Skip to main content

​
Overview

TopCalls enables automated lead qualification and follow-up calls for consented contacts. Your AI agents handle initial conversations, qualify interest, and route qualified prospects to your sales team, helping you focus on high-intent leads.

Qualify Inbound Leads

Automatically qualify inbound and warm leads before they reach your sales team. Focus on high-intent prospects.

Qualify Leads

Automatically qualify leads before they reach your sales team. Focus on high-intent prospects.

Book Demos

AI agents can book demos directly into your calendar. No back-and-forth emails.

Compliance & Consent

Built-in tooling to help honor local calling laws (TCPA/TSR/DNC). For consented contacts only.

​
How It Works

1

1. Consented Lead List

Upload your lead list with company names, contact info, and consent verification. Ensure all contacts have opted in or have an existing business relationship.
2

2. AI Qualification Calls

Your AI agent calls each consented lead, introduces your product, and qualifies interest while respecting opt-out requests.
3

3. Qualification Process

AI asks qualifying questions and determines if the lead is a good fit for your product or service.
4

4. Next Steps

For qualified leads: Book a demo, schedule a follow-up, or transfer to sales. For unqualified: Thank them and end gracefully. If opt-out requested: Immediately honor the request and remove from list.
5

5. CRM Integration

All interactions are automatically logged in your CRM with call recordings and transcripts for compliance and follow-up.

​
Example Implementation

Compliance Notice: This use case is for consented contacts only. Ensure all contacts have opted in or have an existing business relationship. Always honor opt-out requests immediately. Customers are responsible for compliance with local calling laws (TCPA/TSR/DNC, GDPR).

​
Step 1: Create Lead Qualification Campaign

{
  "name": "Q1 Lead Qualification",
  "instructions": "You are Alex, a sales development representative for TopCalls. Your goal is to qualify {{company_name}} as a potential customer and book a demo if they're interested. Be friendly, professional, and consultative. Ask about their current solution and pain points. If they're interested, use the 'book_demo' tool to schedule a call. If not interested, thank them and end gracefully. If they request to be removed from the call list, immediately honor that request using the 'opt_out' tool.",
  "first_sentence": "Hi {{name}}, this is Alex from TopCalls. I'm reaching out because {{company_name}} might benefit from our AI voice platform for customer support and sales automation.",
  "voice": "echo",
  "mode": "realtime",
  "temperature": 0.8,
  "timezone": "America/New_York",
  "dispatch_hours": {
    "start": "09:00",
    "end": "17:00"
  },
  "max_parallel_calls": 10,
  "tools": [
    {
      "name": "book_demo",
      "description": "Book a demo call with a qualified lead",
      "parameters": {
        "email": { "type": "string" },
        "company": { "type": "string" },
        "preferred_time": { "type": "string" },
        "notes": { "type": "string" }
      }
    },
    {
      "name": "update_lead_status",
      "description": "Update lead status in CRM",
      "parameters": {
        "lead_id": { "type": "string" },
        "status": { 
          "type": "string",
          "enum": ["interested", "not_interested", "demo_scheduled", "follow_up"]
        },
        "notes": { "type": "string" }
      }
    },
    {
      "name": "opt_out",
      "description": "Remove contact from call list per their request",
      "parameters": {
        "phone_number": { "type": "string" },
        "reason": { "type": "string" }
      }
    }
  ],
  "leads": [
    {
      "phone_number": "+14155551234",
      "name": "John Smith",
      "company_name": "Acme Corp",
      "title": "VP of Operations",
      "lead_id": "lead_123"
    }
  ],
  "webhook_url": "https://your-app.com/webhooks/sales-campaign"
}

​
Step 2: Handle Webhooks

app.post('/webhooks/sales-campaign', async (req, res) => {
  res.status(200).json({ received: true });
  
  const call = req.body;
  
  // Update CRM
  await crm.updateLead(call.metadata.lead_id, {
    lastCallDate: call.end_at,
    callDuration: call.duration,
    callOutcome: call.call_summary,
    recordingUrl: call.recording_url,
    transcript: call.transcript
  });
  
  // Extract qualification data
  const isQualified = call.call_summary.includes('interested') || 
                     call.call_summary.includes('demo scheduled');
  
  if (isQualified) {
    await crm.updateLeadStatus(call.metadata.lead_id, 'qualified');
    await notifySalesTeam(call);
  } else {
    await crm.updateLeadStatus(call.metadata.lead_id, 'not_interested');
  }
});

​
Qualification Questions

Your AI agent should ask:
  1. Current Solution: “What are you currently using for [problem]?”
  2. Pain Points: “What challenges are you facing with [current solution]?”
  3. Budget: “Do you have budget allocated for this type of solution?”
  4. Decision Maker: “Who else would be involved in this decision?”
  5. Timeline: “When are you looking to implement a solution?”

​
Best Practices

​
✅ Do This

  • Verify consent: Only call contacts who have opted in or have an existing business relationship
  • Honor opt-outs: Immediately remove contacts who request to be removed from the call list
  • Personalize: Use company name, contact name, and relevant context
  • Be consultative: Focus on solving problems, not selling
  • Listen first: Let the prospect talk, then respond
  • Handle objections: Train your AI to handle common objections
  • Book demos: Make it easy to schedule next steps
  • Follow up: Send email follow-ups for interested leads
  • Document compliance: Maintain records of consent and opt-out requests

​
❌ Don’t Do This

  • Call without consent: Never call contacts who haven’t opted in or don’t have an existing business relationship
  • Ignore opt-outs: Always honor do-not-call requests immediately
  • Be pushy: Don’t pressure uninterested leads
  • Ignore signals: If they say “not interested,” respect it
  • Skip qualification: Always qualify before booking demos
  • Forget context: Use lead data to personalize conversations

​
Operational Impact

Companies using TopCalls for lead qualification measure the difference within the first month:
  • Increased capacity to handle more lead qualification calls—replace manual dialing, scale without hiring
  • Improved efficiency by focusing sales team on high-intent prospects
  • Better lead routing with automated qualification and CRM integration
  • Time savings by automating initial qualification conversations
  • Measurable impact from day one—the numbers consistently tell the same story

​
Next Steps

Campaign Management

Learn how to scale your outreach with campaigns.

Function Calling

Integrate with your CRM and calendar systems.