Lead Screening Services with Lead Intake from Smith.ai

Pre-qualified leads only

Our AI-first answering service asks for context — not just a name and phone number. With custom AI prompts tailored to your business, we'll only pass on leads who are a fit based on your specific criteria.

Less back-and-forth, less wasted time

You don't need a list of unfiltered leads to call or email at the end of the day. Our AI Receptionist vets customers up front with human support for escalation when needed, saving you time and energy.

68% of leads consulted with a business they didn’t hire — taking up valuable time and resources on unqualified leads.

Increase revenue with ideal clients

Accelerate growth and efficiency when you only take on qualified customers. Spend your time on customers who make your business money with swift AI call processing that captures every opportunity.

AI-first new customer intake

Know more about your leads faster when our AI Receptionist gathers custom or business-specific information with flexible instructions tailored to your needs. We'll get case numbers, traffic ticket numbers, property addresses for real-estate deals, and more. Human agents seamlessly take over for complex intake requiring sensitive information handling or payment processing.

Complete Human Coverage When You Need It

Prefer 100% live agents? We've got you covered.

While our AI Receptionist with human support delivers exceptional results for most businesses, we understand that some situations require dedicated human coverage. That's why Smith.ai also offers comprehensive virtual receptionist plans with 100% live, North America-based agents answering your calls 24/7.

Our virtual receptionist plans provide:

Dedicated human agents trained specifically on your business and industry.
True 24/7 coverage with live professionals, never voicemail or automated systems.
Complete call handling including complex scheduling, detailed note-taking, and sensitive conversations.
Seamless CRM integration with the same advanced features as our AI plans.
Custom call instructions tailored to your exact preferences and procedures.
Professional representation that sounds like an extension of your in-house team.

Get to know your leads ahead of time with call intelligence

Leverage real-time historical call data in the online dashboard to forecast growth and costs and make better business decisions. Access everything that happened on a call, including AI-generated summaries, agent notes, and metadata such as actions completed, caller disposition, priority, relevance, call recordings, and more.

Smith.ai is trusted by 4,000+ businesses

5.0 stars

4.9 stars

5.0 stars

4.7 stars

“Smith.ai is a plug-and-play intake process and a built-in sales machine.”

Gyi Tsakalakis

AttorneySync

Read case study

TALK TO OUR TEAM OF EXPERTS

Book a consultation

Improve customer experiences with 24/7 AI-powered engagement built specifically for your business. Unlike basic AI competitors that offer one-size-fits-all solutions, Smith.ai delivers infinite customization with white-glove implementation tailored to your exact needs and goals.

Custom AI prompts engineered for your industry, terminology, and workflows.
Intelligent call handling with seamless human escalation.
Native CRM integration with your existing tech stack.
Dedicated implementation team that ensures perfect setup from day one.

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END-TO-END INTEGRATIONS

We play well with your software

Calls, appointments, and payments are automatically logged in your systems by our AI. Real-time syncing with over 7,000 integrations.

View all integrations

Frequently asked questions

The AI Receptionist can handle lead screening and intake for your business. Here's how it works: our AI answers your calls, qualifies potential prospects using your custom criteria, and sends only qualified leads directly to your sales team. Your staff gets to focus on their actual work instead of constantly picking up the phone.

When calls do get transferred to you, you'll have context for everything. No more wondering who's calling or why. Your team talks to real leads and customers — never telemarketers or time-wasters. With AI doing the initial screening and humans jumping in for complex situations, your business looks professional around the clock.

Here's what AI-powered lead screening and intake does for your business:

Keeps your team focused: AI handles the screening upfront. Humans take over when needed. Your team stops getting interrupted by unqualified callers and can actually get work done.
Speeds everything up: Calls get answered immediately. No hold times. No voicemail. Quick AI processing means most calls wrap up in two to three minutes, so leads don't hang up waiting.
Makes your team more productive: Your staff only talks to pre-qualified leads. More conversations, more sales, less time wasted.
Makes customers happy: Leads get immediate, professional responses. Swift, efficient service makes your business look bigger and more reliable than it might actually be.
Converts more leads: Only real customers reach your team. The AI Receptionist from Smith.ai uses your custom criteria to filter out everyone else, so your conversion rates go up.

