Three AI voice salespeople and an AI texter, built around your Follow Up Boss pipeline.

All three callers are the same person to your leads: Mia, calling on behalf of Villarreal Group at Keller Williams. She never books an appointment. Every lead she qualifies goes straight to a live agent while they are still on the phone.

Calling windows

All times Eastern. No caller dials outside these hours, and the three daily attempts always fall inside them.

You wrote "three attempts back to back at three different times a day". We have read that as three attempts inside the same day, one per slot, rather than three consecutive redials. Section 09 asks you to confirm.

What Mia asks

Five topics, one question per turn, in a conversation rather than as a list. She waits for the answer before moving on.

1. Motivation and area. What is driving the move right now, then which areas they are looking at.
2. Timeline. When they would ideally like to be in the new place.
3. Price range. What range feels comfortable. If they will not give a number she asks whether a lender's pre-approval would set the ceiling, and moves on either way.
4. Financing. Whether they have spoken to a lender or have a pre-approval. If not, she says that is normal at this stage and offers to have the team line one up.
5. Current home. Whether they own a home they would need to sell as part of the move, and whether they would want help selling it.

When she transfers

The threshold is strong motivation, a timeline and a budget, where a price range or a pre-approval amount stands in for the budget. She judges the three together rather than scoring them, and a pre-approval is a plus rather than a requirement: a motivated buyer without one still gets a live conversation, because the team can line up a lender. A lead who asks for a person twice gets transferred regardless of the threshold.

On objections she acknowledges first, then asks one open question. She never argues and never closes a vague answer down. If somebody says they are not sure, or maybe, or to call later, she asks which part they are least sure about instead of accepting it as a no, and she never ends with "let us know when you are back in the market". That was your explicit correction of the previous bot and it is written into all three prompts.

What she never does

• Never books an appointment or offers a calendar slot. Qualified leads are a live transfer, always.
• Never quotes an interest rate, a commission, a listing price or a home valuation, and never estimates one.
• No legal or tax advice, and no opinion on what a buyer agreement means. Those go to an agent.
• Never claims to be a person. Asked directly, she says she is an AI assistant with the team, and carries on.
• Never argues with a stop-calling request. She acknowledges, ends the call, and the number is suppressed.
• Never interferes with another agent's client, and never comments on the agent they are working with.
• No politics and no religion, in line with your brief.
• Never leaves a voicemail on the first or second attempt of the day, only on the third.

How the transfer rings the open line

Mia transfers to one number and one number only. That number is ours, and what happens behind it is the routing layer, not the caller.

1. All seven ring at once. Sergio Carrasco, Daniela Figueredo, Samiel Febrillets, Flavio Valladares, Joseph Bretones, German Orellana and Angel Fuentes. Whoever answers first gets the lead and the other six stop ringing.
2. Thirty seconds with nobody answering. The call falls back to Angel Fuentes alone, for another thirty seconds.
3. If Angel misses it too. The lead hears a short message saying the agents are with clients right now and somebody will call back on this number, then the call ends. No time window is promised, because nobody can guarantee one.
4. The promise is backed. That message creates a same-day callback task for Angel in Follow Up Boss, quoting exactly what the lead was told, so the follow-through does not depend on anyone remembering.

Any agent can be paused, which takes them out of the ring group on the next call with no technical change. If everybody is paused the call goes straight to the fallback, and if Angel is paused too the apology message plays immediately.

How leads are excluded

What happens after the call

• Every call writes a note into Follow Up Boss, including no-answers, so there is a record that the AI tried and what came back.
• Two outcomes create a task for a human: the lead asked for a callback, and the lead qualified but was not transferred.
• A stop-calling request writes the do-not-call tag on the record and adds the number to the suppression list.
• Writes are duplicate-proof. A retried delivery never produces two notes or two tasks for the same call.

The roster below is the list you submitted on September 3. Two flags drive behaviour: whether an agent is on the live-transfer open line, and whether they appear on your Zillow Preferred list.

Phone numbers and email addresses are deliberately not published here. This page is reachable by anyone who has the link. We hold the contact details in the delivery configuration, not on a public page.

The pause switch

You asked for no per-agent lead caps and a switch for time off, and that is what is built. An agent who is off is marked paused. From the next call onwards they are skipped in the simultaneous ring, and their turn simply does not exist rather than ringing out. Unpausing is the same one-step change in the other direction. No calendars are involved anywhere in the system, by your instruction.

Your cadence, running automatically off the Follow Up Boss stage. Every touch also creates a task for the assigned agent, so the automation supports the agent rather than replacing them.

You wrote the To Follow Up cadence as gaps between touches, "1, 3, 3, 7", which lands on days 1, 4, 7 and 14. To Nurture as "7, 7, 15" lands on days 7, 14 and 29. Stage names follow your correction: To Prequalify is now Met with customer.

Rules that apply to the whole matrix

• Text and email go out between 8 am and 9 pm Eastern. A touch that falls due outside the window waits for the window to open rather than arriving at midnight.
• Appointment reminders are the one exception to the window, because a reminder that arrives late is worthless.
• When a lead's stage changes, every pending touch for that lead is cancelled and replaced with the new stage's schedule. Nobody receives a stale nurture text the day after they set an appointment.
• Every message ends on an open question. That is your correction of the previous bot, applied to the written copy as well as to the calls.
• Merge fields that come back empty render as nothing, never as a visible placeholder.

