Call qualificationThe process of gathering structured information from a caller — job type, urgency, location, contact details — to determine how and when the lead should be followed up, replacing an unstructured voicemail with an actionable lead record.Escalation ruleA configurable decision that determines which incoming calls trigger an immediate real-time alert to the tradesperson, versus which are logged for later follow-up. Typically based on job urgency — a flooding property escalates; a routine quote request does not.Lead recordA structured entry in a CRM or lead sheet containing the caller's name, contact number, Edinburgh area, property type, job description and urgency classification, created automatically from the AI-handled call.After-hours captureThe ability of an AI receptionist to capture and qualify enquiries that arrive outside of normal working hours — evenings, weekends, Bank Holidays — and present them as actionable leads the next working session.CRM integrationA connection between the AI receptionist and a customer relationship management system so every call is written directly as a lead entry without manual data transfer, reducing the risk of leads falling between the call and the follow-up.Overflow handlingThe routing of incoming calls to the AI when the tradesperson or office is already on another call, ensuring that a high-volume period does not result in unanswered enquiries even when the main line is engaged.