Good AI-powered lead screening changes everything. You stop getting interrupted by random calls, but you don't miss real opportunities either. Smith.ai acts like a professional buffer — AI handles the basics, humans step in for complex stuff. We're basically your lead guardians.

Even when you can't answer immediately, customers still get a great experience. That's because we use custom AI prompts and flexible instructions tailored exactly to how your business works. Plus, you get white-glove setup and comprehensive onboarding support. We don't just hand you a subscription and walk away like other providers.

Whether you need help with lead screening, customer service, or just want to take sales pressure off your team, the AI Receptionist transforms how your business handles calls. Your team becomes more responsive and productive. Your competitors? They're still missing calls and dealing with interruptions.

These examples aren't exhaustive — they don't represent limitations every business must follow. Smith.ai offers infinite customizations tailored to your specific business requirements.

Running a business isn't simple. Problems pile up fast, and some are harder to solve than others. Here are common signs your business could benefit from AI-powered lead screening:

My team struggles to keep up with phone calls and stay productive

Business calls don't come in when your team is ready for them. If your people already have full plates, the constant phone calls can be overwhelming. Over 20% of calls are spam, making it even harder to figure out which callers are real customers or leads.

Answering calls consistently matters for your success, but team members end up neglecting important work to pick up the phone. Your staff gets buried under a growing list of tasks they can't finish because they're constantly interrupted.

I can't afford to hire front desk support

Front desk support — whether in-house receptionists or call centers — costs tens of thousands of dollars. With tight budgets, businesses often get desperate for phone answering and lead screening help. Paying more than you can afford puts your business in a dangerous spot. Free services can hurt just as much as having nothing at all.

Without some kind of call handling and lead screening support, you lose leads and damage customer relationships.

My staff has trouble finding and capturing leads

Your team might not have the time or skills to convert leads consistently. When someone fumbles your business's mission, can't confidently explain your services, or forgets to get contact information, customers lose interest fast. They feel less secure about working with you. You lose revenue and damage your reputation.

Customers get frustrated with our slow response times

Happy customers make businesses successful. When customers have questions about services or concerns about products, you need to answer them quickly. Most businesses struggle to respond fast enough.

Whether your staff has limited availability, can't get to the phone in time, or leaves customers on hold, people get irritated and hang up. They move on to the next company in their search results.

If your business faces any of these challenges, an AI receptionist can help you convert more leads and deliver excellent service to callers. The AI Receptionist from Smith.ai takes pressure off your team and gives your business more flexibility with time and budget — without compromising customer relationships.

Our AI-first approach with human support helps prospects by screening and scheduling them quickly using custom AI prompts tailored to your business. Your team gets pre-qualified leads ready for your sales process. Smith.ai offers the fastest, easiest, and most affordable way to solve these problems while keeping your customers happy.

Plus, you get white-glove setup and comprehensive onboarding support. We don't just hand you a subscription like other providers — we make sure you succeed.

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24/7 AI-FIRST RECEPTIONISTS

Lead screening services with client intake

Pre-qualified leads only

Less back-and-forth, less wasted time

Increase revenue with ideal clients

AI-first new customer intake

Complete Human Coverage When You Need It

Get to know your leads ahead of time with call intelligence

Smith.ai is trusted by 4,000+ businesses

Gyi Tsakalakis

TALK TO OUR TEAM OF EXPERTS

Book a consultation

END-TO-END INTEGRATIONS

We play well with your software

Frequently asked questions

How can a great lead screening and intake service help my business grow?

Why should my business hire an outsourced answering service for lead screening and intakes instead of a call center or in-house staff?

How do I estimate the cost of a lead screening and intake answering service for my business?

What common business problems indicate that I need a lead screening and intake service?

What are the ways a lead screening and intake service can help small, medium, and large businesses?

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Take the faster path to growth.
Get Smith.ai today.