Always-on intake infrastructure — not a chatbot.
Answer instantly, qualify cleanly, and route work into your systems with transcripts, tags, and next actions attached.
What you’re installing
A front-line routing layer that turns demand into structured work.
The win isn’t “having conversations.” The win is clean intake → consistent qualification → reliable routing → measurable outcomes.
Systems map
Built for production behavior, not demos
Designed to remove ambiguity and make handoffs clean — not to “sound smart.”
Layer 01
Voice · SMS · WebInterface
Answers instantly, stays on-brand, and handles FAQs without creating dead-ends.
- • Greets + confirms intent + captures contact
- • Verifies service area / zip / eligibility
- • Uses your tone + boundaries (not improvisation)
Layer 02
Structured intakeQualification
Collects the right info in the right order so the lead is usable — not a vague message.
- • Job type + urgency + constraints
- • Pricing/availability guardrails
- • Filters junk leads politely and early
Layer 03
Booking · Dispatch · HandoffRouting
Routes into the next action with clean context attached — not a loose conversation.
- • Booking logic + confirmations
- • Dispatch triggers + owner assignment
- • Escalation rules for high-urgency cases
Layer 04
Logs · transcripts · accountabilityGovernance
Everything is measurable and reviewable. You can see what happened, why, and what’s next.
- • Transcript + summary stored with the lead
- • Tags + fields for search and reporting
- • Fallback rules that protect the experience
Speed
Instant answer + response
Quality
Structured intake fields
Control
Rules + escalation paths
We define tone, boundaries, escalation rules, and the exact intake fields your team needs — so the output is operationally useful.
Example transcript
Conversation is the UI — routing is the product
The receptionist captures intent and pushes structured context into your systems.
Caller
“Can you help today? I’m in Winter Park.”
Intent: high · Next: verify service area + capture contact.
AI receptionist
“Yes — we can help. What’s the best number to text updates, and what’s the zip or address?”
Action: lead created · contact verified · next: qualify job type.
Output to CRM
- • Name + phone
- • Service area verified
- • Job type + urgency
- • Transcript + summary
Auto follow-up
- • Confirmation text
- • Booking link / ETA
- • Reminder sequence
- • Escalation if urgent
Quick win
If you want immediate lift while we map intake: start with the review templates.
Operator questions
The stuff that matters after launch
What happens when it doesn’t know the answer?
It follows your fallback rules: ask clarifying questions, offer a safe next step, or escalate to a human with the transcript attached.
Can it stay on-brand?
Yes. We define tone, phrase libraries, and boundaries. The goal is consistency — not improvisation.
How does handoff work?
Handoff is a workflow: notify the right person, attach the transcript, and include a recommended next action.
Will it spam customers?
No. Follow-up runs on defined rules (time windows, max attempts, opt-out). It should feel intentional.