What it says and why
How it opens, qualifies, books, and hands off, and everything it will not do.
The assistant answers your phone and calls your leads. This page is what it will and will not do, so nothing on a real call surprises you.
How a call opens
Every call, in this order:
- It identifies the business it is calling for
- It says it is an artificial-intelligence assistant
- It gets to the point
Step 2 is not configurable. See Disclosing the AI.
Everything else about the opening is yours, in your script: how you describe the business, why you are calling, the tone.
What it does
Answers general questions about your business, from what you told it.
Qualifies. Finds out what the person needs, whether you serve them, and whether they are worth your time, using the criteria you wrote.
Books. Offers real open times from your availability and puts the appointment on your calendar.
Transfers. Hands a hot caller to a real phone when you want that. See Live transfer.
Takes a message when nobody is available and there is nothing to book.
What it will not do
Not limitations we forgot to lift. Most are the law, and the rest are on purpose.
It does not quote prices, rates, or premiums. Not "roughly," not "usually around." In insurance, mortgage, and lending, quoting is licensed activity. It gets you to the person who can quote.
It does not bind coverage or complete a sale. It qualifies and schedules. A licensed human does the rest.
It does not promise credit outcomes. No score changes, no deletions, no timelines. That is the Credit Repair Organizations Act, and the penalties are real.
It does not value property or give brokerage advice. A licensed agent does that.
It does not take payment. Ever. No card numbers on a LeadBind call.
It does not pretend to be human. Asked directly, it says it is an AI.
It does not argue. Someone who says stop contacting me is honored immediately and permanently. See Consent and opt-outs.
How it handles a curveball
Asked something your script does not cover, it does not invent an answer. It acknowledges it does not know, and moves toward the thing it can do: getting the person in front of you.
That is why writing a good script pays off more than any other tuning. The most common bad-call cause is not the AI going off the rails; it is the AI being asked something you never told it.
Where it fits your industry
The vocabulary and the qualifying questions change per industry. A roofer's assistant asks about the leak; an insurance agent's asks about coverage and state. See Modes and industries.
The rules above hold in every one of them.
Before you point real customers at it
Call it yourself. Be a difficult customer. See Test before you go live.