AI Communication Colleague · Qualifying an enquiry

Can it work out whether a caller is worth a sales call?

It can ask the questions that decide it and write the answers down. What they want, for what, when, where and at what rough size. It does not score the caller or turn anyone away; it makes the difference between a name on a list and an enquiry your sales people can act on without a discovery call first.

When this comes up

The moments it happens.

The assistant is configured around the calls that actually come in. These are the moments this one shows up in a working week.

The enquiry arrives by phone

Which is what happens with the ones that are in a hurry, and they are often the good ones.

Sales spend the first call finding out the basics

Five questions that could have been answered before they picked up.

Enquiries arrive faster than they can be followed up

After a campaign, a fair, or a mention somewhere.

Out of hours, when nobody in sales is there

And the caller is deciding tonight, not next week.

What it does

The four steps, on the call.

01

Asks what they want

In their words first, then the two or three specifics that decide who should ring them back.

02

Asks when and where

Timing and location, because both change who this belongs to and how urgent it is.

03

Writes it into the record

As an enquiry with the answers attached, not as a call note that somebody has to read and retype.

04

Books or hands over

A slot with the right person if you want that, otherwise a note with everything already asked.

Does it sell?

No. It asks, books and hands over. Nothing is quoted, promised or closed on the call, because a quote that came from a machine is a quote you have to honour or retract, and neither is a good start.

Which questions does it ask?

The ones you name, in the order you name them, and it stops when it has what your sales people need. There is no fixed script; a business selling one service asks less than one selling twelve.

Where does the enquiry end up?

In your CRM where one is connected, against a new or an existing record, with the answers on the fields you chose. Where there is no connector yet, it arrives as a structured e-mail that a person enters once.

Does it turn callers away?

No. It takes every call and writes down what it heard. Who is worth a sales call is a decision your business makes on the record afterwards, not one the assistant makes on the phone.

Typically connected here: CRM, Calendar, E-mail, Your existing phone number. Further systems on request; the assistant answers on your existing number either way.

Last checked 2026-09-23 · How a call runs, in general

Your next steps

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Create the account, tell the assistant what your business does, and hear it answer in the browser. No card. About five minutes.

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