Voice assistance

Give your team context before a sales call reaches them.

Use approved questions to identify suitable callers before offering a transfer.

Fictional example · voice

Sample transfer decision

Service
Bedroom flooring replacement
Location
Brookside · approved example area
Transfer step
Simulated attempt · one configured human number · unanswered

Transfer preview only. No call is placed or connected and no message is sent in this demo.

The everyday problem

Sales Call Screening and Transfer

Staff interrupt their work to find out what each caller needs and whether the inquiry fits.

Built around your business

What CPL configures.

CPL configures and manages a voice assistant with qualification questions, transfer criteria, one configured human number, and an unanswered-call fallback.

  • Approved questions about the requested service and location.
  • Business-defined criteria for offering a transfer.
  • Transfer to one configured human number.
  • If unanswered, capture a message and callback details, then email the team.

A fictional demonstration

Fictional demo · screen a service inquiry

Follow the conversation and its useful result. This sample does not make calls, send messages or take action in your systems.

Watch this solution at work.

Fictional demo · screen a service inquiry

16.5 sec · Silent example
A short, silent animated example
A short animated example
Voice agentSales Call Screening and Transfer
Illustrative demo · Fictional business · Sample data
Sample businessFictional call
01 / 04

Fictional demo · screen a service inquiry

Sample caller

Can I speak with someone about replacing flooring in two bedrooms in Brookside?

CONVERSATION → ACTION

Sample transfer decision

Sample result forming
Service
Bedroom flooring replacement
Location
Brookside · approved example area

Local sample only. Nothing is sent to a business.

Read the complete sample and result

This fixed example illustrates a configured workflow. It uses no audio, microphone, live AI, or real customer data.

Sample business information: Only the service details supplied in this fictional example are available. There is no live customer, account, booking, or operational connection.

  1. Sample caller

    Can I speak with someone about replacing flooring in two bedrooms in Brookside?

  2. AI assistant

    That fits this example's criteria. Simulated transfer to one configured human number: no answer. What callback details should the team review?

  3. Sample caller

    I'm Casey. My callback number is +1 202-555-0147.

  4. AI assistant

    The sample fallback captures your flooring request and callback details in an email summary for the team. This is a preview; nothing is sent.

Sample transfer decision

Service
Bedroom flooring replacement
Location
Brookside · approved example area
Transfer step
Simulated attempt · one configured human number · unanswered
If unanswered
Capture callback details and email the team
Callback
Casey · +1 202-555-0147

Transfer preview only. No call is placed or connected and no message is sent in this demo.

Where it fits

A useful fit for…

  • Service businesses that screen new sales inquiries
  • Small teams with one designated call recipient
01 / Next step

A clear place to go.

Suitable callers are offered a transfer to the configured number. An unanswered call follows the agreed message-capture and email fallback.

02 / Human involvement

Your team stays involved.

The person who answers takes over the conversation. Staff review fallback messages and decide when to respond.

Works well together

Part of a wider workflow.

Combine related needs in a clearly scoped service.

Configured for your business

See how this could work for you.

Share your workflow and the outcome you need. We’ll discuss the scope and provide a custom quote.

Show me this solution