What Receptionist Wizard handles

A front-desk AI for answering, intake, routing, and follow-up.

Receptionist Wizard is built around the calls service businesses handle every day: new inquiries, routine questions, scheduling, overflow, after-hours coverage, escalation, and consented outbound follow-up.

Inbound call answering

Answer new-customer, existing-customer, after-hours, and overflow calls with business-specific information from your configured knowledge base.

  • ✓Routine questions
  • ✓Hours and location
  • ✓Service inquiries
  • ✓After-hours coverage

Lead and intake capture

Collect caller details and the reason for the call before your staff has to step in.

  • ✓Name and contact details
  • ✓Requested service
  • ✓Urgency and context
  • ✓Callback information

Scheduling and next steps

Guide callers toward appointments, requests, messages, or the next appropriate action based on your setup.

  • ✓Appointment requests
  • ✓Calendar-connected workflows
  • ✓Message capture
  • ✓Follow-up routing

Human transfers and escalation

Escalate calls that should not stay with the AI and route them to a configured person or team.

  • ✓Transfer rules
  • ✓Urgent-call routing
  • ✓Escalation keywords
  • ✓Voicemail fallback

Website-trained business knowledge

Use the business information you provide or scan from your public website to ground answers in your real services, hours, team, location, and FAQs.

  • ✓Services and offerings
  • ✓Business hours
  • ✓Team information
  • ✓FAQs and contact details

Outbound calling workflows

Configure custom outbound calls for appropriate use cases such as reminders and follow-up. These workflows are scoped separately from the standard inbound receptionist packages so consent, purpose, integrations, and usage stay explicit.

  • ✓Follow-up calls
  • ✓Reminders
  • ✓Approved outreach workflows
  • ✓Consent-aware calling

Call visibility and analytics

Review call activity, transcripts, outcomes, usage, and higher-level patterns from the receptionist dashboard.

  • ✓Call history
  • ✓Transcripts
  • ✓Usage tracking
  • ✓Analytics and sentiment on supported plans

Incoming calls

The core service

Receptionist Wizard is designed first for inbound coverage: answering calls, responding from your business knowledge, capturing demand, and escalating when a person should take over.

Outbound calls

Available as configured workflows

Outbound calls can support reminders, follow-up, and other approved workflows, but they are not bundled into the standard Starter or Professional inbound receptionist package. We scope them separately around the use case, consent, integrations, and calling requirements.