Lead qualification

Lead qualification

Qualify inbound sales callers with a few smart questions, capture intent and contact details, and send your team a ready-to-close lead summary.

Qualify inbound sales callers with a few smart questions, capture intent and contact details, and send your team a ready-to-close lead summary.

Seasonal promotion calls

Context

When potential customers call with inquiries about your product or service, speed and proper qualification are key. An AI voice agent can serve as your always-available SDR (sales development rep), qualifying inbound leads over the phone.

Want to cover this use case?

How it works

Suppose someone calls after seeing an ad or due to interest in a product. The AI agent will greet them and ask a few guided questions to assess their needs and intent. For example: "May I ask what product you're interested in and what you're looking to achieve?" or "Are you shopping for yourself or a business?". It collects important information like the caller's name, contact details, what they're interested in, and any specific requirements.

Based on the interaction, the AI can determine if the caller is a high-intent prospect. If yes, it can immediately route the call to a human sales rep during business hours, or schedule a follow-up call. The AI summarizes the lead's info and questions for the sales team, essentially creating a lead profile and even booking an appointment. If no human is available right then, the AI assures the caller someone will reach out as soon as possible and passes the lead details to the team.

Benefits

This use case dramatically cuts down response times and ensures every lead is engaged promptly. With an AI answering 24/7, your speed-to-lead can be near instant, even outside normal hours. Instead of a caller hitting voicemail at night and losing interest by next day, the AI will converse with them right away and keep them warm.

The AI also standardizes lead qualification by asking the right questions every time. This ensures your team gets consistent, rich lead data rather than a vague voicemail. By the time your human sales person speaks with the prospect, they already have context on what the prospect wants and their timeline. Ultimately, your sales team spends time only on qualified, high-intent prospects, which optimizes their efficiency and boosts your revenue.

FAQ

Your questions, answered.

Still have some questions? Get in touch with us and we'll get back to you shortly.

How does Consio know who to call and when?

Consio connects to Shopify and Klaviyo and uses your existing segments and flows to trigger calls based on real customer behavior (abandoned cart, abandoned checkout, hot leads) and timing you define.

Can calls feel personalized and on-brand?

Yes. Every call follows your scripts, tone, and rules. Consio adapts messaging using Shopify/Klaviyo data like past orders, customer status, and intent signals.

What happens if a customer asks something unexpected?

No problem. The AI Voice Agent can handle natural conversation, answer common questions, and escalate to a human when needed, with the full context of the call.

Does Consio work for both B2C and B2B use cases?

Yes. Brands use Consio for B2C support and retention, as well as B2B workflows like wholesale onboarding, reorder reminders, and account follow-ups.

Can I control when calls are made?

Absolutely. You define business hours, call frequency, exclusions, and fallback rules to stay compliant and respectful.

What data do I get after calls?

You get call transcripts, summaries, outcomes, and structured notes, plus optional tagging and follow-up actions you can route back into Shopify/Klaviyo workflows.

What happens if someone doesn’t answer the call?

Consio can use Automated Voicemail Drops. Instead of a sales or support rep leaving repetitive voicemails manually, you pre-record approved messages once. Then your team just taps a button and Consio drops the voicemail automatically, consistently, and at scale.

How fast can I launch a new use case?

In minutes. Consio is a Shopify app, so Shopify merchants can install it quickly and start running use cases immediately using their existing Klaviyo segments and flows.

FAQ

Your questions, answered.

Still have some questions? Get in touch with us and we'll get back to you shortly.

How does Consio know who to call and when?

Consio connects to Shopify and Klaviyo and uses your existing segments and flows to trigger calls based on real customer behavior (abandoned cart, abandoned checkout, hot leads) and timing you define.

Can calls feel personalized and on-brand?

Yes. Every call follows your scripts, tone, and rules. Consio adapts messaging using Shopify/Klaviyo data like past orders, customer status, and intent signals.

What happens if a customer asks something unexpected?

No problem. The AI Voice Agent can handle natural conversation, answer common questions, and escalate to a human when needed, with the full context of the call.

Does Consio work for both B2C and B2B use cases?

Yes. Brands use Consio for B2C support and retention, as well as B2B workflows like wholesale onboarding, reorder reminders, and account follow-ups.

