consumer services
Build B2B Demo Qualification Voice AI Agent
Pre-qualify inbound B2B leads with an voice AI agent that screens for fit, answers product FAQ, and transfers qualified prospects to your sales team. Start building in Mission Control with usage-based pricing.
introduction
What this voice AI agent does
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.
features
Core components of the B2B Demo Qualification agent
Structured qualification
Asks about company size, use case, timeline, and decision process in a natural conversational flow.
Warm transfer
Transfers qualified leads to an Account Executive with full context.
FAQ handling and support routing
Answers common product and pricing questions to keep prospects engaged. Routes existing customer support questions to the support team.
how to
Build and deploy your agent in 5 easy steps
time
5 minutes
pre-requisites
A Telnyx account with a phone number.
Step 1 of 5
1. Select the template
Sign in to your Telnyx account. Navigate to AI Assistants, click Create New Agent, and select B2B Demo Qualification from the Sales & Lead Gen category.
2. Customize qualification criteria
Update qualification questions and thresholds to match your ideal customer profile.
3. Set transfer destinations
Replace placeholder numbers for Account Executive and Support with your real lines.
4. Add your product FAQ
Update instructions with product details, pricing tiers, and common questions.
5. Test and go live
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?
tips and insights
B2B Demo Qualification voice AI best practices
Define your ICP
Be specific about minimum company size, target industries, and disqualifying criteria.
Be specific about minimum company size, target industries, and disqualifying criteria.
Set business hours routing
Configure different transfer destinations for business hours vs after-hours.
Configure different transfer destinations for business hours vs after-hours.
Track qualification rates
Use Telnyx Insights to monitor what percentage of calls qualify.
Use Telnyx Insights to monitor what percentage of calls qualify.
