Use case
Qualify every lead on a call before a rep picks up the phone
Your AI agent calls each lead, asks the questions your best rep would ask, one at a time, and rates the lead from 1 to 10. Leads that fit go to a rep with a summary. The rest are retried or stopped by the rules you set.
- AI agentनमस्ते Rahul जी, मैं Sunrise Academy की AI assistant Neha बोल रही हूँ। आपने NEET coaching के लिए enquiry की थी, क्या अभी दो मिनट बात हो सकती है?Hello Rahul ji, I'm Neha, the AI assistant at Sunrise Academy. You had enquired about NEET coaching. Can we talk for two minutes?
- Callerहाँ, बोलिए।Yes, go ahead.
- AI agentCoaching आपके लिए है या आपके बच्चे के लिए?Is the coaching for you or for your child?
- Callerबेटी के लिए, वो अभी eleventh में है।For my daughter, she is in Class 11 now.
- AI agentआप online batch देख रहे हैं या centre पर offline classes?Are you looking at the online batch or offline classes at the centre?
- CallerOffline, अगर Civil Lines वाले centre पर हो तो।Offline, if it's at the Civil Lines centre.
- AI agentजी, वहाँ weekday और weekend दोनों batch चलते हैं। सालाना fees के लिए आपने लगभग कितना budget सोचा है?Yes, both weekday and weekend batches run there. Roughly what budget have you planned for the yearly fees?
- Callerसवा लाख तक चल जाएगा।Up to one and a quarter lakh is fine.
- AI agentहमारे senior counsellor आपको batch और scholarship की details बता देंगे। क्या मैं अभी आपकी call उनसे connect कर दूँ?Our senior counsellor will give you the batch and scholarship details. Shall I connect your call to them now?
- Callerहाँ, कर दीजिए।Yes, please do.
Reps spend their day on leads that were never going to buy
Most lead lists are mixed. Some people filled the form by mistake, some want a different product, some have no budget, and a few are ready to buy this week. Your reps can't tell which is which until they call, so they call everyone in the order the leads arrived.
By the time they reach the good leads, those leads have often spoken to someone else. And the answers from a hundred short calls sit in a rep's head or a notebook, not in your CRM.
Qualification is the same five or six questions every time. That is the part of the job a voice agent can do on every single lead, while writing down every answer.
On the call
What the agent does, step by step
- 1
The call goes out
A workflow calls the lead as soon as it arrives, or you run a campaign over a list, or a rep clicks Call on a single lead.
- 2
Opening line with context
The agent greets the lead by name and mentions what they enquired about, using the fields from their form.
- 3
One question at a time
It asks the questions in your script one at a time: need, budget, timeline, location, who decides. Your extraction questions tell the post-call analysis what to pull out. It does not read the caller's answers back to them.
- 4
Handles questions and interruptions
If the caller asks something, it answers from your script and moves to the next question. A quick 'haan' or 'okay' while it is talking does not throw it off.
- 5
Hot lead? Transfer or book
If the caller wants to talk to someone now, the agent transfers the call live to your handoff number. Or it agrees a specific day and time for a meeting.
- 6
Rated and routed
After the call, the lead gets a disposition from your list, a short summary, a 1 to 10 rating and the extracted answers. Your rules assign it to a rep, retry it or stop.
Into your CRM
What it captures on every call
- Requirement, in the lead's own words
- Who the product or course is for
- Budget range
- Timeline to decide or start
- Preferred location, branch or mode
- Lead rating from 1 to 10, with a 2 to 3 sentence summary
- Meeting day and time if agreed, or a callback request
After the call
What happens next
| When | Then |
|---|---|
| The lead fits (your Qualified disposition) | Assigned to a sales rep, round-robin if you use it, with the summary, rating and answers on the lead. The lead is marked AI qualified if that status exists in your CRM. |
| The caller wants to talk to someone now | Live transfer to your handoff number. The agent says a short bridge line and connects the call. |
| Not interested or not a fit | The outcome is saved as not interested and automated retries stop. |
| The caller says 'call me tomorrow evening' | Saved as a callback request, with their words in the transcript, and the lead goes on your retry path. |
| No answer, or nobody really spoke | Marked no answer or Incomplete, never Not interested. Workflow calls are retried after the gap you set, up to your maximum attempts, then handed to a human or stopped; a campaign doesn't re-dial, so re-run it over the leads who didn't answer. |
Set it up
- Write the opening line and persona, or describe your business in plain words and let the AI draft the script. Score it against the live-call rubric before going live.
- Add your extraction questions: the five or six things every call must find out.
- Define dispositions (Qualified, Not interested, Callback, Wrong number) and pick which ones assign to a rep and which ones stop.
- Choose language, voice and pace, and play the voice preview to hear exactly what callers will hear.
- Add handoff numbers for live transfer, and set the retry gap and maximum attempts.
- Connect your lead source (Meta, Google lead forms, a website webhook or a CSV) and switch on the workflow. DLT registration is done with you before calls start.
What to measure
- Connect rate: calls where the lead spoke ÷ calls dialled
- Qualification rate: calls marked Qualified ÷ connected calls
- Rep agreement: AI-qualified leads your reps also rate as good after their first call
- Meetings booked from AI-qualified leads vs leads your reps qualified themselves
- Average lead rating by source: Meta, Google, website form, import
Where teams use it most
Questions about lead qualification
How is the 1 to 10 lead rating decided?+
After the call, the transcript is analysed against your dispositions and extraction questions, and the rating reflects how interested the caller was. The rating comes with a 2 to 3 sentence summary, so a rep can see why one lead scored 8 and another 4. Routing runs on your dispositions, not on the number, so you decide who reaches a rep.
Will it fill in answers the caller didn't give?+
No. Extracted answers are only what was actually said on the call. If the caller skipped the budget question, the budget field stays empty instead of being guessed.
Can it hand a hot lead to a rep during the call?+
Yes. Add handoff numbers to the agent. When the caller wants to talk to a person now, the agent says a short bridge line and connects the call live.
Which CRM do the results go to?+
The call, transcript, recording (when switched on), rating and answers are saved on the call, linked to the lead in Telleo's CRM. To send results to another system, add a webhook or HTTP request step to the workflow. It works with anything that can send or receive a webhook.
Which languages can it qualify leads in?+
Hindi, English and Hinglish are in production. Tamil, Telugu, Marathi, Bengali, Gujarati, Kannada, Malayalam, Punjabi and Odia are supported by the voice engines and are set up with you on request.
Can I hear it before my leads do?+
Yes. Call the live test line on +91 80353 74489 to talk to an AI agent. In the builder, the voice preview plays the exact voice and engine your agent will use on real calls.
Hear it on a real phone call.
Book a 20-minute demo and we'll build a first agent around your script, or ring our test line and talk to one right now.