The receptionist · For new enquiries

From “can you help?” to a time in the calendar.

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.

Apply for the receptionist

Invite-only. Enabled for each business after review.

It’s one way to handle new leads. See every step for new leads

Kessler HeatingIllustrative example
Marcus BellA new lead, texting in
Marcus, by text

Hi, can you service a furnace this week?

Receptionist, available times

Hi Marcus, it’s Kessler Heating. Yes, we do furnace tune-ups. Thursday has 10 am or 2 pm open. Which suits you?

Marcus

10 am, please.

Booked in your calendar.

Thursday, 10 am. Confirmed by text.

or

To your team.

Quotes, emergencies, complaints and unclear requests go to a person.

Fictional business and lead. Not a live booking.

Meet the lead where they arrive.

One playbook, the right conversation for each way a lead gets in touch.

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.

How it ends

Booked by text, or handed to your team.

Email

A lead who gives only an email continues by email, including agreeing a time and booking. They don’t need to switch to text.

How it ends

Booked by email, or handed to your team.

Phone

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.

How it ends

Booked on the call, or continued by text.

Not yet tested on a real phone call.

Your rules before the first reply.

Approve the services, business facts and handoff rules in your Playbook. The receptionist answers only from what you approved.

When the receptionist answers

In your business’s time zone.

Always
Every new enquiry, day and night.
Outside staffed hours
Your team handles staffed hours.
A custom schedule
The hours you choose.
PlaybookSynthetic business
Settings Playbook in the real owner desk, showing receptionist setup with synthetic business details
Actual owner desk · Synthetic business details. This screen is setup, not evidence of a live customer booking.

A clear place for your team.

The receptionist stops and hands off when a person is needed. Staff continue from the shared Inbox.

  • Quotes and emergencies
  • Complaints and unclear requests
  • Services or times that aren’t available
  • Anyone asking for a person

Your booking setup.

Apply with the calendar or booking system you use. We review the connection, supported services and coverage with you before activation.

  • Owner-approved facts and hours.
  • Booking only within the business’s approved scope.
  • No promise of a booking when availability or confirmation is uncertain.

Before you apply.

Can I turn it on myself?

No. Access is invite-only. We review each business and switch it on ourselves. It isn’t switched on for any business yet.

Which calendar can it book?

Tell us what you use for bookings. We confirm the connection and supported services with you before enabling the receptionist.

Has the phone path been tried?

Phone booking has been checked with sample records and booking tools. It has not yet been tested through a real phone call.

Tell us about your front desk.

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 receptionist

An application does not switch on calls, texts or booking.