Real Estate

Post-Close Satisfaction Survey

Survey buyers and sellers within 30 days of closing to capture satisfaction data, generate testimonials, and identify referral opportunities.

Why this matters

Qualify leads, schedule showings, handle tenant requests, and manage the full lifecycle of residential and commercial real estate transactions. This example shows you how to automate post-close satisfaction survey calls end-to-end with Guava's SDK — no telephony plumbing, no prompt engineering, just Python.

How to set persona & task
Working with Fields and Say items
Handling callbacks
Running the agent
Step 01

Installation

Install from Guava's private PyPI index. A public package is coming soon — the install command will simplify to pip install guava.

terminal
# Step 1: Install Guava
pip install gridspace-guava --extra-index-url https://guava-pypi.gridspace.com

# Public PyPI package coming soon — the install command will simplify to:
# pip install guava

# Step 2: Set your credentials
export GUAVA_API_KEY="..."
export GUAVA_AGENT_NUMBER="..."
Step 02

How it's built

Every Guava agent is a Python class. Walk through the key sections below, then grab the complete file at the end.

01

Imports

Import the Guava SDK and any helpers you need. guava.CallController is the base class for every voice agent.

example.py
# Install: pip install gridspace-guava --extra-index-url https://guava-pypi.gridspace.com
import guava
import os
02

Agent setup

set_persona() defines how the agent presents itself. set_task() gives it its mission in plain English. The checklist drives the conversation — Guava works through it top-to-bottom, collecting Field values and speaking Say items as it goes.

example.py
class PostCloseSurveyBot(guava.CallController):
    def __init__(self, client_name: str, property_address: str, agent_name: str, side: str):
        super().__init__()
        self.set_persona(
            organization_name="Summit Realty Group",
            agent_name="Avery",
        )
        self.set_task(
            objective=f"Conduct post-close survey with {client_name} ({side}) on {property_address}",
            checklist=[
                f"Congratulate {client_name} on the {side} of {property_address} and ask for 2 minutes.",
                guava.Field(
                    key="overall_experience",
                    field_type="rating",
                    description="Overall experience rating (1-10)",
                ),
                guava.Field(
                    key="agent_rating",
                    field_type="rating",
                    description=f"Rating for agent {agent_name} specifically (1-10)",
                ),
                guava.Field(
                    key="communication_rating",
                    field_type="rating",
                    description="Rating for communication and responsiveness (1-10)",
                ),
                guava.Field(
                    key="nps",
                    field_type="rating",
                    description="Likelihood to recommend Summit Realty (0-10)",
                ),
                guava.Field(
                    key="testimonial_ok",
                    field_type="bool",
                    description="Can we use their feedback as a testimonial?",
                ),
                guava.Field(
                    key="referrals",
                    field_type="bool",
                    description="Do they know anyone who might be buying or selling soon?",
                ),
                "Thank them and mention the referral reward program.",
            ],
            on_complete=lambda fields: print(f"Post-close survey done: NPS={fields.get('nps')}"),
        )

guava.dial(
    controller=PostCloseSurveyBot,
    controller_args={"client_name": "The Martinez Family", "property_address": "88 Oak Court",
                     "agent_name": "Jessica Lane", "side": "purchase"},
    to=os.environ["CLIENT_PHONE"],
    agent_number=os.environ["GUAVA_AGENT_NUMBER"],
    api_key=os.environ["GUAVA_API_KEY"],
)

Platform performance

<1s

Response time

99.99%

Uptime SLA

13+

Industries served

Step 03

Full example

The complete file — copy it, save it as example.py, and run it.

example.py
# Install: pip install gridspace-guava --extra-index-url https://guava-pypi.gridspace.com
import guava
import os

class PostCloseSurveyBot(guava.CallController):
    def __init__(self, client_name: str, property_address: str, agent_name: str, side: str):
        super().__init__()
        self.set_persona(
            organization_name="Summit Realty Group",
            agent_name="Avery",
        )
        self.set_task(
            objective=f"Conduct post-close survey with {client_name} ({side}) on {property_address}",
            checklist=[
                f"Congratulate {client_name} on the {side} of {property_address} and ask for 2 minutes.",
                guava.Field(
                    key="overall_experience",
                    field_type="rating",
                    description="Overall experience rating (1-10)",
                ),
                guava.Field(
                    key="agent_rating",
                    field_type="rating",
                    description=f"Rating for agent {agent_name} specifically (1-10)",
                ),
                guava.Field(
                    key="communication_rating",
                    field_type="rating",
                    description="Rating for communication and responsiveness (1-10)",
                ),
                guava.Field(
                    key="nps",
                    field_type="rating",
                    description="Likelihood to recommend Summit Realty (0-10)",
                ),
                guava.Field(
                    key="testimonial_ok",
                    field_type="bool",
                    description="Can we use their feedback as a testimonial?",
                ),
                guava.Field(
                    key="referrals",
                    field_type="bool",
                    description="Do they know anyone who might be buying or selling soon?",
                ),
                "Thank them and mention the referral reward program.",
            ],
            on_complete=lambda fields: print(f"Post-close survey done: NPS={fields.get('nps')}"),
        )

guava.dial(
    controller=PostCloseSurveyBot,
    controller_args={"client_name": "The Martinez Family", "property_address": "88 Oak Court",
                     "agent_name": "Jessica Lane", "side": "purchase"},
    to=os.environ["CLIENT_PHONE"],
    agent_number=os.environ["GUAVA_AGENT_NUMBER"],
    api_key=os.environ["GUAVA_API_KEY"],
)
Step 04

Run it

Start the agent. It will connect to Guava's infrastructure and begin accepting calls on your assigned number.

terminal
python example.py
Get Started