Use Cases & Examples Gallery
Representative implementations organized by goal.
Lead Qualification & Sales
Real Estate ISA (Example Homes Group — your ISA Oppy)
Goal: Qualify leads from multiple sources and hand off to ISA team. Setup: FUB integration, GoGoOppy tags, Slack notifications, needs_attention triggers. Result: ISA team gets pre-qualified leads with full conversation transcripts in Slack within minutes of qualification.
Prompt excerpt:
If the lead responds positively and wants to speak with someone:
- Set needs_attention immediately
- Do NOT repeatedly say "someone will call soon"
- Be transparent: "I'm connecting you with a team member now"
Tag needs_attention to FUB. ISA team monitors #kbb-oppy-notifications Slack channel.
Mortgage Lead Outreach (Example Lending Team)
Goal: Scale AE outreach to loan officers about bridge lending products. Setup: Bulk calling 200-300 contacts/day, multi-channel (voice + email + SMS). Result: 3X improvement in qualified leads vs. 5-person human AE team.
Key detail: Context was shared across channels — if the AI called and left a voicemail, then emailed, then the person texted back, all context was unified in one conversation thread.
SaaS Demo Qualification (Oppy.pro — our website Oppy)
Goal: Filter website visitors into enterprise prospects vs. individual agents. Setup: Embed widget on oppy.pro with starter prompts. Google Calendar integration for booking. Result: our website Oppy has been running for 3 years. Books qualified demos automatically. Redirects individual agents to a waitlist without wasting sales team time.
Prompt excerpt:
If they're an individual agent, don't let them book on my calendar
unless they're being very persistent. Direct them to the waitlist.
If they're enterprise (100+ agents or a brokerage), ask qualification
questions and offer calendar slots immediately.
Website Chat & Engagement
Active Adult Communities (Example Realty Group — your Oppy)
Goal: Niche real estate lead qualification for retirement communities. Setup: Website embed with starter prompts about neighborhoods. Knowledge base from website crawl. Result: strong website chat engagement. One contact (the prospect) had an extended single-session exchange without leaving the site.
What made it work: The knowledge base was trained on specific neighborhood data — golf courses, amenities, pricing ranges. When someone asked about “retirement communities near Oceanside,” the AI gave genuinely useful, specific answers.
CRM Support + Sales Triage (Example CRM)
Goal: Route website visitors to the right team without forms. Setup: Website embed with their help desk platform knowledge base. Three-path routing. Result: Support questions answered instantly. Enterprise leads escalated immediately. Individual agents served with self-service info.
Key prompt pattern:
Detection question: "Are you looking for help with an existing
account, or are you exploring Example CRM for your business?"
Path 1 (Support): Answer from knowledge base → escalate if stuck
Path 2 (Individual): Self-serve info → waitlist
Path 3 (Enterprise): Quick qualification → immediate needs_attention
Interactive Brand Kit Builder (Example Realty)
Goal: Give agents a way to create their own brand identity from the website. Setup: Landing page with form that sends data to Oppy via embed widget. AI generates brand assets. Result: Visitors enter their info → Oppy crawls their site → generates logo options, color palettes, and brand messaging → displays results in real-time on the page.
Event & Campaign
Webinar Lead Machine (Example Mortgage Academy — Jasper)
Goal: Convert 1,500+ webinar registrants into demo bookings. Setup: QR code displayed during webinar → SMS with pre-filled message → AI qualifies and routes. Flow:
- Attendee scans QR → SMS opens: “Hi Jasper, I just watched the webinar and want the free blueprint”
- Jasper responds with blueprint link
- Collects email before sharing (already has phone from SMS)
- Qualifies: individual LO or team lead?
-
Individual → Nancy’s Calendly Team lead → Scott’s booking link - Special offer: $249 product with $100 discount + free coaching session
Conference Networking (Oppy’s Own Use)
Goal: Capture leads at trade shows without a big team. Setup: QR code on business cards, table tents, every presentation slide. Result: Scanning the QR pre-fills a text message. By the time they look up from their phone, the AI has already responded. immediate conversations started from a single 1-minute slide display.
