How the AI Receptionist handles a call, start to finish.
Four moments decide whether a call becomes a customer: who answers, what they know, what they can do, and what you hear afterwards. Here is each one.
- Thanks for calling Northside Plumbing. I’m their virtual assistant, and this call may be recorded. How can I help?
- Hi, our water heater is leaking. Is anyone there tonight?
- The team is away for the night, but I can book you the first visit tomorrow. Morning or afternoon?
- Checking the calendar for open times
- First thing in the morning, please. It’s Dana Reyes.
- I have 8:00 or 9:30 tomorrow. Which works best?
- Booked: Water heater repair, Wed 8:00 am
Dana Reyes called after hours about a leaking water heater. Booked for Wed 8:00 am. Summary and full transcript saved with the call.
How does an AI receptionist work?
When a call comes in and your answer mode says the AI should take it, the receptionist greets the caller in your business's name, says it is a virtual assistant, and answers from your knowledge base and notes. It can book a real open time, transfer to your team during hours, or take a message. When the call ends, it saves a summary and transcript and emails you.
You set the rules once.
Choose an answer mode: every call, only the calls nobody picks up, only after hours, or missed calls and after hours together. Set how long your phone rings first, from 5 to 60 seconds, and your business hours in your own time zone.
Then write a greeting and the notes it should know. Changes take effect as soon as you save, and a free test call from your own phone lets you hear the result.
- When nobody picks up, and after hours
- After hours only
- Only when nobody picks up
- Answer every call
What the caller hears and what it can do
It introduces itself honestly
Every call opens with your business name, a line saying it is a virtual assistant, and a note that the call may be recorded.
It answers from what you wrote
Questions about services, hours, area and the prices you chose to share are answered from your website chat's knowledge base and your notes. Nothing else.
It books, transfers or takes a message
Depending on what the caller needs, it books a real open time, hands the call to your team during hours, or takes a message with a read-back of the number.
It knows when to stop
Anyone describing an emergency is told to hang up and call 911. Robocalls and sales pitches are politely ended.
A short list of tools, and nothing else.
The receptionist works through five tools: take a message, find open times, book an appointment, transfer, and hang up. It cannot act outside them.
A booking is confirmed only when the calendar answers that it is booked. Until then, it never tells a caller they have a time.
→ find_open_times { "typeId": "water-heater" }← { "times": [ "Wed 8:00 am", "Wed 9:30 am" ] }→ book_appointment { "token": "…", "name": "Dana Reyes" }← { "booked": true }// only now does it tell the caller they are booked→ hangupA summary and transcript, in your inbox.
Every answered call is saved with the caller, its length, the outcome, a short summary and the full transcript, and you get an email about it. Calls also appear in your dashboard next to your form fills and chats.
If a call is ever missed by the normal hand-off, an hourly sweep picks it up, so no answered call goes unreported.
- Dana ReyesTue 8:42 pm3 minBooked
Leaking water heater. Booked Wed 8:00 am.
- (614) 555-0122Tue 1:15 pm2 minMessage
Wants a quote to re-pipe a 1920s house. Call back after 4.
- (380) 555-0164Tue 11:02 am1 minAnswered
Asked if you serve Worthington. Yes.
How it works, in questions.
How does an AI receptionist answer the phone?
It comes with its own local number. Calls to that number, or calls you forward to it from your existing line, are answered by a voice agent that follows the answer mode, hours and notes you set in the dashboard.
How does it know about my business?
It reads your website chat's knowledge base plus any notes you write for it, such as your service area, hours and the prices you are happy to quote. It answers only from those.
How long does setup take?
Most of it is writing down what callers usually ask. Choose an answer mode, set your hours, make a free test call from your own phone, and switch it on when it sounds right.
What if the call goes somewhere unexpected?
When it does not know an answer, it says so and offers to take a message. It never invents prices, availability or promises.
Is there a limit on calls?
It answers up to 50 calls a day and 3 from any one caller an hour, and each call can run up to 15 minutes. Past a limit, calls ring your phone as normal.
More about the AI Receptionist
- AI Receptionist overviewAn AI receptionist that answers your business calls, books appointments, transfers to your team and emails a summary of every call. From $49/mo.
- BookingAn AI receptionist that books callers into real open times on your calendar, and only confirms once the calendar accepts the booking.
- TransfersWhen a caller asks for a person during your hours, the AI receptionist says so and transfers the call to the number you choose.
- PricingThree AI receptionist plans from $49/mo, each with a local number, booking, transfers and call summaries. Short calls are free.
Set it up this afternoon.
Let it answer tonight.
Plans from $49/mo. Test calls are free, so you hear it before your customers do.
Checking the cost? see pricing