Case study Voice UX & integrations
RE/MAX Platinum Agent Finder
An Alexa skill that helped Sarasota home buyers and sellers find a real estate agent, with SMS follow-up and a directory the brokerage could update in Google Sheets.
Read the case study
Project overview
I built the Alexa conversation in Voiceflow, integrated Twilio for SMS, and gave the brokerage a Google Sheets directory it could maintain independently. The skill went from kickoff to launch in 52 days.
- Client
- RE/MAX Platinum of Sarasota
- Timeline
- 2019 · 52 days to launch
- From start to launch
- 52 days
- Reported average Amazon rating
- 5.0
- Reported Sarasota milestone
- 1st
- First local real estate brand to establish a voice strategy.
The Challenge
RE/MAX Platinum wanted to launch a voice experience for buyers and sellers in Sarasota, Florida. The team had a tight deadline to design the conversation, connect the supporting tools, and submit the skill to Amazon for certification.
The brokerage also needed staff to be able to maintain the agent directory after launch. Updates had to fit a workflow the team could manage on its own.
The Solution
I handled UX design, UX writing, and voice interface design, then built the conversation in Voiceflow. The skill used Alexa to connect buyers and sellers with agents, and I integrated Twilio’s API to handle text messages.
I set up the agent directory in Google Sheets. Staff could update entries directly as the roster changed. Once the skill was ready, I submitted it to Amazon for certification.
Voiceflow walkthrough
Follow the Alexa workflow from the directory search to the agent’s alert, the caller’s automated confirmation, and a possible personal follow-up.
From voice request to agent connection
Find an agent by voice
Buyers and sellers use the Alexa conversation built in Voiceflow.
Follow up by text
The skill uses Twilio to deliver SMS messages.
Keep the directory current
Brokerage staff maintain the agent listings in Google Sheets.
The SMS handoff
After the caller confirms their number with Alexa, the skill requests a callback. These mockups illustrate the agent’s alert and a possible follow-up text, using fictional contact details.
Open full-size image in a new tab
Open full-size image in a new tabThe Results
The skill launched in 52 days. SRQ Daily covered the 2019 launch under the name Platinum Agent. The original case study reports a 5.0 average Amazon rating and describes RE/MAX Platinum as the first Sarasota real estate brand to establish a voice strategy.
The brokerage could maintain its own agent listings after launch through the shared spreadsheet.
Client Testimonial
“I've worked with Daniel on two projects now - both involved new Voice and AI technologies. Bottom line - Daniel knows what he is doing in VUI technologies and especially the Voiceflow platform. I was pleased and impressed with the outcomes of these projects which involved conceptualizing and designing new commercial voice technology projects. What's more, Daniel communicated well with us and he always saw to it that project details are followed up on and timelines were met. He's an easy to work with professional that I highly recommend.”