Our AI already discloses itself on every call, so you are covered either way, but the website notice adds extra transparency.

Call IQ's call flows route by case type — personal injury, family law, estate planning, criminal defense — each with its own qualifying questions, so a screening call gathers exactly what your intake team needs.

Urgent matters like an active arrest get flagged for immediate callback, while routine consultation requests are booked straight onto your calendar. Every call ends with a summary logged into your case management system.

Call IQ customizable call flows serve as the technical framework that consistently executes your lead qualification and job routing protocols. The routing logic evaluates the caller's intent — plumbing emergency, electrical repair, cleaning service, landscaping quote — and applies your predefined criteria to determine appropriate next steps.

The system handles calls autonomously using structured qualification questions about job location, access details, urgency level, and budget. Intelligent routing ensures emergency calls receive immediate callback scheduling, while routine maintenance inquiries are directed to the appropriate service window based on your availability.

Every interaction generates detailed call summaries with notifications delivered through your preferred channels — email, Slack, text. The system integrates directly with your job management software, maintaining accurate records without manual data entry. For existing customers, new service requests are automatically added to their property history. For new prospects, the system creates a lead record with complete job details and contact information.

Call IQ customizable call flows evaluate caller intent — emergency outage, panel upgrade, new construction wiring, code violation inspection — and apply your predefined criteria for dispatch priority.

The system handles calls autonomously using structured qualification questions about breaker status, burning smells, partial versus full outage, and property access. Intelligent routing ensures emergency calls with safety concerns (sparks, smoke, shock hazards) receive immediate callback scheduling.

Call IQ's call flows separate the two very different conversations pool companies have every day: a homeowner scheduling routine weekly service, and a homeowner staring at a green pool the day before a party.

Recurring service requests are booked straight into your route based on availability. Equipment failures and water-quality emergencies are flagged and escalated immediately, with the caller's pool type, symptoms, and access details already captured.

Call IQ's call flows separate browsing calls from ready-to-book calls. A caller who's just comparing material options gets helpful information and a follow-up. A caller ready to move forward gets an estimate on the calendar the same call.

The AI asks about project scope — single room versus whole-home, replacement versus new construction — and routes commercial inquiries differently from residential ones, since the two rarely follow the same timeline or crew.

Call IQ's call flows separate quick bookings from calls that need more detail — a first-time colour consultation gets routed differently than a repeat client rebooking their usual cut.

The AI checks stylist availability by service, applies your booking rules (deposit requirements, cancellation policy), and reschedules or cancels existing appointments without needing a human on the line.

Call IQ's call flows handle the two most common nail salon calls differently: a straightforward booking request, and a group or party booking that needs to reserve multiple chairs at once.

The AI checks technician availability by service type (basic manicure, gel, acrylics, pedicure combos) and can hold multiple simultaneous slots for group requests like birthday parties or bridal parties.

Call IQ's call flows separate new business from existing policyholder service. A caller shopping for a quote gets asked the right qualifying questions for the coverage type they want. A caller with an active claim gets triaged and routed immediately.

The AI asks about coverage type, current provider (if switching), and basic risk details for quotes, while claims calls skip straight to your claims process — with safety-related questions asked first.

Call IQ's call flows separate purchase, refinance, and general rate-shopping calls, since each has a different urgency and different qualifying questions.

A caller with an accepted purchase offer and a tight closing timeline gets flagged for a same-day callback. A caller who's just exploring options gets useful information and a scheduled follow-up.

Call IQ's call flows separate buyer calls from seller calls from general listing questions, since each needs a different set of qualifying questions.

Buyer calls get asked about pre-approval status, timeline, and whether they're currently represented. Seller calls get asked about timeline and motivation. Showing requests get booked directly against your calendar.

Call IQ's call flows adjust based on session type — a quick rebooking for a regular client looks different from a new client asking about modalities and what to expect from their first visit.

The AI checks your real availability before booking, applies your cancellation policy, and can flag health concerns a new client mentions (injuries, pregnancy, medical conditions) so you're prepared before they arrive.