Can I control when calls are made?

Absolutely. You define business hours, call frequency, exclusions, and fallback rules to stay compliant and respectful.

What data do I get after calls?

You get call transcripts, summaries, outcomes, and structured notes, plus optional tagging and follow-up actions you can route back into Shopify/Klaviyo workflows.

What happens if someone doesn’t answer the call?

Consio can use Automated Voicemail Drops. Instead of a sales or support rep leaving repetitive voicemails manually, you pre-record approved messages once. Then your team just taps a button and Consio drops the voicemail automatically, consistently, and at scale.

How fast can I launch a new use case?

In minutes. Consio is a Shopify app, so Shopify merchants can install it quickly and start running use cases immediately using their existing Klaviyo segments and flows.

FAQ

Your questions, answered.

Still have some questions? Get in touch with us and we'll get back to you shortly.

How does Consio know who to call and when?

Consio connects to Shopify and Klaviyo and uses your existing segments and flows to trigger calls based on real customer behavior (abandoned cart, abandoned checkout, hot leads) and timing you define.

Can calls feel personalized and on-brand?

Yes. Every call follows your scripts, tone, and rules. Consio adapts messaging using Shopify/Klaviyo data like past orders, customer status, and intent signals.

What happens if a customer asks something unexpected?

No problem. The AI Voice Agent can handle natural conversation, answer common questions, and escalate to a human when needed, with the full context of the call.

Does Consio work for both B2C and B2B use cases?

Yes. Brands use Consio for B2C support and retention, as well as B2B workflows like wholesale onboarding, reorder reminders, and account follow-ups.

Can I control when calls are made?

Absolutely. You define business hours, call frequency, exclusions, and fallback rules to stay compliant and respectful.

What data do I get after calls?

You get call transcripts, summaries, outcomes, and structured notes, plus optional tagging and follow-up actions you can route back into Shopify/Klaviyo workflows.

What happens if someone doesn’t answer the call?

Consio can use Automated Voicemail Drops. Instead of a sales or support rep leaving repetitive voicemails manually, you pre-record approved messages once. Then your team just taps a button and Consio drops the voicemail automatically, consistently, and at scale.

How fast can I launch a new use case?

In minutes. Consio is a Shopify app, so Shopify merchants can install it quickly and start running use cases immediately using their existing Klaviyo segments and flows.

FAQ

Your questions, answered.

Still have some questions? Get in touch with us and we'll get back to you shortly.

How does Consio know who to call and when?

Consio connects to Shopify and Klaviyo and uses your existing segments and flows to trigger calls based on real customer behavior (abandoned cart, abandoned checkout, hot leads) and timing you define.

Can calls feel personalized and on-brand?

Yes. Every call follows your scripts, tone, and rules. Consio adapts messaging using Shopify/Klaviyo data like past orders, customer status, and intent signals.

What happens if a customer asks something unexpected?

No problem. The AI Voice Agent can handle natural conversation, answer common questions, and escalate to a human when needed, with the full context of the call.

Does Consio work for both B2C and B2B use cases?

Yes. Brands use Consio for B2C support and retention, as well as B2B workflows like wholesale onboarding, reorder reminders, and account follow-ups.

Can I control when calls are made?

Absolutely. You define business hours, call frequency, exclusions, and fallback rules to stay compliant and respectful.

What data do I get after calls?

You get call transcripts, summaries, outcomes, and structured notes, plus optional tagging and follow-up actions you can route back into Shopify/Klaviyo workflows.

What happens if someone doesn’t answer the call?

Consio can use Automated Voicemail Drops. Instead of a sales or support rep leaving repetitive voicemails manually, you pre-record approved messages once. Then your team just taps a button and Consio drops the voicemail automatically, consistently, and at scale.

How fast can I launch a new use case?

In minutes. Consio is a Shopify app, so Shopify merchants can install it quickly and start running use cases immediately using their existing Klaviyo segments and flows.

Time to turn conversations into sales

Chat with our team today and discover how Consio can help you close more sales.

Time to turn conversations into sales

Chat with our team today and discover how Consio can help you close more sales.

Time to turn conversations into sales

Chat with our team today and discover how Consio can help you close more sales.