Calls arrive after hours, staff repeat the same intake questions, and valuable enquiries disappear between the phone, calendar, inbox, and CRM.
01 / AI Receptionist
AI Receptionist & Lead Follow-Up
Answer, qualify, book, and follow up without losing the human handoff.
Use voice AI and automated follow-up to answer calls, qualify leads, book appointments, update the CRM, and recover missed enquiries.
We design the complete call and lead workflow first. Voice AI handles approved conversations; deterministic rules control booking, routing, CRM updates, opt-outs, and escalation to staff.
What the build includes
A complete production workflow.
Voice and intake flow
Inbound call handling, approved scripts, qualification questions, fallback paths, and human transfer rules.
Booking and CRM
Calendar availability, lead records, transcripts, summaries, ownership, and next actions connected to your existing stack.
Follow-up automation
Missed-call recovery, reminders, lead reactivation, and controlled SMS or email follow-up.
Review dashboard
Call outcomes, failed handoffs, booking status, unanswered questions, and staff review queues.
Technology and fit
Built with the right tools, not every tool.
The exact stack follows the workflow, security requirements, existing systems, and deployment environment.
Technologies
VapiTwilioElevenLabsOpenAI RealtimeClaudeGoHighLevelHubSpotSalesforce
Industries
HealthcareHome servicesLegalPropertyAdmissionsHigh-value services
Expected outcomes
- →Faster speed-to-lead
- →More answered enquiries
- →More qualified bookings
- →Cleaner CRM records
- →Visible human handoffs
Related work
Proof behind the service.
Connexions Voice AI CRM
28+ admissions leads and 150+ call records in one CRM
A healthcare admissions CRM connecting public intake, voice AI, lead tracking, appointments, communication history, and staff review.
Closeum
$99.5K+ tracked revenue with an 88.9% net conversion rate
An AI-native sales CRM connecting recorded calls, follow-up, pipelines, performance reporting, payment links, and accounting in one bilingual platform.
Common questions
Before we scope it.
Is an AI receptionist the same as a basic phone bot?
No. A useful AI receptionist understands natural speech, follows approved intake rules, checks availability or records, completes controlled actions, and transfers uncertain calls with context.
Can it work with our current phone number and CRM?
Usually yes. We can route an existing number through the voice workflow and connect supported CRMs, calendars, practice systems, or custom APIs.
What happens when the caller asks something unexpected?
The agent follows explicit fallback and escalation rules. It can transfer the call, schedule a callback, capture a message, or place the case in a review queue.
Next step
Discuss this system ↗Start with one useful release.
Show us the current process. We will recommend the first build, integrations, price range, and what should wait.