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QAI Templates by Industry Vertical

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:

“Did the customer agree to a service appointment?”
“Was a specific date and time confirmed?”
“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:

“Did the customer request a price quote?”
“Did the agent provide pricing information?”
“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:

“Did the caller mention being an existing customer?”
“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:

“Did the agent mention being out of service area?”
“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:

“Did the caller describe a qualifying injury or legal issue?”
“Did the incident occur within the statute of limitations?”
“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:

“Did the intake specialist request additional information?”
“Was a follow-up call scheduled?”

Match criteria: Any 1 = yes

3. Outside Practice Area – Priority 50

Case type not handled by firm

Questions:

“Did the agent mention this case type is outside practice area?”
“Was the caller referred to another firm?”

Match criteria: Any 1 = yes

4. Pre-Lit – Priority 30

Caller already represented by another attorney

Questions:

“Did the caller mention having an existing attorney?”
“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:

“Did the agent provide a confirmed itinerary?”
“Did the customer provide payment information?”
“Was a confirmation number mentioned?”

Match criteria: 100%

2. Quote Provided – Priority 80

Pricing given, no booking yet

Questions:

“Did the agent provide pricing for flights or hotels?”
“Did the customer request time to think about it?”

Match criteria: Both = yes

3. Customer Service Inquiry – Priority 60

Existing booking question

Questions:

“Did the caller mention an existing confirmation number?”
“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:

“Did the caller only ask about general pricing?”
“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:

“Did the customer provide their Medicare ID or Social Security Number?”
“Was a plan selected?”
“Did the agent confirm enrollment submission?”

Match criteria: 100%

2. Follow-Up Required – Priority 80

Need more info or documentation

Questions:

“Did the agent request additional documentation?”
“Was a follow-up call scheduled?”

Match criteria: Any 1 = yes

3. Not Eligible – Priority 60

Doesn’t qualify for services

Questions:

“Did the agent mention the caller doesn’t meet eligibility requirements?”
“Was the caller under 65 without disability?” (Medicare-specific)

Match criteria: Any 1 = yes

4. Already Enrolled – Priority 30

Already has coverage

Questions:

“Did the caller mention already having Medicare/insurance?”
“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:

“Did the customer complete the application process?”
“Was sensitive information (SSN, DOB, income) collected?”
“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:

“Did the agent mention the customer is pre-qualified?”
“Were specific loan terms or rates discussed?”

Match criteria: Any 1 = yes

3. Unqualified – Priority 30

Doesn’t meet credit/income requirements

Questions:

“Did the agent mention the customer doesn’t meet requirements?”
“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:

“Did the customer agree to a site survey appointment?”
“Was a date and time confirmed?”
“Did the customer provide their address?”

Match criteria: 100%

2. Qualified Homeowner – Priority 85

Owns home, interested, no appointment yet

Questions:

“Did the customer confirm they own their home?”
“Did the customer express interest in solar?”
“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:

“Did the caller mention they rent their home?”
“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:

“Did the customer provide payment information?”
“Was an order confirmation number mentioned?”
“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:

“Did the customer add items to cart?”
“Did the customer ask questions about specific products?”

Match criteria: Any 1 = yes

3. Return / Refund Request – Priority 60

Existing customer issue

Questions:

“Did the customer mention an existing order number?”
“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:

“Did the customer schedule a test drive or service appointment?”
“Was a specific date and time confirmed?”

Match criteria: Both = yes

2. Qualified Buyer – Priority 85

Serious interest, no appointment yet

Questions:

“Did the customer ask about specific vehicle pricing or financing?”
“Did the customer mention trading in a vehicle?”

Match criteria: Any 1 = yes

3. Just Browsing – Priority 40

General inquiry, low intent

Questions:

“Did the customer only ask general questions?”
“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:

Identify your top 3-5 call outcomes
Assign priorities (100 = best outcome, 10 = worst)
Write 2-4 questions per outcome
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