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02 / INCOMING CALL SYSTEMAll systems ↗

Answer, understand, and route every approved call type.

An AI receptionist system for routine inbound enquiries, qualification, appointment coordination, summaries, and clearly defined human handoffs.

THE TRIGGER

A customer calls while staff are busy, unavailable, or outside normal opening hours.

THE FLOW

Four connected moves.
No mystery in the middle.

  1. 01

    Answer

    Open with an approved greeting and identify what the caller needs.

  2. 02

    Understand

    Collect only the information required for the supported call type.

  3. 03

    Coordinate

    Check an approved calendar, offer the correct next step, or arrange a callback.

  4. 04

    Handoff

    Send the team a concise summary and escalate sensitive or unusual situations.

POSSIBLE CONNECTIONS
VapiTwilioGoogle CalendarWhatsAppGoogle Sheets or CRMn8n
BOUNDARIES + CONTROL

Useful automation has limits.

The receptionist is limited to approved administrative conversations. Urgent, sensitive, medical, legal, financial, uncertain, or explicitly requested situations are handed to a person using predefined rules.

CONTINUE THROUGH THE SYSTEMExplore the workflow systemDiscuss your workflow
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