Start the conversation
The inbound caller gets a first response across US markets and time zones rather than being lost to voicemail.
The qualification path
Give the rep a better starting point.
The workflow is defined around the criteria your sales team uses to determine whether a caller should be routed, followed up with, or handled another way.
Gather the right context
The call follows the questions your team uses to understand need, intent, and fit.
Check the handoff criteria
The workflow applies your definition of sales readiness before a lead is sent to a rep or the next path.
Give the rep useful detail
The next person receives a structured lead record or a live handoff with the conversation context already gathered.
Define quality before the call
The useful work happens when sales and marketing agree on what the agent should discover.
- Intent and fit questions
- Required lead information
- Sales-ready handoff criteria
- Routing and follow-up rules
Keep a path for a live rep
When a caller meets the criteria your team chooses, the flow can include a live transfer. The agent supports the handoff; your team owns the definition of a qualified opportunity.
Start with the rubric
Show us what a sales-ready inbound lead means to your team.
We can map your questions, qualification criteria, unknown answers and representative handoff around the current sales process.
AI Phone Agent base subscription: $199/month, month to month. Each billing period includes 500 inbound minutes and 500 SMS. Additional usage is billed at $0.12 per minute and $0.02 per SMS. There is no setup or onboarding fee.
Provide your business information and guidance on how calls should be handled. A sales agent helps establish the initial flow. You can make later changes in the platform, with support available for additional assistance.
Cancel before the current billing period ends to prevent the next renewal. Service continues through the paid period; overages already incurred remain due. Prepaid monthly-service refunds are considered case by case. Full terms.
Review your flow →