An AI agent for your estate agency, from the viewing request to the signed mandate.

A viewing request passes through five tools: the inbox or WhatsApp, the agency's transaction software, the negotiator's calendar, a reminder channel and a signature tool for the viewing slip. The agent connects them and keeps the history. The negotiator conducts the viewing.

Use the diagram as a specification. For each step, ask the supplier where the agent reads, where it writes, and what happens when the tool does not respond.

The portals notify the agency by email, with the listing reference and the prospect's message. On 3 November 2026, we found no publicly documented lead API from SeLoger, Leboncoin, Bien'ici or Logic-Immo. The agent reads the inbox, the website form and WhatsApp.

Each portal has its own notification template and changes it without notice. Plan one test per portal, and an alert when an email arrives with no recognised reference.

Article 72 of French decree no. 72-678 bars the agency from negotiating without a prior written mandate. The agent offers a viewing only for a property whose mandate is in the register, and it reads the status (available, under offer, sold) before looking for a slot. Our guide to the Hoguet law and AI agents quotes the article and what it means for booking viewings.

It writes the contact to the CRM before sending the confirmation. The reminder the day before then finds the right person, even if they have switched channel in between.

On WhatsApp, the reminder for a viewing booked three days earlier falls outside the 24-hour window after the customer's last message (Meta's documentation). It goes out as an approved utility template, charged since 1 October 2026. The WhatsApp Business policy, updated on 23 September 2026, requires a clear and prompt path to a human. The rates are covered in our guide to an AI agent on WhatsApp Business.

On Apimo, Automator 2, presented by the publisher on 12 December 2024, already sends appointment reminders by email, SMS or mobile notification. The agent handles the conversation before the viewing and the follow-up after it.

The French bon de visite, or viewing slip, proves that the agency showed a given property to a named person on a given date. The fee rests on the mandate: in its ruling of 18 February 2015 (no. 14-12.351), the Court of Cassation held that only the sale mandate can lawfully justify the agent's fee.

The agent pre-fills the agency's viewing slip template from the CRM, without touching its clauses, and sends it for signature. The negotiator checks the visitor's identity on site.

After the viewing, the agent files the negotiator's report, asks the visitor for feedback and follows up once. As soon as price, an offer or a second viewing comes up, it hands over to the negotiator.

Offering other properties by email or SMS to a private individual requires their prior consent, according to the CNIL page of 10 June 2026: a viewing does not make a prospect a customer. The agent asks the question during qualification and records the dated answer in the CRM. The CNIL framework for commercial management then sets retention at three years from the prospect's last contact.

On 3 November 2026, Apimo was the only French transaction software checked here whose documented API lets an agent write a contact, a request and a dated viewing. Hektor and Immofacile have a calendar but no public API. HubSpot exposes contacts, meetings and availability. None of them handles deduplication or change notifications on its own.

Apimo, read from its specification

The public repository of Apiwork, Apimo's publisher, describes 51 operations at the commit of 30 October 2026: 29 reads, 12 creates, 7 updates, 3 deletes. A viewing is written as an "action": type, negotiator, date, start and end time, linked contact and properties. The visitor's opinion is filed on the action's property.

No webhook is documented: nothing tells the agent when a negotiator moves a viewing. No operation computes availability; the agent works it out from the actions already recorded. Creating a contact does not deduplicate, and the contact list takes no filter by email or phone number.

A viewing agent connected to Apimo keeps its own copy of contacts and calendars, updated with the timestamp parameter.

The default quota is 1,000 requests a day, according to Apimo's documentation. Our calculation: re-reading three lists (leads, contacts, actions) every five minutes costs 3 × 288 = 864 requests a day. That leaves 136 for everything else. Space out the reads, or ask the publisher for a higher quota.

Sending a lead is not counted, and a second send with the same reference updates the existing lead. Use the portal message ID as the reference: it limits duplicates.

API access is requested from Apimo through a partner account, which each agency activates. Lead time and price are not published.

Hektor, Immofacile, HubSpot and Google Calendar

The product pages of Hektor and Immofacile, read on 3 November 2026, describe a viewing calendar, and Immofacile advertises signing viewing slips in its mobile app. Neither publishes API documentation: access is requested in writing from the publisher.

Without that access, the agent writes into a Google or Microsoft calendar and sends the negotiator a summary to copy.

HubSpot's Scheduler API returns the availability of a meeting page and allows booking into it. Google Calendar's freeBusy query returns the busy periods of one or more calendars. An agency can keep its transaction software for properties and track requests in an open CRM. Our guide to estate agency CRMs and AI agents compares access, APIs and webhooks for each package.

