Call & Lead Handling
Smart Call Routing — New Leads to AI, Known Contacts to Human
No-Code Flow
2–4 hours to set routing rules
The Problem
Configure the AI phone system to detect whether a caller is a new prospect or a returning customer/supplier, routing new prospects through the AI booking flow while transferring known contacts directly to a real team member.
How It Works
Input
Inbound phone call with caller ID or spoken identification
Transformation
System cross-references caller against existing CRM contacts; unknown callers enter AI qualification flow, known customers or suppliers are transferred to a live person
Output
New prospects get booked via AI; returning customers and suppliers reach a human immediately, preserving relationship quality
ReplacesMissed call answering service ($200–$600/month)
PRD
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RolesOwnerOffice Manager
IndustriesRoofingHVACPlumbingElectricalPest ControlLandscapingCleaning
PrinciplesAutomate the repeatable, humanize the relationshipSegment customers by value