Customer Support and Voice AI
AI receptionist for small business: calls, bookings and handoffs
What an AI receptionist does on a real call, the rules that apply, a sample greeting and a pass/fail checklist to launch one safely.
Call Intelligence
AI Call Qualification Agent
Every completed sales call reviewed and labeled qualified or not, with the reasoning attached.
Marketing pays for every inbound call, but nobody can say which callers were real buyers. AI Call Qualification Agent reviews each finished call and labels the caller qualified or not, using your criteria such as budget, need and timeline. Qualified leads are flagged to sales with the call summary, so reps act fast. You set and adjust the criteria.
- Labels every finished call as a qualified lead or not
- Flags qualified callers to sales with the call summary
- Applies the same written criteria to every call, with reasons
$4,900
20–30 working days
Optional maintenance $249/mo
What it is
AI Call Qualification Agent is an AI agent that reviews calls after they end and decides whether the caller was a qualified lead, using the criteria you set, such as budget, need and timeline. It works on finished calls, not live ones.
Why businesses buy it
When lead quality is judged by whoever took the call, good leads get missed and weak ones clog the pipeline. Sales chases the wrong callers, and marketing cannot tell which phone leads were worth the money. This agent reviews every finished call against the same written criteria and sends qualified leads to sales with the reasons attached. Your reps spend time on callers ready to buy. The Scope Card fixes the criteria, the data sources, the routing and the testing against three months of your calls before you order, so the labels match your own judgment.
Problems this solves
Sales has no clear view of which callers were real leads
After each call ends, the agent reviews it against your criteria, such as budget, need and timeline. It records whether the caller was a qualified lead and why.
Marketing cannot tell which campaigns bring qualified phone leads
Qualification results are reported through one dashboard or recurring report. Linking them to your lead source data shows which channels bring callers worth following up.
Reps judge lead quality differently after every call
The same criteria are applied to every finished call. Results are consistent, so managers can compare reps and periods fairly. It also removes the guesswork from end-of-month lead counts.
Hot leads from calls wait in a general queue
Up to five alerts can flag a qualified lead as soon as the call is reviewed. Your team can follow up quickly instead of waiting for a weekly review.
A good fit if
Your reps take sales calls, and someone has to work out afterwards which ones were worth chasing.
You already have a definition of a qualified lead but nobody has time to apply it to every call.
You want the reason a lead was or was not qualified written down, not just a yes or no.
You want qualified calls routed into your CRM or sales queue automatically, without a manual step.
Not the right fit if
You want the qualifying questions asked live, during the call itself, not reviewed afterwards. See AI Voice Receptionist, or AI Voice Customer Support.
You just want a note on what was said, not a qualified or not-qualified label. See AI Call Summarization.
You want to know how well the call was delivered, not whether the lead was any good. See AI Call QA, which scores tone and script adherence.
You want volume and outcome trends across all calls, not a judgment on individual leads. See AI Call Analytics.
How it works
- Completed calls arrive from the telephony account you already use, such as Twilio, Aircall or RingCentral.
- Each call is transcribed, then checked against your qualification criteria, such as budget, authority, need and timeline.
- A qualified or not-qualified label is assigned, with the specific answers from the call that led to the decision.
- Qualified calls are pushed into your CRM or sales queue automatically, tagged and ready for a rep to follow up.
- Calls marked not qualified keep the reasoning attached, so a rep can double-check a borderline case in seconds.
- A recurring report shows the qualification rate over time and the most common reasons leads fell short.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Your business information (company basics, hours and brand voice), shared during intake.
- A telephony account or the phone number you want ported or forwarded to it.
- Your call scripts, FAQs and business hours, and the criteria that make a lead qualified in your business.
- The phone numbers a call should escalate to when a caller needs a person.
- Read-only access to each data source the qualification checks pull from, plus your own definitions of a good lead.
- At least three months of historical call data, so we can check the labels against real cases before launch.
- Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control, never by email.
- One decision-maker on your side who can approve the qualification criteria and sign off on launch.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified and your qualification criteria agreed with you.
Weeks 1–2
Call ingestion, transcription and the qualification logic are built.
Week 3
Your CRM or sales queue and delivery channel are connected.
Weeks 3–4
Labels are checked against three months of your historical calls.
Week 4
Your review and two rounds of changes to the criteria.
