Always on · answering & capturing 24/7

Automate intake. Keep the handoff accountable.

Your Lead Data Bot is an inbound AI phone agent for teams building a repeatable lead-intake workflow. Configure the questions, record destination and follow-up route, then define who handles exceptions. Automation supports the routine path; your team remains responsible for reviewing gaps and taking the next business action.

Answers on the first ring Auto-syncs to your CRM Human handoff when it matters
Pushes clean lead data into Your CRM Calendar Email Slack Zapier Webhooks

How it works

From ring to CRM record — automatically.

Set it once and let it run. Every incoming call is answered, qualified, and logged by the bot — you just watch fresh, qualified leads land in your systems.

A call comes in

24/7 inbound answering follows your configured greeting and intake, with a defined route for exceptions.

The bot answers & qualifies

A natural voice greets the caller, captures their details, and asks your qualifying questions automatically.

Data pushes to your CRM

Capture the agreed contact, intent and qualification fields for the supported destination confirmed during setup.

Booked, routed, or escalated

Follow configured booking or routing rules and use the approved human path when the next step cannot complete automatically.

What the bot does

A repeatable intake path with accountable ownership.

Configure the routine intake, approved answers and next steps your business needs. Keep responsibilities for exceptions, changes and unresolved requests with a named person.

24/7 automated call answering

Provide 24/7 inbound AI answering for the routine path, with a named human owner for exception review and follow-up.

Automatic qualification & intake

Use your approved qualification questions to capture caller-provided context. Define the handoff criteria and keep unknown answers available for representative review.

Configured record delivery

Confirm the supported record destination and delivery behavior, including how your team detects missing fields or an unsuccessful handoff.

Defined follow-through

Meetings booked to your calendar, confirmations sent, and leads routed to the right owner — all without a human lifting a finger.

Routine coverage with human ownership

Plan expected call volumes, receiving-team availability and exception coverage during setup. Automation still needs an owner for changes and unresolved requests.

Smart human escalation

When a call genuinely needs a person, the bot warm-transfers it with full context — so nothing important gets stuck with a machine.

Why automate

A missed call is a lost lead — so stop relying on someone being free.

Callers don't wait. When the phone rings and no one answers, that prospect calls the next name on the list. Manual note-taking gets skipped, details get lost, and hot leads go cold in a voicemail box no one checks until Monday.

Your Lead Data Bot uses an automated intake path to answer inbound calls, ask qualifying questions, and organize caller-provided details into a lead record for the next step. Your team can define when an exception needs a person.

"Automate the standard intake. Make the human exceptions clear."

Intake

24/7 inbound answering uses the approved intake questions and fallback path.

24 / 7

Always-on coverage that never calls in sick — nights, weekends, and peak-volume spikes included.

0 manual entry

Agreed lead fields delivered through the supported destination path, with exceptions assigned for review.

Plan your first workflow

Give the automation a clear owner.

Plan the normal route and the moments when a person needs to take over.

Intake rules

Specify the questions, required details and approved responses for the routine path.

Delivery checks

Confirm the record destination and how your team will notice incomplete or missing deliveries.

Human fallback

Assign someone to review uncertain answers, unavailable recipients and follow-up exceptions.

Discuss your intake workflow

Get in touch

See the bot answer a call live.

Tell us about your call volume, intended record destination and exception process. We can review supported setup choices and the responsibilities your team retains.

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  • Fast responseJust like the bot does for your callers — expect a quick reply.
  • No obligationA friendly walkthrough of what automation can do for you.

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Join the team

We're hiring remote Account Executives.

We're growing the team that sells Your Lead Data Bot into B2B companies tired of missed calls and manual data entry. If you can show a prospect how automation pays for itself, you'll have a genuinely easy product to love — and warm demand to work. Base plus uncapped commission, real training, and a fast growth path.

  • 100% remote
  • Base + uncapped commission
  • Warm inbound demand
  • Paid onboarding
  • Fast growth path
View open roles & apply careers.yourleaddatabot.com