Required inputs
- Reception instructions
- Business facts for common questions
- Qualification and escalation boundaries
Calls workflow
Answer and Qualify Calls When You Can’t Pick Up
See how the Dealsflow receptionist answers your business line, captures caller intent, qualifies the request, and logs a transcript automatically.
The business problem
Calls arrive while the owner is serving customers, driving, or focused on work, and the opportunity disappears with the missed ring.
Intended user
Service businesses and owner-led teams that depend on inbound calls.
Trigger
A caller reaches your connected business line.
What Flow understands
The receptionist uses your call flow and business context to gather the reason for the call.
Which system or AI employee acts
Cassius handles the call through Flow and saves the transcript and result to the customer record.
Execution steps
From trigger to a visible business result.
- 01
Answer the incoming call, any time.
- 02
Ask for the caller and reason for contacting the business.
- 03
Gather the details your qualification flow requires.
- 04
Book, take a message, or escalate according to your instructions.
- 05
Log the full transcript to the CRM automatically.
Illustrative example — fictional prompt, response, names, and metrics; not customer results.
Approval point
You define qualification rules and handle sensitive, urgent, regulated, or exceptional conversations.
Output
A handled call with an organized message, booking, or escalation — and a transcript.
What is saved
Caller details, reason for calling, and the full call transcript.
Bring the workflow into one conversation
Tell Flow what should happen next.
Start with the free core and hire specialized execution only when the workflow needs it.