AI Receptionist (Voice)
Answers calls, routes, and captures intent
Start with one workflow for incoming leads, support or operations. Agree the tools, approvals, exception handling and success checks before expanding.
Review the engagement before starting a conversation. Final scope, fees and delivery dates are confirmed in a written proposal.
Browse call handling, follow-up, support, operations, and policy workflows. These are workflow options to scope; tool compatibility and delivery requirements are confirmed before a proposal.
Answers calls, routes, and captures intent
Qualifies and books meetings
Starts SMS and callback workflows
Asks questions, scores, and tags leads
Runs sequences, reminders, and handoffs
Supports personalized outreach and scheduling
Flags duplicates, stale stages, and stalled deals
An agent should not become a permission shortcut. Workflows are designed around connected tools, allowed actions, approval points, and observable outcomes.
Connect only the systems and actions needed for the workflow.
Keep human review around refunds, sensitive updates, or external commitments.
Record status, surface exceptions, and route uncertain work to a person.
The same catalog supports different integration, security, approval, and operating requirements.
Define the trigger, tools, decision owner, and success check.
Grant the smallest useful permissions and establish test data.
Run with human review and inspect exceptions and handoffs.
Add volume, channels, or adjacent workflows after evidence.
Bring the trigger, connected tools, approvals, volume, and the human fallback.