Automated Phone-Based Lead Qualification Agent
High volume, pre-qualified leads delivered to the sales team, saving SDR time.
The Problem
Filter high volumes of inbound leads via phone, collecting basic qualification data (budget, timeline, intent) before routing to a human SDR.
Expected Outcome
High volume, pre-qualified leads delivered to the sales team, saving SDR time.
Tool Chain
Implementation Steps
- 1
Inbound Call Hook
Inbound calls are routed to a webhook that initiates the Retell agent.
Twilio Voice API - 2
Conversational Flow Execution
The agent follows a strict qualification flow (built in Dialogflow CX) via the Retell integration.
Google Dialogflow CX - 3
Data Extraction and CRM Update
Key qualification answers are extracted from the conversation and used to update a CRM record.
- 4
Human Handoff or Disconnect
If qualified, the call is transferred to a human agent; otherwise, the call is politely terminated.
Alternatives
Excellent if the entire tech stack is already on AWS Connect/Lex.
Cost Impact: N/A
Export Workflow
Coming SoonSoon you’ll export this stack to Zapier, n8n, or a starter repo with presets (env vars, webhooks, rate limits).