Custom builds / AI receptionist
A receptionist that
fits your workflow.
An AI receptionist configured around how your business handles enquiries, appointments, quotes, and staff handoffs.
More than taking a message
- Appointments & bookings
- Gather the required details, check connected availability, and create or change bookings within your rules.
- Quotes & estimates
- Collect the scope of a request and prepare a quote using approved prices and conditions. Route exceptions to a person.
- Database & CRM updates
- Create or update authorised records directly, such as a customer enquiry, appointment, or follow-up task.
- Messages & PDF handoffs
- Leave a structured message or prepare a PDF brief for the next shift, including the request, collected details, and what still needs attention.
Different levels of control
Take & hand off
Answer approved questions and collect information. Leave messages or PDF summaries for staff to review when they come in.
Prepare for approval
Draft a booking, quote, or record update. A staff member reviews it before the action is completed.
Act within limits
Write to authorised database fields, book available slots, or issue quotes under defined rules. Refer exceptions to your team.
Permissions can differ by action. For example, allow appointment bookings while keeping quotes subject to approval.
Ready for the next shift
For an enquiry that arrives while staff are away, the receptionist can gather the details and either update the connected CRM or create a message or PDF brief. When staff return, they can see the request and the next step.
Each handoff can include the customer’s request, relevant details, actions already taken, and anything requiring a decision.
Connecting it to your systems
The build can include a staff dashboard, CRM or database integrations, appointment scheduling, quote templates, and message or PDF delivery. Access is scoped to the actions you approve, with validation, an activity history, and a route to human review.
A custom service offering. Available actions depend on the systems connected and the permissions configured for your business.