AI lead qualification that asks your questions on every call and chat

AI lead qualification means an AI assistant has the first conversation with every new inquiry and collects what you need to decide what to do next. Not just a name and number, but the answers that tell you whether this is a $200 repair or a $20,000 remodel, whether it is in your service area, and whether it needs someone tonight.

Think of a roofing company in Middlesex County. Without qualification, the owner gets "call back Mike, 732-555-0142" and spends the callback asking the same five questions. With it, the lead already says: full replacement, two-story colonial, insurance claim open, wants an estimate this week.

Out of the box, the receptionist captures the caller’s name, phone number, email, service address, the reason for the call, their preferred time and how urgent it is.

Then you add your own custom fields: up to 30 details the receptionist asks every caller for. Each field has a type, so the answer is useful later:

Type	Example
Choice	Type of property: house, condo, commercial
Yes or no	Is this an insurance claim?
Number	How many units in the building?
Date	When did the problem start?
Text	What is the make and model?

Phone number and email address types are there too. The answers are saved on each lead, and you can use them inside call flows, for example to branch on "Is this an insurance claim?" and handle the two answers differently.

Every lead is marked low, normal, urgent or emergency. You decide what counts by writing your emergency rules in plain English during setup: "No heat with someone elderly in the house", "Water actively leaking", "Locked out with a child inside".

What happens next is up to your flows. An emergency can be warm transferred to the on-call tech right away, or trigger an urgent alert to the owner, while a routine quote request is booked or saved for the morning.

Yes. The website live chat asks for contact details and answers questions from the same knowledge as your phone. You choose when it asks for a name and number: never up front, before giving prices, before booking, or at the start of every chat. On WhatsApp the number is already known, so it only asks for a name.

Chat flows can ask the same qualifying questions as call flows, so a chat lead arrives as complete as a phone lead.

Every new lead appears in the Vocenya portal and the owner app, with an app notification and the details in your call summary email. Website chat leads get their own email.

You can also connect one tool to receive every new lead automatically:

• Jobber: creates a client and a request.
• Housecall Pro: creates a customer and a lead.
• ServiceTitan: sends the caller to your Bookings queue.
• HubSpot and Salesforce: coming soon, creating or updating the contact or lead and logging each call.

Developers can also take leads from signed webhooks or the REST API, with your custom field answers included. See all integrations.

Qualifying the people who call you is half of it. The other half is the web form that came in at 9pm. On the Pro plan, speed-to-lead calls new web inquiries back within moments, between 8am and 8pm where the person is, to confirm what they asked for and collect the details you need. Read how outbound lead qualification handles consent and calling rules.

Lead capture with instant alerts is on every plan, starting with Value at $49/mo. Custom fields and call flows work on every plan too. Website live chat is included on Growth ($249/mo) and Pro ($499/mo), and speed-to-lead calling is on Pro.

Every plan has a 14-day free trial, there is no contract, and you can cancel any time.