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QAI Templates by Industry Vertical

Written by Moja Bot
Updated over a month ago

Use these pre-built templates as starting points for your QAI setup. Each template includes recommended dispositions, questions, and priorities tailored to specific industries.

💡 Tip: Copy these templates and customize them for your specific business needs.

Home Services (HVAC, Plumbing, Roofing, Electrical)

Recommended Dispositions

1. Appointment Scheduled – Priority 100

  • Customer agreed to service visit with confirmed date/time

Questions:

  1. "Did the customer agree to a service appointment?"

  2. "Was a specific date and time confirmed?"

  3. "Did the customer provide their address?"

Match criteria: 100% (all 3 = yes)

2. Quote Requested – Priority 80

  • Customer wants pricing but didn't book yet

Questions:

  1. "Did the customer request a price quote?"

  2. "Did the agent provide pricing information?"

  3. "Did the customer say they would call back?"

Match criteria: 2 out of 3 = yes

3. Existing Customer – Priority 60

  • Current customer with follow-up inquiry

Questions:

  1. "Did the caller mention being an existing customer?"

  2. "Was an account number or previous service mentioned?"

Match criteria: Any 1 = yes

4. Out of Service Area – Priority 20

  • Caller outside coverage area

Questions:

  1. "Did the agent mention being out of service area?"

  2. "Did the customer provide an address outside your territory?"

Match criteria: Any 1 = yes

📸 Screenshot needed: Example home services disposition setup

Legal Services (Personal Injury, Disability, Family Law)

Recommended Dispositions

1. Qualified Lead – Priority 100

  • Potential client with valid case

Questions:

  1. "Did the caller describe a qualifying injury or legal issue?"

  2. "Did the incident occur within the statute of limitations?"

  3. "Did the customer consent to further contact?"

Match criteria: 2 out of 3 = yes

2. Callback Required – Priority 80

  • Need more info or attorney review

Questions:

  1. "Did the intake specialist request additional information?"

  2. "Was a follow-up call scheduled?"

Match criteria: Any 1 = yes

3. Outside Practice Area – Priority 50

  • Case type not handled by firm

Questions:

  1. "Did the agent mention this case type is outside practice area?"

  2. "Was the caller referred to another firm?"

Match criteria: Any 1 = yes

4. Pre-Lit – Priority 30

  • Caller already represented by another attorney

Questions:

  1. "Did the caller mention having an existing attorney?"

  2. "Did the caller mention an active lawsuit?"

Match criteria: Any 1 = yes

Travel & Hospitality (Airlines, Hotels, Travel Agencies)

Recommended Dispositions

1. Booking Confirmed – Priority 100

  • Reservation completed with payment

Questions:

  1. "Did the agent provide a confirmed itinerary?"

  2. "Did the customer provide payment information?"

  3. "Was a confirmation number mentioned?"

Match criteria: 100%

2. Quote Provided – Priority 80

  • Pricing given, no booking yet

Questions:

  1. "Did the agent provide pricing for flights or hotels?"

  2. "Did the customer request time to think about it?"

Match criteria: Both = yes

3. Customer Service Inquiry – Priority 60

  • Existing booking question

Questions:

  1. "Did the caller mention an existing confirmation number?"

  2. "Did the caller ask about changes to an existing booking?"

Match criteria: Any 1 = yes

4. Pricing Inquiry Only – Priority 40

  • Just browsing, no serious intent

Questions:

  1. "Did the caller only ask about general pricing?"

  2. "Did the caller not provide any specific travel dates?"

Match criteria: Both = yes

Healthcare / Medicare / Insurance

Recommended Dispositions

1. Enrollment Completed – Priority 100

  • Application submitted successfully

Questions:

  1. "Did the customer provide their Medicare ID or Social Security Number?"

  2. "Was a plan selected?"

  3. "Did the agent confirm enrollment submission?"

Match criteria: 100%

2. Follow-Up Required – Priority 80

  • Need more info or documentation

Questions:

  1. "Did the agent request additional documentation?"

  2. "Was a follow-up call scheduled?"

