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Advanced Automation

Take your automation to the next level with advanced features and techniques.

Custom Variables​

Use dynamic variables in your workflows to personalize interactions.

Available Variables​

Lead Variables:

  • {{firstName}} - Lead's first name
  • {{lastName}} - Lead's last name
  • {{email}} - Email address
  • {{phone}} - Phone number
  • {{leadScore}} - Calculated lead score
  • {{source}} - Lead source

Property Variables:

  • {{propertyAddress}} - Property address
  • {{price}} - Listing price
  • {{bedrooms}} - Number of bedrooms
  • {{bathrooms}} - Number of bathrooms
  • {{sqft}} - Square footage

System Variables:

  • {{currentDate}} - Current date
  • {{currentTime}} - Current time
  • {{agentName}} - Assigned agent name
  • {{agentPhone}} - Agent phone number

Using Variables​

In email templates:

Hi {{firstName}},

Thank you for your interest in {{propertyAddress}}.
This beautiful {{bedrooms}} bed, {{bathrooms}} bath home
is listed at {{price}}.

I'd love to schedule a showing for you.

Best regards,
{{agentName}}

Conditional Logic​

Create complex workflows with if/then logic.

Basic Conditions​

IF {{leadScore}} > 80
  THEN assign to senior agent
ELSE IF {{leadScore}} > 50
  THEN assign to junior agent
ELSE
  THEN add to nurture campaign

Multiple Conditions​

Combine conditions with AND/OR:

IF {{source}} = "Website" AND {{leadScore}} > 70
  THEN send premium property list
ELSE IF {{source}} = "Referral" OR {{leadScore}} > 90
  THEN assign to top agent

Time-Based Conditions​

IF {{currentTime}} between 9am-5pm
  THEN call lead immediately
ELSE
  THEN schedule call for next business day

Webhooks​

Integrate with external services using webhooks.

Outgoing Webhooks​

Send data to external systems:

  1. Go to Workflows → Add Action
  2. Select Send Webhook
  3. Configure:
    • URL: https://your-system.com/api/webhook
    • Method: POST
    • Headers: Authorization: Bearer YOUR_TOKEN
    • Body:
    {
      "leadName": "{{firstName}} {{lastName}}",
      "email": "{{email}}",
      "score": "{{leadScore}}"
    }

Incoming Webhooks​

Trigger workflows from external systems:

  1. Go to Settings → Webhooks
  2. Click Create Webhook
  3. Copy the webhook URL
  4. Configure in your external system
  5. Map incoming data to bot fields

API Integration​

Use the Realtor Bot API for custom integrations.

Authentication​

All API requests require authentication:

curl -H "Authorization: Bearer YOUR_API_KEY" \
  https://api.realtorbot.app/v1/leads

Common Endpoints​

Create Lead:

POST /v1/leads
{
  "firstName": "John",
  "lastName": "Doe",
  "email": "john@example.com",
  "phone": "+1234567890",
  "source": "website"
}

Get Bot Status:

GET /v1/bots/{botId}/status

Trigger Workflow:

POST /v1/workflows/{workflowId}/trigger
{
  "leadId": "lead_123"
}

Custom Scripts​

Add custom JavaScript for advanced logic.

Script Actions​

  1. Go to Workflows → Add Action
  2. Select Run Script
  3. Write your custom code:
// Calculate custom lead score
const score = 0;

if (lead.source === 'referral') score += 30;
if (lead.budget > 500000) score += 25;
if (lead.preApproved) score += 20;
if (lead.timeframe === 'immediate') score += 25;

return { leadScore: score };

Available Functions​

  • sendEmail(to, subject, body) - Send email
  • sendSMS(to, message) - Send SMS
  • createTask(title, assignee) - Create task
  • updateLead(leadId, data) - Update lead
  • log(message) - Write to logs

A/B Testing​

Test different approaches to optimize performance.

Creating Tests​

  1. Go to Workflows → A/B Tests
  2. Click Create Test
  3. Configure:
    • Test Name: "Email Subject Test"
    • Variant A: "Quick question about your home search"
    • Variant B: "I found the perfect home for you"
    • Split: 50/50
    • Duration: 7 days

Analyzing Results​

After the test runs:

  • View open rates
  • Compare click rates
  • Check conversion rates
  • Select winning variant

Rate Limiting​

Control workflow execution frequency.

Per-Lead Limits​

Prevent over-communication:

Max emails per lead: 3 per day
Max SMS per lead: 1 per day
Min time between contacts: 4 hours

Global Limits​

Manage overall volume:

Max workflows per hour: 100
Max API calls per minute: 60
Max concurrent conversations: 50

Error Handling​

Handle failures gracefully.

Retry Logic​

Configure automatic retries:

On failure:
  Retry: 3 times
  Delay: 5 minutes between retries
  Backoff: Exponential
  
If all retries fail:
  Send alert to admin
  Log error details

Fallback Actions​

Define backup actions:

Try: Send via primary email service
On failure: Send via backup email service
On failure: Create task for manual follow-up

Best Practices​

  • ✅ Test thoroughly - Always test in staging first
  • ✅ Monitor performance - Watch for bottlenecks
  • ✅ Handle errors - Plan for failures
  • ✅ Document workflows - Keep notes on complex logic
  • ✅ Version control - Save workflow versions before changes