Providential AI Docs
Providential AI is an AI-powered lead management platform built for real estate agents. It automatically contacts new leads via SMS, qualifies them through natural conversation, and books property showings — all without you lifting a finger.
Fast Lead Response
The AI texts new leads within 1–2 minutes of them submitting an inquiry, with natural human-paced timing.
Smart Qualification
Gathers budget, timeline, pre-approval status, and preferences through conversation.
Automated Scheduling
Books showings around your Google Calendar availability.
Group Showings
Stacks multiple leads at the same showing time to maximize your hours.
Getting Started
Complete these steps to go live.
Connect Google Calendar
Go to Settings and connect your Google account. This allows the AI to check your real calendar for conflicts and display your events in the Calendar page.
Set Your Availability
On the Calendar page, set the days and hours you are available for showings. You can set a default schedule and override it for specific weeks.
Add a Property
Go to Sale Properties or Rental Properties and add your listings. Use the Import button to pull details from Redfin (sale) or Apartments.com (rental) automatically.
Share Your Lead Capture Link
Go to Lead Capture to get your unique link. Your free trial includes a shared SMS number so the AI can start contacting leads right away — no Twilio setup required during the trial.
Upgrade to Pro for a Dedicated Number (optional)
Pro agents get their own dedicated Twilio phone number. Contact us to upgrade when you are ready. Your conversations and leads carry over.
Lead Management
Every incoming inquiry becomes a lead. The platform supports both buyer leads (Sales mode) and rental applicants (Rentals mode). Switch between modes using the toggle in the sidebar.
Lead Statuses
Lead just came in, AI has not yet sent the first message.
AI sent the opening message, waiting for lead response.
Active conversation — AI is gathering qualification info.
Lead meets your criteria and is ready to schedule a showing.
A showing has been booked and is pending your confirmation or already confirmed.
Lead does not meet your criteria (budget, timeline, pre-approval, etc.).
Deal closed or application accepted.
Qualification Fields
The AI collects these fields through conversation and stores them on the lead record:
AI Agent
The AI agent runs automatically in the background. When a new lead arrives, it sends an opening text within seconds and continues the conversation until the lead is qualified and a showing is booked.
How It Works
- Lead submits an inquiry (via form, webhook, or direct text)
- AI sends a personalized opening message using the lead's name and property of interest
- Lead replies via SMS — AI reads it and responds intelligently
- AI gathers qualification data across multiple turns, asking at most 2 questions per message
- Once qualified, AI offers available showing slots (respecting your calendar and availability)
- Lead picks a time — AI books it and notifies you for confirmation
Conversation Tone
Configurable in Settings under Agent Behavior.
Warm and conversational — like a helpful neighbor who happens to be a real estate expert.
Polished and formal with complete sentences and business-like language.
Concise and to the point — skips filler phrases and gets straight to the facts.
Auto-Book vs Manual Approval
When Auto-Book is on, the AI confirms showings directly with the lead without waiting for your approval. When it is off, the AI tells the lead you will follow up to confirm — and you get a notification to approve or decline from the dashboard or Calendar page.
Calendar & Availability
The Calendar page gives you a full weekly view of your schedule, your Google Calendar events, and any booked showings.
Setting Availability
Use the Weekly Availability section at the bottom of the Calendar page. Toggle each day on or off and set start/end times. This is your default recurring schedule. The AI will only offer showing slots within these hours.
Per-Week Overrides
Use the three tabs (This Week, Next Week, Week 3) to set availability that overrides your default for a specific week. Useful for vacations, busy periods, or extended hours. If no override is set for a week, the default schedule is used.
Google Calendar Sync
When you connect Google Calendar, the AI checks your real calendar in real time before offering slots. If you have a meeting at 10am, that slot will not be offered to leads. The calendar page also displays all your Google Calendar events on the weekly grid so you can see everything in one place.
Group Showings
If a showing is already booked at a given time, the AI will offer that same slot to new leads first — so you can show the property to multiple people at once and save yourself a trip. Real Google Calendar events (non-platform meetings) still block slots as normal.
