Sales
AI Receptionist
A fully implemented AI receptionist designed around your workflows, systems, and customer experience
Use case
VIP Caller Alerts: Know Who Is Calling Before You Pick Up
When a customer you have marked as important calls, your team sees who it is and what is going on with them before they answer.
- Area
- OperationsRuns on an AI System
- Good for
- Small businessMid-size
- Example tools
- TwilioGoHighLevelHubSpotSlack
The Problem
- Your best customer calls the main line and gets treated like a stranger.
- Whoever answers does not know they have spent thousands with you, or that their last job went wrong.
Imagine This
The phone rings, and a message pops up in Slack: a long-time client, one open job, promised an update Friday. Whoever answers starts the call with that.
How It Works
Example setup · AutomationWhat's the difference?
- TriggerA call comes in to your business linee.g. Twilio, GoHighLevel
- ActionThe number is matched to a VIP in your CRMe.g. GoHighLevel, HubSpot, Salesforce
- ActionTheir notes and open jobs go to your teame.g. Slack, Microsoft Teams, GoHighLevel
- Back to youYour team answers knowing who is callinge.g. a Slack or text alert
What Changes
Your team has important relationship context as it handles the call.
The service behind this
This workflow is one part of a bigger system. When we set it up, it comes as part of:
Workflows that go with this one
- Use case
Answer Every Call and Book the Job, Even After Hours
The phone rings while you're on a job, and the caller tries the next business. An AI receptionist picks up, answers from your info and books it.
- Use case
Chase Unpaid Invoices Automatically
The invoice is overdue and the reminder feels awkward, so it waits. Polite reminders go out on their own and stop the day it's paid.
- Use case
File Every Signed Document Automatically
When a contract or form is signed, the signed copy is saved to that customer in your CRM and your shared drive, without anyone downloading it.