How It Works: From Your Business Number to Your Next Booking
Your AI receptionist answers forwarded calls day and night as your business, gathers the request in English or Spanish, and sends you the details. Try the browser demo to hear the conversation before setting up your own call rules.
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How it works in four steps
- Choose forwarding Keep your business number and select which calls reach the local number we provide.
- Answer as your business Your receptionist uses your rules, gives both disclosures, and handles English or Spanish requests.
- Receive the result Email and app push alerts bring call details; appointments can go into Google Calendar.
- Test, then go live Check the conversation and forwarding route before sending your customers to the receptionist.
Choose full, no-answer, busy, or after-hours forwarding
You decide which calls forward from your existing number to your receptionist. Send all calls, or use it only when unanswered, busy, or outside business hours.
Your current number
Customers keep calling the business number they already have.
Your coverage choice
Route all calls or choose when forwarding applies.
Carrier instructions
Follow the guide for your carrier or phone system.
Full details
Forwarding directs your chosen business calls to the local number we supply in your area code. Full forwarding suits a business that wants the receptionist to take the initial request. No-answer or busy forwarding lets your team take calls first, with the AI handling calls that reach it.
After-hours forwarding covers the times you choose outside your opening hours. The service answers once calls forward to it, so the route matters as much as the greeting. Use the provided carrier or phone-system guide, then place a test call to check that the intended calls reach your receptionist.
Hear the greeting, intake questions, and urgent handoff
Your receptionist announces that it is a virtual assistant and that the call is recorded, in both opening languages with your bilingual greeting setting on. It then asks intake questions using your business information.
Disclosed from the start
Callers hear the virtual-assistant and recording notices.
Business-specific questions
Intake follows your services, coverage area, and urgency rules.
Language choice
Callers can use Spanish, English, or switch during intake.
Full details
The AI learns your services, exclusions, hours, area, and price policy from your website and onboarding answers. A booking request leads to the details needed for an appointment. A message for you includes the caller's request and contact information, with names, addresses, and numbers read back.
Urgent requests follow the definition and contact order you set. With a warm transfer, your on-call person hears a short summary and presses 1 to accept; paging is another option. You can hear a fictional business call before deciding how your own receptionist should handle these situations.
Receive email and app alerts, plus calendar bookings
You receive an email and app push alert for each call, including its summary, urgency tag, transcript, and recording. Bookings go into Google Calendar when you choose appointment scheduling.
Call alerts
Email and app push deliver the details after calls.
Daily digest
An email brings your call activity together for review.
Dashboard records
Review calls, transcripts, recordings, usage, and settings in one place.
Full details
The summary gives you a starting point for the next action: return a message, review a booking, or follow up on an urgent request. Open the transcript or recording when you need the conversation's exact wording. Your dashboard keeps those records alongside usage and settings.
For appointments, choose Google Calendar booking or have the receptionist collect details for your callback. You can enter summaries into the other scheduling or CRM tools your team uses. Direct software connections are planned by demand. The daily email digest gives you another way to review activity after the individual call alerts arrive.
Test your calls before launch and change settings later
A test call lets you check forwarding, intake, and urgent routing before customers use the setup. Later, change settings by telling the AI what you want in plain words.
Test the route
Call your business number to check the forwarding setup.
Check the details
Compare your test request with its summary and recording.
Update the rules
Tell the AI about changed hours or urgent contacts.
Full details
Use a fictional caller request that resembles your usual work. Try Spanish and English, spell a name, give an address, and listen to the read-back. Check that an appointment or callback request reflects what you asked for, then test the urgent contact route you selected.
The AI can make mistakes, so review the results and keep a backup way to be reached. When hours or policies change, update the settings through your dashboard in plain words. Request your setup trial and have your services, area, hours, and urgent contacts ready for onboarding; we'll email your sign-in link when your trial is ready.
FAQ
How does the AI learn what my business does?
We use your website and an onboarding chat with 10-15 questions to teach the receptionist your business details. You provide services, exclusions, hours, service area, price policy, and urgency rules. Give specific answers about requests you accept and who should receive urgent calls, then check them with a test conversation.
Can I keep my number and answer some calls myself?
Yes. Forward only no-answer, busy, or after-hours calls if you want your team to remain the first point of contact. We provide a local number and instructions for your carrier or phone system. Test the selected route before making it part of your normal call handling.
Will callers know they are talking to AI?
Yes. The greeting tells callers they are speaking with a virtual assistant and that the call is recorded. Both stay enabled. Turn on your bilingual greeting setting for English and Spanish at the start; otherwise, both open in English and repeat in Spanish in the first reply after Spanish speech. During a test call, listen to the opening before checking the questions and message that follow.
Can urgent calls reach my on-call person?
Your receptionist can warm transfer or page your on-call person according to the urgency rules and order you choose. A warm transfer gives that person a brief summary before they press 1 to accept. Include an urgent scenario in your setup test so you can check the handoff.
What happens when the AI needs information I haven't provided?
Your receptionist can collect a message and contact details for your callback when the request needs your input. Review the call record to see what the caller asked, then update your business information in the dashboard. Use those updates to clarify the services or policies behind future requests.
Can I change from taking messages to booking appointments?
Yes. You can choose Google Calendar booking or collect appointment requests for your own callback. Tell the AI how you want calls handled through your dashboard settings. After changing the workflow, make a sample request and inspect the booking or message before relying on that setup for customers.
Try a call, then set up your business
Use the browser demo to hear intake in either language. Request a free trial to add your business rules and test forwarding once your trial is ready.