Call IQ's call flows recognize that most inspection calls come with a deadline attached. The AI asks about closing date and contingency timeline up front, and prioritizes scheduling accordingly.

It also captures property type, square footage, and age — details that affect inspection length and pricing — so your calendar reflects realistic time blocks instead of one-size-fits-all appointments.

Call IQ's call flows separate straightforward recurring bookings from calls that need more detail — a standard weekly clean gets quoted and booked immediately, while a move-out clean with an unclear scope gets scheduled for an estimate.

The AI captures bedroom and bathroom count, square footage if known, and any add-ons (inside oven, windows, fridge) before booking, so your crew shows up prepared instead of re-scoping on arrival.

Call IQ customizable call flows evaluate caller intent — tax filing question, bookkeeping inquiry, audit representation, payroll support — and apply your predefined criteria for scheduling priority.

The system handles calls autonomously using structured qualification questions about document readiness, prior year filings, and deadline urgency. Intelligent routing ensures April 14th emergency calls receive immediate callback scheduling.

Call IQ customizable call flows evaluate caller intent — enrollment inquiry, tuition question, schedule change, absence notification — and apply your predefined criteria for follow-up.

The system handles calls autonomously using structured qualification questions about child age, availability, program type (full-time, part-time, drop-in), and start timeline.

Call IQ customizable call flows evaluate caller intent — product inquiry, order status, return request, bulk pricing — and apply your predefined criteria for routing.

The system handles calls autonomously using structured qualification questions about product specifications, delivery requirements, and timeline.

Call IQ customizable call flows evaluate caller intent — immediate pickup, scheduled ride, freight quote, package tracking — and apply your predefined criteria for dispatch priority.

The system handles calls autonomously using structured qualification questions about pickup address, drop-off location, vehicle type needed, and timing flexibility.

Call IQ customizable call flows evaluate caller intent — website design inquiry, SEO audit request, PR campaign, social media management — and apply your predefined criteria for discovery call scheduling.

The system handles calls autonomously using structured qualification questions about project scope, current vendors, decision timeline, and budget approval process.

Call IQ customizable call flows evaluate caller intent — client hiring inquiry, candidate application, payroll question, timesheet issue — and apply your predefined criteria for routing.

The system handles calls autonomously using structured qualification questions about job requirements, budget, hiring timeline, and decision authority.

Call IQ customizable call flows evaluate caller intent — emergency visit, routine check-up, prescription refill, boarding inquiry — and apply your predefined criteria for appointment routing.

The system handles calls autonomously using structured qualification questions about symptoms, duration, medication, and emergency indicators (bleeding, seizures, breathing difficulty).

Call IQ customizable call flows serve as the technical framework that consistently executes your lead qualification and dispatch routing protocols. The routing logic evaluates the caller's intent — burst pipe, clogged drain, water heater issue, slab leak, gas line concern — and applies your predefined criteria to determine appropriate next steps.

The system handles calls autonomously using structured qualification questions about:

• Leak location and severity (active leaking versus intermittent)
• Water shut-off status (has the customer turned off the main valve?)
• Property access (is someone home to let you in?)
• Emergency indicators (flooding, no water, sewage backup)

Intelligent routing ensures emergency calls with active flooding receive immediate callback scheduling, while routine drain cleaning inquiries are directed to the appropriate service window based on your availability.

Every interaction generates detailed call summaries with notifications delivered through your preferred channels — email, Slack, text. The system integrates directly with your job management software, maintaining accurate records without manual data entry. For existing customers, new service requests are automatically added to their property history. For new prospects, the system creates a lead record with complete job details and contact information.

Call IQ customizable call flows serve as the technical framework that consistently executes your lead qualification and dispatch routing protocols. The routing logic evaluates the caller's intent — no AC in summer, no heat in winter, poor airflow, thermostat issues, refrigerant leak — and applies your predefined criteria to determine appropriate next steps.

The system handles calls autonomously using structured qualification questions about:

• Current indoor temperature and how long the system has been down
• Thermostat settings and battery status
• Air filter condition and last replacement date
• Unusual sounds (banging, hissing, clicking)
• Emergency indicators (gas smell, frozen coils, burning odor)

Intelligent routing ensures no-heat calls in freezing weather receive immediate callback scheduling, while seasonal tune-up inquiries are directed to the appropriate service window based on your availability.

