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

Vocenya’s AI lead qualification asks every new caller and chat visitor the questions you would ask: what they need, where, how soon, and the details your business cares about. It flags urgent and emergency jobs, saves the answers on the lead, and sends it to your team and to Jobber, Housecall Pro or ServiceTitan, so you call back knowing whether the job is a fit.

- **Your own questions:** Up to 30 custom fields: text, numbers, dates, choices, yes or no. Asked naturally, saved on every lead.
- **Urgency, flagged:** Each lead is marked low, normal, urgent or emergency, using emergency rules you write in plain English.
- **Straight into your tools:** Leads go to Jobber, Housecall Pro or ServiceTitan, with HubSpot and Salesforce coming soon.

## What is AI lead qualification?

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.

## What does the AI ask callers?

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](/conversational-ivr), for example to branch on "Is this an insurance claim?" and handle the two answers differently.

## How does it decide what is urgent?

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.

## Does it qualify website chat leads too?

Yes. The [website live chat](/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.

## Where do qualified leads go?

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](/integrations).

## What about speed to lead?

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](/outbound-ai-calling) 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](/outbound-lead-qualification) handles consent and calling rules.

## Which plan includes AI lead qualification?

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.

## Frequently asked questions

### Can I choose the questions the AI asks?

Yes. Add up to 30 custom fields, such as property type, budget range or whether it is an insurance claim, each with an answer type like choice, yes or no, number or date. The receptionist asks every caller and saves the answers on the lead.

### How does the AI know a call is an emergency?

You write your emergency rules in plain English, and the receptionist marks each lead low, normal, urgent or emergency. Your call flows decide what happens next, such as a warm transfer to the on-call person or an urgent alert to the owner.

### Does it send leads to my CRM?

Leads can go automatically to Jobber, Housecall Pro or ServiceTitan today. HubSpot and Salesforce are built and coming soon. Any other system can receive leads through signed webhooks or the REST API, custom field answers included.

### Does it qualify chat visitors as well as callers?

Yes. Website chat and WhatsApp use the same knowledge and can run the same flows. You choose when chat asks for a name and number, such as before giving prices or before booking.

### Will it tell me which leads are worth calling first?

Each lead shows its urgency and your custom field answers, so you can see at a glance which ones need you now. Automatic lead scores are not part of Vocenya today.

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Source: https://vocenya.com/lead-qualification
Vocenya, powered by GH Business Solutions. Plans from $49/month with a 14-day free trial: https://vocenya.com/pricing