Lead Intake Form
Live Call Monitor
Status
Idle
—
—
1
Form data received
2
Outbound call initiated
3
Lead answered — conversation active
4
Qualified — booking appointment slot
5
Confirmed — email sent to lead
Live Call Transcript
Transcript will appear here
Fill in the lead form and trigger the AI call to see the conversation unfold live.
AI
Outcome
Appointment confirmed
Discovery call booked with James Crawford, CFP — Meridian Wealth. No follow-up required from your team.