Qualify new enquiries with a voice assistant
Respond to new enquiries, answer common questions, and transfer suitable conversations to a salesperson.
How this works
Respond to new enquiries, answer common questions, and transfer suitable conversations to a salesperson.
Qualify an enquiry through a bounded voice conversation and a reliable handoff. The assistant should disclose itself, confirm it is speaking to the intended person and capture stated needs without turning a polite response into purchase intent.
Before you start
Defined operating scope
New enquiries require a repeatable, disclosed qualification conversation and human handoff.
Required source material
Obtain New enquiry; Product information; Qualification questions; Handoff rules. If connectors are unavailable, use authorized files with the same fields.
Decision and exception rules
The person says they did not submit the enquiry. Stop qualification and flag an identity or source error.
Prepare the inputs
- enquiry
- Required
Source, contact and request
Verify permission and appropriate calling context.
- product_reference
- Required
Approved capabilities and prices
Use the current offer version.
- qualification_questions
- Required
Required facts and allowed branches
Keep unknown separate from negative answers.
- handoff_rules
- Required
Sales route and callback preferences
Define unavailable-agent and failed-transfer behavior.
Implementation, step by step
Establish the working record
- Confirm the selected records, effective versions and responsible owner.
- Check enquiry, product_reference, qualification_questions, handoff_rules before beginning. Record the source version and the selected scope; an unavailable value stays unknown rather than becoming an inferred fact.
Checkpoint: The input record identifies the selected enquiry and any missing required fields.
Trigger a call when an enquiry arrives
- Validate the enquiry’s contact and calling permissions, preventing duplicate calls for the same active enquiry.
- Verify captured facts against the conversation and preserve unknown answers.
Checkpoint: A saved intermediate result for: Trigger a call when an enquiry arrives.
Disclose the virtual assistant and ask qualification questions
- Disclose the virtual assistant and ask the required questions conversationally, confirming uncertain names, dates and numbers.
- Test stop requests, wrong-person calls and unsuccessful handoffs.
Checkpoint: A saved intermediate result for: Disclose the virtual assistant and ask qualification questions.
Answer supported product questions and capture the outcome
- Answer only supported product questions and save the customer’s actual responses, including requests to stop.
- Verify captured facts against the conversation and preserve unknown answers.
Checkpoint: A saved intermediate result for: Answer supported product questions and capture the outcome.
Transfer to a human or arrange an appropriate follow-up
- Transfer an interested enquiry or prepare the agreed callback with context, then verify whether the handoff or booking actually completed.
- Test stop requests, wrong-person calls and unsuccessful handoffs.
Checkpoint: A saved intermediate result for: Transfer to a human or arrange an appropriate follow-up.
Package the result and unresolved work
- Check consent, product claims, call outcomes, and reliable human handoff.
- Respect calling permissions, disclose automation and honor requests to stop.
Checkpoint: A qualified enquiry and a conversation summary for sales. Unresolved items remain visible in the review record.
Decisions along the way
The person says they did not submit the enquiry.
Stop qualification and flag an identity or source error.
A required answer is unclear.
Ask a focused clarification and keep unknown if unresolved.
No salesperson can take the transfer.
Offer the approved follow-up path and record the customer’s preference rather than claiming a connection.
What you will produce
cs-video-voice-lead-qualification-result.json
JSONA qualified enquiry and a conversation summary for sales. Label proposed and completed states separately.
Include: enquiry_id · identity_check · stated_needs · qualification_answers · contact_preference · handoff_receipt · outcome · status · evidence_reference · review_note
cs-video-voice-lead-qualification-review.md
MarkdownKeep the evidence and unresolved decisions needed to apply this result, including exceptions involving handoff_rules.
Include: source_reference · question · owner · next_action
Check the result
- Verify captured facts against the conversation and preserve unknown answers.
- Test stop requests, wrong-person calls and unsuccessful handoffs.
- Inspect enquiry and product_reference in both the original and output; confirm that record identity and interpretation survived the transformation.
- Check consent, product claims, call outcomes, and reliable human handoff.
When something goes wrong
The person says they did not submit the enquiry.
Stop qualification and flag an identity or source error. Retain the affected evidence and recovery status.
A required answer is unclear.
Ask a focused clarification and keep unknown if unresolved. Retain the affected evidence and recovery status.
No salesperson can take the transfer.
Offer the approved follow-up path and record the customer’s preference rather than claiming a connection. Retain the affected evidence and recovery status.
A worked example
SYNTHETIC EXAMPLE · NOT A REPORTED BUSINESS RESULT
Request
Qualify new enquiries with a voice assistant for the following bounded example; prepare the result for review.
Inputs
Synthetic example: Enquiry E-2 asks about inventory software. Caller confirms the request, says they manage two locations and asks for a demonstration next week; no budget is stated.
Expected result
Synthetic expected result: Record two locations, demo interest and next-week preference; budget remains unknown. Route a scheduling request and confirm only when a real appointment exists.
Run a small pilot
Start small
Trial a representative batch containing the ordinary case and the exception demonstrated above.
Record the baseline
Record current preparation time, review effort and correction types for the same records.
Agree success criteria
Agree acceptable review and error limits; measure accurate captured qualification fields; successful handoffs and customer opt-outs.
Stop or revise
No salesperson can take the transfer. Pause affected records and apply this recovery: Offer the approved follow-up path and record the customer’s preference rather than claiming a connection.
Keep the scope clear
- Respect calling permissions, disclose automation and honor requests to stop.
- Do not promise prices, features or appointments beyond approved information and confirmed system state.
Check before using
Check consent, product claims, call outcomes, and reliable human handoff.
Business activities
- Handle inbound enquiries
- Run sales conversations and proposals
FROM A RECIPE TO YOUR WORKFLOW
Bring the company context together.
This workflow needs reliable inputs before it needs a better prompt. Moat8 Vault brings working information into a readable archive for the AI tools you use.
For this recipe: New enquiry · Product information · Qualification questions · Handoff rules
Start with one recurring task, agree which sources to use, and review the first result with your team.
Discuss this workflow