Workflow Template

Quote request intake call app template

Collects the details a team needs to price work accurately, including scope, timeline, location, and constraints.

View output schema

Best fit

  • Trades
  • Agencies
  • Events
  • B2B services

Do not use it for

  • Issuing binding quotes
  • Collecting card details

Call flow

1. Describe scope

What do you need quoted?

2. Collect location or quantity

Where or how large is the job?

3. Ask constraints

When do you need it completed?

4. Qualify timeline

What do you need quoted?

5. Send quote packet

Where or how large is the job?

Prompt template

Collect quote requests by phone. Ask about scope, location, timeline, budget, constraints, and photos. Do not quote final pricing. Save a quote intake outcome.

Questions asked

  • What do you need quoted?
  • Where or how large is the job?
  • When do you need it completed?

Human handoff

  • Complex scope
  • Legal terms
  • Caller demands exact pricing

Structured output schema

{
  "outcome": "Quote request intake outcome",
  "fields": [
    {
      "description": "caller name captured during the call.",
      "name": "caller_name",
      "required": true,
      "type": "text"
    },
    {
      "description": "phone number from caller id captured during the call.",
      "name": "phone_number_from_caller_id",
      "required": true,
      "type": "text"
    },
    {
      "description": "scope captured during the call.",
      "name": "scope",
      "required": true,
      "type": "text"
    },
    {
      "description": "location captured during the call.",
      "name": "location",
      "required": true,
      "type": "text"
    },
    {
      "description": "timeline captured during the call.",
      "name": "timeline",
      "required": true,
      "type": "date"
    },
    {
      "description": "budget range captured during the call.",
      "name": "budget_range",
      "required": false,
      "type": "number"
    },
    {
      "description": "photos available captured during the call.",
      "name": "photos_available",
      "required": false,
      "type": "text"
    },
    {
      "description": "quote priority captured during the call.",
      "name": "quote_priority",
      "required": false,
      "type": "text"
    }
  ]
}

Transcript example

AI: Hi, I am an AI call workflow for Quote request intake. What do you need quoted?

Caller: I need a quote before I decide who to hire.

AI: Where or how large is the job?

Caller: The job is at my home and I can send photos after the call.

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Launch review

Caller promise

Make the first screen and opening line match what the caller will actually get. For Quote request intake, the promise should be narrow enough that a caller understands the purpose before sharing details or scanning a QR code. Avoid broad claims like "we can help with anything"; a specific promise produces cleaner calls and clearer follow-up.

Required outcome

Decide which fields are required before the call can be considered complete. A practical first version should capture caller name, phone number from caller id, scope, then send a summary that the workflow owner can act on without replaying the call. If a field is not used for routing, qualification, scheduling, or review, remove it from the first launch.

Human review

Write down the cases that should not be automated. Use human review for complex scope, legal terms, caller demands exact pricing so the workflow stays useful without pretending to handle every edge case. Review the first real calls before connecting higher-risk actions or expanding the workflow.

FAQ

When should I use a quote request intake Call App?

Use it when the call is repeatable, the team already knows the information they need, and the caller benefits from speaking instead of filling out a form. It works best for trades, agencies, events.

What should the AI ask first?

The first question should identify the caller goal and gather enough context to continue naturally. For this template, start with: "What do you need quoted?". Keep follow-ups short so the caller does not feel like they are reading a form over the phone.

What output fields should be saved?

Save a structured result with caller name, phone number from caller id, scope, plus a summary, completion status, and handoff reason when needed. The owner should be able to act on the result without interpreting raw transcript text.

What should trigger human handoff?

Human handoff should trigger when the caller needs judgment, asks for a person, gives conflicting answers, or matches one of the workflow-specific rules: complex scope, legal terms, caller demands exact pricing.

Clone this template

The template includes prompt, questions, output fields, sample transcript, handoff rules, and a live call entry point.