Blu, the RealtyPA robot

RealtyPA · plan for Jarryd · Thursday 8 October 2026

Blu on WhatsApp: the outreach plan

Your voice note at 11:57 asked what stops us sending WhatsApps to every estate agent in South Africa, starting with 50 in Cape Town. This is the answer and the plan, for us to brainstorm on.

Plan only: nothing has been sentNo accounts createdEvery screen below is a mock-up

The short answer

Cost is not what stops us. Fifty marketing templates cost about R32 in Meta fees. Three other things do, and a fourth sets the price.

1. ConsentPOPIA section 69 and Meta's own policy both want the agent's opt-in before a marketing WhatsApp. A cold blast meets neither. There are three clean routes, set out below.
2. The numberRealtyPA's WhatsApp number also delivers every sign-in code. If agents block or report an outreach message, Meta can restrict the number and customers cannot sign in.
3. Blu is not ready on WhatsAppIn production Blu answers one number only (yours), text only, with no tools. Owner lookups, voice notes and diary bookings work in the app, not yet in WhatsApp.
4. The promise sets the priceGeorge's first day shows what a real agent does with an assistant on WhatsApp. Light requests cost cents. Media work costs far more and needs its own price.

The first message

Written the way David Ogilvy wrote: a headline that promises a benefit, specific facts instead of adjectives, one reader, one action. Blu speaks as RealtyPA, on the RealtyPA line. Lumanaire is never mentioned.

What Meta allows in a template

PartLimitHow we use it
Header (text)60 characters, 1 variableThe promise in one line. This is what shows in the notification.
Body1,024 charactersStay under about 450. Short blocks, one idea each.
Footer60 charactersWho we are and how to stop.
Buttons25 characters each. Up to 10 in total: 2 website links, 1 phone number, 10 quick repliesTwo quick replies. A reply opens the free 24 hour chat window.
Template name512 characters, lower case, numbers and underscoresblu_intro_v1, blu_permission_v1, blu_welcome_v1

Limits read from Meta's template components page on 8 October 2026. Meta reviews every template and sets the category (marketing, utility or authentication) itself. All three below would be marketing.

Template A: "Finally" (your idea, for agents who have opted in)

Mock-up
RealtyPABusiness account
Finally: a PA for your property day
Hi Thandi, I'm finally here. I'm Blu, your property assistant from RealtyPA.

Send me any address in South Africa and I'll tell you who owns it, when they bought and what they paid.

Send me a voice note after a viewing and I'll log the feedback and book the next one in your diary.

Nothing to install. I work right here in WhatsApp.

Your first 30 days and 5 property reports are free. No card needed.
RealtyPA. Reply STOP to opt out.
Show me a propertyNot for me
HeaderFinally: a PA for your property day35 / 60 BodyAs shown, with the agent's first name402 / 1,024 FooterRealtyPA. Reply STOP to opt out.32 / 60 Button 1Show me a property18 / 25 Button 2Not for me10 / 25

Why it reads this way

  • "Finally" makes it an arrival, as you said: something they have been waiting for, instead of a stranger selling.
  • Facts, not claims. Owner, purchase date, price paid, 30 days, 5 reports. An agent can picture each one.
  • A reply, not a link. "Show me a property" starts a conversation. Blu proves itself before anyone is asked to sign in.
  • "Not for me" is a button. An easy no is better than a block. Blocks are what hurt the number's quality rating.

This message promises owner lookups and voice notes in WhatsApp. Both are still to build, so it cannot go out before they work.

Template B: the permission message (for agents who have not opted in)

Mock-up
RealtyPABusiness account
Hi Thandi, I'm Blu, the property assistant from RealtyPA, the South African CRM for estate agents.

I help agents look up any property, its owner and its last sale price, and keep their diary, right here in WhatsApp.

May I send you a short note on how it works? I will only ask this once.
RealtyPA. Reply STOP and I won't message again.
Yes, tell me moreNo thanks
BodyAs shown288 / 1,024 FooterRealtyPA. Reply STOP and I won't message again.47 / 60 Button 1Yes, tell me more17 / 25 Button 2No thanks9 / 25

POPIA lets us approach a person once to ask for consent. This message does only that: it says who we are, what we do, and asks. No offer, no link. "Yes" is recorded as consent and Template C follows. "No thanks", STOP or silence means we never message that number again.

