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- AI agents
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Real estate credit advisory
AI document analysis and WhatsApp support, connected to Monday
AI agents process a high volume of real estate documents straight into Monday, and a WhatsApp agent tells clients where their case stands, checking Monday in real time.
- AI-powered workflows
- 2
- WhatsApp support
- 24/7
Challenge
The operation handled a high volume of real estate documents to analyze, and every client wanted to know where their case stood. Both depended on the team.
Approach
- 01
Each deal's documents enter the system, and AI agents read them and extract what matters.
- 02
The output goes straight into Monday, the tool the analysis team already works in.
- 03
On WhatsApp, a support agent takes the client's question, looks up the case in Monday and replies with the right status.
Deliverables
- AI agents that read and process real estate documents
- Monday integration, organized for the analysis team
- WhatsApp support agent that checks Monday and reports each case's progress
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