Outbound
Qualify leads by phone, minutes after they sign up
It calls people who have already raised their hand, asks what they are trying to do, and records the answers as fields rather than notes.
Incoming call
What this is for
Speed to lead decides most of it, and speed to lead is almost always lost to a queue. A form arrives at 11:40. A rep gets to it after lunch. By then the prospect has spoken to two competitors and formed an opinion. The people who filled in the form are, by definition, willing to be called. The constraint is that nobody was free at 11:41.
How a lead gets qualified
- 01
Calls while the intent is fresh
The form, the trial signup or the new row triggers the call. The conversation happens while the prospect still remembers submitting it.
- 02
Asks the questions your reps ask
Budget, timing, headcount, what they are replacing. Your existing qualifying set, in your order, on every lead rather than on the ones somebody reached.
- 03
Records answers as fields, not notes
Each answer lands as structured data on the lead. That is what makes the list something you can filter and score instead of something you have to read.
- 04
Hands the qualified ones on
A lead that clears your bar is transferred live if a rep is free, or booked straight into their calendar. The rest get an outcome recorded and stay where you can work them later.
Related
- Outbound campaignsUpload the list, set the cadence, and let it run. Every row ends in an outcome you can filter on, with the recording attached.
- B2B softwareInbound demand arrives faster than a small sales team can call it back. It qualifies and routes by phone, minutes after the form.
- AI appointment setterIt reads the free slots during the call, offers only what is actually open, and writes the booking back before the caller hangs up.
- Missed-call callbackA call that goes unanswered gets returned within minutes, while the person still remembers why they rang.
AI lead qualification: common questions
Is this an AI SDR?
It does the qualifying call an SDR makes: first conversation with an inbound lead, fixed set of questions, book the ones that qualify. It does not do the research, the sequencing, or the relationship work that comes after.
Does it only call inbound leads?
That is where it works best, because the prospect has already put their hand up. It can work a cold list too, subject to the calling rules that apply where you operate.
Where do the answers go?
Into the fields you define on the call record and into the systems you have connected. Structuring them is the whole point, because you can then filter and route on them.
Can it book the meeting itself?
Yes. It reads the rep's live calendar during the call and writes the meeting before the prospect hangs up, instead of promising that somebody will be in touch.
What happens with a lead that does not qualify?
The call ends politely and the reason is recorded. Those outcomes are the useful part. A pattern of near-misses usually means the bar is wrong, or the targeting is.
Still stuck? Talk to our team.