Services / AI Receptionist

Answer more calls, capture more enquiries.

An AI receptionist answers inbound calls from approved business information, captures the details that matter and hands off to a person when needed — so fewer enquiries slip through a busy day.

What’s included

A first response that keeps enquiries moving.

We prepare an AI receptionist around how your business actually works — answering from approved information, capturing useful details and preparing follow-up. No invented prices, no guaranteed response times, and no claim that a live receptionist or phone number is already connected.

Inbound call answering

An AI receptionist answers incoming calls so enquiries are acknowledged even when you or your team are on the tools or with a customer — rather than going to voicemail or ringing out.

Answers from approved information

Responses are drawn only from the business information we approve together — services, service areas, common questions and how to get in touch. No invented facts, prices or promises.

Enquiry & callback detail capture

It collects relevant contact and enquiry details — name, what the caller needs, and a preferred callback — so you can follow up with the right context rather than chasing a missed call.

Human handoff where configured

Where a transfer is set up, the call can be handed to a person for anything that needs human judgement. The handoff rules and transfer destination are defined with you before it goes live.

Booking assistance where connected

Where a working calendar or booking action is connected, it can help a caller book a discovery call or appointment. Booking only confirms once the connected action actually creates it.

Call summaries & follow-up prep

Where supported, it prepares a summary of each call and the details captured so follow-up is quicker — and creates a follow-up task without duplicating existing work.

Deliverables

What you receive.

  • An AI receptionist configured to answer inbound calls from approved business information.
  • Approved knowledge base covering services, service areas, common questions and escalation rules.
  • Enquiry and callback detail capture mapped to your CRM contact and follow-up.
  • Human handoff rules and transfer destination, defined with you before launch.
  • Booking assistance where a working calendar or booking action is connected.
  • Call summaries and follow-up task preparation where supported.
Your input

What we’ll need from you.

  • •Verified details about your services, service areas and common customer questions.
  • •The hours you want answered and the hours you want handled differently (e.g. after-hours).
  • •Approved escalation rules and a transfer destination for human handoff (where desired).
  • •Access to your CRM sub-account, phone provider and calendar (where booking is in scope).
  • •A quick review of the approved knowledge base and call behaviour before it goes live.
Process

How an AI receptionist project runs.

The recommended scope depends on your business — we suggest a practical starting point rather than requiring everything at once.

01

Discovery

We learn about your services, how calls come in today, what gets missed and where a person needs to step in.

02

Agreed scope

We agree what the receptionist answers, what it captures, the handoff rules and a proposed timeline before any work starts.

03

Build

We prepare the approved knowledge base, call behaviour and CRM/contact mappings, and check the journey before launch.

04

Review

You review the approved answers and call behaviour. We refine before it goes live.

05

Connect & test

We connect the phone provider, CRM and calendar where in scope and test the call journey end to end before launch.

06

Improve

We review call summaries and follow-up, identify friction and agree the next useful improvement.

What’s delivered, configured and tested

You receive the approved knowledge base, call behaviour and CRM/contact mappings — ready to connect to your phone provider and calendar. The phone number, transfer destination and booking action are configured with you and tested end to end before launch, so the receptionist only confirms an action once the connected system actually completes it. We recommend a practical starting point based on your existing setup, goals and budget.

AI Receptionist FAQs

Questions about the AI receptionist.

Stop missing calls while you’re on the tools.

Tell us how enquiries come in today and where they get stuck. We’ll discuss a practical place to start.