Buyer and seller inquiries
Collect the inquiry type, vessel interests, preferred contact method, and the next question your broker needs answered.
CLIENT INQUIRIES, HANDLED WITH CARE
AI for yacht brokers.
Answer approved questions, collect buyer or charter requirements, and connect the inquiry with the right broker.
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A THOUGHTFUL FIRST CONVERSATION
Give every inquiry a clear direction.
A prospect may call while your broker is on a viewing, at the dock, or meeting an owner. Our team helps shape the first conversation around your approved listings, service scope, and follow-up process. The goal is a clear, relevant handoff to the right person.
Viewing and consultation requests
Capture preferred dates and vessel or service interests. Direct scheduling is available only after calendar compatibility and viewing rules are confirmed.
Charter inquiry intake
Collect an initial date range, location preference, and party size when relevant to your approved workflow. Your charter team confirms options, rates, terms, and availability.
Broker and department routing
Distinguish sales, listings, charter, and service calls, then follow the transfer rules you approve. Define a fallback for unanswered transfers.
Your expertise stays at the center.
Your brokerage remains responsible for vessel information, pricing, availability, offers, and transaction advice. The agent uses approved information and escalates questions outside that scope.
CRM, listing, and scheduling integrations are available following a compatibility review. The call flow is tested against your approved information before launch.
Brokerage questions, answered.
Can AI confirm a yacht viewing?+
Only when your approved scheduling workflow and compatible calendar support confirmation. Otherwise, AI records a viewing request for your broker to confirm.
Can AI discuss every vessel in our inventory?+
We review how listing information is maintained before confirming support. The agent should only use current, approved information and refer uncertain questions to your team.
SOUTH FLORIDA ROOTS
Built around your business.
Start with the calls you receive, the clients you want to serve, and the experience your brokerage expects. We’ll review the setup and outline a practical next step.
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