AI front desk

Every customer answered
before they call someone else.

One AI assistant trained on your business answers, qualifies and books — across your website, your phone and your messaging channels. One assistant on every channel, one record of every conversation.

Website·Phone·SMS·WhatsApp·Instagram·Messenger
One AI assistant across website chat, phone, SMS, WhatsApp, Instagram and Messenger — booking an appointment into the calendar and updating the CRM.

The leak

More traffic doesn’t help
if nobody answers.

A local customer messages a few businesses and books the one that answers first. The leak is usually between the inquiry and the reply.

10:05Repeat questionUnanswered
12:20Missed callUnanswered
15:00Front desk offlineQualified
21:40New inquiryBooked
23:15Form submittedRouted
Day 2No follow-upFollow-up scheduled

Illustrative day — statuses change, no metrics implied.

Inquiries from a website form, a missed call, Instagram, WhatsApp and Messenger converge on the AI assistant, which creates a Saturday 11:30 a.m. booking — while an unanswered path leads to 'No reply · customer books elsewhere'.

Context travels

One assistant.
Everywhere customers ask.

The customer switches website, phone, SMS, WhatsApp — the assistant keeps the name, the service and the history. One thread, not six bots.

Customer recordSame across channels
NameJordan Lee
ServiceBalayage
Preferred timeTuesday
Channels
HistoryWebsite Phone SMS
One customer thread across website, phone, SMS, WhatsApp, Instagram and Messenger, all feeding a single assistant that confirms a Tuesday 11:30 a.m. booking — same customer, full history, one assistant.

01 · What it knows

It only works if it knows your business.

It answers from verified business knowledge only — your services, prices, areas, policies — and checks before it responds.

ServicesWhat you offer and how it’s delivered
Pricing rulesRates, add-ons, and special rules
Service areasWhere you operate
FAQCommon questions and answers
PoliciesCancellations, rescheduling, and more
HoursWhen you’re available
Booking rulesHow appointments can be booked
Sample — the business knowledge assistant checks 'service area' before answering 'Do you service Naperville?' and replies 'Yes, Naperville is in our service area', sourced from Service areas.

02 · Answer vs action

A basic bot answers. An agent acts.

Answering is only the start. The value is what happens after the words — the booking, the record, the confirmation.

Sample website chat — 'Can you book Tuesday at 10?' answered with 'I can book Tuesday at 10:00 — done.', a booking is created for Tue, Apr 15 at 10:00 a.m., intent detected: booking.
An agent acts
0 steps completed
1
Calendar slot selectedFound Tue, 10:00 a.m. (Naperville)0.4s
2
Customer details capturedName, phone, service0.6s
3
Appointment createdConfirmed in calendar0.8s
4
CRM contact updatedSaved with the booking0.5s
5
Confirmation sentSMS and email0.7s

03 · What it does

Six jobs your assistant takes off the desk.

Trained on your services, prices, policies and FAQs. It answers in your voice and knows when to bring in a person.

01 — Answer

Answer

Hours, prices, service areas, what to bring — instant, in your words, from verified knowledge, on every channel.

Sample — visitor asks 'Do you take my insurance?', the assistant answers 'Yes — we take most PPO plans. Tell me yours and I’ll check it.' sourced from FAQ and Pricing rules. Instant, accurate, and on-brand.

Sample scenes — illustrative content, not a real conversation.

04 · Confidence & boundaries

The best AI knows when not to guess.

It answers from verified knowledge, acts only where it has permission, and hands off the rest. It never improvises.

Sample — booking → context → action. Visitor: 'How much to service X?' The assistant answers 'Service X starts at $175 and includes standard setup. I’m a licensed tech — use our tool to book a date.', sourced from SOP-7 pricing with high confidence, alongside a welcome & qualification panel: retrieve details, pick up rules, service ready.

Sample decision — example chosen to show behaviour, not a real case.

05 · Permissions

Not every action should be available to AI.

Read, write, act — the assistant gets only the access you grant. Restricted and sensitive actions stay with a person.

Allowed

Read

Looks up information from your business knowledge.

Read access — FAQ, Services, Service areas and more from your business knowledge.
Allowed

Write

Creates and updates content within safe limits.

Write access — the assistant drafts a follow-up email within safe limits.
Allowed

Act

Takes approved actions like booking or sending confirmations.

Act access — the assistant books an appointment for Tue, Oct 15 · 10:00 a.m. and confirms it.
Restricted

Restricted

Needs approval or is limited to safe changes.

Refund payment
Change contract
Modify billing details
Human only

Human only

Sensitive decisions stay with you or your team.

Delete customer data
Issue refund over limit
Change account owner

The assistant gets only the access you grant — nothing more.

06 · Contextual handoff

When a human takes over, the context comes with it.

The customer never repeats themselves. The human opens the conversation with the full context already in hand.

Customer conversation
I was charged twice this month.
10:14
I can look into that for you. Let me pull your recent invoices and check.
10:14
I want to get someone from the team on this. I’ll pass them everything so you don’t repeat it.
10:15
Type a message…
Handoff package (sample) — Ready for human. Customer details: Dana Ortiz, dana@ortiz.com, +1 (312) 555-0187, customer since Jan 2024. Conversation summary: customer was charged twice this month; AI verified the invoices and collected the details, handing off to a human for refund processing — verified the account, collected the invoice, confirmed contact details. Tags: 2 invoices, billing issue detected, September 2024 duplicate charge, high priority needs refund. Assigned to Support · Front desk.

