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After every call, the AI assigns a lead warmth classification based on the caller’s expressed interest, sentiment, and intent. Use this to focus your manual follow-up on the most promising leads first.

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Warmth classifications

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How the AI scores calls

The AI analyzes the full conversation, not just keywords, to determine warmth. Signals it considers:
  • Did the caller ask about pricing or getting started?
  • Did they agree to receive a meeting link or follow-up?
  • How engaged were they in the conversation?
  • Did they express frustration or try to end the call quickly?

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Use Lead Warmth in the inbox

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Sort the inbox

Use the sort control in the inbox to order calls. Available sort options:

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Priority view

Switch to Priority view to see only Hot and Warm calls. This is the fastest way to work through your inbox when you have high call volume.

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Unread view

Switch to Unread view to see only calls you have not opened yet. This view helps you catch up after time away.

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Act on hot leads

For Hot leads, do one or more of these:
  1. Call back within the hour. Response rates drop significantly after 60 minutes.
  2. Send a personalized follow-up that uses the transcript context
  3. Trigger a Zapier action to log the lead in your customer relationship manager automatically
See Zapier and Custom Webhooks for automation options.