Use casesAI voice receptionist

Build your AI voice receptionist.

Build a receptionist workflow around caller requests and clear human handoffs.

How to build your ai voice receptionist

  1. Describe the job

    Build a receptionist workflow around caller requests and clear human handoffs.

  2. Review the first version

    Choose how the service coordinator records the call scenario and how the reception supervisor reviews the next step.

  3. Refine the views

    Ask First to adjust the fields and views for the people who will use the app.

  4. Test before sharing

    Walk through the process with a sample record and check who owns the next action.

An AI voice receptionist example

A sample caller asks to change an appointment but the tool cannot confirm the existing booking.

Illustrative workflowAI voice receptionist

AI voice receptionist example

Record
AI voice receptionist · 01
Owner
Service coordinator

Current stage · Service coordinator

Record the caller’s request

A sample caller asks to change an appointment but the tool cannot confirm the existing booking.

Read the full walkthrough
  1. Record the caller’s request

    A sample caller asks to change an appointment but the tool cannot confirm the existing booking.

    Record:
    AI voice receptionist · 01
    Owner:
    Service coordinator
  2. Check the booking

    Hand the request to a person instead of reporting a completed change.

    Stage:
    Awaiting reception supervisor review
    Owner:
    Reception supervisor
  3. Make the human handoff

    Pass the appointment request to a person when the existing booking cannot be confirmed.

    Next action:
    Pass the appointment request to a person when the existing booking cannot be confirmed.
    Owner:
    Human service agent

What to include in your ai voice receptionist

  • Keep the call scenario in context

    Keep call scenario, consent process, requested action, tool permission, handoff and result together so the next person can understand the request or record.

  • When the next step needs a decision

    A sample caller asks to change an appointment but the tool cannot confirm the existing booking. Hand the request to a person instead of reporting a completed change.

  • Keep result visible

    Pass the appointment request to a person when the existing booking cannot be confirmed.

  • Choose what each person needs

    Give the service coordinator a working view and the reception supervisor a review view. Keep call scenario and consent process attached to the decision as the work moves between them.

Questions about AI voice receptionist

Start with call scenario, consent process, requested action, tool permission, handoff and result. Describe who enters the information and who reviews the next step.

Build your AI voice receptionist.

Start with your workflow and make it yours.

Get started