Go-live
Live, with a recorded handoff session, and support starts.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $4,900 |
| Express | 15–25 working days | $5,750 |
| Rush | 10–20 working days | $6,600 |
What you receive at handover
- AI Call Qualification Agent, configured and deployed to your environment
- Your qualification criteria set up as workflow, prompt and guardrail configuration
- Read-only connection to up to three data sources, such as call recordings and your CRM
- One dashboard or recurring report in your chosen channel, plus up to five alerts
- A test report checked against three months of historical calls
- An admin guide, recorded 60-minute handoff session and 30 days of post-launch support
Expected benefits and how to measure them
- Sales can see which phone leads deserve attention first.
- Marketing can judge channels by qualified calls, not just call counts.
- Lead quality can be judged the same way across the team.
- Qualified calls by source
- Track qualified calls per lead source in the report each month after launch.
- Follow-up speed on qualified leads
- Compare time from call end to first follow-up in your CRM, before and after alerts start.
- Qualified-to-won rate
- Compare closed deals from calls marked qualified with the team's previous win rate.
Before you start: Note how calls are judged as leads today and by whom. Pull three months of call and deal data for comparison.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build price is one-time. Running it costs roughly $20 to $150 a month in your own accounts, covering AI model usage and the hosting or scheduler that reviews the calls.
AI usage during the build and testing is also billed to your accounts, so every provider relationship stays yours. Nothing runs through us.
Ask about running costsCustom requirements
If you need something outside the Scope Card, add a note at checkout. You get a written Change Quote, and that work only starts once you accept it. Larger or bespoke projects go through the Custom AI request form instead.
Request a custom versionKeep it running
We recommend monthly maintenance, which covers monitoring, fixes and a monthly allowance of change hours, for things such as an updated qualification criterion or a new routing rule. It starts after the 30 days of included support and can be cancelled any month.
$249/mo (the minimum fee, includes 2 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A lead-scoring tool is priced per seat, on top of your CRM license | A custom build gets quoted after discovery calls | Ours is one fixed price, shown on this page before you buy |
| Scope | A lead-scoring tool ships a generic scoring model | An agency agrees scope during the project | Ours is built on the qualification criteria you already use |
| Coverage | A lead-scoring tool often needs manual review to confirm a score | An agency build depends on what was agreed | Ours reviews every completed call inside the agreed scope |
| Delivery | A lead-scoring tool needs weeks of model tuning | An agency project usually runs several weeks, set per project | Ours has a fixed delivery time shown before you buy, with faster options |
| What it judges | A lead-scoring tool rarely explains its own score | An agency build depends on what was agreed | Ours writes the reasoning behind every qualified or not-qualified label |
Questions about this product
How much does AI Call Qualification Agent cost?
The fixed build price for each delivery speed appears in the price and delivery panel on this page, and it covers everything on the Scope Card. That includes setting up your qualification criteria, testing the labels against three months of your own call history, two rounds of changes and thirty days of support after launch.
Does AI Call Qualification Agent ask questions during the call?
No, it reviews calls after they end and applies your qualification criteria to the transcript, rather than asking questions live. If you want qualifying questions asked on the call itself, AI Voice Receptionist or AI Voice Customer Support are the right starting points, since they handle the live conversation.
What does AI Call Qualification Agent cost to run each month?
Running costs sit at roughly $20 to $150 a month in your own accounts, covering AI model usage plus the hosting or scheduler that reviews the calls. You pay those providers directly, in your own name, so you keep full ownership of every account. We charge nothing per call reviewed.
How is this different from AI Call QA?
AI Call Qualification Agent judges whether a caller was worth pursuing, based on budget, need and timeline. AI Call QA judges how well your team handled the call, such as the greeting and script adherence. One is about the lead and the other is about the agent, so they answer different questions and can run side by side.
What do we need from you before AI Call Qualification Agent goes into build?
We need read-only access to your call recordings or transcripts, at least three months of history to test against, and your qualification criteria in writing. Tell us where qualified leads should go, such as your CRM or a sales queue, and who should be alerted. Access is shared by adding our team as a user or creating a key you control, never by email.
Will it be clear that qualification decisions come from AI?
Yes, every label carries a note that it came from an AI agent reading the call transcript, so your reps know its source before acting on it. You approve the wording during intake, and it can be updated later through monthly maintenance if your internal process requires different disclosure.
Can we change the qualification criteria later?
Yes, adjusting an existing criterion, such as a different budget threshold, fits inside the monthly change hours that come with maintenance. Adding a whole new qualification path, for example a separate flow for a different product line, comes through the Additional Workflow add-on, quoted before it starts.
Guides on this topic
All guides Stop guessing which calls were actually worth chasing.
Order AI Call Qualification Agent today and it goes live on a fixed delivery date. The scope above is exactly what you get, in writing, before you pay.
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