Pre-qualify inbound B2B leads with an AI voice agent that screens for fit, answers product FAQ, and transfers qualified prospects to your sales team.
The B2B Demo Qualification template creates an AI agent that handles inbound sales inquiries. It asks about company size, use case, timeline, and budget to determine fit, then transfers qualified leads to an Account Executive or routes support questions to the right team.
Designed for SaaS companies, agencies, and B2B providers that want to qualify every inbound call without burning rep time on unqualified leads.
The template comes pre-configured with a structured qualification flow, warm transfer to Account Executive and Support, and company FAQ handling.
Asks about company size, use case, timeline, and decision process in a natural conversational flow.
Transfers qualified leads to an Account Executive with full context.
Answers common product and pricing questions to keep prospects engaged.
Routes existing customer support questions to the support team.
5 minutes
A Telnyx account with a phone number.
Sign in to your Telnyx account. Navigate to AI Assistants, click Create New Assistant, and select B2B Demo Qualification from the Sales & Lead Gen category.
Update qualification questions and thresholds to match your ideal customer profile.
Replace placeholder numbers for Account Executive and Support with your real lines.
Update instructions with product details, pricing tiers, and common questions.
Run test calls simulating qualified and unqualified leads. Verify transfers route correctly.
Hi, thanks for calling. I can help you learn about our platform and see if it is a good fit. Can I ask a few quick questions?
Be specific about minimum company size, target industries, and disqualifying criteria.
Be specific about minimum company size, target industries, and disqualifying criteria.
Configure different transfer destinations for business hours vs after-hours.
Configure different transfer destinations for business hours vs after-hours.
Use Telnyx Insights to monitor what percentage of calls qualify.
Use Telnyx Insights to monitor what percentage of calls qualify.
