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Inbound and outbound call

Lead qualification

Asks your questions, in your order, and books the callback that matters.

Answered on
Ring one
Resolved in call
Qualified and booked
Handed over
Not required

One real call

Press play and read it as it ran.

Inbound and outbound call, Englishlead-qualify-en.wav
0:00 / 0:24
English
Resolved by Zimaao without a person on the line.

What it handles on its own

Resolved while the caller is still on the line.

  • Picks up on ring one, including the calls that arrive while your team is already on a call
  • Asks the qualifying set you define, in order, and stops when it has what it needs
  • Writes every answer, plus the call recording and summary, to the CRM record
  • Routes to the right owner by territory, product line or language
  • Books a callback on that owner real calendar, not a queue
  • Calls a web form submission back within a minute, while intent is still warm

When it hands over

Straight to a person, with no second ask.

  • Pricing, discounting or contract terms
  • A qualified lead that asks to speak to someone now
  • Partnership, media or vendor calls that are not leads at all
  • Any question outside the qualifying set you approved

The person who picks up receives the call summary, the caller details and everything already done on this call, before they speak.

01What you configure

Five settings decide how this call behaves.

Nothing here is a hidden model behaviour. These are the knobs you own, reviewed with you before the first live call and changeable afterwards without a rebuild.

Qualifying set
Your questions, their order, and which answers are required
Routing
Territory, product or language rules that pick the owner
Calendars
Whose availability may be booked, and the minimum notice
CRM mapping
Which field each answer is written to
Disqualification
What is politely declined instead of booked
02Going live

A week, in three moves.

This call type does not need a migration project. It needs your number pointed at us, your rules written down, and one week of reading the transcripts closely.

  1. Day 1

    Point the number, connect the system

    A forward or a SIP trunk, plus read access to the one system this call depends on. Nothing changes for your callers yet.

  2. Day 2 to 4

    Write the rules down

    Your allowed actions, your handoff triggers, your wording. We run the first calls against your real data with your team listening in.

  3. Day 5 onward

    Read the transcripts

    Every call is on the record. The handoff log tells you exactly which rule to loosen or tighten, and changes take effect on the next call.

On airLast two lines
00:00You

Can Zimaao take this call for us?

00:02Zimaao

Point your number at me, tell me what I am allowed to resolve, and I will take the next lead qualification call that comes in.