It satisfies the POPIA once-only approach. It does not satisfy Meta's opt-in rule on its own, which is why the safer first step is to let agents message us first. See the rules section.

Template C: after a yes

Mock-up
RealtyPABusiness account
Yes, tell me more
Hi Thandi, Blu here from RealtyPA. Thanks for saying yes.

Try me now: send any street address and I'll come back with the owner, the purchase date and the price paid.

When you're ready, your own RealtyPA takes about 3 minutes to set up and your Property24 listings come across with you.
Set up my RealtyPA
BodyAs shown287 / 1,024 ButtonSet up my RealtyPA (website link to crm.realtypa.co.za)18 / 25

Once the agent has replied, the 24 hour window is open and Blu can answer in free text without a template. This one is kept as a template for agents who say yes a day later.

What converts on WhatsApp

These are our recommendations from Meta's published rules and from running the RealtyPA support line. We have no conversion figures of our own yet. The first 50 give us the first real numbers.

The journey: first WhatsApp to first sign-in

Steps 4 to 8 use the wording that is in the RealtyPA app today (production code, read 8 October 2026). Steps 1 to 3 and 9 are proposed. The names, addresses and figures in the screens are invented examples.

1The message lands

09:12
Tuesday
RealtyPAFinally: a PA for your property day. Hi Thandi, I'm finally here. I'm Blu…

To build Template approved by Meta, sent from the RealtyPA number through WATI.

2She taps "Show me a property"

RealtyPABusiness account
Show me a property
Lovely. Send me a street address, or a photo of a board outside a house.
14 Example Road, Sea Point
14 Example Road, Sea Point
Owner: A. Example
Bought: March 2019
Paid: R4,250,000

That was 1 of your 5 free reports. Want me to save it to your properties?

To build Her reply opens the 24 hour window. Blu answers in free text and proves itself in under a minute.

3A voice note, the way agents work

RealtyPABusiness account
▶ 0:14
Got it. I'll book a valuation at 14 Example Road for Thursday at 10:00, 45 minutes.

To keep your diary I need to set up your RealtyPA. It takes about 3 minutes.
Set up my RealtyPA

To build The moment Blu needs somewhere to keep her work is the natural moment to ask her to sign in.

4Sign in with her WhatsApp number

Sign in

Let's start with your WhatsApp number.

+27 82 000 0000
Continue

By continuing, you agree to our Terms of Use, Terms of Service, and Privacy Policy.

Exists No password. The link from Blu can carry her number so this step is one tap.

5The code arrives in the same chat

Look out for an OTP...

We've sent you a WhatsApp with a one-time-pin.

• • • • • •
Continue

Exists The code comes from the same RealtyPA number she has just been chatting to, so it feels like one conversation.

6Her Property24 listings come with her

We found your profile

Here's what we know about you from Property24.

Thandi Example12 For Sale · 3 To Rent
☑ I confirm that these listings belong to me and I am the authorised agent
Import from Property24

Exists She pastes her Property24 profile link, confirms the listings are hers, and the import runs in the background. A WhatsApp tells her when it is done.

7Just me, or my agency

How will you use RealtyPA?

This decides how your account is billed and what we set up for you.

Just meI'm an individual agent. Set me up now.
My agencyMultiple agents, shared listings and leads.

Exists An individual is set up at once. An agency is handed to our team, who migrate the listings and invite the agents.

8The trial is already on

Your free trial is active

Everything is switched on for you. No card needed.

30 daysof full access
5 property reportsowner, purchase date and price
Take me in

Exists 30 days and 5 property reports, whichever runs out first. Nothing to decide and no card.

9What she sees first

Morning, Thandi

Your 15 listings are in. Here is where to start.

14 Example RoadSaved from our WhatsApp chat. Valuation Thursday 10:00.
3 listings with no mandate on fileCreate a mandate
Ask Blu anythingHere or on WhatsApp, same Blu

To build Proposed. Her own work is already there: what she asked Blu on WhatsApp, her listings, and one next step.

What RealtyPA really has today

Checked against the production code (pa-robotics, main-prod, commit e2083c19b of 8 October 2026, 11:33).

