Use case
AI lead qualification on the first phone call
Screen inbound callers against your criteria, capture structured answers, score fit, and sync qualified leads to your CRM so your sales team spends time on real opportunities.
Workflow
How the call flows
1
Answer instantly
New leads get a live conversation instead of voicemail.
2
Ask your questions
Budget, timeline, service area, property type—whatever you define.
3
Score and branch
Qualified callers get booked or routed; poor fits get a polite close.
4
Write to CRM
Notes and fields sync so reps are not re-asking the same questions.
5
Warm transfer
Hot leads can go straight to a closer with a live summary.
Handles
What it handles
- · Inbound web and ad lead callbacks
- · New inquiry screening
- · Service-area and budget checks
- · Meeting booking for qualified callers
Handoff
When it transfers to a human
- · Enterprise or custom pricing discussions
- · Existing customers needing account help
- · Angry or sensitive conversations
FAQ
Common questions
What questions should the agent ask?
Start with the minimum your team needs to decide next steps. Too many questions increase hang-ups; too few waste sales time. Refine from call transcripts.
Does this replace SDRs?
It replaces repetitive first-touch qualification, not relationship selling. Humans still close and handle exceptions.
Explore
Related pages
Create Your Lead Qualifier
Screen inbound callers against your criteria, capture structured answers, score fit, and sync qualified leads to your CRM so your sales team spends time on real opportunities.