For a scoped use case, expect 2 to 4 weeks: one week of audit and design, two to three weeks of development and testing in pre-production, then go-live with monitoring. It is the method behind our custom AI agents, applied to an agency’s tools.

1. 1

   Week 1

   Audit and design

   We map where your enquiries come from, which software you use and who answers today. We pick the first use case, write the agent’s rules (what it may say, when it hands over) and check access to your software.

2. 2

   Weeks 2 to 4

   Development and testing

   We build the agent, connect it to your tools, set the guardrails and test it in pre-production on real agency enquiries. Nothing goes live before that.

3. 3

   Go-live

   Monitored launch

   The agent goes into production with monitoring and logs. Sensitive actions, such as sending a document to a client, wait for a person to approve them.

4. 4

   After that

   Follow-up and maintenance

   We review the answers, adjust the instructions and add sources. The maintenance plan covers this work.

We often build the agents on n8n and pick the model for each task, Claude included. An agency without a prospecting CRM can start on Twenty, free when self-hosted, and keep its agency software for listing syndication.

A first bounded agent typically starts between €5,000 and €15,000 in setup, plus API costs and a maintenance plan. A multi-agent system connected to several tools is scoped after an audit. The table separates what Lumyniq bills from what the agency pays its other suppliers.

Software prices come from our guide to estate agency CRMs and AI agents, WhatsApp rates from AI on WhatsApp Business.

The timeline depends mostly on access to your software. As of 29 October 2026, Apimo opens its API through a partner account. La Boîte Immo (Hektor), Orisha Real Estate (Immofacile) and Septeo (Modelo Office) publish no API documentation: we request access from the vendor in writing during the audit week.

Four sets of rules govern an AI agent in a French estate agency: the Hoguet law, article 50 of the AI Act, the ban on calling a private individual without consent, and the GDPR rules on tenant files. During the audit we turn each one into the agent's written instructions, for example: no viewing without a mandate in the register.

For data, we host the components that handle sensitive data in Europe, switch off model training on your data, log the agent’s actions and sign a data processing agreement (DPA).

Describe your need in the form below, or book a slot directly. We talk for 45 minutes, free of charge, about where your enquiries come from, your software and the task that takes the most time. You then receive a written proposal: scope of the first agent, setup price, maintenance plan and schedule.

An online valuation gives an order of magnitude. Meilleurs Agents reported a median error of 6% at the end of 2021, and SeLoger 8.4% for Paris flats in June 2025, two vendor figures reported by MySweetImmo. A median error of 6% means that half of the estimates miss the sale price by more than 6%.

We measured 1,537 DVF sales from 2025 in Annecy, Nantes and Limoges. Among comparable three-room flats, the 90th percentile price per m² is 1.95 to 2.5 times the 10th. The agent gives a range, with the number of sales and the period.

Decree no. 2015-1090 (annex, article 6, 4°) requires the agent to state that a price opinion is not a formal valuation. The argued price comes from the negotiator, after the viewing.

The method and the figures for each town are in our guide to online property valuation and AI agents.

The French government confirmed on 14 July 2026 that virtual home staging, showing a property as it would look if furnished, is acceptable. On our reading of article 50 of the AI Act, a realistic photo of a real room furnished by AI must, since 2 August 2026, carry a label visible from the first view.

Erasing a defect remains prohibited, with or without a label. Write the label into the image itself, for example “Virtual staging, AI-generated image”: it stays in place when a portal strips the caption.

For listing text, the European Commission's guidelines of 20 July 2026 place product descriptions outside article 50(4). No AI label is required. The listing remains subject to French consumer law and the mandatory energy performance (DPE) details.

The use-by-use detail is in the AI Act and virtual home staging for estate agencies.

Two property management messages can be automated under France's law of 6 July 1989. The rent receipt goes out by email if the tenant has expressly agreed (article 21). The friendly arrears reminder goes out once a rent payment is missing from the statement, with no reminder fee or penalty charged to the tenant (article 4, points i and p).

A rent receipt is due only after full payment; a partial payment gets a simple receipt. The formal demand for payment remains an act served by a commissaire de justice (bailiff).

For applicant files, the agent checks the documents against the list in decree no. 2015-1437, rejects prohibited documents and purges the proofs of rejected applicants after 3 months.

Bank reconciliation runs through statement imports or an aggregator licensed under PSD2.

Managing other people’s property requires a professional licence and a written mandate (law no. 70-9, articles 3 and 6), whatever the tool. Our guide to automating property management with AI covers each task with its legal basis.

On our reading, an AI agent is one of the agency's tools: its messages commit the licence holder, who must carry professional liability insurance. Ask your insurer whether the policy covers messages sent by an automated tool. The table lists the four most exposed uses and what the texts provide for each.

Our agents log every action. Decisions that commit the agency go through a person.