Call → qualified lead → routed, automatically.

A conversational intake agent answers, captures the request, qualifies it against your criteria, and hands a structured record to the right queue — no manual note-taking. Below is a sanitized example run.

Inbound call · live transcript

AI intake agentThanks for calling Northbrook Builders, this is the virtual intake assistant. How can I help today?

CallerHi — I'm looking to remodel my kitchen and add a small addition off the back.

AI intake agentGreat, I can get that started. Is this for a residential property, and roughly what's your timeline?

CallerYeah, residential. We'd want to start in the next couple of months if possible.

AI intake agentGot it. Do you have a budget range in mind, and what's the best email to send a proposal to?

CallerProbably $80–120k. Email is sample.caller@example.com.

AI intake agentPerfect — I've captured everything and a project specialist will follow up within one business day.

Qualification summary · auto-extracted

CallerSample Caller

Project typeKitchen remodel + rear addition

SectorResidential

Timeline~8 weeks (start)

Budget band$80k–$120k

Contactsample.caller@example.com

Fit score: 86 / 100 — Qualifiedresidential · in-budget · near-term

Routing decision

Qualified lead→Residential Sales queue→Specialist: next available

Rule: sector = residential AND budget ≥ $50k AND timeline ≤ 12 wks → route to residential sales, priority normal.

CRM + task handoff

CRM record created

Lead #SAMPLE-4471 · Stage: New · Source: Voice intake · Owner: Residential Sales

Follow-up task queued

“Call Sample Caller re: kitchen remodel + addition” · Due: +1 business day · Draft email prepared.

This is a sanitized demonstration with entirely fictional data — no real client, account, or workflow is shown. Live client systems are available via private walkthrough.