Hand Off Qualified Prospects Seamlessly
AI agents qualify leads and transfer them live to your sales team with full context - no cold handoffs, no lost momentum.
When AI identifies a qualified prospect, they're transferred immediately to available sales reps while the conversation is hot.
- Real-time qualification - AI determines prospect fit instantly
- Rep availability check - Find available team members automatically
- Context briefing - Sales rep gets full conversation summary
- Smooth transition - Prospect stays engaged throughout
Sales reps receive complete prospect information before taking the call - no awkward introductions or repeated questions.
- Prospect profile - Name, company, contact information
- Qualification results - Budget, timeline, authority, need
- Conversation highlights - Key points and interests discussed
- Next steps - Recommended approach and talking points
AI routes qualified prospects to the right sales rep based on territory, expertise, availability, and workload distribution.
- Territory-based - Geographic or account assignments
- Skill-based - Match prospects to specialist reps
- Round-robin - Distribute leads evenly across team
- Availability-first - Connect to whoever's ready now
When no reps are available, AI handles the situation professionally while ensuring follow-up happens.
- Meeting scheduling - Book into rep's calendar directly
- Callback requests - Schedule calls at preferred times
- Information gathering - Collect additional qualification details
- Follow-up sequences - Automatic nurturing until connection
Track transfer success rates, rep performance, and prospect satisfaction. Optimize your handoff process with detailed insights.
Every transfer, conversation, and outcome syncs automatically. Sales reps see complete interaction history before and after handoffs.
- Lead assignment - Automatic rep assignment in CRM
- Activity logging - Complete conversation and transfer records
- Pipeline updates - Move prospects through sales stages
- Follow-up tracking - Monitor post-transfer engagement