AI Automation
AI Call Answering & Lead Qualification
Capture every call, qualify leads automatically, and get clean summaries routed to the right person—day or night.
24/7 on-brand answering with escalation rules
Lead scoring + transcripts into your CRM
Who It’s For
- Contractors who miss after-hours or peak-time calls
- Teams without a full-time receptionist but with multiple techs/estimators
- Businesses needing consistent intake and better lead quality before dispatch
- Owners who want transcripts + summaries posted into their CRM or Slack
Proven Call Playbooks
Identify urgent issues, collect essentials, and escalate to on-call with priority tags.
Ask service, timeline, location, photos availability; book a callback or visit.
Set expectations, capture scope, and move to ballpark ranges or booking queue.
Check CRM for status updates, provide next steps, or route to coordinator.
Typical Call Flow
Sample Transcript (Excerpt)
How It Works
We map your call script, qualification criteria, and routing logic.
Configure voice, numbers, CRM/webhooks, and inbox notifications.
Run a controlled pilot on after-hours or select lines and review transcripts.
Expand to overflow and specialty lines with ongoing tuning.
What You Get
Capture after-hours and overflow calls with on-brand AI that follows your script and tone.
Ask key questions, detect intent, and tag/score leads before handoff to your team.
Instantly route to the right person, send SMS summaries, and post transcripts to your CRM.
Clear escalation, do-not-answer rules, and human fallback when confidence is low.
- HubSpot (contacts, deals, activities)
- HighLevel (contacts, opportunities, workflows)
- Slack/Teams (transcripts + alerts)
- Webhooks/Zapier (custom CRMs)
- Answer rate (overall and after-hours)
- Qualified lead rate (QLR)
- Speed-to-human for escalations
- Positive outcome rate (booked, scheduled, paid)
Security & Compliance
- Call disclaimers and consent language (configurable)
- PII minimization and optional transcript redaction
- Retention windows and deletion policies
- Escalation thresholds for sensitive topics
AI vs. Traditional Answering Service
- Instant, 24/7 response with consistent intake
- Structured data, transcripts, and CRM posting
- Custom guardrails, escalation, and routing logic
- Scales without hold times or training drift
- Human tone, but variable intake quality
- Limited structure, fewer integrations
- Higher cost at scale and longer hold times
- Harder to measure QLR and outcomes
FAQs
We use natural voices and keep responses concise. We can fine-tune phrasing to match your brand and region.
Yes. We can connect to your calendar or send bookings to your dispatcher to confirm.
We add escalation rules with priority routing and on-call schedules.
We can email/SMS summaries, save to CRM, or post to a Slack/Teams channel.
We support call disclaimers, configurable retention, and regional compliance needs.
Yes. We set hard guardrails, approved responses, and escalation thresholds. Sensitive topics always escalate.
Often yes for intake and triage. For white-glove receptionist needs, we can pair AI with human overflow or keep AI as first line only.
Typical pilots launch in 3–5 days after script/criteria are approved. Tuning continues during the pilot.
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