Trigger Lead Capture Questionnaire Based on Intent (e.g., “Sales”) in AI Receptionist
Request enhancement to allow the AI Receptionist to automatically trigger the configured Lead Capture questionnaire when a caller selects or says a specific intent (e.g., “Sales”), without requiring transfer to an extension or call queue.
Current Behavior:
Lead Capture is set to Active.
Sales questionnaire toggle is ON.
A Lead Capture questionnaire is configured (mandatory name/phone + custom questions).
Company greeting asks: “Sales or Support.”
During testing (Test → Chat and Call), when the caller responds “Sales,” the AI responds with:
“Alright, got that noted. Thank you. How can I assist you with sales today?”
However, it does not trigger the Lead Capture questionnaire.
Configuration Details:
“Sales” is NOT configured as a direct transfer to an extension or call queue.
Intended design: AI captures the lead information and ends the call (no transfer).
Enabled Skills:
Custom Greeting
Location & Business Hours
Frequently Asked Questions
Lead Capture (Active)
No visible skill priority controls in the UI.
No explicit routing rules for Sales.
FAQ was tested with the keyword “sale,” but it does not trigger the questionnaire.
Intended Behavior:
When caller says “Sales,” the AI should immediately trigger the Lead Capture questionnaire.
No transfer should occur.
This should work during business hours and overflow scenarios.
The same behavior should apply in the Admin “Test your AI Receptionist” simulation tool.
Gap Identified:
Currently, intent recognition (e.g., “Sales”) does not automatically initiate the Lead Capture flow unless tied to routing logic (queue/extension). There is no visible way to prioritize Lead Capture over other enabled skills.
Requested Enhancement:
Allow specific keywords or intents (e.g., “Sales”) to directly trigger Lead Capture without requiring a transfer destination.
Add skill priority controls in the UI so administrators can define execution order.