Vaulty can answer your numbers, have a real conversation, and save what the caller says. It's an add-on, billed by the minute Vaulty talks. The page shows the price.
Turn it on
Account admins: Settings, Web phone:
- Tick Vaulty answers and makes calls.
- Give it a name callers hear, if you like (I'm Pacific AI, Pacific Lending's assistant). Callers never hear "Vaulty" or "LeadVault".
- For each number, under Incoming calls, choose when Vaulty answers: when nobody picks up (in voicemail's place), first (before anyone's phone rings), or never.
What Vaulty does on a call
- Asks the caller's name and zip code, then their callback number, email and your lead type's questions.
- Answers general questions in your industry's words, and never quotes rates, prices or approval.
- Never takes an SSN, card number or password, and says it's an AI if asked.
- Answering first, it can pass the call on: it then rings your people as usual.
A new caller becomes a lead. Vaulty never changes a lead you already have: what a known caller says waits on the call's line for you to add.
After the call, the timeline has Vaulty's summary, the words and the recording, and whoever has the lead is alerted.
Didn't answer it? Ask us.