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

Never miss a lead
Smart routing
CRM-ready summaries
Scalable

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

Emergency Triage

Identify urgent issues, collect essentials, and escalate to on-call with priority tags.

Estimate Requests

Ask service, timeline, location, photos availability; book a callback or visit.

Price Shoppers

Set expectations, capture scope, and move to ballpark ranges or booking queue.

Job Status & Scheduling

Check CRM for status updates, provide next steps, or route to coordinator.

Typical Call Flow

01Greeting + disclosure (configurable)
02Intent detection (emergency, estimate, status, other)
03Qualification questions based on intent
04Lead scoring + spam checks
05Routing (on-call, estimator, office), plus transcript delivery

Sample Transcript (Excerpt)

Caller: Hi, I need help—my water heater is leaking. AI: Thanks for calling. I can help. Is water actively on the floor right now? (Emergency triage) Caller: Yes. AI: I’ll flag this as urgent. What’s the address? (Collects essentials, checks service area) Caller: 123 Main St. AI: Thank you. Are you the homeowner, and can someone be on-site in the next 60 minutes? Caller: Yes. AI: I’m escalating to our on‑call tech now and sending them your details. You’ll get a text summary in a moment. Anything else? Caller: That’s it—thanks. AI: You’re all set. If you get a callback from a private number, that’s our tech. Have a safe rest of your day.

How It Works

01
Script + Criteria

We map your call script, qualification criteria, and routing logic.

02
Voice + Integrations

Configure voice, numbers, CRM/webhooks, and inbox notifications.

03
Pilot

Run a controlled pilot on after-hours or select lines and review transcripts.

04
Scale

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.

Integrations
  • HubSpot (contacts, deals, activities)
  • HighLevel (contacts, opportunities, workflows)
  • Slack/Teams (transcripts + alerts)
  • Webhooks/Zapier (custom CRMs)
Key Metrics
  • 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

AI Call Answering
  • 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
Traditional Service
  • 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

Filter:8 results

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.

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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