All applications
Business owner measuring a cabinet while a phone sits on the workbench.
WORKFLOW PREVIEWIllustrative
AI call handling
New service inquiry
Request captured · callback ready
Owner confirms the appointment
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AI phone receptionist

We configure a clearly identified AI receptionist for the call types you choose. It answers from approved information, gathers the right details, and connects to your supported phone and scheduling systems. You decide when it should transfer, take a message, or request a booking.

How we put it to work

  1. Define the calls it can handle.

    We agree the greeting, information sources, hours, and transfer rules. The caller can ask for a person; urgent or unsupported topics follow your escalation instructions.

    Your teamApproves the script, scope, and escalation routes.

    Define the calls it can handle. We agree the greeting, information sources, hours, and transfer rules. The caller can ask for a person; urgent or unsupported topics follow your escalation instructions.
    Incoming call
    Approved answers
    Transfer rules
    AI
    Human fallback
  2. Capture the request accurately.

    AI turns the conversation into a short call brief, confirms essential details with the caller, and marks anything unclear. We adapt the questions for your appointments, orders, or service requests.

    Your teamReviews ambiguous requests and handles sensitive decisions.

    A call your team can pick up. Illustrative incoming call: Customer explains request; Callback details confirmed; Timing preference recorded. AI extracts confirmed details from the conversation.: Call brief prepared; Request type identified; Next step assigned. Staff handle exceptions and unconfirmed appointments.
    A call your team can pick up
    Illustrative incoming call · Illustrative example
    Customer explains request
    Callback details confirmed
    Timing preference recorded
    AI structures the note
    Call brief prepared
    Request type identified
    Next step assigned
    AI extracts confirmed details from the conversation.
    Staff handle exceptions and unconfirmed appointments
  3. Connect the next step.

    Supported calendar and phone integrations check availability or transfer the caller. If a system cannot confirm a booking, the receptionist records a request rather than promising an appointment.

    Your teamSets booking rules and approves exceptions or customer commitments.

    Connect the next step. Supported calendar and phone integrations check availability or transfer the caller. If a system cannot confirm a booking, the receptionist records a request rather than promising an appointment.
    Call brief
    PrepareReviewAction dueABC
    Availability check
    Confirmed slot
    Callback required

What your first engagement includes

  1. 01Review your setupConfirm existing features, data access, and system compatibility.
  2. 02Configure one workflowConnect the tools, define approvals, and handle exceptions.
  3. 03Test and hand overPilot on selected work, train your staff, and provide operating instructions.
PILOT REVIEW

How we measure the pilot

Compare the same work before and during the pilot.

  • Time to complete

    Staff handling time per completed call handoff, including the human check.

    Review time
  • Review quality

    How often a draft needs a material correction before approval.

    Correction rate
  • Workflow reliability

    Failed transfers, unconfirmed bookings, and incomplete callback details.

    Exceptions to resolve
  1. Current process
  2. Pilot results
  3. Review together

Agree what to improve or expand based on the results.

Start with one workflow in your business.

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