# Qualify Adviser Leads Before the Call Starts | CallCeptor

> A short intake with optional OTP filters spam and sends registered advisers only the callers worth speaking to, with consent captured up front.

Source: https://callceptor.com/use-cases/advisory-lead-qualification/

Use case

## Filter spam and capture consent before the call rings

Solo advisers cannot afford wasted calls. A short intake and optional OTP keep the phone for real prospects.
Last updated 4 October 2026

### How it runs

- Visitor clicks Call.
- Name, mobile, new or existing, topic; optional OTP.
- Consent for recording and data processing is shown.
- The adviser sees who is calling and from which page.

### The rule to set

Require OTP for all calls to the adviser desk.

#### Features used

- [Two-question intake](https://callceptor.com/features/intake/)
- [Agent console](https://callceptor.com/features/agent-console/)
- [Compliance-grade recording](https://callceptor.com/features/recording/)

### Questions we get asked

#### Can we require OTP?

Yes, as an option, to stop spam.

#### Where is the consent stored?

With the call record, in Indian cloud regions.

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