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Use case

AI voice agent for lead qualification

Qualify inbound or outbound leads by phone, capture the buying context, and route the right opportunities to sales.

Where it fits

Sales teams that receive high-intent form leads or need structured outbound qualification calls.

  • Lead intake
  • Qualification questions
  • Sales routing

What Qfix does

Qfix collects structured qualification data while keeping the conversation natural.

  • Need and urgency
  • Budget or timing cues
  • Next-step recommendation

Controls to define

The sales workflow should define contact eligibility, approved questions, disqualifying boundaries, the CRM fields Qfix may update, and the point where a sales representative takes ownership.

  • Consent and contact rules
  • Qualification field definitions
  • Sales handoff criteria

Operational flow

How the workflow runs

  1. 01Call or answer the lead
  2. 02Ask qualifying questions
  3. 03Score urgency and fit
  4. 04Update CRM
  5. 05Route sales-ready leads

Frequently asked questions

Can qualification fields be customized?

Yes. Qfix can capture custom fields, vocabulary, and lead scoring signals for each business.

Does a qualified call update the CRM automatically?

It can when the approved integration maps the captured fields, validates the update, and defines what happens if the CRM write or sales routing step fails.