Use cases
Nine calls your team shouldn't be making by hand.
Lead qualification
Ask every lead your qualifying questions, rate it 1 to 10 and send the ready ones to a rep.
- Requirement, in the lead's own words
- Who the product or course is for
- Budget range
Instant lead callback
Call every new lead from ads and forms in about a minute, while they still remember filling the form.
- Confirmed interest: what they enquired about
- Purpose, such as own use or investment
- Timeline to buy or start
Appointment booking
Agree a day and time on the call, book it on your booking page and send the confirmation on WhatsApp.
- Meeting type: demo, site visit or consultation
- Agreed day and time
- Preferred branch, location, or online vs in person
Payment reminders
Remind customers about fees, EMIs, premiums and renewals, and note when each one plans to pay.
- Payment status: already paid, will pay, needs help
- Promise-to-pay date, as the customer said it
- Preferred payment mode (UPI, bank transfer, at the branch)
Lead reactivation
Call through old enquiry lists, find who is still interested and send them back to your reps.
- Current status: still looking, bought elsewhere, later, not relevant
- New timeline to buy or start
- What has changed since the first enquiry (budget, requirement)
Feedback surveys
Ask customers how it went, get a score and the reason behind it, and send unhappy ones to a person.
- Score (0 to 10, or your own scale)
- Main reason for the score, in the customer's words
- Specific complaint, if any (delivery, staff, product, billing)
AI receptionist
Answer inbound calls through the Telleo IVR, handle common questions, capture the enquiry and transfer when needed.
- Caller's name
- What they called about
- Specific need: course, property, appointment, product
Event confirmation
Confirm who is coming to your webinar, demo class or open house, and remind them before it starts.
- Attendance: confirmed, maybe, can't attend
- Number of people coming
- Mode (in person or online), where you offer both
Application follow-up
Call applicants who stopped halfway, find what is blocking them and send the link to finish.
- What is pending: a step, a document or a KYC item
- Reason it is pending, in the applicant's words
- Expected completion date, as the applicant said it
Hear it on a real phone call.
Book a 20-minute demo and we'll build a first agent around your script, or ring our test line and talk to one right now.