Voice Lead Qualification
Use an AI voice agent to qualify inbound calls: ask the right questions, capture structured fields, and route outcomes to CRM and workflows.
Optional: schedule a follow-up call or demo with Calendly after confirming a time.
Technical details (for developers)
Best for: inbound sales calls, high-intent leads, routing SDR follow-up
Ask the right questions
Use a consistent qualification script tailored to your offering (use case, timeline, budget, decision-maker, constraints).
Capture + score
Capture structured fields and compute a score so your team can prioritize the right follow-ups.
Log outcomes
Write notes to HubSpot, attach transcripts to tickets, and trigger workflows via Zapier.
Qualification call playbook
- Confirm intent: what problem are they trying to solve?
- Fit: industry, constraints, current tools, complexity.
- Timeline + urgency: business hours vs urgent needs.
- Handoff: schedule follow-up or route to your team with a clear summary.
Prefer a support flow? AI voice agent for support →
FAQ
Can it hand off to a human?
Yes. You can route outcomes to your team via tickets, CRM notes, and automations so a human can follow up quickly.
Do you support chat + voice together?
Yes. Use the same knowledge and routing across website chat and phone calls.
Qualify leads before your team picks up
Capture fields, score intent, and route outcomes into CRM and workflows.