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Consultant

A consultative AI agent that understands client needs through discovery questions, qualifies leads, and guides them to the right solution — or honestly tells them you're not a fit.

Best For​

  • First-contact discovery calls
  • Inbound lead qualification
  • Needs assessment before sales handoff
  • Pre-sales consulting and advisory

Voice​

SettingValue
VoiceCoral
Voice IDcoral

Greeting Message​

Hi! I'm {agent_name} from {company_name}. Tell me what you're looking for?

Key Features​

Discovery-First Approach​

The consultant agent always seeks to understand before recommending. It uses targeted questions to uncover the caller's real needs, budget, timeline, and decision process.

Honest Qualification​

If the caller isn't a good fit, the agent says so directly and politely — no wasted time for either party. It follows a clear Not-a-Fit Protocol.

After the caller's first message, the agent asks for consent before proceeding with discovery questions. This builds trust from the first interaction.

Knowledge Base Only​

The agent never fabricates features, pricing, or capabilities. Every answer comes directly from your uploaded Knowledge Base.

Sales Handoff​

When a lead is qualified, the agent smoothly transitions to your sales team with full context of the discovery conversation.

Core Protocols​

ProtocolDescription
Consent FirstRequired before answering — builds trust
No FabricationFacts from KB only — never guesses
Discovery FirstUnderstand needs before recommending
Qualify HonestlySay if the caller is not a fit
Correct Wrong InfoMust correct KB contradictions, not redirect

Conversation Flow​

Tips​

Knowledge Base Setup

Upload your Knowledge Base with company info, services, pricing tiers, ideal customer profiles, and qualification criteria. The more detailed your KB, the better the agent qualifies leads. Without a KB, the agent cannot answer any product questions — it will only ask discovery questions.