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Managed AI calling and live transfers

Every lead called. Only the qualified ones reach your team.

An AI voice agent talks to your consented leads, qualifies them against your campaign criteria and transfers the ones who are ready live to your team. We run it for you as a managed service.

Book a demo See how it works

Two people wearing headsets, talking on calls at their desks

Illustration

Call status

  • Lead screened
  • Live AI conversation
  • Meets campaign criteria
  • Transferring live to your team

The work so far

  • 68,000+ prospects connected live
  • 40M+ calls in 70 days
  • 9.6M calls reached a live person
  • 8.7M leads managed

Across all programs, through Nov 8, 2026

One service, from first dial to live conversation

AI calling

An AI voice agent holds live phone conversations with your leads, on a call flow configured for your campaign. It detects answering machines, and follow-up goes out by SMS.

Prequalified live transfers

Each prospect is qualified against your campaign criteria. Qualified prospects are transferred live to a person on your team in a warm transfer, and callbacks are scheduled for those who need a later call.

Finding who is ready now

The AI talks to every lead and surfaces those ready now. Qualified prospects reach your team on a live call.

How it works

  1. You bring consented leads

    We call consented leads only. All lists are opt-in with TrustedForm.

  2. We screen them

    We screen for DNC, litigators, consent age and calling hours.

  3. AI calls and qualifies

    The AI voice agent talks to each lead and qualifies them against your criteria.

  4. Qualified prospects transfer live

    A qualified prospect is transferred live to a person on your team.

  5. You get reporting

    We report answer rate, transfer rate and cost per transfer to you.

Read how the service runs

Industries where we have run programs

  • Two people discussing a paper form across a tableFinance
  • A worker in a hard hat and high-visibility jacket on a roofHome services
  • A doctor listening across a desk in a clinic officeMedical
  • People talking together in a clinic consultation roomHealth
  • A prepared meal in a container, with bowls of vegetables and protein around itWeight loss

We call consented leads only

  • All lists opt-in with TrustedForm
  • Consent freshness checked at intake, consent proof retained
  • DNC scrub, honoured on every opt-out
  • Known-litigator scrub
  • Calling-hours limits and per-state blocking

See our consent and screening controls

Tell us about your campaign

Book a demo and we will walk through how your leads would be screened, called and transferred to your team.

Book a demo