Setup in 15 Minutes

How Your AI
Receptionist Works

From sign-up to answered calls in under 30 minutes. Here's exactly how we configure, activate, and run your AI receptionist so you never miss another lead.

The Complete 4-Step Process

Each step is designed to get you results fast — with zero technical knowledge required.

Discovery Call — 15 Minutes

We Learn Your Business

We schedule a quick 15-minute onboarding call where we gather everything the AI needs to represent your business perfectly. This is where we capture your voice, your values, and how you want callers treated.

Your business name, hours, services, and service area
Top 10 questions your customers typically ask
Pricing, promotions, and scheduling preferences
Emergency procedures and escalation rules
Preferred greeting tone (professional, friendly, warm)

Sample Onboarding Questionnaire

Business Name & Greeting

"Thank you for calling [Business Name], this is Alex, how can I help you today?"

Service Hours

Mon–Fri 8am–6pm, Emergency line available 24/7

Appointment Booking

Sync to Google Calendar, confirm via text to customer

Urgent Escalation

If emergency: warm transfer to owner cell immediately

Your AI Configuration

Custom AI voice trained on your business

Call flow scripted and tested with your scenarios

Forwarding number configured (no downtime)

Test calls completed — your approval required

Go-live in 15–30 minutes from first call

AI Configuration — Same Day

We Build & Activate Your AI

Our team configures your AI receptionist using your onboarding information. We write the scripts, set the voice tone, configure call routing, and run test calls to make sure everything sounds exactly right.

We handle ALL technical setup — zero work for you
Simple call forwarding from your existing number
You listen to test calls and approve before going live
No disruption to your current phone system

Answering Calls — 24/7/365

Every Call Gets Answered

From the moment you go live, your AI receptionist answers every single call within 2 rings — day, night, weekends, and holidays. It handles conversations naturally, books appointments, answers FAQs, and routes urgent calls to you.

Answers in 2 rings or less — every time
Books appointments to your calendar in real-time
Handles FAQs, pricing questions, and directions
Warm transfers urgent calls to your cell instantly
Manages hold, callback, and voicemail automatically

Live Call Example

"Thank you for calling Greenville HVAC Pro, this is Alex. How can I help you today?"

"My AC stopped working and it's 97 degrees outside. Can someone come today?"

"Absolutely, that sounds like an emergency. I'm flagging this for our technician right now and will get you on today's schedule. Can I get your address and the best callback number?"

Appointment booked + owner notified by text in real-time

Sample Call Notification

Text Message from Upstate AI — 11:47 PM

Caller: Mike Johnson

Number: (864) 555-0143

Reason: Needs AC emergency service — unit not cooling

Appointment: Tomorrow, 8:00 AM — confirmed ✓

"My AC stopped working and my wife just got home from the hospital. Very urgent."

View Full Transcript →

Instant Notifications

You Stay In Complete Control

After every call, you receive an immediate text and/or email summary. You know who called, why they called, what was discussed, and what action was taken — all from your phone, in seconds.

Instant text alerts after every call
Full call transcripts stored and searchable
Monthly reporting dashboard with call analytics
CRM integration to auto-create contacts & leads

Fully Customizable

Your AI, Your Rules

Everything can be customized to match your brand, workflow, and preferences.

Custom Scripts

Write your own call scripts, or let us create industry-optimized scripts based on your business type. Update them any time.

Calendar Sync

Connect Google Calendar, Outlook, or your scheduling software. Appointments book directly into your calendar with customer confirmation texts.

Call Routing Rules

Set exactly who gets notified for which call types. Route emergencies directly to you, send routine appointments to your team.

After-Hours Scripts

Separate scripts for business hours vs. after-hours. Customers always hear the right message at the right time.

CRM Integrations

Auto-populate leads into HubSpot, Salesforce, ServiceTitan, or any CRM via Zapier. Your pipeline stays current automatically.

Analytics & Reporting

Monthly reports on call volume, booking rates, peak call times, and most common customer questions — actionable business intelligence.

Your First Day Timeline

Here's exactly what happens from sign-up to your first answered call.

9am

You sign up & complete intake form

Fill out the quick onboarding form with your business details, hours, and call preferences. Takes about 10 minutes.

9:15

Our team builds your AI

We configure your scripts, set up the voice, and build your call flows based on your intake form. No input needed from you during this step.

9:45

You review & approve

We send you a test call recording. Listen to how your AI sounds and give the thumbs up — or request any changes before going live.

10am

You're LIVE — first call answered

Call forwarding is activated and your AI answers its first call. You receive a text notification within seconds with the full call summary.

How Your AIReceptionist Works