Exit Conditions and Real-Time Use Cases — Education & Real Estate

Setting Up an Exit conditions (Step-by-Step)

Add Exit Conditions (Optional)

Specify when to stop the automation:

When a customer replies.

When a field is updated.

When a lead moves to a different state.

Real-Time Use Cases – Education and Real Estate

This section highlights how real-time automation and messaging through Squarebox can improve lead engagement, streamline follow-ups, and reduce manual tasks across different industries.

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Use Case: Education

Objective

Improve applicant engagement, automate responses, and support timely follow-ups through WhatsApp.

Workflow Example

• Trigger: A new lead submits an inquiry or application form.

• Automated Message: “Hi [Name], thank you for your interest. Our counsellor will get in touch with you shortly. Meanwhile, here’s the brochure: [PDF Link].”

• Follow-up Trigger (after 48 hours of inactivity): “Just checking in! Do you need assistance with your application process?”

• Action: Lead is assigned to the appropriate counsellor based on interest or region.

Results

• Faster lead response times

• Increased application completion rates

• Reduced manual workload for teams

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Use Case: Real Estate

Objective

Engage prospects immediately after inquiries or site visits, provide instant information, and automate follow-ups.

Workflow Example

• Trigger: A prospect submits a form or attends a site visit.

• Automated Message: “Hi [Name], thank you for your interest. Please find the brochure and virtual tour link.”

• Follow-up Trigger (after 24 hours): “We hope you found the property interesting. Would you like to schedule a follow-up discussion with our team?”

• Action: Lead stage is updated and routed to the assigned sales executive.

Results

• Consistent engagement across all leads

• Improved conversion rates from inquiry to qualified lead

• Increased automation during off-hours and weekends