STAGE 4 • CALL HANDLING & AI

Now, let’s set up your AI receptionist.

Tell us how you handle calls today—how you answer, what callers ask about, and how you look after customers. We’ll configure your AI receptionist to match, so it sounds like your business from the very first call.

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Call Handling & AI Saved

AI Objectives

What your AI is here to do.

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What's the primary role of your AI receptionist?

What should your AI handle on a call? Select all that apply.

Business Knowledge

What your AI knows & can answer.

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Which services should your AI be able to talk about?

Frequently asked questions

Add the questions your customers ask most, and exactly how you'd like your AI to answer them. Aim for 5–15.

What pricing may your AI share?

Lead Qualification

What your AI asks before a lead counts.

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Service areas

Questions your AI should always ask

These are asked on every call to qualify the lead before it reaches you.

Call Transfers

When calls go through to a person.

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When should a call be transferred to a real person? Select all that apply.

Transfer phone number

Who receives transfers?

AI Personality

How your AI sounds & behaves.

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Which tone best fits your business?

Special instructions

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