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Recipe

Lead Qualification

This recipe creates one qualification playbook with an extract schema, rents and binds a sender number, places the qualification call, and retrieves the summary with structured output.

Estimated cost~$0.50 / lead
ChannelsVoice
Voice
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Step 1

Set lead variables

Define the lead phone number and the area code for the rented caller ID.

Set lead variables
export LEAD_PHONE="+19175550987"
export AREA_CODE="415"
Step 2

Create the qualification playbook

Add an extract schema so the summary command can return structured qualification data after the call.

Create the qualification playbook
CALL_PLAYBOOK_ID=$(spix --json playbook create \
  --type call \
  --name "Lead qualification" \
  --goal "Determine budget range, implementation timeline, and whether the contact is the decision-maker. Classify as hot, warm, or cold." \
  --persona "Curious, professional business development rep" \
  --extract '{"qualification":"string","budget":"string","timeline":"string","decision_maker":"boolean"}' \
  | jq -r '.data.playbook_id')
Step 3

Rent and bind the sender number

Rent one number and bind it to the lead-qualification playbook.

Rent and bind the sender number
SENDER_NUMBER=$(spix --json phone rent --area-code "$AREA_CODE" --limit 1 | jq -r '.data[0].number')

spix --json phone rent \
  --number "$SENDER_NUMBER" \
  --bind-channel call \
  --bind-playbook "$CALL_PLAYBOOK_ID" \
  --confirm
Step 4

Call the lead and inspect the summary

Create the call, then retrieve the summary and extracted fields with the session ID.

Call the lead and inspect the summary
CALL_SESSION_ID=$(spix --json call create "$LEAD_PHONE" \
  --playbook "$CALL_PLAYBOOK_ID" \
  --sender "$SENDER_NUMBER" \
  | jq -r '.data.session_id')

spix --json call summary "$CALL_SESSION_ID"
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Build your own recipe

Install Spix, then adapt this recipe to your own flow.

Use the docs to adjust the playbook goal, numbers, inboxes, and follow-up messages for your own contacts and channels.

Open the docs →