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How It Works: Overflow AI that saves missed calls

Your phone rings first. If you miss it, the AI answers instantly and logs everything into your Lead Log Dashboard.

1) Routing (the whole point)

Inbound call comes in → rings you for 10 seconds → AI answers if missed.

Rings you first (10 seconds)

Call Starts
↓
Rings Your Phone (10 sec)
↓
If Missed → AI Answers

If you answer, it’s your call. If not, the AI takes over instantly.

AI runs the intake + booking flow

Call Starts
↓
ZIP → Intake → Booking
↓
Lead Logged in Dashboard

Short, practical questions. Outcome is booked or callback.

2) Qualification (ZIP first)

  1. AI asks for ZIP immediately Service area fit is tagged first so your team gets context quickly.
  2. Tagged as In‑Area or Out‑of‑Area All calls are logged. Out-of-area can be filtered and handled by your policy.
  3. 3) Intake (fast, practical) Job type, urgency, short description, name (if provided), caller number.
  4. 4) Booking (when possible) Booked → confirmed. No availability → Callback‑to‑Schedule.
  5. 5) Address (only after qualification) Collected only after ZIP qualifies and booked/callback is created.
  6. 6) Everything goes to your Lead dashboard Google Sheets can be synced as a reporting projection if enabled.

Everything is logged in your lead dashboard

Field What you see Notes
Lead ID Timestamp • Caller number • Name Captured on every call
Qualification ZIP • In‑Area/Out‑of‑Area tag Use filters to prioritize fit
Intake Job type • Urgency • Description Short and practical
Outcome Booked / Callback / Hangup AI summary included
Pipeline New → Contacted → Scheduled → Won → Lost Update after follow‑up

Operator SOP (2 minutes/day)

1

Check New leads twice daily

Morning and late afternoon.

2

Call urgent leads first

Emergency and “today” requests get priority.

3

Update status after follow‑up

Move to Contacted → Scheduled → Won/Lost.

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