How AI phone qualification works for inbound and outbound leads
See how Aima uses phone conversations to qualify leads, route outcomes, and write call context back to your pipeline.
This post is about our Voice Calling product. See the full product page →
Phone is useful when a lead needs a quick answer or a conversation is easier than another form. The challenge is turning that conversation into a clear next step for the sales team.
What the call is for
Aima can run a qualification script, ask the questions that matter to your business, and route the result. A typical workflow separates leads into actions such as:
- book a meeting for a qualified lead;
- send a follow-up task to an owner;
- continue the conversation on WhatsApp; or
- close the lead with the reason recorded.
The exact questions, call windows, and handoff rules belong to your workflow.
How the workflow works
- Select the leads and calling window.
- Define the qualification questions and the outcomes your team uses.
- Aima introduces itself as an AI assistant and runs the call.
- The call summary, transcript, and outcome are written to the configured pipeline.
- A person takes over when the workflow needs a human decision.
What to decide before launch
- Which leads should receive a call?
- What counts as qualified, unqualified, or a callback?
- Which calendar or CRM record should be updated?
- When should the workflow stop calling and hand off to a person?
Starting with one lead source and one qualification path makes the first review concrete. You can add more scripts and routing rules after the record updates are working.
Phone and WhatsApp in one workflow
Some teams use WhatsApp for the first message and phone for the follow-up. Aima can pass the conversation context between those channels when the workflow calls for it, so the next action does not start from an empty record.
Next step
See the AI voice calling product page or contact Aima to scope a qualification workflow around your leads, calling rules, and existing software.
- Stepan