07 · The connected system

The conversation doesn’t end in the chat window.

One data object moves from the chat into your calendar, CRM and alerts — wired through the tools’ own APIs.

ChatName · phone · service
CRMContact created
CalendarAppointment booked
SMSConfirmation sent
TeamAlert delivered
One record — the conversation doesn’t end in the chat window

Illustrative — connected through your calendar, CRM and alert tools via their APIs.

08 · Chat + voice, one core

Chat or call, the core stays the same.

Text or voice comes in at the top; everything below the channel layer is shared — knowledge, logic, permissions, actions.

Text inVoice in
Same core
Channel layerWebsite · Phone · SMS · WhatsApp · Instagram · Messenger
01
Conversation layerUnderstand intent · ask · respond in your voice
02
Knowledge + logicVerified business knowledge · confidence · permissions
03
Action layerBook · qualify · update · follow up · hand off
04
Business systemsCalendar · CRM · alerts · email
05

Chat or call, everything below the channel layer is shared.

09 · Testing

Before customers try it, we do.

We test behaviour, not just that the chat works: pricing, out-of-area, off-topic, complaints, no availability, handoffs.

Sample test run — Pricing.
PricingPass
Sample test run — Out of area.
Out of areaPass
Sample test run — Off-topic.
Off-topicPass
Sample test run — Complaint.
ComplaintPass
Sample test run — No availability.
No availabilityPass

10 · The build

Live on your site in 10 business days.

You approve the script before we build. You test it on your own questions before it goes live. The phone line adds 5 days.

Day 1

Scope + knowledge

What it handles, where a person takes over, and the source material.

Intake
Goals
Sources
Scope
Sign-off
Phone line adds 5 days

11 · Plans

Pick how much of the desk it covers.

One-time build, yours to keep. Care plans are optional. Usage (AI model + phone minutes) is billed separately, at cost to your accounts.

Chat Assistant
Answer every visitor
$1,500one-time
10 business days to launch
  • Knowledge base in your voice
  • Conversation design you approve
  • Embedded on your website
  • Lead capture + instant alert
  • Human handoff & messages
  • Contact sync to your CRM
  • Accounts in your name, docs, walkthrough
Most popular
Chat + Voice
Answer every call too
$3,000one-time
15 business days to launchEverything in Chat Assistant, plus:
  • AI voice assistant on your line
  • Qualifies, books, reschedules, takes messages
  • Booking wired to your calendar
  • Transfer to a person for urgent calls
  • Call log with a summary of every call
  • Text follow-up after a missed call
AI Front Desk
Every channel + follow-up
$4,300one-time
20 business days to launchEverything in Chat + Voice, plus:
  • WhatsApp, SMS, Instagram, Messenger
  • CRM set up around your sales process
  • Automated follow-up on quotes & no-shows
  • Lead routing by service and location
  • Monthly report on conversations & bookings
Chat + Voice

Usage is separate: the AI model and phone minutes are billed by the providers to your own accounts. You get the estimate for your volume before you sign.

12 · Guardrails

Automate the right things.

The line is the product. Automate the routine; keep judgment and sensitive calls with a person.

AI should

Handle the routine.

Repeatable tasks, clear rules, and helpful next steps.

Answer known questionsProvide accurate, on-brand answers from your knowledge base.
Collect informationGather key details with smart, guided questions.
QualifyCheck intent, fit, and availability.
BookSchedule, reschedule, or cancel appointments.
RouteSend to the right team when needed.
SummarizeCreate concise call/chat summaries.
Update systemsSync with your CRM, calendar, and tools.

AI should not

Leave the human in control.

When it’s unclear, sensitive, or high risk — hand off.

Guess when unsureIf it’s unclear, ask or escalate — don’t make it up.
Invent policiesStick to verified information only.
Take restricted actionsNo refunds, cancellations, or changes outside permissions.
Hide uncertaintyBe transparent about limits and offer next steps.
Replace human judgmentEscalate when empathy, context, or nuance is needed.
A person takes it from hereAnything sensitive, unclear, or high-risk is escalated to your team with the full conversation and context — the assistant never guesses or acts beyond the permissions you set.
ComplaintsRefundsEdge casesSensitive data

13 · Who this is for

You probably need an AI front desk if…

01Customers contact you outside working hours
02Your team answers the same questions all day
03Calls go to voicemail while you're busy
04Website leads wait for someone to reply
05Booking still takes back-and-forth
06Conversations live across several channels
07Lead info is entered into the CRM by hand
08Staff spend time on intake, not the real work
FAQ

What owners ask before they say yes.

How it answers, what it’s allowed to do, and what you own.

Yes. One assistant, trained once on your business, works across your website, phone, SMS, WhatsApp, Instagram and Messenger. It keeps one record of the conversation no matter where the customer starts or continues.

Ready when you are

Answer. Qualify. Book. Hand off.
Before the customer calls someone else.

Fixed price before work begins · usage billed at cost to your accounts