Step 3: Your AI receptionist. How it works and how to test it.

What happens on every call

1. 1

   A customer calls your number

   Your phone rings as normal. If you don’t answer (or it’s after hours), the call forwards to your AI receptionist.

2. 2

   The AI answers in your business’s name

   “Hi, thanks for calling Northside Heating. I’m the virtual assistant, an AI. How can I help?” It answers questions from the details you gave us.

3. 3

   It collects what you need

   Name, best callback number, what they need, the address or area, and a booking time if you allow booking.

4. 4

   Urgent calls get flagged

   If the caller mentions something on your urgent list, the summary is marked URGENT — and, if you chose it, the call is transferred straight to your mobile.

5. 5

   You get a summary text

   Within seconds of hanging up: who called, what they need, where, and what was booked. A full transcript goes to your email.

6. 6

   Missed hang-ups get a text back

   If someone hangs up before talking, they get an automatic text from your number so you don’t lose them.

Example summary text

Your 5-minute test checklist

• Call your business number from a different phone and let it ring through.
• Ask a question you listed (hours, prices, service area) — check the answer is right.
• Say you have an urgent problem — check the summary says URGENT (and that transfer works, if you turned it on).
• Give a fake name and number, then hang up — check the summary text arrives on your mobile.
• Reply to us with anything you want changed. We update it the same day.