls, prospect details and next actions in Enquiries.

01

Property information

Approve source documents in Knowledge. Set qualification questions and viewing availability for each property.

02

Staff handoffs

Set handoff contacts in Assistant behaviour. Staff can take over a conversation and return it to the assistant.

03

Integrations

HubSpotGoogle CalendarMicrosoft 365Twilio
Connection setup
Warm timber reception and lounge in a modern residential building

Property types

Enquiries, viewings, tenancies, maintenance and renewal records.

Common questions

Who controls assistant responses?

Your team approves property information, sets qualification questions and viewing availability, and can take over conversations.

Which channels can we use?

Website chat, voice, WhatsApp, email and SMS depend on the provider accounts and connections configured for your organisation.

How are conversations handed over?

Staff can review the conversation history and related records in Enquiries, then take over and reply.

Where do we configure integrations?

Open Integrations to configure connections and check their status. Available actions depend on the provider and your account permissions.

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