AI receptionist
Prepare a welcoming first response, business information and a clear route to the appropriate team. Define what details should be collected when a caller needs a person and how your opening hours affect the response.
START WITH THE CALLS YOU KNOW
One platform.
One platform.
Different business conversations.
Explore the roles you can prepare for an assistant, from a first enquiry to a support question.
Choose a role with a recognisable purpose
A useful assistant starts with the work your customers actually need help with. Identify the questions that recur, the information your team uses and the situations that need a person. That gives you a manageable first workflow to review.
The scenarios here describe the intended live experience. You can prepare draft agents and approved knowledge today; telephone handling, integration tasks and human transfer still require the live voice services. Each role should be tested before it takes customer calls.
Customer support
Organise answers around services, policies and common problems. Decide which questions can use public knowledge and which depend on verified access to a customer account or order.
Sales enquiries
Help a prospective customer understand your offering and prepare a useful enquiry. Avoid unsupported prices or promises, and identify when a specialist needs to answer a question.
FROM IDEA TO A REVIEWABLE WORKFLOW
Match the workflow to your business
Hosting and service businesses
WHMCS is first on the integration roadmap. Planned account, service, invoice and ticket workflows will need caller verification and explicit permissions. Begin with public service information and the checks your team makes today.
Online retailers
Order questions and store policies can have very different access requirements. Public returns information belongs in approved knowledge; a specific order status needs a permitted live store connection.
Teams with several call types
A single agent does not have to cover every role. Prepare distinct instructions and knowledge where your sales, reception and support requirements differ. Keep escalation routes consistent across those roles.
CONTINUE EXPLORING
Find the right role for your business.
Explore another workflow or discuss your requirements with us.
Current availability Draft agents and manual knowledge articles are available in development. Live voice, integrations and human transfer are still being built.
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