The approved texts

Tone is warm, professional and consultative, with no hype and nothing pushy. Every text is under three hundred characters. Open a stage to read the exact wording.

The timing on the Closed touch is our proposal, since you did not specify one. It combines the congratulations and the referral ask in a single message, as you described it. If you would rather split them into two touches, say so and we will.

The same Mia, working by text. She covers both sides you asked for: replies to the reactivation sequences, and inbound texts arriving cold on your numbers.

Scope

• Answers a reply to any drip message, with the message the lead replied to in front of her, so she does not restart the conversation from zero.
• Answers an inbound text that arrives without any campaign behind it.
• Qualifies by text using the same five topics as the calls, one question at a time.
• Never re-asks something the lead has already answered in the thread.
• Texts stay under three hundred and twenty characters, with no links and no emoji, and a lead is never texted twice about the same question inside an hour.

Hours

Texts go out between 8 am and 9 pm Eastern. Your form said to engage whenever the inflow comes in, which we have read as promptly rather than around the clock: a text arriving at 2 am gets answered when the window opens, not at 2:04 am. Anything older than thirty-six hours is deliberately left rather than answered, because a reply to a two-day-old message reads worse than silence. Section 09 asks you to confirm the window.

Opt-out

An opt-out is honoured immediately, permanently, and ahead of every other rule, including outside texting hours. STOP, unsubscribe, cancel, remove me and any equivalent phrasing all count. The lead gets one confirmation text and nothing after it, the number goes on the suppression list, and the do-not-call tag is written in Follow Up Boss. This is treated as a compliance stop rather than a preference.

The handoff

You chose an AI call with live transfer as the qualified handoff, and that is what happens. Once a lead is qualified and has confirmed in writing that they can take a call, Mia triggers the call, and that call transfers to the open line exactly as described in section 02.

Before the call is placed, a set of checks runs. Excluded source, do-not-call, already called today, daily attempt cap, outside the calling window. If any of them blocks the call, Mia does not drop the lead and does not tell them why. She creates a task for an agent with the context, so a human picks it up.

One email, every Monday at 8 am Eastern, covering the week before. It reports on what the callers produce, so it goes live after they do.

Recipients

• c…@kw.com
• t…@villarrealre.com
• a…@villarreslre.com To confirm

Addresses are masked here because this page is publicly reachable. The third one is reproduced exactly as it came through on the form. The domain looks like it may be a typo, and we have deliberately not corrected it on our own. Section 09 asks you to confirm it before it goes on the send list.

Sender: Infrastrutture AI.

Every account below is opened in your name with billing on your card. We only need access to configure and run it. If you would rather set any of this up together on a screen share, say so and we will book it.

Nine points where the form left room for interpretation. We have made a reading on each one rather than stopping the build, and each reading is written into the configuration. A word from you either confirms it or changes it.

• Agent rosterThe list has twenty-six names and you stated thirty agents today. Please send the missing four, or confirm that twenty-six is current.
• Zillow Preferred namesThree entries differ from the roster spelling: Joseph Bertrones against Joseph Bretones, Cristian Tigueiros against Cristian Trigueros, Goyo Sakuray against Gregorio Sakuray. Please confirm these are the same people.
• Zillow Preferred ruleWe exclude on the source field alone, whoever the lead is assigned to, and treat your ten-name list as context rather than a second condition. That is the safer reading. Confirm it holds.
• Call attemptsYou wrote "three attempts back to back at three different times a day". We read that as three attempts in the same day, morning, afternoon and early evening, rather than three consecutive redials.
• Caller 2 volumeWe start at one hundred dials a day on leads inactive for fourteen days or more, most recently gone quiet first, and review it with you after the first week.
• Text messaging hoursWe text between 8 am and 9 pm Eastern unless you prefer a different window.
• Report recipientPlease confirm the spelling of the third address, a…@villarreslre.com.
• Area code 951305, 786 and 954 are South Florida. 951 is a California code. Please confirm you want it in the mix, or tell us which code to use instead.
• Reply stops the cadenceA lead who replies to a drip message does not currently stop the sequence. Tell us which behaviour you want and we build it: stop on any reply, stop only when the AI texter takes over, or leave it running.

Angel is the right person for the API key, the roster and the Follow Up Boss emails. Everything else is a decision for Cesar.

The order matters. Each step de-risks the next, and nothing touches a real lead until the step before it has been watched working.

1. 01Phone numbersTwilio account upgraded, three numbers bought, access granted, and the Follow Up Boss API key in our hands. Nothing else can start.
2. 02Test calls on Caller 1, with AngelWe call Angel and whoever else you want, on your own mobiles, and run the transfer end to end including the thirty-second fallback. You hear Mia before any lead does.
3. 03Caller 1 goes liveNew Zillow leads only, at a deliberately low volume for the first days, watched call by call. The post-call write-back into Follow Up Boss goes live with it.
4. 04Caller 2 goes liveDatabase reactivation at one hundred dials a day, on the back of Caller 1's real numbers. This is where we start measuring who answers and adjusting the mix with you.
5. 05Caller 3 goes liveThe opt-in funnel caller, once the funnel feed is wired and Callers 1 and 2 are stable.
6. 06Text messaging goes liveAfter A2P 10DLC approval, which is the one step nobody can accelerate. The pipeline automations and the weekly report come online alongside it.