AI receptionist / From first hello to follow-up
A helpful first hello.
A connected next step.
Connect a configured business line to an AI receptionist that can gather service requests and save messages for your team. Give the office useful details to review, with appointment tools available when enabled for your setup.
“My A/C isn’t cooling.
Could someone call me back?”
“I’ll take a message for the team. What’s a good time to reach you?”
- Issue
- A/C not cooling
- Request
- Customer callback
- Next step
- Office review and follow-up
- Configured business line
- AI conversation
- Saved request
- Team follow-up
01 / Start with context
Give a returning caller a useful starting point.
When configured, the receptionist can look up customer history and service information. A returning customer’s call can begin with the context available in IKOK, while the conversation gathers the reason for calling and the details needed for a next step.
For a service request, useful details include the issue, service address, urgency and preferred time. Those details help the office distinguish a request for a callback from work that needs appointment planning. A clear record of the caller’s needs gives your team a starting point when they return the call.
Explore configured business-call routing02 / Choose the next step
Use the tools that fit your appointment process.
With scheduling tools enabled, the receptionist can check availability, book a visit, or help reschedule and cancel appointments. Set the process around your service work, including the customer details and appointment information your team needs before a visit is booked.
An inquiry can also stay with the office for review and confirmation. A customer asking about an uncomfortable room may need a callback before the team decides what work to schedule. Capturing that request and confirming an appointment are different outcomes; choose the workflow that fits the conversation.
03 / Review & continue
Pick up the details after the call.
Listen to available AI call recordings and read transcripts and summaries to understand what the caller requested. Review recorded actions alongside the conversation so your team can decide whether to return the call, clarify the address or continue planning the visit. Recording and call analysis availability depend on your configured AI provider.
Your office can continue the conversation through the shared SMS inbox, sending or scheduling a follow-up text. Staff choose the message and the right time to send it. Supported reminder automations can also use SMS through their own configuration.
See how your team continues by SMSMake it work for your business
Start with your workflow.
Shape the setup around it.
Bring your greeting, common service questions and appointment rules to a walkthrough. Review both a returning-customer call and a new inquiry.
Configure the business line and AI receptionist.
Choose the available customer lookup and appointment tools.
Agree how your office reviews inquiries and follows up.
AI tools, phone routing, analysis availability and usage charges depend on your setup. SMS activation and customer consent are separate requirements. On configured AI lines, you can choose whether to answer on your phone or hand the call to your AI agent.
The practical details
Good questions.
Clear answers.
Bring the details of your team, your customers and your current process to the conversation.
Can the receptionist recognize an existing customer?
When configured, it can use caller information to look up available customer history and service context. The information it can use depends on the connected records and tools enabled for your business.
Can it book or change an appointment?
Enabled scheduling tools can check availability, book visits, and help reschedule or cancel appointments. Confirm the available actions and the details your team requires before a booking is made.
Does every inquiry become a confirmed booking?
No. A service inquiry or callback message can be saved for office review. A confirmed appointment is a separate outcome that depends on the configured scheduling workflow and the information provided.
Can my office review what happened?
Available AI call recordings, transcripts, summaries and recorded actions help the office review the conversation. Recordings and call analysis are available when supplied by your configured AI provider.
Can we continue the conversation by text?
Your team can send or schedule an SMS through the shared inbox when the sender is activated and the customer’s consent permits it. Automated SMS reminders require their own supported configuration.
Your team. Your way of working.
Bring us a real scenario.
We’ll walk through the available workflow, setup and costs with you.