Call & Lead Handling
AI Voice Agent for Overflow & After-Hours Calls
No-Code Flow
4–8 hours to configure and test
The Problem
Deploy an AI voice agent to answer inbound calls that go unanswered during peak hours or after hours. The agent triages the caller's need, collects basic job info, and either books an appointment or creates a lead record in the CRM.
How It Works
Input
Inbound phone call from a prospect or existing customer
Transformation
AI voice agent greets caller, qualifies the job type and urgency, collects name/address/contact info, checks calendar availability, and logs the interaction
Output
Booked appointment or new lead record in CRM with caller details and job summary
ReplacesPart-time answering service ($300–$800/month)
PRD
prd here
RolesOwnerOffice ManagerCSR
IndustriesRoofingHVACPlumbingElectricalPest ControlLandscapingCleaning
PrinciplesCapture every leadNever miss a callReduce manual triage