AI Receptionist / Module 02
Lead Qualification.
Custom AI conversation flows that capture service type, urgency, location, budget, and fit — while the caller is still on the line. Every answer structured and written to your CRM.
How It Works
Every Question Has
a Purpose.
Custom Question Flows
We build your qualification script around your business — service type, zip code, urgency, budget range, and any custom criteria that determines a good lead for your team.
Structured CRM Output
Every answer is written to a structured field in your CRM. No free-text notes. Clean, searchable data that your team can act on immediately after the call ends.
Conditional Branching
The flow adapts based on answers. A high-urgency caller gets routed differently than a low-priority inquiry. Logic is configured before go-live and updated any time.
Disqualification Handling
Callers outside your service area or below your minimum job size are handled gracefully — with a polite response and no wasted time for your team.
Capabilities
Built Into Every
Qualification Build.
01
Service Type Capture
Identify exactly what the caller needs before any human gets involved.
02
Urgency Scoring
Classify calls as emergency, same-day, or scheduled based on caller responses.
03
Location Verification
Confirm zip code or city against your service area before booking proceeds.
04
Budget Qualification
Ask budget range questions naturally without making the caller feel screened.
05
Auto CRM Tagging
Tags, pipelines, and contact fields updated automatically on call end.
06
Escalation Triggers
High-value or emergency leads trigger instant alerts or warm transfers.
Get Started
Build Your
Qualification Flow.
We design the question flow around your business rules and deploy it in 7–14 business days.
Request Your Build