AI Call AgentAutomation
Automate lead qualification calls, booking, and follow-ups — with full transcripts, CRM logging, and support built-in.
Your team shouldn’t spend hours on repetitive calls
Manual qualification drains time, delays response speed, and creates inconsistent lead notes. We build an automation layer that handles the repetitive steps, so your team focuses on the conversations that need a human.
Faster response times to new leads
Consistent screening questions every time
Automatic call notes, recordings & transcripts
Clean handoff to your team when a lead is ready
Built for franchise recruitment & multi-location teams
When leads come in from multiple channels – and multiple people need visibility – things get messy fast. Our AI Call Agent automation creates a clean, consistent journey from enquiry to qualified handoff, with every outcome logged and routed to the right person, location, or territory.
Standardise qualification across locations/brands
Route qualified leads to the right person/territory
Keep a complete audit trail (calls, notes, outcomes)
Integrates cleanly with lead gen campaigns (your advantage)
Everything logged, transcribed, and ready for handoff
Every call is captured with clear outcomes, transcripts, and a structured lead record inside your CRM. That means no more scrambling through notes, inboxes, or spreadsheets – your team gets the context they need instantly, so the next conversation starts at the right point.
Call outcomes + tags (Qualified / Nurturing / Unqualified / Opt-out)
Full transcripts + summary notes
Automatic CRM updates + tasks for your team
Built around your process - not a generic bot
This isn’t a one-size-fits-all AI script. We design the questions, qualification rules, and follow-up logic around your exact goals – whether that’s filtering by budget, location, experience, availability, or anything else that matters to your recruitment or sales process.
Custom scripts + objection handling
Smart escalation to humans when needed
Flexible workflows (use the full system or just one part)
Qualification Portal Setup
Build a simple portal to capture the right info upfront – filtering out poor-fit leads before anyone picks up the phone.
AI Caller Agent Setup
A branded voice agent that follows your script, asks the right questions, handles objections politely, and escalates to a human when it should.
CRM Setup / Integration
Every lead, call outcome, transcript, and next step is logged to your CRM – so nothing gets lost in spreadsheets or inboxes.
Automation Workflows
Automate the entire journey: routing, callbacks, reminders, follow-ups, re-attempts, nurturing, and handoff tasks for your team.
Highlights
Core capabilities and outcomes you can expect from an AI call agent deployment.
Outbound qualification calls
We automatically call new enquiries or portal submissions and run through your qualification questions consistently, so your team only spends time with leads that meet your criteria.
Inbound call handling
If a lead calls back, misses a call, or needs routing, the system can handle it smoothly — capturing details, directing them to the right next step, or escalating to a person when needed.
Appointment booking / link sending
When a lead is ready to progress, we can book directly into your calendar flow or send a booking link at the right moment - keeping the journey moving without back-and-forth.
Full call logging
Every call is recorded with clear outcomes, next actions, and timestamps, so you’ve got a complete audit trail and your pipeline stays accurate.
Transcriptions + summaries
Calls are transcribed and summarised into clean notes that sit against the lead record, making it easy for your team to pick up the conversation without digging around.
CRM integration
We connect the workflow into the CRM you already use — from Monday.com to HubSpot, Salesforce, or a custom setup - so everything is stored where your team works day-to-day.
Automated follow-ups
If a lead doesn’t answer or needs nurturing, we can trigger SMS/email follow-ups, schedule retries, and move them through a structured journey automatically.
Compliance & consent prompts
We configure the opening disclosure, consent messaging, and opt-out handling to match your process - ensuring calls are handled professionally and consistently.
Our Process
Discovery & Planning
Define qualification rules, scripts, objection handling, escalation points, data fields, CRM structure.
Build & Configure
Portal + agent + CRM mapping + workflows + messaging templates.
Testing & Training
Call scripts tested on real scenarios, edge cases, opt-outs, voicemail handling, booking flows.
Launch & Optimisation
Monitor outcomes, refine prompts/workflows, improve conversion + qualification accuracy over time.
Packages
Choose a package that matches your call volume and automation goals. We can customize any package as needed.
Core Qualification
- Portal
- AI caller agent
- Basic CRM integration
- Automation Workflows
Full Funnel Automation
- Everything in Core
- Follow-ups
- Calendar Bookings
- Reporting
Operator Handoff Pro (with Meta Glasses)
- Everything in Core and Full
- Meta Glasses setup
- Real-time “lead brief” delivery to the franchisor/sales lead
- Bespoke workflows
- Priority support
Frequently Asked Questions
Discuss your AI qualification workflow
Book a call and we’ll map your current process, identify quick wins, and outline the fastest path to launch.
Our Work
Petpals
“You will receive less enquiries for more money”
Franchise
Shell
Even One of the Largest Brands in the World Can Improve
AI & AutomationFranchiseMarketing
Jackson Fire & Security
Turning Interest into Investment with a Smarter, Automated Franchise Recruitment System
Franchise
Ben & Jerry's
Transforming Ben & Jerry’s Franchise Recruitment Process
FranchiseMarketing
SCHMIDT Groupe
Schmidt Groupe Franchisee Enquiries Campaign
Marketing
More Than Loft Ladders
More Than Loft Ladders Franchise Recruitment Drive
Marketing