What you describedIn the appOn WhatsApp with Blu
Blu introduces itself as RealtyPA's assistantExists Blu in the app, 18 toolsPartly Blu replies on the RealtyPA line, but to one number only (yours), text only, no tools, short answers
Look up any property: owner, purchase date, priceExists Property Reports, metered per plan. Blu can pull a deed for a property the agent already tracks, after a confirmTo build
Create mandatesExists Mandate screens and mandate documentsTo build Blu has no mandate tool in either place yet
Diary: book a viewingExists Blu creates appointments after a confirmTo build
Notes, tasks, viewing feedbackExists Blu creates notes and tasksTo build
Voice notes and photos to BluNot applicableTo build Anything that is not text is ignored today
Sign in with a WhatsApp codeExistsExists The code is sent from the RealtyPA number
Property24 import at first sign-inExistsExists WhatsApp when the import is ready
Free trial: 30 days, 5 reports, no cardExistsNot applicable
Welcome WhatsApp after first sign-inNot applicableExists Template welcome2, only for accounts that are really new
Campaign senderExists Sends an approved template in batches of 1,000, super admin onlyPartly Opt-outs are honoured already (next two rows). What is missing is a record of each agent's yes, and a check for that yes before a send
STOP that holds for goodNot applicableExists A STOP reply on the RealtyPA line is caught before Blu sees it, answered, and written to the agent's record. START lifts the pause, but the removed-consent mark stays, so that agent is left out of every later outreach list
Outreach list builder and send checkExists A written runbook and two scripts: one exports a batch of imported agents (250 by default) and one checks delivery afterwards. The export leaves out paying customers, anyone who replied STOP, anyone already sent to, and duplicate or missing numbers. It can filter by area in the agency name, for example "city bowl", and the link's campaign tag is recorded at first sign-inPartly Sends go out as WATI broadcasts by hand. It works on opt-out only: it does not ask for a recorded yes
Token meter and monthly cap per agentExists Both channels are metered togetherExists

Also already there: the Property24 agent profiles imported into RealtyPA as the outreach audience. The outreach runbook's full dry run on 27 August 2026 scanned 54,209 users and found 44,391 imported, active agents. After leaving out 126 paying customers, 2,519 with no usable mobile number and 3,709 duplicate numbers, 38,037 can be sent to. That is the number that matters for outreach (source: docs/wa-outreach-runbook.md; a code comment in welcome-eligibility.ts gives 44,489 imported agents on 30 July 2026). When one of them signs in, the profile is waiting.

The build, in order

  1. Give WhatsApp Blu the same tools as app Blu, with the same confirm step before anything is saved or a report is spent.
  2. Lookups for any address, not only properties already in the agent's list, drawing on the Property Reports allowance.
  3. Voice notes and photos: transcribe, then treat as text.
  4. Unknown numbers: a guest mode for agents who have not signed in, limited to the 5 trial reports, then the sign-in link.
  5. Consent record: who said yes, when and to which wording, and an export that sends only to a recorded yes. The STOP side is already built and holds across every campaign.
  6. Widen the gate from one number to signed-in agents, then to opted-in agents.

What agents want on first sign-in

A first read for us to brainstorm on. It draws on George's first day, the support line, and how the onboarding already works.

Their own stock, already there

The Property24 import is the strongest thing we have. An empty CRM asks for work. A CRM with their 15 listings in it has already done some.

One win in the first minute

A property report on a house they are chasing right now. That is the moment "who owns it and what did they pay" becomes real.

The thread carried over

Whatever they asked Blu on WhatsApp is in the app when they arrive. Same Blu, same memory, both places.

Nothing to learn

George's day was voice notes, photos and one-line texts. The promise is that they keep working that way and the CRM fills itself.

One clear next step

"3 listings have no mandate on file" is better than a tour. One job, one tap, done.

No surprises about money

The trial screen already says it plainly: 30 days, 5 reports, no card. Keep that, and show the price before the trial ends.

Price and burn rate

You thought the number should sit a little above R299 and R499. The figures agree, for agents who use Blu on WhatsApp every day.

