How setup works
What your front desk does, and how we get it live
No black box. This is the exact call flow your AI front desk follows, what we need from you, and the checklist we run with you before it touches a real customer.
The call flow
- A call is missed or comes in after hours. Your number rings you first, like today. If nobody picks up, the front desk takes over. On the Text Back plan it texts; on Front Desk and Team it can also answer the call. "Hi, this is the assistant for [your business]. Sorry we missed you. What can we help with today?"
- It finds out what they need. It asks only the questions you approved: the job or reason for the call, name, address or area, and a good callback time.
- It checks for urgent. You set the urgent rules (for example: active leak, no heat, car broke down on the freeway). An urgent job triggers an instant text to you or your on call person.
- It answers simple questions. Hours, service area, whether you do a type of job, how to get an estimate. Only from the FAQ you gave us. If it does not know, it says a person will call back.
- It books or hands off. Depending on your setting it offers open slots from your calendar, or tells the caller when to expect a call back.
- You get a summary. Name, number, what they need, address, urgency, and the full transcript, by text and email. You call back the ones worth calling.
What it will not do
- Quote prices you did not approve, promise dates, or argue with a caller.
- Give legal, medical or financial advice. For law offices and clinics it only takes a message and books.
- Pretend to be a person. If a caller asks, it says it is an automated assistant for your business.
- Call or text anyone who did not contact you first.
Go live checklist
We work through this with you on a 15 minute call. Most of it comes straight from the intake form.
From you
- Business name exactly as callers know it, and your hours
- Services you want, and services you do not want (so it can politely say no)
- Service area: cities or zip codes
- Your top 5 to 10 customer questions and your answers
- Urgent rules and who gets the urgent alert
- Booking: calendar link, or "callback only"
- Languages: English, Spanish, or both
- Where summaries go: mobile number and email
From us
- Write your greeting, questions and FAQ answers, then send them to you to approve
- Connect missed call forwarding on your existing number (you keep your number)
- Connect your calendar if you book online
- Run test calls together: normal job, urgent job, after hours, a question it cannot answer, a wrong number
- Fix anything that sounded wrong, then switch it on
- Check in after the first week and tune the script from real calls
After it is live
- Changes to hours, FAQ or urgent rules: text us and we update the script.
- Month to month. Cancel any time and your number goes back to ringing only you.
- Your callers' details go to you. We do not sell or share them.
Ready to see it with your business?
Try the demo as a customer, or fill in the intake and we will draft your scripts before the call.