Step 1: Customer Initiates Contact

• A customer calls your business number, sends a text, or leaves a voicemail.
• AI instantly answers the call or message, providing a professional and consistent response.

Step 2: AI Receptionist Handles the Inquiry

• For Calls: The AI receptionist greets the caller, understands the reason for the call, and provides relevant information.
• For SMS: The AI responds instantly to text messages with automated replies based on predefined workflows.
• For Voicemails: AI transcribes the voicemail, categorizes it based on urgency, and sends a summary to your team.

Step 3: Intelligent Routing & Escalation

• AI determines if the inquiry requires human assistance.
• Calls or messages can be forwarded to the right team member or department.
• Urgent messages trigger real-time notifications to ensure prompt action.

Step 4: Automated Responses & Follow-Ups

• AI can answer FAQs, book appointments, or provide order status updates.
• If the customer needs more details, AI follows up via SMS or email.
• Automated reminders and confirmations are sent to customers to improve engagement.

Step 5: Seamless Integration & Reporting

• AI syncs conversations with your CRM, Microsoft 365, or other systems.
• All interactions are logged for analytics and reporting.
• Gain insights into call trends, missed opportunities, and customer engagement.

Step 6: Continuous Learning & Optimization

• AI improves over time by learning from customer interactions.
• Business owners can update scripts and workflows to refine responses.
• Advanced analytics help optimize response strategies and enhance customer satisfaction.