AI Receptionist
Turn new inquiries into a clear next step.
Capture the request while your team is busy.
A salon customer calls.
Illustrative example
- Customer calls
- AI captures
- Your database
- Staff review

See the example
- 01
Incoming call
Incoming callHaircut requested
“I'd like a haircut. Saturday morning works best. Could someone call me back?”
Request received - 02
AI captures the request
Intake summary- Request
- Haircut
- Contact
- Callback details supplied
- Preference
- Saturday morning
- Next step
- Save the agreed intake record
- 03
Your database
Client intake record- Name
- Caller name, if supplied
- Phone
- Callback number supplied
- Email, if provided
- Other contact details
- Supplied details in agreed fields
- Service summary
- Haircut requested. Prefers Saturday morning.
Saved to the database and fields you choose during setup. - 04
Staff review
Waiting for staff reviewCheck the request and availability. Approve the next step.
An appointment needs staff approval before confirmation.
Start with one intake path. Choose your database and fields during setup.
How this fits your workflow
Fits your workflow
Capture the request. Keep staff in control.
One intake source
Choose calls, a website form or a shared inbox. Agree a live receptionist or transcript intake route and a named reviewer.
Your database and fields
You choose the database destination and stored fields during setup. We agree access and test the route. Supplied contact details and the service request are saved in those intake fields.
Approval before action
Messages and bookings need staff approval. Changes beyond the agreed intake fields need approval. Pricing and technical commitments stay with staff. Payments are outside this scope.
What happens when a request needs attention?
Missing or unclear details go to the reviewer. Failed database writes or handoffs pause for staff review. Urgent or sensitive requests follow agreed escalation rules. Regulated intake needs separate review. This workflow does not provide emergency response.
What do we agree before building?
Pilot timing is agreed after we confirm scope and access to your tools. We agree on the operating window and response-time checks with you, then test the workflow before launch.
Where does Customer Operations fit?
AI Receptionist captures the incoming request and saves the agreed intake record. Customer Operations handles later follow-up and operational handoffs under its own agreed scope.
Getting started
Start with one workflow.
- 01
Free workflow call
Choose the first workflow.
- 02
Paid planning
Agree the scope.
- 03
Implementation
Build and test.
- 04
System care Optional
Care within agreed scope.