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Explore how businesses automate customer conversations with WhatsApp and AI.

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Real Estate 1:10

Real Estate Lead Qualification with Termivia

Give agents the buyer’s needs and contact details before the first follow-up.

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0:00 · The next buyer starts with a message. A serious property enquiry can arrive while your agents are busy. With Termivia, the first conversation can collect the essentials before an agent follows up.

0:10 · Understand the intent. In this fictional example, Alex contacts Harbor and Pine Realty about buying a property. The Service Flow asks whether Alex wants to buy, sell or rent, then captures the preferred area.

0:22 · Qualify the opportunity. Next come budget and timing: two to three million dollars, within three months. The flow asks for a name and preferred contact details, giving the agent a useful starting point.

0:33 · A repeatable first conversation. You define the questions in a Service Flow. Every enquiry follows a consistent intake, while your team remains responsible for advice, property recommendations and the personal relationship.

0:45 · The lead, ready for review. Inside Termivia, the collected answers appear together with the customer’s details. This is structured lead intake, not a property CRM integration or a promise that a suitable listing is available.

0:59 · Better context. Better conversations. Your team can focus on qualified conversations instead of manually collecting the same information over and over. Give every new enquiry a clear next step. Explore Termivia.

Service Businesses 1:08

Automate Service Requests and Appointments

Collect the details once, then let your team review and plan the visit.

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0:00 · A service request should never get lost. Stop losing service requests in missed calls and scattered messages. Termivia helps heating, repair and installation teams collect the information they need, in one organized conversation.

0:13 · Get the problem in the customer’s words. Alex needs an air-conditioning repair. A configured Service Flow asks what service is needed and what is going wrong. The customer describes the problem in their own words.

0:24 · Collect the essentials. The conversation collects an address, a preferred appointment time and contact information. No missed detail on a sticky note, and no need to ask the same questions again.

0:35 · One request. All the context. The team opens the structured request in Termivia and reviews the customer’s answers. The issue, location and contact details stay connected, ready for a person to take the next step.

0:46 · Review first. Then plan the visit. Mark an eligible request ready for scheduling and organize work by area. Your team plans the visit. A customer’s preferred time is not an automatic booking confirmation.

0:57 · Less chasing. More time for the job. From the first enquiry to a request your team can act on, keep the next step visible. Spend less time chasing details and more time helping customers. Try Termivia.

Marketing Automation 1:23

WhatsApp Campaigns and Customer Flows

Prepare consent-based campaigns and build controlled follow-up journeys.

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0:00 · An invitation. A conversation. A next step. Reach customers, collect responses and continue the conversation automatically. With Termivia, prepare WhatsApp campaigns and build controlled follow-up journeys, starting with the right customer consent.

0:14 · Start with permission. For this fictional open-house event, start with known contacts who have opted in. Importing a phone number alone does not create consent, and opted-out customers must not receive the campaign.

0:27 · Review before you send. Prepare an invitation using an approved WhatsApp template. Review the personalized message and eligible recipients before confirming any send. This demonstration does not send real messages.

0:39 · Make it easy to respond. Here is a sample invitation: would you like to attend our upcoming event? Reply one for yes, or two for no. A simple response keeps the conversation moving.

0:50 · Replies stay in context. Incoming replies appear in Answers with the original message context when linked. Your team can see who responded and open the conversation, instead of collecting replies in a separate spreadsheet.

1:02 · Build the follow-up journey. For automated follow-up, Customer Flows can send a template, wait, and branch on replies to that flow’s own message. Service Request audiences are also supported, with explicit preparation and consent checks.

1:14 · More than a send. A thoughtful next step. Keep campaigns deliberate and follow-up organized. Explore Termivia, and give your next customer conversation a clear purpose.

AI Customer Support 1:14

AI Customer Support with Your Business Knowledge

Answer common questions from selected business knowledge, with clear limits.

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0:00 · Your knowledge. A helpful first answer. Give customers helpful answers based on your business information, without answering every question manually. Termivia’s optional AI assistant works with the knowledge and instructions you configure.

0:12 · Optional AI, inside a Service Flow. AI is optional inside a Service Flow. Workspace and flow controls must be enabled, and provider configuration and usage allowances still apply. You can test before using it with customers.

0:24 · Ground the answer in your business. Select ready PDF documents and set business-specific instructions. Here, a fictional service guide says the company handles residential air-conditioning repairs in Palo Alto, with appointments arranged after review.

0:38 · A relevant answer. Not a generic guess. A customer asks whether home air conditioners are repaired in Palo Alto. This illustrative answer follows the selected guide, including the important detail that the team reviews appointments first.

0:49 · Check the answer. Check the source. The test panel shows the reply and its source reference. Review the result before live use. AI can make mistakes; missing knowledge or a request for a person should lead to an appropriate fallback.

1:01 · Helpful automation. Human judgment. When service is needed, the customer can explicitly choose to continue into structured intake. Keep your business knowledge useful, your limits clear, and your team in control. Explore Termivia.

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