Properties
Add the listings you represent so the AI can reference property details in conversations and leads can be associated with specific addresses.
Sale Properties
Listings for buyers. The AI uses the listing price to qualify leads against their budget and applies your price threshold rule.
Rental Properties
Units for renters. The AI qualifies applicants on income (~3x rent), credit, pets, and lease length preferences.
Importing Property Details
Use the Import button when adding a property to auto-fill details rather than typing them manually.
Paste a Redfin listing URL or type an address into the address autocomplete. The platform pulls the price, bed/bath count, square footage, and description directly from Redfin.
Paste an Apartments.com listing URL or type the property address. The platform pulls rent range, unit details, and availability from Apartments.com. If only the address is entered, the autocomplete dropdown helps find the exact address before fetching.
Both import panels include Google-powered address autocomplete. Start typing a street address and select the suggestion to auto-populate the field before fetching property details.
Conversations
The Conversations page shows the full SMS thread between the AI and each lead. You can read every message exchanged and manually send a message yourself if you want to step in.
Lead Capture
There are several ways to get leads into the platform.
Lead Capture Link
Go to Lead Capture to get your unique shareable link. Paste it in your Instagram bio, website, email signature, or anywhere leads might find you. When someone submits the form, they are instantly added as a lead and the AI starts the conversation. The form URL is always from agent-real-estate-web-view.vercel.app so the domain does not reveal AI involvement.
Webhook Integrations
Platforms like Zillow, Realtor.com, Follow Up Boss, and BoldLeads can POST lead data to your webhook endpoint. Set the URL in each platform's settings and leads flow in automatically.
Direct SMS
Anyone who texts your SMS number directly (without filling out a form) is added as a lead. The AI greets them, asks for their name, and finds out what they are looking for.
Telegram
Leads can also reach you via your Telegram bot. The AI handles Telegram conversations the same way it handles SMS.
Integrations
Connect the tools you already use.
Twilio SMS
Free trial accounts share a single SMS number managed by Providential. Pro accounts get a dedicated Twilio number — when you upgrade, the number is provisioned and the inbound webhook is configured automatically. No Twilio console setup required.
Google Calendar
Connect in Settings → Integrations. Once connected, your real calendar is checked before any slot is offered to a lead. Calendar events appear on the Calendar page.
Telegram Bot
Set up a Telegram bot via @BotFather and add your bot token to Settings. Leads can discover and message your bot directly from Telegram.
CRM via Zapier
Use Zapier to push lead data from this platform into Salesforce, HubSpot, Follow Up Boss, or any other CRM. Trigger on new leads, status changes, or new bookings.
Plans & Pricing
Providential offers one simple plan with a free trial so you can see results before committing.
Free Trial (14 days)
Full access to the platform including AI conversations, lead management, calendar, and property import. Trial users share a common SMS number managed by Providential. No credit card required to start.
Pro Agent — $20/month
Everything in the trial plus a dedicated Twilio phone number provisioned in your name. SMS and voice webhook configuration is handled automatically. Twilio usage (per-message and per-minute rates) is billed directly by Twilio on a pay-as-you-go basis and is not included in the $20/month platform fee.
- Unlimited leads and conversations
- Dedicated SMS number (your own Twilio sub-account)
- Voice, voicemail, and transcription
- Google Calendar integration
- Sale and rental property management with Redfin / Apartments.com import
- Telegram bot integration
- Lead scoring and analytics
Settings
Configure how the AI behaves for your business.
Choose Friendly, Professional, or Direct to control how the AI writes its messages.
When enabled, the AI confirms showings directly without waiting for your approval.
When enabled, leads without mortgage pre-approval are automatically marked Not Qualified.
If a lead's max budget is more than X% below the listing price, the AI marks them Not Qualified.
Filter out leads who are not planning to buy or move within your minimum timeframe.
When enabled, the AI mentions the listing price or monthly rent in its opening message.
Limits how many qualification questions the AI asks in a single message (default: 2).
How long each showing slot is blocked on your calendar (default: 60 minutes).