Lead Capture & Call Transfer
Every caller's details are captured, and the calls that need a person go straight to your team. Your AI voice agent asks your questions, collects what matters and follows your transfer rules.
No Lead Lost. No Urgent Call Missed.
“A lead you don't capture is a lead you'll never get back.”
Even when a caller isn't ready to book, your agent collects their name, number and what they need, so you can follow up. And when a call needs a real person, it reaches your team.
Capture. Qualify. Hand Over.
Collects the Essentials
Name, phone number and what the caller needs.
Asks Your Questions
Qualifies each caller with the questions you choose.
Sent to Your Inbox
Lead details arrive by email after the call.
Smart Call Transfer
Sends urgent or complex calls to a real person on your team.
Detailed Messages
If nobody is available, it takes a detailed message.
Flags Urgent Calls
Important calls are clearly marked as urgent.
How Leads and Transfers Are Handled
- 01
A caller gets in touch.
- 02
Your agent collects their details and asks your qualifying questions.
- 03
If the call needs a person, it's transferred to your team based on your rules.
- 04
You receive an email with the caller's details, a summary and the outcome.
What's Included
You Set the Rules
Which calls are transferred
Urgent, complex or any type you choose.
Who receives them
The right person on your team.
What it asks
The qualifying questions that matter to your business.
We Set Everything Up for You
Discovery Call
We learn your business, map your call flows and show you how your AI voice agent will sound.
Custom Build
We set up your agent with your services, pricing, FAQs and booking rules, with a voice that fits your brand.
Integration & Testing
We connect it to your phone line and calendar, then test it against real call scenarios. You test it too and approve how it sounds and responds.
Launch & Optimization
Your agent goes live. We monitor calls and keep improving it every month.
WHAT WE NEED FROM YOU
Your qualifying questions and who should receive transferred calls.
QUESTIONS
The caller's name, number and what they need, plus answers to your qualifying questions.
By email, with the caller's details, a summary and the outcome.
Yes. You choose which calls go to a person, such as urgent or complex ones. The agent can transfer the caller, take a detailed message, or flag the call as urgent.
The agent can take a detailed message or flag the call as urgent. The caller's details are sent to you by email either way.
Ready to stop missing calls?
Book a call and hear Boltix answer a call live.
Questions? Email [email protected]