Turn interest into a conversation sales can act on.
Speak with inbound prospects, ask the questions that matter to your business, and capture a useful brief in your CRM. Give sales the prospect’s needs, fit, timing, and agreed next step before the first meeting.
More context at the moment a lead becomes an opportunity.
A conversation, connected to your business.
Qualify in a conversation
Branch around what the prospect says, rather than reading every question in a fixed form.
- Intent-aware branching
- Structured qualification fields
- Confidence-based escalation
Write a usable sales brief
Connect answers to the right contact and keep the business context available for the next interaction.
- CRM contact lookup and updates
- Cross-call conversation history
- Custom tool and API actions
Offer the right next step
Book a meeting, transfer a high-intent caller, or route the lead into a follow-up workflow.
- Calendar scheduling
- Warm sales handoff
- Webhook-triggered follow-up
From a conversation
to a completed task.
Connect the steps that make the outcome possible.
- 01
Define a qualified opportunity
Choose the required fields, routing criteria, disqualifiers, and questions a sales representative must answer.
- 02
Meet prospects where they arrive
Publish on a website or inbound number and connect HubSpot, Salesforce, Zoho, LeadSquared, or your own system.
- 03
Review the funnel
Inspect qualification completion, meeting acceptance, field accuracy, and handoff quality alongside cost per qualified conversation.
Make it useful
in your business.
Start with a specific conversation, connect the right systems, and define what a successful outcome looks like.
Website enquiries
Demo-request qualification
Inbound sales lines
Channel partner lead routing
Can qualification differ by product?
Yes. Use separate agent templates or branch within a flow by product, region, language, and buyer need. Keep the qualification criteria explicit.
Does the agent decide which leads sales sees?
Your routing rules control the decision. Route uncertain or exceptional cases to a person, and retain the transcript and extracted fields for review.
How do we judge commercial value?
Compare accepted opportunities and attended meetings, not just call volume. Use outcome analytics with CRM stages to understand which conversations produce useful pipeline.
Keep exploring.
Give your agent a job. Then teach it how to finish.
Build an AI agent around an outcome: qualify an inquiry, resolve a question, book an appointment or route a caller. Bring its behavior, knowledge, actions and voice together in one place.
Explore productTools & IntegrationsConnect the conversation to the work behind it.
Give agents approved actions in your CRM, calendar, helpdesk and business systems. Turn a spoken request into a structured operation, then bring the result back into the conversation.
Explore productAppointment automationTake scheduling out of the back-and-forth.
Let customers book, move, or cancel an appointment in a natural conversation. Connect availability, business rules, and confirmations so every booking carries the details your staff need to prepare.
Explore solutionsGive every conversation
somewhere better to go.
Start with one agent. Build an operation around what works.