Outbound calling
- Auto-call every new lead the moment it is created
- “Call now” from any lead detail page
- Follow-up calls for busy or no-answer leads
- Your own outbound caller ID
What is an AI calling agent?
An AI calling agent is software that makes and answers phone calls in a natural voice. LeadVexo’s agent calls every new lead as soon as it arrives, asks your qualifying questions, books appointments or follow-ups, and saves the recording, transcript and summary on the lead — so your team only talks to leads worth closing.
Instant response
Calls a new lead as soon as it lands in the CRM.
Always on
Works nights, weekends and holidays without a shift plan.
Every call logged
Recording, transcript and summary on the lead timeline.
Humans stay in control
Hands hot or complex leads to your team.
Capabilities
What the AI Calling Agent Does for You
The repetitive calls your team makes every day — handled consistently, on every lead.
New-lead calling
The moment a lead arrives from a form, webhook or ad, the agent dials it — before interest cools.
Lead qualification
Asks your qualifying questions — budget, timeline, requirement, location — and records the answers.
Lead scoring
Marks each lead hot, warm or cold so reps know exactly who to call next.
Appointment booking
Books demos, consultations or site visits and adds them as tasks for your team.
FAQ handling
Answers common questions about pricing, availability and process using the script you provide.
Follow-up calls
Calls back leads who were busy or asked for a later time, so nobody falls through the cracks.
Inbound call handling
Picks up calls on your number, understands the enquiry and creates or updates the lead.
Post-call summaries
Writes a short summary, disposition and next step straight into the CRM after every call.
How it works
From New Lead to Booked Appointment — Automatically
- 01
Step 1: Lead arrives
A new lead comes in from your website, Meta Lead Ads, a webhook or manual entry.
- 02
Step 2: AI agent calls
The voice agent dials from your caller ID and opens with your configured welcome message.
- 03
Step 3: Qualifies & books
It asks your questions, handles objections from the script and books the next step.
- 04
Step 4: CRM updated
Disposition, recording, transcript and summary are saved and hot leads are routed to a rep.
Inbound & outbound
One Agent. Both Directions.
Inbound calling
- Answers enquiries on your business number
- Creates a lead automatically for new callers
- Captures requirements while the caller is interested
- Escalates to a human when needed
Use cases
Built for Businesses That Live on Leads
Real Estate
Qualify property enquiries on budget and location, then book site visits.
Education
Call course enquiries, explain programmes and schedule counselling sessions.
Healthcare
Confirm appointment requests and answer common questions about services.
Financial Services
Pre-qualify loan and insurance leads before an advisor calls back.
Agencies
Respond to every client lead instantly and pass qualified ones to the client.
Service Businesses
Turn enquiries into booked jobs without a front-desk team.
You stay in control
AI Does the Legwork. Your Team Closes.
Configure the agent around your process and decide exactly where a human should step in. Every call is transparent and reviewable.
- Write your own prompt, welcome message and qualification questions
- Choose a default agent or set up multiple voice agents
- Define when the AI should hand over to a human
- Listen to recordings and read transcripts for every call
- Turn auto-calling on or off at any time
Call log
Recorded- RVRahul Verma3m 12sQualified
- ADAnita Desai1m 48sFollow-up
- KMKaran Mehta4m 05sHanded to rep
- SISneha Iyer—No answer
FAQ
AI Calling Agent — FAQs
An AI calling agent is a voice bot that makes and receives phone calls like a sales rep. In LeadVexo it calls your leads, asks qualifying questions, answers common queries, books appointments and writes the outcome back into the CRM.
Yes, if you enable auto-calling. As soon as a lead is created — from a website form, webhook, Meta Lead Ads or manual entry — the agent places a call. You can also trigger a call manually with “Call now” from any lead.
Yes. You control the agent’s prompt, welcome message, qualification questions and FAQ answers, so every conversation follows your sales process and tone.
LeadVexo saves the call status, duration, recording, transcript and a short summary on the lead timeline. The lead’s score and next step are updated so your team can act immediately.
No. The agent handles repetitive first-touch and follow-up calls. When a lead is hot or the conversation needs negotiation, it is handed to a human rep with the full context.
AI Calling is an add-on. Request it from Settings in your LeadVexo account; once it is enabled for your workspace you can set up voice agents and phone numbers and start calling.
AI Calling is a paid add-on that can be combined with any plan. See the pricing page or contact our team for details.
Let AI make your first call — every time
See the AI Calling Agent qualify a lead from your own business in a live demo.