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Workflows

One AI receptionist, five real workflows.

Answering, booking, qualifying, transferring, and dialing out aren't separate products — they're the same AI receptionist, choosing which pipeline a given call needs. See reporting and analytics for how every one of these gets tracked afterward.

Call Handling

Inbound calls are answered automatically, day or night, using whichever script and voice you've configured for that number.

1

Call arrives

2

Greeting plays

3

Conversation begins

4

Call ends

5

Recording and transcript saved

24/7 inbound answering, aware of configured business hours

A dedicated greeting for calls a customer places in, versus ones you place out

Real-time interruption handling — a caller can talk over the AI and it stops

Every call recorded, transcribed, and searchable afterward

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Appointment Booking

The AI checks real availability on your connected calendar and books directly — no back-and-forth, no missed follow-up.

1

Customer requests a time

2

Calendar availability checked

3

Time offered

4

Booking confirmed

5

Reference read back

Checks live availability before offering a time

Books, reschedules, or cancels on request

Reads back a short booking reference the customer can use later

Respects your configured business hours when offering times

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Lead Qualification

Every call is turned into structured information — name, intent, and a hot/warm/cold score — the moment it ends.

1

Conversation happens

2

Details extracted

3

Lead scored

4

Saved to your lead list

5

Ready for follow-up

Captures name, contact details, and stated interest

Scores each lead hot, warm, or cold based on the conversation

Feeds outbound campaigns and callback scheduling

Nothing waits for someone to listen to a recording later

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Human Handoff

A high-value lead, a frustrated caller, or a request outside the script — the AI recognizes the moment and brings in a person, warmly.

1

Conversation in progress

2

Escalation condition detected

3

Context prepared

4

Call transferred

5

Human continues

Detects when a live transfer is the right call, not just a script fallback

Bridges the call to your team with a real, warm handoff

The customer never has to repeat what they've already said

Falls back gracefully if no one is available to take the transfer

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Outbound Campaigns

Run outbound campaigns, callbacks, and follow-ups at scale — the same AI, placing the calls instead of just answering them.

1

Lead list loaded

2

Calls placed

3

Conversation happens

4

Outcome logged

5

Callback scheduled if needed

Dials a list of leads automatically, with a concurrency cap that protects your line

Skips numbers on your do-not-call list, both directions

Schedules a real callback when a customer asks for one

Reports qualified, callback, no-answer, and do-not-call outcomes

More on Outbound Campaigns

Run these pipelines on your own calls.