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Internal tool ยท our own phone line

Our own front desk

The receptionist that answers our phone line, the screen in front of it, the notice it plays and the summaries it writes into our CRM.

Services
  • AI
Stack
A call screen, An AI receptionist, Our CRM
Updated
Calls in a CRM, the newest on top, beside the records they filed. Illustrative mockup, no real data.

A line that answers itself

Our phone line is answered by a receptionist we built. Before it answers, a screen checks the call, and a caller on an unknown internet phone line presses one first, which keeps robocalls off the line.

Then a short notice plays, and the receptionist answers. It takes the caller's details and answers from what we publish. When the call needs a person, someone from the team calls back, and after a call it takes, a summary lands in our CRM, next to the recording.

Features

What it does

Checks the call before anyone answers. A caller on an unknown internet phone line presses one.

A screen before anyone answers

Before the receptionist answers, a screen checks the call. A caller on an unknown internet phone line first hears a short message asking them to press one, and pressing one starts the call.

That one step keeps robocalls off the line, and we can block a number that keeps calling.

The notice comes first

A short recorded notice tells the caller the call is recorded, before the greeting. It plays in a plain voice of its own, not the receptionist's.

If the recording of the notice fails to play, the notice is still said, so no recorded call starts without it.

Answered by name

The receptionist is AI, and it answers by name. It takes the caller's details and answers questions from what we publish, and when a caller asks whether they are talking to a person, it tells the truth.

It can book a discovery call, take a callback, file a new inquiry and save a client's support request in our CRM. When a call needs a person, it says someone from the team will call back, and the call leaves a task for us.

A summary next to the recording

Once the receptionist has taken a call, the call and its summary land in our CRM, next to the recording, so the person who calls back can read it first.

That is how our own line runs today.

Facsimile

The card a call leaves behind

After the receptionist hangs up, this is what lands in the business's CRM: who called, what the screen and the notice did, a written summary, what got booked and what happens next.

Facsimile. A fictional business, a made-up caller, sample data. (818) 555-01xx numbers are reserved for fiction.

Stack

  • A call screenbefore the receptionist answers
  • An AI receptionistanswers by name, from what we publish
  • Our CRMthe summaries, beside the recordings

Tell us what you are working on.

A few lines about your business is enough to start. We reply with questions and a plain next step.