Run a lead qualification campaign

In this tutorial you’ll call a list of property enquiries, qualify each lead on budget, location, and timeline, and see the results on the dashboard. Swap in your own industry as you go. You’ll need: a wallet balance, a phone number for caller ID, and a CSV of leads.

Prepare your leads

Create a CSV with name and phone columns. Add any extra columns you find useful, such as notes or city.

name,phone,notes,city
Rahul Sharma,+919876543210,Enquired about 2BHK,Pune
Ananya Iyer,+919812345678,Wants a villa,Bengaluru

Go to Leads → Create batch → Batch with CSV, name the batch Property enquiries - October, upload the file, and click Create Batch with CSV.

Create the assistant from a template

Go to AI Assistants and click Real Estate Lead Qualifier. The first message and instructions are filled in for you.

Set Agent name to Priya.
In the instructions, replace the generic company and city with your own.
Add your definition of qualified, for example A lead is qualified if they plan to buy within 3 months with a budget above ₹80 lakh.

Pick the voice

On the Voice tab, choose Cartesia, preview a few Indian English voices, and set Primary language to English (India). Turn on Auto switch language in case leads reply in Hindi.

Configure settings

On the Settings tab:

Role: Outbound
Outbound caller ID: your Indian number
AI Brain: Anthropic Claude Haiku 4.5
Who speaks first?: Agent speaks first

Set call controls

On the Advanced tab:

Max Duration: 300 seconds is plenty for qualification.
End Call Phrases: add not interested and don't call me.
Transfer to Human: your sales team’s number, for hot leads who want to talk now.
Knowledge documents: attach your project brochure or price list.

Click Create Assistant.

Test before you launch

Use Talk to play a few leads: an interested buyer, a busy person, and someone who isn’t interested. Refine the prompt until all three go well.Then create a small batch with your own number and run a one-lead campaign to hear a real call.

Launch the campaign

Go to Campaigns → + Create campaign:

Campaign Name: Property enquiries - October
Lead Batch: the batch you created
Select Assistant: Priya
Call rate: 1 to 2 calls per minute
Schedule: Start Immediately, or schedule for business hours

Click Create Campaign.

Track results

Watch progress on the Campaigns page.
See outcomes (Connected, No Answer, Callback, Not Interested, Qualified) on the Dashboard.
Read summaries on Conversations and schedule site visits for qualified leads on Meetings.

Next steps

Improve your prompt with the Prompting guide.
Connect Google Calendar to keep meetings in sync.

​Next steps

Next steps