Get Your Lead Data helps small businesses and sales teams turn inbound calls into useful lead records. Your AI phone agent asks the intake questions you choose, captures caller context and follows the next step you define. A sales agent helps establish the first flow and record destination.
Intake builder Build a caller-question checklist and handoff rule.
Illustrative call flow · not a live call
Lead agent example exchange
"Thanks for calling Northside Plumbing — I can help right now. What's going on at the property?"
Caller 0:12
"Water heater burst in my basement — I need someone out today if possible."
Lead agent 0:31
"Got it — that's urgent. Can I grab your name, address, and best callback number so a tech can head over?"
How it works
Start with the questions your team needs answered. The agent handles inbound intake and organizes the details for the next person in your workflow.
A prospect calls your business — first thing in the morning, after hours, or during your busiest rush.
Your AI phone agent answers around the clock, greets the caller by your business name, and starts the conversation.
It asks about the caller's needs and gathers the name, contact details, and intent your team needs for follow-up.
A structured lead record goes to an approved destination. When configured, a caller can also be handed off to a representative.
What it does
Keep inbound questions, caller details, and the next sales step connected in one straightforward flow.
Give callers a way to start the conversation during the day, after hours, and on weekends.
Choose the details that matter to your team, such as service needed, location, or timing, and use the answers to guide the next step.
When callers provide their name, contact details, and reason for calling, the agent organizes those answers into a lead record.
Choose an approved destination during setup, so the right team can review the captured details and decide how to follow up.
When the flow calls for a human conversation, a configured handoff can connect the caller with a representative.
A sales agent helps establish your first call flow around the questions and lead details your team needs. You can make later changes in the platform.
Why it matters
When a caller reaches voicemail, your team may have to reconstruct the reason for the call later. A clear intake path asks the questions while the caller is there.
Get Your Lead Data helps turn caller answers into organized context for a sales next step. Your team decides what to ask, where approved records should go, and when a human handoff makes sense.
"When the phone rings, make the next step easier to understand."
24 / 7
Inbound answering for callers during business hours and after hours.
Your questions
A structured intake path around the details your team needs next.
Your flow
Begin with your business information and intake guidance; a sales agent helps set the first call path.
Sales-assisted first setup
Bring your business information and call-handling guidance. A sales agent helps establish the first flow, and you can adjust it later in the platform.
Share who you are and the questions that qualify a caller for your business. A sales agent helps shape the initial flow around that guidance.
Discuss the phone-routing options for your business during setup, then choose the path that fits your inbound calls.
Confirm the approved record destination and handoff rules, then use the captured context for your team's next step.
Plan your first workflow
Start with the few questions your team needs before a follow-up conversation.
Choose essential contact and request fields; distinguish required information from optional context.
Agree where the record should go and who checks new inquiries.
Use a sample call to check what was captured and what still needs a person.
Get started
Tell us about your call volume and what a qualified lead looks like for you. We'll discuss the first intake flow and where its records should go.
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Join our team
We're growing fast and looking for driven sales reps and SDRs to put Get Your Lead Data in front of SMBs and sales teams. It's a product that sells itself once people see it — you bring the energy and the closing instinct. Base plus commission, real training, and a product prospects actually want.