instep.ai provides an AI-powered automation and assistant platform for property teams, turning inbound and outbound conversations into automated actions across calls, WhatsApp, and web chat. The platform, named Ella, handles workflows like viewings, valuations, tenancy renewals, and maintenance issues while syncing with CRMs and notifying agents. Built by property experts, it requires no complex tech setup and integrates into existing systems.
Funding
Funding not disclosed
Founders
Product
Problem
Property teams receive hundreds of inbound and outbound conversations daily across calls, WhatsApp, and web chat, making it difficult to capture, prioritise, and act on every enquiry promptly. Without automation, agents miss opportunities such as viewings, valuations, and renewals, leading to lost revenue and inefficient workflows.
Solution
instep.ai delivers Ella, an AI automation and assistant platform trained on real property workflows that captures, prioritises, manages, and acts on conversations automatically. Ella handles inbound enquiries like viewings and valuations, and outbound tasks like tenancy renewals and offer chasing, progressing them to completion without agent involvement. The platform detects additional opportunities—such as seller interest or mortgage needs—and hands off to agents with full context. It works across phone, WhatsApp, and web chat, syncing with existing CRMs and calendars while notifying agents of outcomes and next steps.
Target Audience
Primary customers are independent estate agents, property management teams, and real estate agencies that handle high volumes of enquiries and need to automate workflows while maintaining personal client relationships.
Features
- AI trained on real property workflows including viewings, valuations, renewals, offer chasing, feedback collection, and property management
- Multi-channel support for phone calls, WhatsApp, and web chat with live call handling and automated follow-ups
- Automatic opportunity detection that surfaces related services like mortgage or financial products from valuation enquiries
- CRM and calendar integration with automatic syncing, agent notifications, and confirmation emails
- Intent assessment and decision readiness gauging for renewals and offers, including chain status and mortgage status tracking
- Simple tech-free onboarding that fits into existing setups without complex implementation