Qualify leads and handle onboarding with Make and AI
A commenter built a calendar voice agent and uses Make with AI for lead qualification, customer onboarding, and basic customer service responses.
Done withMake
- What they did
- The commenter said they pair Make.com with AI so the system can qualify leads, run customer onboarding, and answer basic customer-service questions without constant manual handling. They did not describe a full build, tools beyond Make and AI, or where a human reviews or intervenes; in the same thread they advised starting with one repetitive task before adding multi-step workflows.
- How it went
- They called this the biggest game-changer for building systems that can make decisions and take actions on their own. But they gave no metrics, examples, or results for these specific workflows.
- Worth knowing
- Their main practical warning was the learning curve: start with a single task that saves 30+ minutes a day before attempting complex chained automations.
Try it yourself with Make
Build a Make scenario that takes new leads from [form, CRM, or inbox], uses AI to score them against my criteria [budget, location, need], and routes qualified leads to [calendar booking link or onboarding sequence]. Have it draft replies to basic customer questions using [FAQ or help doc]. Show me sample outputs for a qualified lead, an unqualified lead, and a customer question. Don't send any live messages until I've approved the drafts and turned the scenario on.
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Source: Reddit · Jan 1, 2025
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