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The AI Voice Receptionist answers your business phone with a natural-sounding voice — nights, weekends, and whenever your team is busy. It greets callers, answers common questions, qualifies the job, and books appointments straight onto your calendar. Every call is transcribed and summarized into the unified inbox. Voice AI is powered by Retell.

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What it does

Answers every call

Picks up 24/7 so callers reach a real conversation instead of voicemail.

Qualifies the caller

Captures name, job type, and details in a natural back-and-forth.

Books appointments

Checks availability and books the job, then confirms by text.

Logs everything

Saves a transcript and summary to the customer’s timeline.

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How to set it up

1

Connect a phone number

Make sure you’ve connected Twilio or RingCentral and chosen a default number.
2

Open the Voice Agent

Go to Voice Agent in the app to configure your AI receptionist.
3

Add your Retell API key

Provide your Retell API key. It’s stored encrypted and used to power the voice agent for your business.
4

Customize the greeting & behavior

Set the greeting, tone, and what the agent should ask. It uses your Knowledge Hub to answer questions accurately.
5

Route calls to the agent

Send inbound (or after-hours/overflow) calls to the AI receptionist. New calls will be answered, booked, and logged automatically.

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Appointment booking by voice

When a caller is ready to book, the agent checks your availability and creates the appointment, then sends a confirmation text. The booking flows into your calendar and the customer’s record, just like an appointment booked any other way.
Calls handled by the voice agent appear in your unified inbox with a full transcript and summary, so your team always has context for follow-up.

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Tips

Use the AI receptionist for after-hours and overflow first — it captures the leads you were losing to voicemail without changing how your team answers during the day.
The quality of the agent’s answers depends on your Knowledge Hub. Add your services, pricing, service area, and FAQs before going live.

AI Employee (messages)

AI that handles texts and chats.

Knowledge Hub

What the agent uses to answer.