Skip to content

Studio concepts/AI lead operations

Pinecrest Enquiry Desk

An enquiry desk for a fictional property agency: every message is captured, qualified, tagged and handed to the right agent.

Studio conceptUI prototypeSample workflow

A fictional brief designed by the studio to show the work. It is not a client project and makes no claims about results.

Discuss something like this More on AI & Automation

01The brief

Enquiries arrive everywhere. Follow-up happens somewhere.

Pinecrest is an imagined lettings and sales agency. Enquiries come through the website form, email and a messaging channel. Someone sorts them by hand each morning, tags are inconsistent and urgent viewings wait behind newsletter replies. The brief: one desk where every enquiry is captured, understood and owned within minutes, without hiding the people doing the work.

02The flow

Capture, qualify, route, follow up.

Every channel lands in one queue. Rules the team can read decide intent, budget band and urgency; anything the rules can't place is flagged for a person instead of guessed. Click a step to see what happens there.

Website form, email and messaging land in one queue with the original text, time and channel kept intact.

3 channels → 1 queue

03The interface

An inbox the team can actually work from.

Select an enquiry to open its profile. Tags, status and the suggested next step are visible together, and the original message is always one glance away.

desk.pinecrest.example/inbox

04Human handoff

Automation hands over. A person decides.

Assigning an enquiry moves it through the pipeline and writes a note for the agent. Low-confidence messages go to a review lane with the reason shown. The rules are listed in plain language so the team can change them.

New 2

Qualified 1

Viewing booked 1

Under offer 1

Review lane 1

  • Assign an enquiry above or move one through the pipeline—the agent note appears here.

Automation rules · plain language

  • WHENmessage mentions “view”, “viewing” or a dayTHENtag Viewing request · route to lettings on shift
  • WHENmessage mentions “sell”, “valuation” or “worth”THENtag Valuation · route to sales · reply within 2 hours
  • WHENa budget or price is writtenTHENset budget band from the number
  • WHENconfidence is below 60%THENsend to Review · never auto-tag

Rule toggles are illustrative — they show how a team would switch rules, not a live engine.

05What this demo shows

What's real here, and what isn't.

The interface, states and rule logic run in your browser. There is no live inbox, messaging account, model or CRM behind it.

What's simulated

Sample enquiries and simple keyword rules running in your browser. No messaging platform, inbox, AI model or CRM is connected, and nothing is sent. A real build would connect to your actual channels through their official APIs.

Disciplines it demonstrates

  • AI & Automation — Qualification and routing flow
  • Lead Generation & Outreach — Lead segmentation, tags and CRM handoff
  • Digital Operations & Virtual Assistance — Task queue, review lane and escalation

Want something like it?

Tell us what you'd want it to do.

We'll fill in the relevant services on the Contact form for you. You check them, add your details and send when you're ready.

Discuss something like this

Other studio concepts