Is this for outbound SDR and demand-gen calls?
Yes. This agent is tuned for outbound SDR and demand-gen outreach rather than inbound intake workflows.
Lead Qualification
Lead Qualification Agent Demo
An outbound SDR and demand-gen qualification walkthrough showing how AI gathers budget, authority, need, and timeline details, then prioritizes qualified opportunities for rapid rep response.
3:06November 27, 2025
Key takeaways
- Collects qualification data consistently across outbound prospect calls.
- Routes high-intent leads quickly to reduce response lag.
- Improves pipeline quality with structured qualification criteria.
Transcript summary
This demo shows a rapid AI callback after David requests a tour for 123 Oak Lane while Sarah is unavailable, so no high-intent inquiry goes cold. The agent confirms active buying intent, captures fit context like family needs and commute priorities, and secures a preferred showing window for Saturday between 2:00 PM and 4:00 PM with contact details for follow-up. After the call, InvoicifyAI marks the lead qualified, logs sentiment and next action, and keeps the transcript and recording attached so the team can move straight to scheduling without manual note chasing.
Video FAQ
What call context does the lead agent use?
Calls use the products and services context your team provides, so outreach stays relevant to your offer and target customer.
Does it support scoring models like BANT?
Yes. The flow is designed to capture BANT-style context and prioritize accordingly.
How quickly are qualified leads surfaced?
Qualified outcomes can be pushed immediately so reps can follow up while intent is high.
Do you support DNC and per-customer configuration?
Yes. You can honor do-not-call preferences and apply customer-level reminder settings so outreach respects each account's communication rules.
