Answers the call and collects essentials: name, phone, service need, ZIP, urgency, budget, consent.
Qualifies automatically (hot lead, callback needed, info-only) and updates your pipeline.
Routes & notifies: moves stage, creates tasks, sends internal alerts, fires the FrontDoor AI After Call workflow.
Books time on your calendar (if appropriate) and sends confirmed details by SMS (only with consent).
Contact details, service type, service area (ZIP), urgency, budget range, best time to reach back, SMS consent - mapped to your Custom Fields and Custom Values.
Tag: frontdoor_ai (autocreated; create manually if missing).
Custom Fields: FrontDoor AI adds the needed fields. If one’s missing, add it quickly.
Custom Values: Fill your business specifics (business name, services, hours, price one-liner, service ZIPs, calendar name, transfer number, SMS signature, consent line).
Calendar: Set to Active, assign a user; if you rename it, update the matching Custom Value.
Pipeline: 7 prepared stages for clarity at scale.
Workflow: FrontDoor AI After Call (no trigger needed — the agent triggers it after each call).
Follow along to review your imported assets and add your business specifics. Takes just a few minutes.
- “I need emergency plumbing in ZIP nine four one oh two. My budget is five to seven hundred.”
- “I’d like to view homes in three oh three oh three this week. Budget around four hundred thousand.”
- “Do you have any haircut and color openings on Thursday afternoon?”
Start qualifying calls, routing leads and booking the right next steps — automatically.