Every interaction generates detailed call summaries with notifications delivered through your preferred channels — email, Slack, text. The system integrates directly with your job management software, maintaining accurate records without manual data entry. For existing customers, new service requests are automatically added to their equipment history. For new prospects, the system creates a lead record with complete system details and contact information.

Call IQ customizable call flows serve as the technical framework that consistently executes your lead qualification and inspection routing protocols. The routing logic evaluates the caller's intent — active leak, storm damage assessment, age-related replacement, gutter installation — and applies your predefined criteria to determine appropriate next steps.

The system handles calls autonomously using structured qualification questions about:

• Leak location (ceiling stain, wall drip, skylight)
• Storm date and type (hail, wind, hurricane)
• Visible damage (missing shingles, granule loss, dented vents)
• Insurance claim status (filed, pending, denied)
• Roof age and material type

Intelligent routing ensures active leak calls receive immediate inspection scheduling, while storm damage inquiries are prioritized based on your service area and claim filing deadlines.

Every interaction generates detailed call summaries with notifications delivered through your preferred channels — email, Slack, text. The system integrates directly with your job management software, maintaining accurate records without manual data entry. For existing customers, new service requests are automatically added to their property history. For new prospects, the system creates a lead record with complete roof details and contact information.

Call IQ customizable call flows serve as the technical framework that consistently executes your lead qualification and treatment routing protocols. The routing logic evaluates the caller's intent — active infestation, preventative treatment, emergency removal, commercial account — and applies your predefined criteria to determine appropriate next steps.

The system handles calls autonomously using structured qualification questions about:

• Pest type (what they saw, where, when)
• Infestation severity (occasional sighting versus consistent activity)
• Location in home (kitchen, bedroom, basement, attic)
• Previous treatments (DIY attempts, competitor services)
• Safety concerns (children, pets, allergies)

Intelligent routing ensures bed bug and termite calls receive immediate inspection scheduling, while routine ant or roach treatments are directed to your next available service window.

Every interaction generates detailed call summaries with notifications delivered through your preferred channels — email, Slack, text. The system integrates directly with your pest management software, maintaining accurate records without manual data entry. For existing customers, new service requests are automatically added to their property history. For new prospects, the system creates a lead record with complete pest details and contact information.

Call IQ customizable call flows serve as the technical framework that consistently executes your dispatch and qualification protocols. The routing logic evaluates the caller's intent — home lockout, car lockout, business lockout, broken key extraction, lock upgrade — and applies your predefined criteria to determine appropriate next steps.

The system handles calls autonomously using structured qualification questions about:

• Lockout type and location (address, apartment number, vehicle make/model)
• Ownership verification (ID available, rental or owned, proof of residence)
• Lock type (deadbolt, knob, smart lock, padlock)
• Urgency (kids in car, medical need, extreme weather)
• Additional services needed (rekeying, new keys, lock replacement)

Intelligent routing ensures emergency lockouts with children or pets inside receive immediate dispatch, while routine rekeying inquiries are scheduled for the next available appointment window.

Every interaction generates detailed call summaries with notifications delivered through your preferred channels — email, Slack, text. The system integrates directly with your dispatch software, maintaining accurate records without manual data entry. For existing customers, new service requests are automatically added to their property history. For new prospects, the system creates a lead record with complete lock details and contact information.

Call IQ customizable call flows serve as the technical framework that consistently executes your lead qualification and estimate routing protocols. The routing logic evaluates the caller's intent — local move, long-distance move, packing only, storage, commercial relocation — and applies your predefined criteria to determine appropriate next steps.

The system handles calls autonomously using structured qualification questions about:

• Move date (flexible or fixed)
• Current home size (bedrooms, square footage)
• Distance (within city, cross-state, cross-country)
• Special items (piano, pool table, gun safe, art)
• Packing needs (full, partial, or none)

Intelligent routing ensures short-notice moves receive immediate estimate scheduling, while future moves are booked into your standard consultation calendar.

