Phone AI · Custom solution
AI lead qualification for sales calls
Know the lead before you call back.
Sales calls go better when the salesperson already knows what the prospect wants, what they can spend and when they want to decide. This assistant asks those questions on incoming enquiry calls, and on permission-based follow-up calls where implemented, then routes suitable prospects to the right person with every answer attached.
- Calls
- Inbound enquiries; outbound follow-ups where implemented
- Collects
- The qualification criteria you agree
- Answers go to
- The destination agreed with you
- Delivered
- After discovery, integration and testing
What changes
What changes for your sales team
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Enquiries are answered
Calls during busy periods are picked up and recorded, within the hours you choose, instead of going to voicemail.
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The same questions every time
Each caller is asked what your best salesperson would ask, in the order you chose.
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Answers your team can act on
Responses are written to an agreed place, not buried in a recording.
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Routing you control
Promising prospects go to the right person or team; others hear a polite, accurate next step.
A call, step by step
How a qualification call runs
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Greeting and reason for calling
The assistant says which business it is answering for and asks how it can help.
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Qualifying questions
Requirement, budget, location, timing, quantity: the criteria you agreed, in your order.
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Clarification
If an answer is vague, it asks again or notes the uncertainty instead of guessing.
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Recording
Answers and contact details are saved to the agreed destination through a server-side integration.
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Routing
A suitable prospect is passed to the right person, by live transfer or a callback request, depending on your set-up.
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A clear close
The caller hears what happens next and when.
Where it fits
Qualification questions, by industry
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Real estate
Budget, location, site visits
Budget, preferred location, property type and size, and interest in a site visit.
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Automobile dealers
Vehicle and test drive
Vehicle requirements, budget, exchange interest and test-drive requests.
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Education
Course interest
Course of interest, eligibility details and admission timing.
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B2B services
Requirements and fit
Business requirements, company size, timeline and decision-maker details.
Scope
What we agree with you before building
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Your qualifying criteria
The questions, the order, and what makes a prospect worth fast-tracking.
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Where answers go
CRM, spreadsheet, email or another system, connected server-side with credentials you control.
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Outbound follow-ups
Only for people who agreed to be contacted, within agreed call windows and retry limits, and only where this workflow is built for you.
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Handover rules
When a caller is passed to a person: on request, for large or unusual enquiries, or when a question falls outside the script.
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What it must not say
No prices, discounts or commitments unless you provide them and approve the wording.
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Languages
Agreed in discovery and tested with real callers before launch.
Transfer or callback
A live transfer and a callback request are different
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Live transfer
The caller is connected now
Possible where your phone system and staff availability allow it. The salesperson receives the answers collected so far.
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Callback request
Your team calls back
The prospect’s answers and preferred time are recorded, and the caller is told when to expect a call.
A sample lead summary
What your sales team receives after the call
An illustration for a real estate developer. The fields are the ones you agree in discovery.
- Caller: name and phone number, as given on the call
- Looking for: 2-bedroom apartment, for their own use
- Preferred location: close to the business district
- Budget: stated range, recorded in the caller’s words
- Timing: wants to buy within three months
- Next step: asked for a site visit on Saturday morning
- Routing: matches your criteria, so sent to the sales team with the full transcript
Questions
About AI lead qualification
Is this the same as the website lead capture?
No. The website chatbot captures enquiries on your site. This product qualifies prospects by phone and is built for you.
Can it call people who enquired?
Yes, where an outbound follow-up workflow is agreed and built, and only for people who agreed to be contacted.
Is there a fixed price?
No. Each project is priced after discovery, because criteria, integrations and call volumes differ.
Tell us what makes a good lead for your business
Share the questions your sales team asks and where enquiries arrive today.