Pre-Qualifying Calls
The agent asks your qualifying questions first and records the answers as the fields you define, so your team calls back only the leads worth it. At Bonnie&Car, 50% of calls are qualified automatically.
What is call pre-qualification?
Pre-qualification means the voice AI agent asks your qualifying questions first, so that your team spends its time on the callers worth it.
You define the questions and the fields to fill. After each call, the answers are extracted from the conversation and sent to your tools.
- 50%of calls qualified automatically at Bonnie&Car
- 4types of fields: text, number, yes or no, choice
- 3ways out: CSV export, API and end-of-call webhook
Updated 30 September 2026
You define what qualified means.
- Each criterion is a field (text, number, yes or no, or a choice) with a one-line description.
- The agent asks the questions of your prompt, and the fields are filled after the call, from the transcript.
- Success is yours too: you write, in plain words, what a successful call is for your business.
What every call leaves you.
| You get | Where |
|---|---|
| A summary, the transcript and the recording | The call page, which you can share, and the API |
| Your fields, filled | The end-of-call webhook, the API and the CSV export |
| Flags: reached, significant (over 30 seconds), successful, silent | Dashboard filters, CSV and API |
| An alert | Slack, SMS or webhook, after each call |
Then the right next step.
- Transfer the call to a person, cold or warm.
- Book a meeting in your calendar.
- Send an SMS.
- On an outbound list, numbers marked opted out are skipped, and people who call back reach the same agent.
Criteria a listener could verify.
Write criteria that someone reading the transcript could check, such as "asked for a callback" or "confirmed interest", not "seems motivated".
Keep qualification calls short: under 90 seconds is a good target. Beyond that, the agent is doing the sales job it should hand over.
Call pre-qualification, answered.
How does the agent decide that a lead is qualified?
It does not score people by itself. It collects the fields you defined and gives a verdict against the definition of success you wrote.
Where do the answers go?
To your end-of-call webhook, to the API, to a CSV export and to the dashboard filters, and an alert can reach Slack or your phone.
Can it qualify outbound leads too?
Yes, on an outbound campaign, with the same fields. Numbers marked opted out are skipped. See outbound campaigns.
How reliable are dictated emails and phone numbers?
The agent reads them back before confirming, and we use a pipeline where that precision matters most.
Still have questions?
Contact us
More use cases
- 01
24/7 AI Call Answering
A voice AI agent that picks up every call, day and night, at peak or out of hours, with no extra staff. It qualifies the caller and books the follow-up. At Bonnie&Car, missed calls fell from 55% to about 0%.
- 02
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A voice AI agent that books and reschedules appointments by phone straight in your calendar, and confirms them by SMS. In production at Dalia and Bonnie&Car.
- 03
Intelligent Call Routing and Handling Routine Queries
A voice AI agent answers first, handles the routine requests itself and transfers the rest with the context of the call, in front of your switchboard. At Valophis, 45% of on-call calls are handled end to end.
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Multi-Entity Rollout
One account and one voice AI agent shared by every club, practice, agency or brand of a network, each entity keeping its own information. A new entity goes live in minutes.
- 06
Outbound Campaigns
A voice AI agent that places the calls of a campaign from your list, at the pace of your own telephony, and sends every outcome back to your stack. At uMinds: 50,000 calls in under 3 hours.
- 07
AI Receptionist
A voice AI agent at your front desk: it greets every caller in your business's name, answers their questions, takes the calls your team cannot and filters what can wait. Try it on your own website below.
See it on your own calls.
Book a call with a voice AI engineer: we start from your real call flows and show you the agent, the architecture and the numbers that fit them.
~0% missed calls at Bonnie&Car, down from 55%. Read the case study