An AI phone assistant
Your greeting, approved answers and coverage hours.
What this service does
AI call screening & routing
Give callers attention while your team stays focused.
Handle routine questions and direct requests while staff are helping customers or doing the work. Fewer interruptions and useful callback notes help your team make better use of the day.
See it in actionHome trades · Example
Give callers a useful first answer.
The assistant asks what the caller needs so a new estimate request can reach the right team.
Illustrative example · fictional details Auto repair · Example
Send the question to the right person.
A customer asking about a car already in the shop is routed to the service advisor. If nobody is available, a callback is captured.
Illustrative example · fictional details Beauty & tattoo · Example
Give your team a useful callback note.
While stylists are with clients, the assistant can capture the service requested and the caller’s preferred callback time.
Illustrative example · fictional details
The business payoff
What this gives you.
Less staff time on routine calls and fewer requests lost between people, supporting more useful customer conversations.
Routing to the right team
Transfers or callback capture based on the request.
Useful call summaries
Caller details, their question and the next action.
The practical details.
Can callers ask for a person?
Yes. We design an explicit human route and a callback fallback if the team is unavailable.
Do we have to record every call?
No. We agree on recording, notices, access and retention before launch, based on your needs and applicable requirements.
Can it book appointments?
Only through a supported, tested booking connection with your rules. Otherwise it offers a booking link or sends a request to staff.
What does ongoing support cover?
- Review routing failures and permitted conversation samples.
- Update answers, hours and destinations.
- Monitor usage and retest changed instructions.
What do you need from us?
- Your number, phone provider, opening hours and transfer destinations.
- Approved answers, service area, screening questions and escalation rules.
- A fallback owner, voicemail process and decisions about disclosure, recording and retention.
Plan roughly 1–2 weeks for a focused pilot after phone access and call rules are ready; provider changes may take longer.
What is included in our agreement?
Phone numbers, call minutes and AI usage are separate unless included. Clinical advice, emergency triage and binding quotes are outside a routine call-routing scope.
Your proposal states the setup cost, monthly scope, usage allowances and third-party fees before work starts.
How do we know it is helping?
We review the information your connected tools can measure:
- Successful transfers
- Usable callback requests
- Escalations and failed handoffs
See how it fits your industry.
Let’s make it specific
Start with your business.
Leave with a clear plan.
Tell us what you want to make easier. We’ll recommend a useful starting point and give you a clear scope and price.
Talk about this serviceImplementation references
Service capabilities depend on the connected tools and agreed scope. The tools we select depend on your existing systems and the agreed scope. Reviewed October 14, 2026.