Qualify a lead
Asks about need, budget and timing so you know how promising the lead is.
New in Pro 5.0.8 · AI Phone Agent
Call new leads before they go cold.
The AI Phone Agent calls every new lead who gave their consent within minutes. It asks your questions, qualifies the request or books a meeting right in the call, and writes the result and the answers to the entry.
How a call works
Two minutes after the request, the phone rings.
When a lead sends your form with consent, Funnelforms plans the call. After the waiting time you set, the agent calls within your call hours. It first says that an AI assistant of your company is calling, then asks your questions one by one.
- Waiting time after submission adjustable, two minutes by default
- Calls only on the days and at the times you set
- If now is not a good time, the agent calls back at the lead’s preferred time
- Anyone who does not answer is called again later
- A daily limit per agent protects your budget
Example with made-up data.
What the call should achieve
Four goals, one agent per task.
For each goal, the agent comes with matching questions and a greeting. You change them or write your own.
Book a meeting
Books a real appointment of your appointment type during the call. The lead gets the usual confirmation.
Confirm a request
Confirms the request and clarifies details that were missing in the form.
Follow up on a quote
Asks how your quote was received and what is still missing.
Setup
Ready in four steps.
Everything sits on its own page in the plugin under Funnelforms > AI Phone Agent, like appointment types.
- 1Connect your accountPaste the API key of your AI telephony account. Funnelforms creates the agent there and keeps it up to date.
- 2Add a numberTake over your phone number from your telephony account with one click.
- 3Create an agentGoal, language, voice with preview, greeting, up to eight questions and call hours. Then it calls you for a test.
- 4Link it in the formContact step > After submission > AI Phone Agent, choose the agent and which answers it gets. One click adds the consent box.
During the call
More than a questionnaire on the phone.
The agent responds to what the lead says and acts on it.
Book meetings directly
With the goal “Book a meeting”, the agent offers free times of your appointment type and books one. Working hours, team and connected calendars apply as for a booking in a form.
Call back at the preferred time
If the lead says “better tomorrow at ten”, Funnelforms plans the next call for exactly then, within your call hours.
Voicemail detected
If voicemail picks up, the agent hangs up without a message. The attempt counts as not reached and is repeated.
Transfer to a person
If you like, the agent connects the lead to your number when they would rather talk to a person.
You decide what it knows
Per form you choose: all answers, selected ones or none. Plus one sentence on what the form is about.
One agent, many forms
The same agent calls for several forms and knows what each one is about.
After the call
Everything the lead said is in the entry.
Funnelforms fetches the result after the call and writes it as a note to the lead, without a webhook. This also works on sites behind a login or a firewall.
Result and duration
Goal reached, not reached or nobody answered, with call duration and attempt.
Summary
The call in a few sentences, so you know right away what it is about.
Each answer on its own line
One line per question of the agent, for example “Budget: about €15,000”.
Interest and notes
How interested the lead is and what else mattered.
Transcript if you like
Funnelforms only stores the full conversation if you switch it on for the agent.
Lead stage set for you
When the goal is reached, the lead moves to the board stage you choose.
Rules that always apply
Fair to the lead, safe for you.
These rules are built into the plugin and cannot be switched off.
Only with consent
Only leads who ticked the consent box in the form are called. Without a consent box, the action is incomplete.
AI notice first
Every call starts by saying that your company’s AI assistant is calling, as the EU AI Act requires.
Only within your call hours
Calls only start on your days and at your times, in your site’s time zone.
Daily limit per agent
There are never more calls a day than you set; the rest waits for the next window.
No call data in the log
The log only names causes, never a phone number or a word of the call.
No contact details for the agent
Of the contact details, the agent only gets the name to address the lead. Email address and other details stay with you.
What you need
Your telephony account, your costs, your data.
- Funnelforms Pro from version 5.0.8, in every plan
- An account with an AI telephony provider with call minutes
- A phone number with voice, taken over with one click
- A form with a phone field and a consent box
Which providers are supported and which permissions the API key needs is shown in the plugin on the AI Phone Agent page.
Costs
Funnelforms charges nothing per call. You pay the call minutes and the number directly to your provider, through your own account.
Privacy
Your provider handles the call on your behalf. It only gets the answers you share per form and the lead’s name. For real calls, you conclude a data processing agreement with it and name it in your privacy policy; the plugin points this out on the AI Phone Agent page. Calls for advertising need the lead’s prior consent (in Germany under § 7 UWG). Have the texts checked by your legal advisor.
Does the lead know that an AI is calling?
Yes. Every call starts with a fixed sentence that your company’s AI assistant is calling, with your company name. Your greeting only follows after that. This cannot be switched off.
Who gets called?
Only leads who ticked the consent box in the form, on the number from the phone field. If the country code is missing, Funnelforms adds it.
What does the AI Phone Agent cost?
It is included in every Pro plan, Funnelforms charges nothing per call. You pay call minutes and the number directly to your AI telephony provider.
Can the agent book meetings?
Yes. With the goal “Book a meeting” and an appointment type, it books a real appointment during the call. Working hours, duration, team and connected calendars apply as for a booking in a form, and the lead gets the usual confirmation. If your site cannot be reached from outside, Funnelforms books the agreed time right after the call.
What happens if nobody answers?
The agent tries again later, as often and at the interval you set, and only within your call hours. If voicemail picks up, it hangs up without a message. Each attempt is noted in the entry.
What if it is not a good time for the lead?
If the lead names a better time, the agent calls back then, within your call hours.
What does the agent know about the lead?
You set that per form: all answers, selected ones or none, plus one sentence on what it is about. Of the contact details, it only gets the name.
Can the lead talk to a person?
Yes, if you enter a transfer number at the agent. When the lead wants to talk to a person, the agent connects them there.
Which languages can the agent call in?
In 23 languages. Ready-made texts for greeting and questions exist in German, English, French, Spanish and Italian; for the other languages you adapt the texts yourself.
Do I have to set anything up with the provider?
Only an account, the API key and a phone number. Funnelforms creates the agent in your account and keeps it up to date when you change something.
Can I test the agent first?
Yes. Enter your own number at the agent and it calls you right away. Afterwards you see what would be written to an entry.
Is the AI Phone Agent part of Free?
No, the AI Phone Agent is part of Pro and included in every plan.
Ready?
Call every lead while they are still thinking of you.
The AI Phone Agent is included in every Pro plan. Try Pro free for 14 days.