Qualify inbound leads without making prospects wait.
An AI voice agent can ask the right questions, capture the essentials, and route the next step—while escalating edge cases to a human.
A good v1 looks like…
A single workflow with clear boundaries, integrations, and a measurable outcome. We ship the smallest production-ready version first—then expand once it’s stable.
What lead qualification can include
The core steps we automate, with explicit handoff paths.
- Answer the call and confirm the reason for reaching out
- Ask a short qualification script (budget, timeline, needs, location)
- Capture contact details and preferred follow-up
- Route to the right team or calendar link
- Summarize the call and log structured fields
System architecture
A premium lead-qual call flow
A short, structured script—built for conversion, routing, and clean CRM data.
Example flow
Step 1
●Greet + set expectations
Confirm the caller’s intent and explain what happens next (quick questions → next step).
Step 2
●Qualify with guardrails
Ask the minimum set of questions (timeline, location, service type). Confirm critical fields.
Step 3
●Route the outcome
Book the next step (calendar link), route to the right team, or create a follow-up task—no guessing.
Step 4
●Log + hand off cleanly
Write structured fields + a short summary so your team can follow up without re-asking everything.
Best fit scenarios
Workflows that tend to ship fast and perform well.
Good fit when
If you can answer “yes” to most of these, we can usually ship a useful first version quickly.
- High inbound call volume or missed calls after hours
- Multiple service lines or routing complexity
- Teams that need consistent data capture before follow-up
- A process where “qualified vs not qualified” is definable
What we validate in week one
- Success metric + definition of “done”
- Escalation rules (when to hand off)
- Integration points + required fields
- Logging + monitoring approach
Guardrails we design for
Reliability comes from boundaries + fallbacks—not vibes.
- Clear scope (what the agent should and should not do)
- Human handoff (warm transfer, callback creation, or ticket handoff)
- Disambiguation prompts (repeat/confirm critical fields)
- Fail-safe behavior when uncertain (route to a human, collect minimal info)
Integrate into your existing workflow
We map the agent to how your team works today—then connect it where it matters.
Integration
CRM field updates (lead creation/updates)
Notifications
Slack/Teams notifications to the right channel
Integration
Calendar booking or handoff to scheduling
Follow-ups
Email/SMS follow-up triggers (where appropriate)
How teams measure success
We instrument outcomes so you can judge impact clearly.
- % of inbound calls answered
- % of calls that result in a qualified lead
- Data completeness for required fields
- Time-to-first-response and handoff speed
- Human escalation rate (and why)
Related
Most use cases ship fastest when anchored to a clear service scope and delivery plan.
Custom AI Solutions
See how we scope and ship voice workflows with handoffs, logging, and reliability.
Security
How we handle data boundaries, auditability, and guardrails in production.
Related
Most use cases ship fastest when anchored to a clear service scope and delivery plan.
Next step
Want to see if this fits your inbound flow?
Share your current script (or a few example calls) and the systems you need to connect. We’ll propose a phased plan: prototype → integrate → launch.