Match criteria: Any 1 = yes

3. Not Eligible – Priority 60

  • Doesn't qualify for services

Questions:

  1. "Did the agent mention the caller doesn't meet eligibility requirements?"

  2. "Was the caller under 65 without disability?" (Medicare-specific)

Match criteria: Any 1 = yes

4. Already Enrolled – Priority 30

  • Already has coverage

Questions:

  1. "Did the caller mention already having Medicare/insurance?"

  2. "Did the caller mention being satisfied with current plan?"

Match criteria: Any 1 = yes

Financial Services (Loans, Credit Repair, Debt Relief)

Recommended Dispositions

1. Application Submitted – Priority 100

  • Customer completed application

Questions:

  1. "Did the customer complete the application process?"

  2. "Was sensitive information (SSN, DOB, income) collected?"

  3. "Did the agent mention next steps or approval timeline?"

Match criteria: 2 out of 3 = yes

2. Pre-Qualified – Priority 85

  • Passed initial screening, pending docs

Questions:

  1. "Did the agent mention the customer is pre-qualified?"

  2. "Were specific loan terms or rates discussed?"

Match criteria: Any 1 = yes

3. Unqualified – Priority 30

  • Doesn't meet credit/income requirements

Questions:

  1. "Did the agent mention the customer doesn't meet requirements?"

  2. "Was the caller's credit score mentioned as too low?"

Match criteria: Any 1 = yes

Solar / Energy Services

Recommended Dispositions

1. Site Survey Scheduled – Priority 100

  • Appointment for home evaluation

Questions:

  1. "Did the customer agree to a site survey appointment?"

  2. "Was a date and time confirmed?"

  3. "Did the customer provide their address?"

Match criteria: 100%

2. Qualified Homeowner – Priority 85

  • Owns home, interested, no appointment yet

Questions:

  1. "Did the customer confirm they own their home?"

  2. "Did the customer express interest in solar?"

  3. "Did the customer provide their address?"

Match criteria: 2 out of 3 = yes

3. Renter / Not Homeowner – Priority 20

  • Can't proceed (doesn't own property)

Questions:

  1. "Did the caller mention they rent their home?"

  2. "Did the agent ask if they own and they said no?"

Match criteria: Any 1 = yes

E-commerce / Retail

Recommended Dispositions

1. Order Placed – Priority 100

  • Purchase completed

Questions:

  1. "Did the customer provide payment information?"

  2. "Was an order confirmation number mentioned?"

  3. "Did the agent confirm shipping address?"

Match criteria: 2 out of 3 = yes

2. Added to Cart / Interested – Priority 70

  • Engaged but didn't complete purchase

Questions:

  1. "Did the customer add items to cart?"

  2. "Did the customer ask questions about specific products?"

Match criteria: Any 1 = yes

3. Return / Refund Request – Priority 60

  • Existing customer issue

Questions:

  1. "Did the customer mention an existing order number?"

  2. "Did the customer request a return or refund?"

Match criteria: Any 1 = yes

Automotive (Dealerships, Service Centers)

Recommended Dispositions

1. Appointment Scheduled – Priority 100

  • Test drive or service appointment booked

Questions:

  1. "Did the customer schedule a test drive or service appointment?"

  2. "Was a specific date and time confirmed?"

Match criteria: Both = yes

2. Qualified Buyer – Priority 85

  • Serious interest, no appointment yet

Questions:

  1. "Did the customer ask about specific vehicle pricing or financing?"

  2. "Did the customer mention trading in a vehicle?"

Match criteria: Any 1 = yes

3. Just Browsing – Priority 40

  • General inquiry, low intent

Questions:

  1. "Did the customer only ask general questions?"

  2. "Did the customer decline an appointment?"

Match criteria: Both = yes

Need a Custom Template?

If your industry isn't listed here, use these guidelines to build your own:

  1. Identify your top 3-5 call outcomes

  2. Assign priorities (100 = best outcome, 10 = worst)

  3. Write 2-4 questions per outcome

  4. Test on 20-50 calls and refine

Related Articles:

  • QAI Quick Start Guide

  • Creating Effective QAI Questions

  • Understanding QAI Priorities

Last updated: February 24, 2026

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