← Back to Business plansBusiness plan

Capture the conversation while you stay on the job.

A custom, approval-governed intake layer for the places your customers already ask questions—built only after channels, escalation rules, and volume are reviewed.

Built for: A service business that needs better first-response coverage but will not sacrifice owner control, brand voice, or safe escalation.

What you get

Specific, useful support—not vague “AI access.”

  • Everything in Pro Operations
  • Scoped customer-inquiry intake for approved channels
  • FAQ, qualification, and intake-response drafts aligned to your rules
  • Owner escalation alerts for pricing, booking, exception, or high-intent decisions
Real examples

What this looks like in a real week.

  1. Inquiry triage: collect the right facts, classify the request, and send it to the owner when a decision is required
  2. FAQ coverage: answer only the approved knowledge areas and escalate uncertainty instead of inventing answers
  3. High-intent handoff: mark a qualified request for owner review with the context needed to respond
Dashboard modules included

Intake and escalation desk built around your actual business.

Receptionist includes Pro and adds custom first-response coverage, qualification, approved answers, routing, and owner exception control.

Inbox

Unified intake queue

See new conversations, source, service request, urgency, completeness, owner, and status.

Qualification

Service-aware intake

Collect approved information by service, location, hours, coverage area, and customer need.

Response

FAQ and draft desk

Prepare only approved answers and next steps in the business voice; no invented prices or promises.

Control

Escalation console

Route emergencies, pricing, bookings, complaints, edge cases, and high-intent opportunities to the right owner.

Choose your setup path

Custom coverage requires a real operating design.

Quoted setup fee

Managed implementation

We study services, channels, message volume, FAQs, brand voice, qualification, hours, coverage, routing, exceptions, and testing requirements.

No setup fee

Guided self-setup

Free training is available for customers able to configure their own intake fields, knowledge, routing, commands, and escalation rules. Production connections still require validation.

Compare Business onboarding paths →
Scope and technical details

See the operating rules before you buy.

These disclosures are here for technical buyers and careful owners. They describe the intended setup—not a claim that every integration is already live.

Workspace, context, and data boundary
  • Custom scope review covers channels, message volume, approved FAQ source, escalation matrix, and data-handling rules
  • No channel is connected until credentials, access, testing, and owner approval are complete
  • Automated sends, booking, pricing, and payment actions are disabled unless explicitly designed, tested, and approved
  • Exact price depends on channel count, workflow complexity, integrations, and volume
What this plan intentionally does not do

Receptionist is not a promise of a fully autonomous call center. It starts with a documented workflow and keeps exceptions, pricing, commitments, and sensitive cases under human control.

How onboarding works

We confirm the problem, define the approved scope and escalation rules, review privacy and integrations, then provide the secure checkout/onboarding handoff. Production access is enabled only after that review.

Expansion path

Next: Custom scope

We review your actual channels and escalation rules before giving a final production scope and price.

Compare the full plan ladder →
Want to confirm fit first?

Talk through your workflow before any setup.

Use the contact page to describe your goal. Email notifications are not enabled in this private preview, so no request is silently treated as delivered.

Talk about Receptionist