What George actually did

Mayfair WhatsApp Build group, the whole group to date: Wednesday 7 October 23:04 to Thursday 8 October 14:13, counted from WhatsApp at 14:20 on 8 October. All of George's messages fall in one working stretch, 08:28 to 14:13.

From GeorgeCountDetail
Text messages12863 characters in total, about 72 each
Voice notes7100 seconds in total, about 14 seconds each
Photos4Plus 1 album marker
Documents2
Total items26In under 6 hours
Replies from us245,964 characters, about 250 each

Read as requests, those 26 items come to about 13 asks. About 5 were CRM work that Blu could do with tools: a diary entry, viewing feedback for the seller report, a reminder for a seller, condition notes on a unit. About 8 were studio work: On Show posts through four versions, AI furniture staging, listing videos. That split is our reading of the thread.

What one ask costs

Kind of askAssumptionCost each
Simple answer, no toolsAbout 3,000 tokens in, 300 out on Blu's model (Claude Sonnet 5)R0.23
Ask that uses tools (lookup, diary, note)About 15,000 tokens a turn. This is the figure the production code already budgets onR1.07
Voice noteTranscription first, then as above. At about 14 seconds each the transcription is a fraction of a centunder R0.05
Blu's reply on WhatsAppFree inside the 24 hour window, per Meta's pricing page read 8 October 2026R0
Outreach templateMeta marketing rate for South Africa, USD 0.0379, before any WATI markupR0.64
Studio build (posts, staging, video)Not metered today: the desk runs on Claude subscriptions. Estimated at API list prices, about 2 million tokens on Claude Opus 5.5, mostly cachedR25 to R100

Assumptions: R17.00 to the US dollar (the live rate was about R16.68 on 8 October 2026). Sonnet 5 at USD 3 in and USD 15 out per million tokens, the rate RealtyPA's own cost log uses. Anthropic's current table lists USD 2 and USD 10, which would make a tool ask R0.71. No prompt caching assumed, which would lower it further. The cost of each property report from our deeds supplier is not included here.

Burn per agent per month

AgentAsks a dayAsks a monthBlu cost, typical mixBlu cost, every ask uses tools
Light366R48R71
Typical8176R129R188
George's pace (measured items)26572R420R613

22 working days. Typical mix: 6 in 10 asks use tools. Light and Typical are assumed profiles. Only George's pace is measured, and from one day.

Two things George's day tells us. At his pace an agent would use the Pro plan's monthly Blu allowance (1.5 million tokens, about 100 tool asks) in about 4 working days. And the real cost of an agent like George is not the chat, it is the studio work: about 8 builds in a day is roughly R200 to R800 a day at API prices. That part cannot live inside a per-agent subscription.

Burn for an agency of 10

One principal at George's pace, three typical agents and six light ones: about 1,500 asks a month. Blu costs about R1,100 a month on the typical mix and R1,600 if every ask uses tools. At R499 a seat that agency pays R4,990 a month. At R749 it pays R7,490.

Proposed pricing, for your decision

Today, unchanged

R299 / R499 / R799

Base, Pro and Enterprise keep Blu in the app with today's allowances: about 50, 100 and 200 tool asks a month. Worst case cost R54, R107 and R214.

New: Pro with Blu on WhatsApp

R749 per agent per month

Everything in Pro, plus Blu on WhatsApp with 250 asks a month. Worst case Blu cost R268, typical R184. Extra asks in packs of 100 for R150.

Separate: Studio

Quoted per pack

Posts, staging, videos and anything with versions is sold as packs or a monthly retainer per agency, the way Mayfair runs now. It never draws on the agent's 250 asks.

All prices exclude VAT, like today's plans. R749 is a starting point to brainstorm from, not a decision.

POPIA and Meta: what the rules say

A plain reading, not legal advice. A POPIA attorney should read the permission message and the consent record before the first send.

POPIA section 69

  • Direct marketing by electronic communication, which includes WhatsApp, needs the person's consent unless they are already a customer.
  • We may approach a person who has not said no once, to ask for that consent. The Information Regulator's guidance note of December 2024 says the first message should only ask, and that consent should be recorded on Form 4 or something very close to it.
  • Existing customers can be marketed our own similar products, if we got their details in a sale and they can opt out every time.
  • Every message must say who it is from and give an address or number to stop it.
  • Using a public business listing as the source does not remove the consent rule.

