L'Office du Viager: an AI agent that supports sellers and buyers with high quality answers on viager
Company Overview
L'Office du Viager is one of the leading French specialists of life annuity real estate, also known as viager. The company supports sellers who want to unlock the value of their property while keeping the right to live in it, and buyers who want to invest in this specific asset. Each file requires a careful understanding of personal, financial and family context.
Challenge
Viager is a complex topic. Sellers want to understand how the annuity, the bouquet and occupied or free viager work for their personal situation. Buyers want to understand the investment, the taxation and the risks. Most visitors arrive with many questions and need real answers before they are ready to talk to anyone. The previous chatbot gave shallow or inaccurate answers and long forms made the rest of the prospects drop off. The team spent a lot of time repeating the basics on the phone.
The conversations on our other sites are lower quality than what we get with you… they are less interesting… there are many errors, whereas in the conversations I read here, there are very few.
Solution
AGO deployed a conversational AI agent on the L'Office du Viager website with one clear mission: help every visitor first. The agent gives clear, accurate answers about occupied viager, free viager, annuity, bouquet, taxation and the steps of a transaction, grounded in L'Office du Viager content. It adapts to sellers and buyers, who can explore the topic at their own pace. When a visitor turns into a prospect ready to engage, the agent collects the information the sales team needs and sends a complete record to HubSpot.
Result
Visitors now get clear, high quality answers at any time, including evenings and weekends. The team can read the conversations and trust what the agent says. Prospects arrive at the sales team already informed, and the advisors only step in when they are ready, with the full context of the conversation in HubSpot. The same channel serves both visitor support and lead qualification.
One conversation, real answers, and a qualified lead in HubSpot.
AGO talks with sellers and buyers, looks up the property database before replying, and only pushes the file to HubSpot once it is complete.
- 01A visitor asks a question
- 02AGO looks up the property database
- 03AGO generates a high quality answer
- 04AGO replies in the conversation
- 05The visitor follows up with more details
- 06AGO validates the qualified file
- 07Record pushed to HubSpot
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