New! Yes/No Custom Qualification for AI Receptionist

As your business grows, so does the volume of incoming calls. But when some of those callers are unqualified leads, it takes time away from the ones who truly need your services. We've developed a solution that makes lead screening even more precise, so your focus is squarely on well-qualified leads. 

Introducing yes/no custom qualification questions — a powerful new addition to AI Receptionist. Now, you can more extensively personalize the lead-screening process that our AI follows.

How it works:

When a potential client calls, AI Receptionist can ask up to three qualifying "yes or no" questions. Depending on the caller’s answers, AI Receptionist will either continue intake with the potential client or disqualify the caller and end the call.

Note: Yes/no custom qualification questions can be used in addition to, or instead of, the location- and service-based screening questions already available. 

Smarter screening, stronger leads

Not every caller is the right fit for your business — and that’s okay. The key is getting unqualified leads screened out quickly and accurately.

If you use the location- and service-based screening questions to screen callers initially, AI Receptionist will first confirm that the caller is within an area you serve and in need of your specific service offerings.

Custom qualification will be the final step to assess whether the caller is a good fit for your business.

If the caller answers the yes/no questions in a way that meets your criteria for qualified leads, AI Receptionist will proceed with the call.

If the caller answers "incorrectly" then they are an unqualified lead, and AI Receptionist will politely advise the caller that you cannot help, and then it will wrap up the call.

Let’s take a look at some examples below for a few business types:‍

Examples of Yes/No Custom Qualification Questions

Home Services – residential vs. commercial screening

Question: "Is this an electrical issue at a residential property?"

Qualifying answer: Yes‍

• Action: AI Receptionist will perform the next action of your choice, such as transferring to a live agent to book an on-site estimate.‍

Disqualifying answer: No (it's a commercial property)

• Action: AI Receptionist will let the caller know that your business cannot help them and end the call.

Event Planning Services – time-based screening

Question: "Is your event more than 3 months from now?"

Qualifying answer: Yes, we want to have the quinceañera in July, 4 months from now.

• Action: AI Receptionist will perform the next action of your choice, such as taking a message.

Disqualifying answer: No, it’s in 3 weeks.

• Action: AI Receptionist will let the caller know that you cannot help and end the call.

Legal Services  – consultation fee screening

Question: “Do you agree to pay the required attorney consultation fee of $300?”

Qualifying answer: Yes

• Action: AI Receptionist will perform the next action of your choice, such as transferring the call to the attorney for the consultation.

Disqualifying answer: No

• Action: AI Receptionist will let the caller know that you cannot help and end the call.‍

How to use it

Add up to three custom yes/no questions to your call-handling instructions for new leads. You can easily remove and replace questions as desired.

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Check out our help article on using this feature alongside other lead qualification options: How To Qualify New Leads.

Intelligent call screening with Smith.ai

We know how valuable your time is. We built this qualification feature to help you cut through the noise and dedicate your energy to the leads that matter most.

AI Receptionist helps businesses like yours stay efficient. With our AI answering service, you get 24/7 inbound call handling, appointment scheduling, flexible call routing, client intake, custom greetings, FAQs, and 24/7 human backup with our North America-based professional receptionists.

Ready to fine-tune your lead qualification? We'd love to chat! Schedule a consultation.