Inbound calls
Qualify the leads who call, before they go cold
Every inbound call goes through the same questions. The answers arrive neatly filed, and serious prospects leave with an appointment.
The sample call is shown on the French page: the agent takes calls in French today.
The problem, plainly
An advert, a trade show or a page on your site makes the phone ring at any hour. If nobody answers, the prospect contacts the next competitor. If a salesperson answers between two meetings, the notes stay in their head.
The qualification agent asks every caller the questions you have chosen, in a natural order, then books an appointment with a salesperson or transfers the call when the request is ripe.
What the agent uses during the call
- Qualification questions
- Need, budget, timing and decision-maker by default. You add, remove or reword the criteria.
- Appointment booking
- The qualified prospect leaves with a slot in the sales team's calendar.
- Call transfer
- An urgent request, or one ready to sign, goes straight to a salesperson.
- Polite end of call
- The agent wraps up, says goodbye and hangs up. If someone asks not to be called again, it confirms and the number joins your opt-out list.
Getting set up
Everything is done from the dashboard, with no installation and no equipment.
- 1
Choose the “Sales pre-qualification” template
Describe your offer and the customers you are targeting.
- 2
Set your criteria
The questions to ask, and what triggers an appointment or a transfer.
- 3
Connect the sales calendar
Google Agenda or Calendly, so appointments land in the right place.
- 4
Follow the records
Each call produces a record with the answers, the recording and the transcript.
Frequently asked questions
What questions does the agent ask?
By default: the need, the budget, the timing and who decides. You change these criteria in the agent's settings.
Where do I find the prospects' answers?
In the record of each call in the dashboard, next to the recording, the transcript and the summary.
Does the agent quote prices?
Only those you have written in its information. Otherwise it explains that pricing is done with an adviser.
Can it pass an urgent prospect to a salesperson?
Yes, if transfer is switched on: the call is transferred to the number you entered.
Other uses with inbound calls
Try the “Lead qualification” agent
Create the agent from this template and test it for free with 30 call credits. For this use case, the Pro plan (€149 excl. VAT per month) is a good starting point.