Call screening means knowing who a caller is and why they're calling before you spend time calling back. Taylor, the AI receptionist from AI Bot Store, screens every call she answers for you and labels it, so your callbacks go to customers first.
The six kinds of callers Taylor sorts
| Caller | What Taylor does |
|---|---|
| New customer | Takes the complete message and emails you the lead. If you use JobNimbus, adds them as a new contact. |
| Existing customer | Takes the message; in JobNimbus, matches them by phone number and adds a note to their record. |
| Supplier | Takes the message and labels it, and keeps it out of your CRM. |
| Insurance adjuster | Takes the message and labels it, and keeps it out of your CRM. |
| Job seeker | Takes the message and labels it, and keeps it out of your sales pipeline. |
| Salesperson | Takes the message and labels it, and keeps it out of your CRM. |
Urgent jobs go to the top
An active leak, storm damage or anything that can't wait is flagged as urgent, and the lead email says so right in the subject line. You see the calls that need you now before the ones that can wait until tomorrow.
Spam never becomes a lead
Robocalls and spam calls get a polite goodbye. They don't show up as leads, don't trigger lead emails and never reach your CRM.
Get Taylor today Call the live demo
Why screening matters
In one roofing company's calls we looked at, about one in eight was a job applicant or subcontractor, and many others were people asking for a specific person, billing questions or vendors. When every call lands in the same voicemail box, the homeowner with a leak waits behind all of them. Sorting calls is how the right callback happens first.
Taylor's labels also keep your records clean: only real customers become JobNimbus contacts, and callers without a full name and a phone number stay out too.