What it does
An AI Employee runs your qualification questions, captures answers in the CRM, and routes the lead based on the rules you set. Fit leads move forward. Unqualified leads get a polite close or a different next step.
The problem
Sales time gets spent on tire-kickers, incomplete forms, and leads that were never a fit. Ready buyers wait in the same pile.
Trigger
Starts on every new inquiry.
Tools and systems
Connections depend on your deployment. Native where available, otherwise through Zapier, an API, or another connection you already use.
- Phone
- SMS
- Website chat
- CRM
What it reads
- Inbound calls and voicemail on connected lines
- Inbound texts on connected numbers
- Messages in the connected inbox
- Website chat transcripts
- CRM records, notes, and fields you map
Actions it can take
- Reply or reach out on the connected channels you allow
- Create or update CRM records with the fields you map
- Hand off to a person when the request is outside the playbook
Human controls
- You own the qualification criteria and disqualify reasons.
- Decide whether borderline leads get a human review.
- Change the questions without rebuilding the whole workflow.
Workflow steps
- 1A lead starts a conversation or submits a form.
- 2The AI Employee asks your qualifying questions in a natural order.
- 3Answers are written back to the CRM with a clear summary.
- 4Leads that meet the bar are booked or assigned.
- 5Leads that do not meet the bar are closed out or offered an alternative.
Example use case
A new HVAC lead says they need a quote. The AI Employee confirms owner vs. renter, system age, ZIP, and timeline. Owner-occupied, in-area, ready this week goes to a booked estimate. A renter looking for DIY advice gets a helpful answer and is not put on the sales calendar.
Often handled by your AI Sales Representative, as part of the broader AI Workforce.
How to customize
This job is configured around your knowledge, hours, approval rules, and the systems in this deployment. Connections depend on the deployment. Native where available, otherwise through Zapier, an API, or another connection you already use.
Related work
Lead Follow-Up
Responds immediately, answers common questions, qualifies the opportunity, and keeps the conversation moving until they book, buy, or need a person.
Speed-to-Lead
Picks up the new inquiry the moment it arrives, starts the conversation, and captures the details your team needs to take the next step.
Appointment Booking
Checks real availability, offers open windows, books the appointment, and sends confirmations so the calendar stays accurate.
See What an AI Workforce Could Do for Your Business
Walk through the work your team is already doing, then see which jobs an AI Employee could take on.