How AI Answers Calls and Captures Leads

When someone calls and you do not answer, the call can forward to LeadLock; AI answers, captures the lead, and continues the conversation.

Overview

When your main line forwards to LeadLock, the AI receptionist picks up using your business context: greeting, services, and the questions you care about. Answers are turned into lead fields and notes so your team sees a full picture in the CRM.

  1. 1

    Caller reaches LeadLock via forwarded or direct dial to your Twilio number.

  2. 2

    AI prompts for name, best callback number, and reason for the call.

  3. 3

    LeadLock creates or merges a lead using phone match rules where possible.

  4. 4

    A call record and summary attach to the lead timeline for follow-up.

“Thanks for calling Acme Roofing—are you looking for a repair or a replacement?” The AI captures the answer, confirms the caller’s number, and marks the lead as high intent if they mention storm damage.

Upgrade

Full AI voice workflows are a Pro-grade capability. Growth focuses more on SMS scale; compare plans under Billing & Plans when budgeting.