Enquiries arrive when nobody is free to answer: after hours, during a busy morning, while the intake coordinator is on another call. Each missed one is a participant who may call someone else. With Rostery's AI Receptionist, every enquiry is answered and written down as a lead.
How lead tracking works in Rostery
The AI Receptionist answers phone calls, takes voicemail and replies to text messages and your website chat. Each conversation becomes a lead with the caller's name, phone, email, NDIS number, funding type, support needs, suburb and urgency, an AI summary, the transcript and any recording or voicemail. Leads are scored from 0 to 100: warm leads are emailed to you, and hot or crisis calls are texted to your alert number straight away. The caller gets a confirmation text.
The office works leads on the AI Receptionist page: filter by status, channel or score, assign each one to a team member, schedule a callback, add notes, and move it through New, Contacted, Qualified, Converted or Not suitable. The dashboard shows the conversion rate, leads still untouched after 24 hours, upcoming callbacks and your busiest call hours, and leads export to CSV.