Start with the calls your team actually receives
Review a representative week of inbound calls before choosing a script. Separate new inquiries, existing-customer updates, service-area questions, booking requests, sales calls, and urgent concerns. Identify which requests can end with an approved appointment and which need a message or transfer. This gives the receptionist a defined job instead of asking it to handle every situation.
- New inquiry: capture name, callback number, service needed, and location.
- Existing customer: identify the request and route it without inventing a job status.
- Booking: confirm eligibility, appointment type, service area, and live calendar availability.
- Exception: record the reason and route to the designated human contact.
Define the handoff before turning on the phone
Write the exact conditions for a transfer, callback, or message. An unavailable team member should not become a dead end. Agree what the caller will hear, who receives the request, and what response window the business can actually honor. Never let the receptionist invent a price, arrival time, warranty decision, or emergency response.
- Keep approved service descriptions and hours current.
- Use a fallback when a calendar or integration cannot be reached.
- Make it clear the caller is speaking with AI.
- Test callbacks, interruptions, name spelling, and requests outside the service area.
Test the outcome, not just the voice
Run realistic calls before launch: a straightforward booking, an existing customer, an unavailable appointment, an upset caller, and a request the business does not handle. Check the record after each call. A pleasant conversation is useful only if the correct next step reaches the right person.
- Was the reason for the call understood?
- Was only the necessary information collected?
- Did booking use the right calendar and appointment type?
- Did exceptions reach a real follow-up queue?
Measure useful conversations
Review missed calls, completed conversations, qualified inquiries, appointments held, transfers, unresolved requests, and corrections. Keep inquiry counts separate from sales. Agree on a review owner and a routine for updating answers as the business changes. PublicProof confirms the scope and integrations with you before setup.
Questions before you start
Can an AI receptionist replace every office task?
No. It can handle agreed call flows and approved information. Complex complaints, exceptions, professional advice, and business decisions need a person.
Can it book appointments?
Yes, when the agreed setup includes a supported calendar, defined appointment types, current availability, and clear booking rules.
How is this different from Revenue Recovery?
An AI receptionist handles incoming demand. A Revenue Recovery Campaign follows up on eligible first-party opportunities already in your records. The campaign has its own qualification, list-review, and billing terms.
Continue with the right workflow
- Missed-Call Follow-Up for Service Businesses
- Estimate Follow-Up Automation for Contractors
- Lead Reactivation for Service Businesses
Campaign eligibility and commercial terms are explained on the Revenue Recovery page. Your scope and responsibilities are agreed before launch.
