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. Structured data that can be routed through your connected business systems.
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
When connected to a supported CRM, the workflow can write captured answers to structured fields. Structured data your team can review and act on after the call.
Conditional Branching
The flow adapts based on answers. A high-urgency caller can be routed differently than a low-priority inquiry. Logic is configured before go-live and can be updated as your requirements change.
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
CRM Tagging
When connected to a supported CRM, tags, pipelines, and contact fields can be configured to update on call end.
06
Escalation Triggers
High-value or emergency leads can trigger configured alerts or transfers, depending on your workflow.
Get Started
Build Your
Qualification Flow.
We design the qualification logic around your business rules, service criteria, and routing requirements.
Request Your Build