TransferDesk · guide
How Call Qualification Works When an AI Does the Intake
The AI never closes a sale. A human answers first; the AI only runs the callback when no agent is free, and the call is graded against a written bar after it ends.
When does the AI run, and what does it do?
Only when no live agent answered. On that callback leg it captures recording consent, then asks a short set of questions — state, age, existing coverage, and what the caller wants — and records the answers.
It does not sell, quote, recommend, or close, and it never announces a decision. A licensed agent calls the caller back.
Who decides whether a call passes?
The server decides, not the model. Answers are pulled from the transcript, then a separate rule check compares them to the published bar and returns a pass or fail.
That separation is deliberate — the qualification standard is enforced in code after the call, not left to the model to announce.
What do you get after the call?
The recording, the transcript, and how it scored against your bar — state, age, coverage status, intent — plus confirmation that recording consent was captured.
On a connected call a licensed agent already handled the conversation; the graded record is what you keep for billing and disputes.
Common questions
Can the AI give advice or a quote?
No. When it runs, it only collects answers on the callback leg. Advice, quotes, recommendations, and closing are always the licensed agent's.
What happens to a call that fails the bar?
It's recorded as a fail with the reason, so the bar can be tuned. You don't pay for calls that miss the published standard.
TransferDesk publishes the qualification bar in writing and hands qualified callers to a licensed agent — it never sells, quotes, or closes. Founding agents are signing up now.