Text & web forms
A text or form enquiry with a phone number continues by text. The receptionist asks what’s needed, answers approved questions and works toward a supported booking.
Booked by text, or handed to your team.
The receptionist · For new enquiries
A new lead has questions. The receptionist answers from your approved playbook, offers available times and books supported services in your connected calendar. Your team takes over when a person is needed.
Invite-only. Enabled for each business after review.
It’s one way to handle new leads. See every step for new leads
Hi, can you service a furnace this week?
Hi Marcus, it’s Kessler Heating. Yes, we do furnace tune-ups. Thursday has 10 am or 2 pm open. Which suits you?
10 am, please.
Thursday, 10 am. Confirmed by text.
Quotes, emergencies, complaints and unclear requests go to a person.
Fictional business and lead. Not a live booking.
One playbook, the right conversation for each way a lead gets in touch.
A text or form enquiry with a phone number continues by text. The receptionist asks what’s needed, answers approved questions and works toward a supported booking.
Booked by text, or handed to your team.
A lead who gives only an email continues by email, including agreeing a time and booking. They don’t need to switch to text.
Booked by email, or handed to your team.
A new caller can hear available times and agree a booking on the call, followed by a confirmation text. If their number already belongs to someone in the connected calendar, the receptionist moves the booking conversation to text-back.
Booked on the call, or continued by text.
Not yet tested on a real phone call.
Approve the services, business facts and handoff rules in your Playbook. The receptionist answers only from what you approved.
In your business’s time zone.
The receptionist stops and hands off when a person is needed. Staff continue from the shared Inbox.
Apply with the calendar or booking system you use. We review the connection, supported services and coverage with you before activation.
No. Access is invite-only. We review each business and switch it on ourselves. It isn’t switched on for any business yet.
Tell us what you use for bookings. We confirm the connection and supported services with you before enabling the receptionist.
Phone booking has been checked with sample records and booking tools. It has not yet been tested through a real phone call.
Share your business details in the application. Tell us which calendar or booking system you use; we’ll review the connection and fit with you.
Apply for the receptionistAn application does not switch on calls, texts or booking.