Qualify new inquiries

Give advisers a clearer first conversation.

Capture the requested cover, timing and questions before an adviser call.

THE OPPORTUNITY

Understand the need before assigning the next step.

An inquiry is a starting point, not proof of readiness. Capture what matters to this customer before choosing who should follow up.

FROM CONTACT TO ACTION

From a new inquiry to a useful handoff.

One connected workflow, with a clear result at every step.

  1. Prepare the contact

    A new coverage inquiry arrives. Check the inquiry source and contact preferences.

  2. Explore the current need

    Ask about the customer’s priorities, questions and timing. Record only expressed needs; do not assume an agreed next step.

  3. Coordinate the next step

    Give the adviser the requested cover, stated timing and unanswered questions.

  4. Verify the business result

    Check adviser acceptance and the recorded consultation outcome before planning further contact.

WHAT YOUR TEAM RECEIVES

A clear next step. The context to act.

Illustrative workflow · Sample record

OUTBOUND SCENARIO

After a new coverage inquiry, AI calls to understand who needs cover and what they want to discuss.

  1. AI calls first
  2. AI introduces the purpose
  3. Customer responds

Customer

I want to look at medical cover for my parents.

Your team stays in control

Your team defines approved information, routing and follow-up ownership. Requests to stop contact are recorded and respected. Unresolved questions reach the right person with context.

Captured context

Need
Medical cover
For
Parents
Status
Needs adviser discussion

Next action

Assign an adviser to discuss the parents’ coverage needs and collect the remaining details.

AVAILABLE THROUGH TELEAI

Choose how your team wants to deliver.

AI Contact Center — operate with TeleAI

Through AI Contact Center, TeleAI works as your AI Operation Partner to plan, execute and continuously improve a customer operations solution with your team.

Explore the workflow

AI Calling PaaS — integrate with your technical team

Explore AI Calling PaaS for voice infrastructure that connects to your own applications and workflows.

Explore the workflow

MEASURE WHAT MOVES

Track progress beyond the call.

Set a baseline and agree on the audience, reporting period and definitions before evaluating a pilot.

Needs captured

Inquiries with coverage needs recorded.

Adviser acceptance

Assigned inquiries accepted by an adviser.

Consultations held

Actual adviser conversations recorded by the team.

Before you get started

What confirms that the workflow is complete?

Check adviser acceptance and the recorded consultation outcome before planning further contact.

How will our team receive the results?

Agree on the fields, owner and delivery method during setup. Validate any CRM, calendar or API connection against your systems before using it in live operations.

Can the workflow support different markets?

Plan around your customer languages, time zones, contact preferences and local operating requirements. Market coverage and the channel mix are agreed for your project.

Design your workflow with TeleAI.

Bring your customer journey and your goals. We will map the conversations, handoffs and results together.