Squawker

MEET POLLY

Every call answered. Every lead qualified.

Polly answers live calls, qualifies buyer intent, creates records, and prepares the team with the context they need before follow-up.

New caller qualificationKnown lead handoffCRM record update

Demo call

2:33 recording

Hear Polly qualify the caller.

The proof is the pairing: a real call, a readable summary, and a record the team can act on.

What Polly captures

Caller

James Carter

Intent

Finance quote

Next action

Sales follow-up

Squawker answers every call. Every lead qualified.

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

Handoff context

When a person should take over, Polly makes the intro warm.

Polly can tell the staff member who is waiting and what they need, so the team is not starting from a cold transfer or a vague note.

Known record linked
Reason for call captured
Next action visible
Escalation policy followed

Warm handoff brief

Ready for staff
1

James Carter is on the line.

2

He is asking about a Triumph 1200 RS finance quote.

3

He has already shared budget timing and preferred contact details.

The point is not to block callers behind a menu. Polly gathers enough context so the next human conversation starts warm.

Prospect detail keeps qualification, source context, timeline, and next action together.

CRM output

The call ends with a record, not a memory test.

A useful call should create or update the customer context the team already needs: intent, qualification, summary, timeline, and follow-up.

Qualification context

What the caller wants, how ready they are, and which details matter for the next conversation.

Conversation history

Transcript, summary, call outcome, and messages stay attached to the same record.

Owned follow-up

Tasks and handoffs make the next step visible instead of relying on someone to remember the call.

Quality controls

Polly is useful because she knows when not to create noise.

Buyers care about useful records, not a larger pile of contacts. Polly uses caller signals and account rules to separate qualified demand from noise, duplicates, and unclear intent.

Wrong-number handling

Polly can reduce low-quality records by separating wrong numbers, tests, spam, and unclear intent from useful demand.

Repeat-caller handling

When the person may already exist, Polly can update the record or prepare a handoff instead of creating unnecessary duplicates.

Escalation rules

Account rules decide when a human should take over, which team receives the handoff, and what context should travel with it.

Knowledge boundaries

The Knowledge Engine keeps Polly inside approved facts, business behavior, and handoff policy instead of improvising unsupported answers.

Call sequence

What happens from answer to follow-up.

The call path is designed around the job the buyer expects your team to complete after the conversation.

01

Answer with approved context

Polly starts from account knowledge, greeting rules, escalation policy, and the current business context before the conversation begins.

02

Understand the caller need

She identifies the reason for contact without pushing the caller through a rigid menu or asking questions the team does not need.

03

Qualify or route

New demand can become a qualified prospect or lead. Known callers can move toward a handoff, task, or record update.

04

Write the CRM context

The call summary, transcript, source context, qualification notes, and next action stay attached to the customer record.

05

Prepare follow-up

The team gets a clear next step instead of a vague note: call back, send a quote, book an appointment, review finance, or escalate.

Built on best-in-class voice + AI infrastructure

Twilio
Deepgram
OpenAI
ElevenLabs

Product evidence

The record, lead view, and handoff stay connected.

These views show how the call context remains visible after Polly finishes the conversation.

Lead detail shows the summary, qualification notes, expected follow-up, and conversation history.
Handoffs carry caller context so staff know who is on the line and why they are calling.

FAQ

Questions buyers ask about Polly.

Can Polly hand work to a human?

Yes. Polly can capture the context, create the record, and route follow-up or escalation to the right team.

How does Polly avoid low-quality records?

Wrong-number detection, repeat handling, and qualification rules reduce records that do not become billable opportunities.

Can Polly support more than one location?

Yes. Polly can use account-level context and routing rules so multi-location teams can keep handling consistent without erasing local needs.

What makes Polly part of the wider platform?

Polly is connected to CRM records, follow-up tasks, attribution, and governed knowledge, so the value continues after the call ends.

How is Polly governed?

Polly uses DNA configuration, account overrides, prompt rule tiers, and deterministic prompt compilation before the conversation begins.

How does pricing connect to Polly?

Public pricing is $1.50 per generated prospect or lead, with exclusion rules for wrong numbers, tests, duplicates, and other non-commercial records.

Next step

Map Polly to your callers, handoffs, and CRM setup.