AI that works with call centers — not against them.
Casey prepares inbound leads before they reach a call center, so agents spend less time qualifying and more time closing.
What Casey does for call center workflows
Casey acts as the front line before a call center gets involved. It responds instantly to new leads, gathers key details, and routes conversations so agents start with context instead of cold calls.
Casey doesn't replace call center agents — it sets them up for better conversations.
See a handoff in action
Casey qualifies a plumbing emergency, gathers the details, then hands off to your team — so agents start the conversation with full context.
Hi, I have a leak under my kitchen sink. It's been dripping for a couple days and I think it's getting worse. Can someone come out today or tomorrow?
Hi! Sorry to hear about the leak — let's get that taken care of for you quickly. A few questions so our team has the full picture: 1. Is the leak coming from the pipes, the faucet base, or the garbage disposal? 2. Have you noticed any water damage to the cabinet or floor underneath? 3. Is there a shutoff valve under the sink you can close in the meantime?
It looks like it's coming from where the pipe connects. The cabinet bottom is getting damp but no major damage yet. I turned the valve off for now.
Good call shutting off the valve — that'll prevent any further damage. It sounds like a pipe connection issue, which is usually a straightforward fix. I'm going to connect you with our team so they can get you on the schedule ASAP. They'll have all the details from our conversation.
Hi! This is Mike from the team. Casey filled me in — sounds like a pipe joint issue under the sink. We can have someone out tomorrow morning between 9-11 AM. Does that work?
That's perfect, tomorrow morning works great. Thank you!
Great, you're all set! Our tech will text you when they're on the way. If anything changes with the leak before then, don't hesitate to reach out.
Why call center handoffs often break down
- Agents start calls with little context
- Time spent asking basic questions
- Missed leads outside staffed hours
- Inconsistent qualification quality
- Higher cost for low-value conversations
When call centers handle everything from first touch onward, efficiency drops.
How Casey makes call centers more effective
- Instant first response, 24/7
- Automated qualification before handoff
- Clear signals on lead intent and priority
- Full conversation history for agents
- Fewer wasted calls on low-fit leads
A better AI + call center workflow
Lead comes in
A new lead arrives from ads, search, or your website
Casey responds instantly
Casey replies immediately and gathers key details
Intent is determined
Lead intent and fit are assessed automatically
Routed to call center
High-value leads are sent to your call center team
Agents close faster
Agents start with context and close more efficiently
Humans handle the conversations that matter most.
Prepared leads across every platform
Casey prepares leads differently depending on where they come from, so call centers don't have to adapt scripts on the fly.
Who this is for
Good fit:
- Businesses using outsourced call centers
- Agencies managing hybrid response workflows
- Call centers handling high lead volume
- Teams focused on efficiency and close rates
Not a fit:
- Businesses without inbound leads
- Teams expecting AI to replace agents
- Call centers unwilling to adapt workflows
Common questions
Answers to frequently asked questions about Casey and call center partnerships.
No. Casey prepares and routes leads so agents can focus on high-value conversations.
See how Casey supports call centers
Explore how Casey prepares leads so your call center team can focus on closing.