The Retirement Living FAQ Assistant Genie is a conversational AI agent built on Workato that transforms how retirement living communities engage with prospects. Instead of waiting for callbacks, navigating complex websites, or repeating questions to different staff members, prospects get instant, accurate answers through a single intelligent interface. The Genie connects your CRM and knowledge base behind the scenes - so when a prospect asks about community amenities, pricing, or availability, they receive real-time, verified information without any manual staff intervention. Tour bookings and rescheduling happen in natural conversation. Policy questions are answered with exact, documented content - never paraphrased or interpreted. What makes this solution unique is its strict knowledge governance: the Genie only responds with verified information from your connected systems. When it encounters a question outside its knowledge, it doesn’t guess - it transparently creates a tracked support case, collects the prospect’s details, and ensures follow-up from the right team. The result is a 24/7 prospect engagement channel that delivers consistent, accurate information at scale - eliminating response delays, reducing repetitive staff workload, and ensuring every inquiry is either answered immediately or escalated with full context. Communities using this Genie can expect higher tour conversion rates, improved prospect satisfaction, and operational efficiency gains - all while maintaining complete control over what information is shared.
Prospect explores community options - asks about amenities and pricing and floor plans and availability; receives instant verified answers from connected project data
Prospect books a tour - checks real-time availability through natural conversation and confirms a scheduled visit in seconds
Prospect reschedules a tour - modifies an existing booking conversationally without repeating previous details
Prospect asks a policy question - receives exact documented policy content from the connected knowledge base never paraphrased
Question falls outside available knowledge - Genie transparently creates a tracked case with prospect details for team follow-up