Voice Pre-Qualification

Inbound voice calls now go through a pre-qualification step before reaching your main AI agent. A lightweight screening agent asks a few quick questions to determine if the caller is a fit — then routes them accordingly.

How it works

1. Caller dials your number
2. The pre-qualifier agent picks up and asks screening questions
3. Based on the answers, the caller is either connected to the main agent or handled with a polite alternative
4. Qualified callers proceed seamlessly — the main agent picks up with full context from the screening

The entire pre-qualification takes under a minute. A 60-second safety timeout ensures callers are never stuck.

Smart routing

• Already qualified — callers who passed screening before skip straight to the main agent
• Previously disqualified — get re-screened in case their situation has changed
• New callers — go through the full screening flow

Why this matters

Not every inbound call deserves the same level of AI engagement. Pre-qualification ensures your main agent spends its time on callers who are actually potential customers — while everyone else gets a respectful, quick interaction.

Qualification results are stored on the customer's profile and visible in call logs and the conversation timeline.