AI Receptionist / Voice Agent

Fixes: calls nobody answers — after-hours, overflow, or a front desk too busy to pick up. A voice agent answers, qualifies, books, and hands off. Also doubles as an outbound discovery-call agent for J&M’s own funnel.

Stack

field-tested build

  1. Audit — which calls are being missed and what should happen to them? Booking? Triage? FAQ? Message-taking? Get call volume and the top 5 questions callers ask.
  2. Optimize — script the clean call flow first: greeting → identify need → answer FAQ / qualify → book or take message → handoff rule. Define escalation (“if X, transfer to a human”). Don’t automate a messy phone process.
  3. Automate — Retell: sign up (free), import starter agent, rewrite the prompt to the business’s voice + flow + KB, connect the calendar, test via web calls, then buy a number for live inbound.
  4. Verify — run real test calls covering the top scenarios + an edge case (angry caller, off-topic). Confirm booking writes to the calendar and handoff fires.

Time to ship

Moderate — ~1–2 sessions (starter agent fast; tuning + testing is the work).

Compliance

Disclose it’s an AI assistant where required; call recording consent per state; don’t have it make promises/quotes it can’t keep (scope guardrails in the prompt).

Log in Notion

“Deployed AI receptionist on [number]. Handles [call types], books to [calendar]. Test-call pass rate [X/Y].” Track answered-vs-missed before/after.

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