Caller paths
Polly changes behavior based on who is calling.
The caller path matters. A new buyer may need qualification. A known prospect may need a fast handoff with context.
Path 1
New caller
Polly answers the call, understands why the person reached out, asks only the questions needed for the next step, and creates a qualified prospect or lead when the conversation is useful.
Polly listens for
sales, service, quote, appointment, finance, support, and after-hours intent
The record includes
caller details, summary, transcript, source context, qualification notes, and next action
The team sees
what the caller asked for and what should happen next
Path 2
Existing prospect or lead
Polly does not force known callers back through qualification. She gathers the reason for the call, checks the context, and prepares a warm handoff so staff know who is waiting and why.
Polly listens for
the caller identity, current need, urgency, and who should receive the handoff
The record includes
updated notes, linked prospect or lead, handoff reason, and follow-up task
The team hears
who is on the line and what they are calling about before they speak