From Missed Calls to Money: Routing Inbound Leads with AI

Flow Overview

1. Telephony → Agent runtime (barge-in, endpointing)
2. Capture: name, intent, contact, timezone
3. Decision: route to SDR, self-serve booking, or knowledge answer
4. Actions: create CRM lead + activity, send Slack alert, book in Cal

Example: HubSpot Lead Create

POST /api/ingest/lead
{
  "name": "Alex Rivera",
  "email": "[email protected]",
  "phone": "+447700900123",
  "intent": "demo",
  "source": "inbound_call",
  "transcript_id": "tr_123"
}

Booking via Cal

await cal.createBooking({
  eventType: '30min',
  attendee: { name, email },
  start: slot.start,
  end: slot.end,
  metadata: { source: 'voice', transcript_id }
});

Good / Bad / Ugly

• Good: Instant booking fallback, CRM logs, Slack alerts with call URL.
• Bad: No lead de-duplication; timezone + owner mismatch.
• Ugly: Loops from voicemail callbacks; implement cooldown and state.