Why it works: Unlike forms, the person doesn’t have to type anything — the message is pre-filled. And unlike forms, they get an instant conversational response rather than a “thanks, we’ll be in touch” dead end.
Facebook Lead Ads at Scale (Citywide Realty)
Goal: Re-introduce Facebook listing lead gen (abandoned because of junk volume). Setup: Form submissions emailed to Oppy → AI calls instantly → qualifies → follows up. Result: ~200 leads at $10 CPL. 15-20 qualified leads (7.5-10%). AI handled all the junk so humans didn’t have to.
Key insight: The Oppy would go read the listing page BEFORE following up, so the first message referenced the specific property with relevant details — dramatically better engagement than generic auto-responses.
Reseller / White-Label
Marketing Agency Deployment (Example Digital Agency)
Goal: Offer AI chat to hundreds of real estate client websites as a managed service. Approach:
- Phase 1: Internal use (own sales + support)
- Phase 2: Client deployment via API
- API loop: For each client → create Oppy with their website URL → auto-crawl knowledge base → standardized ISA prompt → custom brand colors → embed on their site
- Client experience: Never needs to log in. Gets email/Slack when leads qualify. Oppy updates their FUB contacts automatically.
- Revenue model: Included in marketing package, rev share for premium features.
Enterprise Software Distribution (Atlas Software Group / an industry executive)
Goal: Serve 80,000+ small brokerages who can’t afford enterprise solutions. Insight: Small brokerages ($300-500/month) are the stickiest customers (long average tenure). They make decisions fast (no C-suite approval needed). Nobody is serving them because the sales effort seems disproportionate. Oppy’s fit: Self-serve setup with AI-assisted onboarding. Small brokerages can get started in 15 minutes without needing dedicated account management.
Follow-Up & Re-Engagement
Cold Lead Revival (Example Realty Team — a team in Denver)
Goal: Re-engage a backlog of leads from a competing AI platform that were going cold. Why they switched: “Zero control except to turn it on or off. Very unnatural AI. I’ve already lost multiple leads.” Setup: FUB integration. Follow-up enabled with web search before each message. Result: Follow-up messages reference actual market data: “Your neighbor’s house just sold for 3% over asking yesterday” — because the AI searched for recent sales near the contact’s address before composing the message.
Ghost Lead Recovery (Example Lending / Example Financial)
Goal: Re-engage contacts who stopped responding to sales team. Flow:
- Salesperson (the salesperson) makes first call attempt
- If no answer → contact sent to Oppy
- Oppy follows up via SMS/email with personalized outreach
- If contact says “not ready for 6 months” → AI schedules follow-up for 5.5 months later
- When they respond → AI re-qualifies based on current situation
- If qualified → needs_attention back to the salesperson with full context
Multi-Channel Communication
Voice + SMS + Email Unified (Example Mortgage Academy — Jasper)
MLS Search + AI Concierge (an industry executive Demo)
A partner demo showed an MLS-connected AI avatar on a website:
- User asks: “Find me a two-bed, two-bath condo in Boston under $1M”
- AI responds in real-time: “I found 380 condos matching your criteria”
- User asks: “Show me #302 at 457 West Broadway”
- AI: “Listed at $999,900, 1,029 sq ft, 2 bed/2 bath, elevator in building, designated parking”
- AI then asks: “Do you have a mortgage pre-approval?”
This demonstrates how Oppy can connect to property databases via API to provide real-time, conversational search — replacing static listing search forms with a natural language experience.
Demo conversation (from actual onboarding call):
Alex called Jasper’s phone number during the onboarding:
- Jasper: “Hey, this is Jasper from Example Mortgage Academy. How can I help you?”
- Alex: “I’m looking to learn more about Example Mortgage Academy.”
- Jasper: “Are you currently originating loans yourself, or running a team?”
- Alex: “I have a team.”
