Voice Receptionist
Answers approved calls, captures basic information, routes requests, and supports after-hours coverage.
AI Voice & AI Chat Employees
Respond faster with AI Employees built to support your team.
Use AI Voice and AI Chat Employees to acknowledge leads, answer approved questions, support scheduling requests, route conversations, provide after-hours coverage, create tasks, and hand off to humans when judgment or personal attention is required.
VOICECHATAFTER HOURSROUTINGHUMAN HANDOFF
What AI Employees Do
Support structured conversations without replacing human judgment.
AI Employees are configured around approved knowledge, business rules, escalation paths, calendars, routing logic, and communication limits.
Assess My AI Opportunities →01
Acknowledge New Inquiries
Respond to calls, chats, forms, and after-hours messages with approved language.
02
Answer Approved Questions
Use a controlled knowledge base for services, hours, locations, policies, and FAQs.
03
Capture & Route Leads
Collect basic details, apply tags, assign ownership, and create tasks or opportunities.
04
Support Scheduling
Help with availability, appointment requests, confirmations, and calendar handoff.
05
Escalate to Humans
Transfer or assign sensitive, urgent, unsupported, or customer-requested conversations.
AI Employee Roles
Configure assistants around defined responsibilities.
Each assistant should have approved knowledge, clear boundaries, routing rules, escalation logic, and measurable outcomes.
Website Concierge
Answers common questions, captures leads, directs visitors, and offers human assistance.
Lead Qualification Assistant
Collects approved qualification details and routes opportunities to the correct pipeline.
Scheduling Coordinator
Supports requests, availability checks, confirmations, reminders, and calendar routing.
After-Hours Assistant
Acknowledges inquiries and sets expectations for human follow-up.
Knowledge Assistant
Uses approved FAQs, policies, services, and process information.
Routing Assistant
Applies tags, assigns owners, creates tasks, and sends notifications.
Human Handoff Assistant
Recognizes escalation conditions and transfers work to qualified staff.
Conversation Workflow
Design the path before turning on the assistant.
Responsible implementation begins with clear intent, approved knowledge, controlled actions, escalation rules, and human accountability.
Identify Intent
Determine whether the person is asking a question, requesting service, scheduling, or needing a human.
Use Approved Knowledge
Respond only from configured information, rules, and allowed conversation boundaries.
Capture Basic Details
Collect only what is needed for routing, scheduling, or follow-up.
Take an Approved Action
Create a contact, apply tags, assign ownership, or generate a task.
Escalate or Close
Transfer to staff or conclude with an approved next step.
Safety, Privacy & Human Oversight
Build clear boundaries into every AI Employee.
The assistant should be transparent, avoid unsupported claims, minimize data collection, and escalate when judgment or regulated expertise is required.
No Professional Advice
Do not provide legal, medical, financial, or other regulated conclusions.
Data Minimization
Collect only what is required and route sensitive information to secure systems.
Human Escalation
Define triggers for urgency, complaints, uncertainty, and customer preference.
Approved Knowledge
Use reviewed content and current business details rather than unrestricted guessing.
Implementation Roadmap
Start with one role, test carefully, and expand after quality is proven.
A phased implementation improves accuracy, protects customer experience, and makes monitoring easier.
Use-Case Discovery
Define channels, intents, goals, staffing gaps, risks, and escalation needs.
Knowledge & Rules
Build FAQs, services, policies, calendars, routing logic, and limits.
Workflow Configuration
Connect contacts, tags, pipelines, tasks, notifications, and calendars.
QA & Controlled Launch
Test unsupported topics, privacy, routing, disclosures, and failures.
Monitoring & Expansion
Review transcripts, outcomes, missed questions, and additional use cases.
Request an AI Employee Audit
Find where response coverage, routing, FAQs, scheduling, or after-hours communication may be breaking down.
Tell us about your business, communication channels, staffing, current systems, and priorities.
Review call, chat, form, scheduling, and after-hours workflows.
Identify approved knowledge, escalation paths, and sensitive topics.
Assess CRM, pipeline, task, calendar, and routing requirements.
Recommend a phased AI Voice or AI Chat roadmap.
AI Employee Audit Request
Fields marked with an asterisk are required.
Important: Do not include confidential client, patient, legal, financial, medical, or other sensitive personal information.
AI Employee FAQ
Questions about AI Voice, AI Chat, scheduling, privacy, and human handoff.
AI Employees are configured assistants that support approved business conversations and workflows such as lead acknowledgment, FAQs, scheduling requests, routing, after-hours response, and human handoff.
No. They support staff with repetitive, structured interactions. Human judgment, customer care, compliance, and exception handling remain essential.
An AI Voice Employee may answer or assist with inbound calls, collect basic information, respond to approved questions, route calls, and escalate to a human.
Yes. An AI Chat Employee may answer common questions, capture lead information, route inquiries, and offer a human handoff.
They may assist with appointment requests, availability checks, reminders, or calendar routing when properly configured.
The assistant can transfer, assign, notify, or create a task when a conversation reaches an urgent, sensitive, unsupported, or customer-requested escalation point.
Yes. They may acknowledge inquiries, collect basic details, and set expectations for staff follow-up outside normal business hours.
No. They should route professional, regulated, urgent, or sensitive matters to qualified humans.
Approved knowledge may include services, hours, locations, service areas, FAQs, policies, scheduling rules, routing instructions, and escalation procedures.
Yes. They may be configured around location, service area, department, trade, practice area, language, calendar, or team-routing rules.
Monitoring may include transcripts, outcomes, escalation reasons, missed questions, lead capture, response quality, and task creation, subject to privacy requirements.
No. Outcomes depend on implementation, traffic, offer quality, staffing, service availability, market demand, and human follow-up.
Support Your Team Without Losing the Human Touch
Build AI Employees with clear roles, rules, and handoff.
Start with an AI Employee Audit focused on calls, chat, knowledge, scheduling, routing, after-hours response, CRM actions, escalation, and monitoring.
Request Your AI Employee Audit →