How it works
- You set up forwarding to the agent with your phone provider for when the line is busy or unanswered.
- The agent answers and states that it is an AI and that the call is recorded.
- It handles what is within its reach: a common question, an appointment in the connected calendar, taking contact details.
- For a matter that needs a person, it offers a transfer to another configured number or a callback.
- Afterwards, the team finds the transcript and summary of every call the agent absorbed.
Industry by industry
- Restaurants
From noon to the middle of service, when staff are on the floor, the agent takes table bookings and answers questions about opening hours; a private hire request is logged for the manager.
- Medical practices
When reception is already on the phone, the agent collects the caller’s identity and the administrative reason for the call, with no medical questions, and directs them to 15, the French emergency medical number, if they describe a life-threatening emergency.
- Dental practices
While the dental assistant is chairside, the agent answers practical questions, such as which quote to bring back or where to park, and notes requests for check-ups or scale and polish.
- Car garages
When customers come to collect their vehicles, reception is swamped: the agent takes down questions about repair progress for the workshop and schedules new servicing requests.
- Taxis & private hire
At busy times, the agent records advance bookings with the pick-up address, destination and time; an immediate ride is transferred to the dispatch number.
- Block management agents
When a lift breakdown sets the phones ringing non-stop, the agent confirms to co-owners that the incident is known, if you have added it to its information, and notes only new details.
- Temp agencies
When temporary workers and clients call at the same time, the agent records candidates’ availability and reported absences, and transfers urgent requests from client companies to the account manager.
- Medical laboratories
During the morning rush of sample collections, the agent answers questions on opening hours and walk-in access, and notes requests for home sample collection for the front office.
- Vehicle inspection centres
When all the inspectors are busy on the test lanes, the agent books slots in the connected calendar and answers questions about the documents to bring on the day of the test.
What to set up
- Set up busy or no-answer forwarding with your phone provider, with the ring time you want.
- Choose what the agent handles alone and what it passes back to the team.
- Give an alternative transfer number, for example the manager’s mobile.
- Connect the calendar if the agent is to take bookings during peaks.
- Prepare a greeting that acknowledges the wait, along the lines of: the whole team is on calls, I’ll take your request.
What the agent does not do
The agent sees neither the status of your phone system nor your colleagues’ screens: it only handles calls forwarded to it. It does not consult your customer files and cannot answer questions about the progress of work in hand.
Frequently asked questions
Does the agent replace my switchboard?
No, in this use case it complements it: your team answers first and the agent only receives the calls they cannot take.
How does the team know what has been handled?
Every call is transcribed and summarised in the client area, with the contact details captured and the next step to take.
Can an appointment be booked during an overflow?
Yes, as long as Google Calendar or Cal.com is connected: the agent offers free slots just as your reception would.