Every interaction generates detailed call summaries with notifications delivered through your preferred channels — email, Slack, text. The system integrates directly with your moving software, maintaining accurate records without manual data entry. For existing customers, new move requests are automatically added to their customer history. For new prospects, the system creates a lead record with complete move details and contact information.

Call IQ customizable call flows serve as the technical framework that consistently executes your lead qualification and estimate routing protocols. The routing logic evaluates the caller's intent — weekly mowing, spring cleanup, tree removal, landscape design, snow plowing — and applies your predefined criteria to determine appropriate next steps.

The system handles calls autonomously using structured qualification questions about:

• Property size (acres or lot size)
• Current lawn condition (overgrown, patchy, weeds)
• Service frequency (weekly, bi-weekly, one-time)
• Special features (flower beds, irrigation, slopes, trees)
• Budget and timeline

Intelligent routing ensures emergency tree removal calls receive immediate dispatch, while new mowing accounts are scheduled for a property walkthrough.

Every interaction generates detailed call summaries with notifications delivered through your preferred channels — email, Slack, text. The system integrates directly with your lawn care software, maintaining accurate records without manual data entry. For existing customers, new service requests are automatically added to their property history. For new prospects, the system creates a lead record with complete property details and contact information.

1. Log in to your RingCentral admin portal
2. Go to Phone System → Extensions → select your user
3. Click Call Handling & Forwarding
4. Add a new forwarding number: +1 (YOUR_CALL_IQ_NUMBER)
5. Set sequence: Ring your desk phone first, then forward to Call IQ after 15 seconds
6. Save changes
7. Test by calling your RingCentral number

1. Log in to Nextiva admin portal
2. Go to Users → select your extension
3. Click Call Forwarding
4. Enable "Always forward" or "Forward when unanswered"
5. Enter your Call IQ number
6. Set ring time before forward (recommended: 15–20 seconds)
7. Save

1. Log in to Vonage admin portal
2. Go to Extensions → select your number
3. Click Call Forwarding tab
4. Enable "Forward calls to another number"
5. Enter your Call IQ number
6. Choose forward condition: Always or When unanswered
7. Save

1. Open Google Voice settings
2. Go to Calls → Incoming calls
3. Add your Call IQ number as a forwarding phone
4. Enable forwarding for "All calls" or "Unanswered calls"
5. Save

Call IQ retains your call data for 30 days from the date of the call.

• Call transcripts and summaries are automatically deleted after 30 days
• Call recordings (if enabled with consent) are deleted after 30 days
• Customer contact information and settings are retained until you delete your account
• You can export your call history and transcripts at any time from your dashboard
• Upon account cancellation, all customer data is deleted within 90 days

What is disclosed to callers?

When a caller reaches your Call IQ number, the AI greets them with your custom greeting. On plans that require it, or in states where disclosure is mandated, the AI includes a brief statement such as: "I'm an automated assistant…" or similar language. The exact wording can be customized within the bounds of applicable law.

Which states require disclosure?

Laws vary and change frequently. As of 2025, states with active or pending AI disclosure requirements for phone interactions include:

Call IQ monitors regulatory changes and updates default disclosure behavior automatically. Consult a legal professional for advice specific to your business.

How do I configure disclosure for my account?

In your Call IQ dashboard under Settings → Greeting & Compliance, you can:

• Enable or disable the AI disclosure statement
• Customize the disclosure language
• Set different disclosure rules per phone number
• View a log of all disclosures made

Call IQ's default stance

Call IQ defaults to transparent AI disclosure on all accounts. We believe honesty builds trust. Most callers today are comfortable with AI assistants — and knowing they're speaking with AI sets clear expectations that lead to better interactions.

What's included with call recording?

How to enable call recording

1. Log in to your Call IQ dashboard
2. Go to Settings → Call Recording
3. Toggle Enable Recording for your number(s)
4. Review and confirm the legal disclosure notice
5. Save — recording starts on the next call

Recording laws by state

The US has a mix of one-party and all-party consent states. Call IQ's auto-disclosure handles this for you, but here's a quick reference:

Always consult a legal professional for advice specific to your business and jurisdiction.