Automation recipe · Customer Support & AI

AI phone receptionist for customer inquiries

Answer calls around the clock, capture requests and book or route them correctly.

Workflow

  1. 01Incoming call
  2. 02AI receptionist
  3. 03Answer or capture request
  4. 04Book / hand over
  5. 05Log to system
The problem

Calls come in while everyone is busy on a job or after hours. Missed calls often mean missed business.

What the automation does

An AI voice assistant answers calls in your business’s voice, answers common questions from approved information, captures the caller’s request, and books an appointment or hands over to a person.

The benefit

Every call answered, every request captured, and staff interrupted only when it matters.

How it works

  1. 01

    Calls are routed to the assistant after hours, on overflow or always — your choice.

  2. 02

    The assistant uses an approved knowledge base and follows defined conversation rules.

  3. 03

    Requests are captured as structured records; appointments are booked when allowed.

  4. 04

    Urgent calls and anything outside its remit are transferred or escalated to a person.

Human in the loop. Clear hand-over rules and call summaries keep your team in control.

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A missed call triggers an immediate text back and a call-back task for your team.

  1. 01Missed call
  2. 02Send text-back
  3. 03Create call-back task
  4. 04Track outcome
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Create support tickets from emails

Support emails become categorised, prioritised tickets linked to the right customer.

  1. 01Support email
  2. 02Match customer
  3. 03Categorise & prioritise
  4. 04Create ticket
  5. 05Acknowledge

Want this working in your business?

Every recipe is adapted to your systems and the way your team works. Tell us about your setup and we’ll suggest the simplest reliable approach.