AI receptionist

An AI receptionist for Ottawa businesses that answers calls when you cannot.

When you are on a job, with a customer or closed for the day, calls still come in. An AI receptionist answers them, finds out what the caller needs, answers basic questions, takes their details, and can book the appointment or transfer the call to you.

The problem

Missed calls become missed jobs

Most people calling a local business want help soon. If nobody answers, many will call the next company instead of leaving a voicemail.

A technician working up a ladder while a phone rings on the tool box below
Busy on a job, a call comes in and nobody can reach the phone.
01

On a job

A contractor is up a ladder or under a sink and cannot pick up the phone.

02

After hours

A homeowner calls in the evening or on a weekend, when the office is closed.

03

Busy periods

Several calls arrive at once, and only one can be answered.

04

Voicemail

The caller hears voicemail, hangs up, and calls a competitor.

Read why missed calls cost home service businesses so much

What it does

What an AI receptionist can do

It is set up around your business: your services, your service area, your hours, the questions customers usually ask, and how you want different calls handled.

You decide what it says, which questions it answers, what it is allowed to book, and which calls should go straight to a person.

  • Answer incoming calls, including after hours and when you are busy
  • Greet callers as your business
  • Understand why the person is calling
  • Answer basic questions you have approved, such as services, areas and hours
  • Explain your services in plain language
  • Capture caller information: name, number, address and details of the job
  • Qualify leads, for example by checking they are in your service area
  • Check appointment availability in your calendar
  • Book appointments
  • Transfer calls to you or your staff when needed
  • Handle after-hours enquiries
  • Create call summaries so you know what every call was about

How it works

How a call is handled

  1. 01Customer callsThe number they already have.
  2. 02AI receptionist answersGreets them as your business.
  3. 03Understands the needAsks what the call is about.
  4. 04Answers and capturesApproved questions answered, details taken.
  5. 05Checks availabilityLooks at open times in your calendar.
  6. 06Books the appointmentOr transfers the call if a person is needed.
  7. 07Business receives the informationA summary of the caller and the job.

Each business sets its own rules: which questions are answered, which calls are transferred straight to a person, and what can be booked.

Realistic use case

An HVAC technician who cannot answer the phone

A technician is working inside a customer’s home. Another homeowner calls about a furnace that stopped working. Normally the call would go to voicemail, and the homeowner would try the next company.

With an AI receptionist, the call is answered straight away. By the time the technician finishes the job, the new appointment is already booked and the details are waiting.

What the receptionist asks, and whether it books directly or passes the lead on, depends on how it is set up for the business.

  1. 01Answers instead of voicemail
  2. 02Collects the caller’s name
  3. 03Asks what is wrong with the furnace
  4. 04Collects phone number and address
  5. 05Checks available appointment times
  6. 06Books the appointment
  7. 07Business receives the lead details

Example call

Step through an example call

Read the call one turn at a time, with a note on what the receptionist is doing at each point.

A worked example

Written example
  1. Incoming

    The phone rings at 6:40 in the morning.

  2. Caller

    Hi, my furnace stopped working overnight and the house is freezing. Do you do emergency visits?

  3. Receptionist

    Sorry to hear that, we can help. Let me check we cover your area. What is the address?

  4. Caller

    Barrhaven, near the shopping centre.

  5. Receptionist

    That is within our area. I have a technician free at eight this morning, or at eleven thirty. Which works better?

  6. Caller

    Eight, please. The sooner the better.

  7. Receptionist

    You are booked for eight. Can I take your name and the best number to reach you?

  8. Receptionist

    That is confirmed, and you will get a message with the details shortly. A technician will be with you at eight.

  9. Afterwards

    The job is in the calendar before the working day starts.

A written example to show the shape of a call, not a recording. What it says, which questions it asks and what it is allowed to book are all set up around how your business works.

Scope

What it handles, and what stays with you

It handles

The repeatable part

Answering
Calls picked up, including evenings, weekends and calls that arrive while you are already on the phone.
Common questions
What you do, where you work, your hours, and how the first visit works.
Booking
Real times from your calendar, added once the caller picks one.
Taking details
Name, number, address and the reason for the call, read back before the call ends.
Transfers
Calls that need a person are passed to you or your team, following your rules.
Summaries
A summary after every call, so nothing depends on memory.
You handle

The part that needs judgement

Quoting the work
Pricing a job stays with you. It gathers what the job involves and leaves the number to you.
Sensitive calls
Complaints, disputes and anything that has already gone wrong are passed to you.
Anything unusual
When a call falls outside what it was set up for, it says so and takes a message instead of guessing.
The work itself
It fills the calendar. Everything after that is still your business.

Getting it running

What it needs from you

  • 01

    Your phone number

    It works with the number you already advertise. You decide whether it answers every call, or only the ones you miss.

  • 02

    How you work

    Your services, area, hours, what you will and will not take on, and which calls should be transferred. This is what makes it sound like your business.

  • 03

    Your calendar

    The calendar you already use. It reads open times from there and adds appointments back, so there is no second calendar to manage.

Worth saying plainly

It is AI, and it says so.

Callers are told they are speaking with an assistant if they ask. Pretending otherwise is usually noticed quickly, and a caller who feels misled is not a good start to a customer relationship.

Before it goes live
You hear it handle test calls and change what it says until it sounds right.
After it goes live
Call summaries show the questions people actually ask, which often improves your ads and website too.

Who it can help

Businesses that miss calls while they work

It is most useful for businesses where the people doing the work are also the people answering the phone, and where a missed call usually means a lost job.

  • HVAC companies
  • Plumbers
  • Electricians
  • Roofers
  • Renovation companies
  • Cleaning companies
  • Clinics
  • Salons
  • Any business that gets calls after hours

Questions

AI receptionist questions

Next step

Explore an AI receptionist for your business

Bring a rough idea of how many calls go unanswered in a normal week. On a free call we will look at how your calls are handled now and what the receptionist would need to know.

Book a free strategy call