QuoteIQ's Virtual Call Team is a first-of-its-kind AI-powered answering system built specifically for home service businesses. Whether you're on the job or off the clock, your AI agent answers every incoming call, gathers key details from potential customers, and delivers everything you need to your QuoteIQ dashboard. This guide walks through how the system works, how to get started, and what setup looks like from inside the app.
Available on: All plans. Uses IQ Credits (125 IQC = 1 minute of call time).
Prefer to Watch?
How It Works
The Virtual Call Team is designed to act as a 24/7 receptionist for your business. Here's what it does:
Answers on the first ring, introducing your company by name.
Qualifies leads by asking questions like name, address, service requested, and where they heard about you.
Transcribes and records every call, making the full message viewable from your dashboard.
Sends notifications via in-app alerts, email, or text (depending on your plan).
Sorts junk from gold, helping you instantly identify high-value opportunities like commercial contracts versus routine inquiries.
Works around the clock, allowing you to run your business 24/7 and even boost your Google ranking by showing your hours as always open.
You never miss a call. You stay focused on the job. And you get more quotes sent — faster.
How To Set Up Your Virtual Call Team
Step 1: Purchase & Access
Log into your QuoteIQ account, scroll to Virtual Call Team. Insert your Redemption Code or purchase the add-on (Lite or Pro).
Step 2: Add Your Agent
Click "Add Agent", then:
Choose your area code (e.g. 504).
If your desired area code is unavailable, try an alternate — the system will prompt you.
This creates your dedicated call tracking number.
Step 3: Customize Your Call Team
Once your number is created, customize your AI team:
Choose Your Voice: You can preview voices and choose from available options.
Set Notification Preferences: Enter your email and phone number to receive alerts for every new call.
Enter Business Details:
Business Name: This is what the AI says when answering.
Owner Name: Referenced in the script.
Service Area Zip Codes: Calls outside your zip code will be automatically filtered.
Services Offered: AI will decline unrelated services.
Business Hours: Set to 24/7 if you want to maximize ranking and capture after-hours leads.
Step 4: Call Script Overview
Your AI call script will:
Introduce your business
Ask for name, number, email, address, zip code, service requested
Ask how they heard about you
Confirm that a quote will be sent once the owner reviews their info
Step 5: Call Log
Once a call comes in:
You'll receive a full transcript and audio recording in your Call Log.
You can quickly add the contact, call back, or delete the record.
Everything is centralized, making it easy to stay organized and respond on your time.
Step 6: Call Tracking
You can generate multiple agents for:
Different business locations
Tracking marketing campaigns (e.g. Facebook ads, yard signs, etc.)
Conversational AI Agents — Outbound Calling
In addition to answering inbound calls, QuoteIQ includes Conversational AI Agents — AI-powered outbound calling agents that you can build, deploy, and manage from your dashboard.
What Conversational AI Agents can do:
Outbound call campaigns — Automatically call a list of leads or past customers. Great for follow-ups, seasonal promotions, or reactivating old contacts.
Batch calling — Run campaigns across multiple contacts at once instead of calling one by one.
Activate / Deactivate agents — Turn agents on and off as needed. Run a campaign for a week, then pause it.
Assign phone numbers — Each agent gets its own dedicated phone number.
Full call logs — Review transcripts, recordings, and outcomes for every outbound call from your dashboard.
Why this matters: Most competitor CRMs only offer inbound AI call answering (if they offer it at all). QuoteIQ is one of the only platforms that lets you run automated outbound calling campaigns — proactively reaching out to leads instead of waiting for the phone to ring.
IQ Credits & Call Time
Virtual Call Team and Conversational AI Agents both use IQ Credits. The conversion rate is 125 IQ Credits = 1 minute of call time.
Monthly IQ Credit allocations by plan:
Essentials: 500 IQC/month (4 minutes)
Beginner: 1,500 IQC/month (12 minutes)
Pro: 3,000 IQC/month (24 minutes)
Elite: 5,000 IQC/month (40 minutes)
Max: 8,000 IQC/month (64 minutes)
IQ Credits are shared across all AI features (AI Autopilot, AI Estimator, Before & After AI, AI Text Generator, Auto Complete, and Virtual Call Team). If you need more call time, you can purchase additional IQ Credits from within the app.
FAQs
Can I choose which voice answers my calls?
Can I choose which voice answers my calls?
Yes. You can preview and choose the AI voice that fits your brand.
Can I clone my own voice?
Can I clone my own voice?
Voice cloning is available. You can upload audio to train your AI agent with your own voice.
How do I receive call alerts?
How do I receive call alerts?
Depending on your plan, alerts are sent via in-app notifications, email, and/or text.
Can I set specific service areas?
Can I set specific service areas?
Yes. You can input zip codes, and the AI will filter out calls from outside your service zone.
What if someone calls about a service I don't offer?
What if someone calls about a service I don't offer?
The AI will let them know it's not offered and ask if there's anything else you can help with.
Are all calls recorded?
Are all calls recorded?
Yes. You'll receive a transcript and recording of every call — accessible anytime from your Call Log.
How many IQ Credits does a call use?
How many IQ Credits does a call use?
125 IQ Credits per minute of call time. A typical 3-minute lead qualification call uses about 375 IQC. IQ Credits are shared across all AI features in QuoteIQ.
What are Conversational AI Agents?
What are Conversational AI Agents?
Conversational AI Agents are outbound calling agents you can build and deploy from your dashboard. They automatically call leads or past customers on your behalf — great for follow-ups, seasonal promos, or reactivating old contacts. You can run batch campaigns, review full call logs, and activate/deactivate agents as needed.
Can the AI make outbound calls, not just answer inbound?
Can the AI make outbound calls, not just answer inbound?
Yes. Conversational AI Agents handle outbound calling campaigns. You can set up batch call lists and the AI calls each contact automatically, qualifying leads and gathering information just like the inbound system.
Which plans include Virtual Call Team?
Which plans include Virtual Call Team?
Virtual Call Team is available on all plans (Essentials, Beginner, Pro, Elite, and Max). Call time uses IQ Credits, which are included with every plan.