Qualify leads before they reach your team

The agent asks your questions and only transfers serious requests.

Role : ManagerDuration : 7 minOn : Web, Mac

On this page

Before you start

Be a manager on the Callizy account.
The questions that make a call a serious request for you.
The person or team who takes serious requests.

Step by step

6 steps, about 7 min

1
Create the agent
2 min
In AI voice agents, click Create agent, then Inbound agent. Under Starting point, click Leads: need, timeline, budget, decision-maker. Enter your website address, then Find the pages and Create the agent.
Administration/AI voice agents/Create agent
Open this screen in Callizy
2
Read its questions
1 min
Open the agent, Behavior tab. Under Personality and instructions, the template block lists its questions: the need, by when, the budget, whether they decide alone, then the contact details. Add your own questions.
Administration/AI voice agents/your agent/Behavior
3
Describe a serious request
2 min
Actions tab, Call transfers, then Add transfer. Under When to transfer, write your rule as you would to a colleague, for example: “When the person has a clear need, a budget and wants to start within a month.”
Administration/AI voice agents/your agent/Actions/Call transfers
4
Choose who gets it
1 min
Under To whom: a Specific agent, a Team or an External number, your cell phone for example. Open Options, then choose Transfer with context: your colleague hears the context before taking the call. Click Add, then Update, at the top.
5
The other requests
20 s
Under Alert you, the New lead alert is already there. When someone wants a call back, you get their name, need, timeline, budget and callback number after the call.
6
Connect and test
1 min
On the agent’s card, Connect, then Always and Set up. Test twice with Test: a vague request, then a serious one, which should be transferred.

Key points

The agent transfers based on your When to transfer sentence: the more precise it is, the better it sorts.
It never pushes for an answer: if the person prefers not to answer, it moves to the next question.
It never promises a price or a timeline.

Not working?

Callizy shows “No team available.”

Create a team first: see Invite your team and create ring groups. Or choose a Specific agent.

The agent never transfers

Reread When to transfer: a rule that is too strict is never met.
Did you click Update, at the top? Without it, the transfer isn’t saved.

Nobody picks up the transfer

Open the transfer’s Options and fill in Message if no one answers (optional): the caller hears it. Say you will call them back.
For a team, lengthen the Ring timeout (seconds).