Meta's rules for WhatsApp

  • A business must have opt-in before it messages a person. The opt-in must name the business and say they are agreeing to messages from it. It can be collected anywhere: a website, a form, in person.
  • Marketing templates are the most restricted category. Meta caps how many each person receives, based on how they engage.
  • Each number has a quality rating driven by blocks and reports. A poor rating pauses templates and can restrict the number.
  • New business accounts start at 250 business-initiated conversations in 24 hours and scale to 2,000 and beyond with verification and good quality. We need to confirm RealtyPA's current tier in WATI.
  • Once a person replies, a 24 hour window opens and free-text replies cost nothing.
The risk to weigh. The RealtyPA number carries every customer's sign-in code. If a cold campaign gets it restricted, nobody can sign in. Keep the first sends small and to people who expect them, and decide whether outreach should start on a second RealtyPA number.

Three routes that are clean

A. They message Blu first

An email, a LinkedIn message or a post with a "Chat to Blu on WhatsApp" link. The agent sends the first message, so the opt-in is theirs, the window is open and Blu's replies are free. Cleanest under both sets of rules.

B. The once-only permission message

Template B, sent one time. Sound under POPIA's once-only approach. Meta's opt-in rule is not met beforehand, so keep volumes small and watch the quality rating daily.

C. People who already know us

Agents who have signed in before, trial users who lapsed, and agents in customer agencies. They are already customers, so Template A can go to them with an opt-out.

The first 50 in Cape Town

How the list would be built. The list builder is already in the code (see the table above), so this is a filtered export, not new work. No list has been built and no personal data was collected for this plan.

Sources

  • The Property24 agent profiles already in RealtyPA, through the existing export with an area filter. The profiles carry no suburb or city field, so the filter matches the area in the agency name ("city bowl"); live listings would be checked separately
  • Agency websites: the team page, where the agent publishes a business mobile number
  • Private Property agent pages
  • The PPRA public register, to check each agent holds a current Fidelity Fund Certificate
  • Agency Google Business profiles, for the office line

Who makes the list

  • Individual agents and agencies of up to 10 people, where one person decides
  • At least 5 live listings, so the Property24 import is impressive on day one
  • A business mobile number the agent has published themselves
  • Not a customer, not in a customer agency, not on our STOP list (the export already leaves out paying customers and anyone who replied STOP)
  • Spread over suburbs: Atlantic Seaboard, City Bowl, Southern Suburbs, Northern Suburbs, Blouberg

Business contact details from public listings only. Nothing about the person beyond name, agency, area and the published number.

Rollout, and what needs your decision

  1. Build Blu on WhatsApp to the point where the message's promise is true: tools, any-address lookup, voice notes, guest mode.
  2. Test with people who already said yes: you, George and two or three friendly agents. Measure real cost per ask for two weeks.
  3. Submit the three templates to Meta through WATI and confirm the number's messaging tier and quality rating.
  4. Legal read of Template B and the consent record.
  5. Route A first: email the 50 with a "Chat to Blu" link. Then, for those who do not respond, Template B once.
  6. Watch for 7 days: delivered, read, replied, blocked, signed in, imported listings, still active on day 7. Stop if blocks pass 2 in 50.
  7. Then 100, then 250, each batch only if the one before stayed healthy.

Decisions for you

QuestionOur recommendation
Cold template to 50 today, or opt-in first?Opt-in first (routes A and C), with Template B once for the rest. Not today: Blu cannot yet do what the message promises.
Same RealtyPA number as the sign-in codes, or a second number for outreach?Second number for outreach, so sign-in is never at risk. The agent still meets Blu and RealtyPA either way.
Price for Blu on WhatsApp?R749 per agent per month with 250 asks, studio work sold separately.
Does the guest mode give 5 free reports before sign-in?Yes, but 2 before sign-in and the other 3 after, so the trial pulls them in.
Is the name "Blu" in the first line, or "RealtyPA"?Both: "I'm Blu, your property assistant from RealtyPA." The business name must be there for Meta and POPIA.
Go ahead with the WhatsApp Blu build?Yes. It is the product the message sells.

Sources and as-of times