- Jasper: “How many originators do you oversee right now?”
- Alex: “About 15.”
- Jasper: “What’s the biggest thing you’d want to see improve for your team — consistency, systems, content, or something else?”
This was the first conversation out of the box — no manual prompt editing. The AI generated the qualification flow from just the website crawl and a brief setup description.
Novel Use Cases From Real Channels
AI Managing Other AIs (Foley)
One Oppy manages subordinate AI agents via cross-conversation messaging, enforcing KPI targets and daily audit rhythms. A Rev-Ops supervisor that coaches Hunter (lead miner) and Alex (SDR) with drill-sergeant intensity.
Autonomous Lead Mining (Hunter)
Runs 20:00-23:00 PT with no humans. Scrapes company websites, LinkedIn, state license DBs. 6-rung enrichment ladder with per-lead timeboxes. Files contacts to Kanban boards. Reports to its AI supervisor (Foley).
Santa Claus Voice Entertainment
Pure entertainment for kids aged 2-10 over phone. Mandatory SSML emotion tags on every line, speech synthesis markup for pacing, anti-repetition rotation matrices, and 8 story seed templates. Zero commercial goal.
Comedy Character (Matt Foley)
Deliberately anti-helpful SNL motivational speaker character. Gives terrible advice, mocks problems, one-ups complaints. Demonstrates voice personality for demos.
Bug Alert Hotline (Mosquito)
Single goal: receive bug report, alert admins via call + text + email simultaneously. Possibly the shortest prompt in the system. Pure automation trigger.
Brand Design Production (Flynn)
Generate-analyze-iterate loop with structured JSON brand audit after every image generation. Complete brand guide embedded: hex colors, 3D mascot geometry ratios, material specs, typography, camera/lens settings. Never presents first-pass images as final.
Test Bot Playing the Customer (Karen)
AI plays a difficult buyer (sassy real estate agent) to stress-test booking and escalation flows. Has pre-programmed scheduling constraints, triggers needs_attention when unsatisfied. Role inversion for QA testing.
Business Card Scanner (Oscar)
Text a business card photo, get structured CSV contact data back. Strict OCR-only function (analyze_image explicitly forbidden). Output format constraints with size-based behavior branching for large outputs.
Property Tax Protest Intake (Aspen Brown)
7-category structured intake disguised as natural conversation: owner info, property details, assessment, protest history, special circumstances. Red flag watchlist for disqualification. Contingency fee explanation built in.
Onboarding + Marketing Engine (Olivia)
Responds only to 8 specific system events (signup, trial ending, payment, etc.). Marketing psychology directives embedded. Proactively identifies what has NOT happened in the onboarding journey. Suppresses iMessage reaction metadata.
Nonprofit Design Assistant (the nonprofit assistant)
Ocean-inspired, brand-aligned assistant for the foundation autism advocacy foundation. Creates visuals, researches, writes polished outreach, and maintains a running log for the founder.
Bilingual Real Estate (your Oppy / Pacific Homes)
Auto-detects Japanese input and responds in kind. Translates website information back to English for internal records. Never reveals AI identity.
Roofing Lead Qualification (Taylor / Roof Depot)
A/B prompt variants per qualification step (open vs direct approach). Lead temperature matrix: Hot (homeowner + roof 15yr+ + timeline ASAP), Warm (10-14yr + issues), Cold (just researching), Disqualified (renter or roof under 10yr). Polite disqualifier step for low-fit contacts.
Executive Operating System (Smooth Operator)
The most sophisticated prompt discovered. Board intelligence standard mapping 8+ Kanban boards with list IDs. a meeting transcription tool meeting transcript intake with comprehensive anti-injection protections. Proactive SMS/call outreach (morning briefings, pre-meeting prep, end-of-day recaps, missed-task callouts). Phone-call interviewing behavior that probes for specifics. Single rolling daily log note that evolves into a reliable operating brief. Core loop: notice, investigate, clarify, act, document, follow through.