AI calls that qualify new leads while they're still interested

Why should the first call be an agent’s?

A web lead is warm for a short time. Someone who filled your form at 5:40 in the evening is still thinking about it at 5:45 and may be talking to two competitors by 8. Most sales teams can’t call every form within minutes, especially in the evening, on Sundays, or the day an ad campaign goes well.

The first call also asks the same few things every time: what are you looking for, what’s your budget or size, when do you plan to decide, can we book a visit or a demo. An agent asks them the same way on every call, records the answers in fields your CRM can sort, and hands the conversation to a person once there’s something worth a person’s time. This page uses a real-estate example; the same shape works for a B2B demo, a solar site survey or an interior design consultation.

Keep the call short. Three or four questions and a booking is a qualification call, and ten questions is an interrogation. If you need more, ask them on the follow-up.

How do you set it up?

1. Write the agent’s prompt around your qualifying questions, one at a time, and give it a short list of facts it may quote, such as {{price_note}}. Tell it to say that the team will confirm anything else.
2. Add two on-call HTTP tools pointing at your own system: check_slots to read open visit or demo times for a day, and book_site_visit to book the one the lead picks. Set them to wait for the result, and give the agent a short line such as “एक second, देखती हूँ” to say while the lookup runs.
3. Add the schedule_callback builtin for leads who say “बाद में call करो”.
4. Turn on analysis with the fields your CRM wants, plus a lead_rating whose meaning you spell out in the analysis prompt.
5. Test in the browser as a keen buyer, a price shopper and someone who filled the form by mistake.
6. Create one always-on campaign with your calling hours, one retry about an hour later, and a budget. Have your form handler add each lead with POST /v2/campaigns/{id}/contacts, putting the CRM id and form timestamp in metadata.
7. Your webhook handler takes call.processed and writes the answers, the rating and the booked slot to the lead.

You can also place a single call with POST /v2/calls the moment the form arrives. A single call has no calling window, though. It dials whenever you tell it to, so your own code has to keep it inside your hours. The campaign route does that for you and adds retries.

What should your sales team keep?

The sale itself. The agent qualifies and books; it shouldn’t negotiate a price, promise a discount, comment on loan eligibility or talk about possession dates it wasn’t given. Leads rated hot should reach a person the same day. Anyone who asked a question the agent couldn’t answer should get that answer from your team before the visit. The agent can’t transfer a live call yet, so a lead who insists on talking to someone now gets a callback promise, and the request shows up in the summary.

What should you check before you call leads?

TRAI’s Third Amendment to the TCCCPR, notified on 18 September 2026, recognises a relationship based on an inquiry for seven days after the inquiry, and only if it was made in writing or through digital means and is kept in a verifiable form by the sender. A form fill is a digital inquiry, so keep its record: the timestamp, the page or ad it came from, and the consent text the person saw. Calling the same lead weeks later, or calling a list you bought, needs a different basis, and you should settle it with your telecom provider or counsel.

The amendment also asks every sender to declare application-to-person calls, which covers software-placed calls with artificial voices, to its originating telecom provider in advance with the numbers it will use. Undeclared ones are treated as unsolicited commercial communication. It takes effect in stages after publication. Calling hours sit with you: check TRAI’s current rules and your consent records, then set the campaign window. We don’t scrub numbers against the national DND register.

What does a qualification call cost?

On T1 a connected minute costs ₹1 with a ₹1,00,000 monthly commitment, plus ₹0.30 for Mirai phone calling and ₹0.20 for call insights if you switch them on. On T5 it’s ₹5 a minute, pay as you go, with both included. Prices exclude GST. Connected time is billed and unanswered calls are free. The cost block assumes about three minutes of connected time, an estimate for four questions and a booking; a lead who says “not interested” costs a few seconds. Compare it with what a booked visit or demo is worth to you. Pricing has the plans, and the cost calculator takes your monthly lead count.