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How It Works

and Services

How It Works

Step 1

Discovery and Design

We start by understanding your business, call-handling needs, and technical environment. Together, we will map out every interaction path and craft scripts in your brand’s voice, ensuring the AI receptionist aligns with your workflows from day one.

  • Kickoff & Goals: Meet with stakeholders and set success metrics (e.g., reducing no-shows).

  • Audit & Analysis: Review call volumes, phone systems, calendars, and CRM/EHR integrations to identify areas for improvement.

  • Call-Flow Mapping: Diagram intents (appointments, billing, emergencies) and fallback routes.

  • Script Drafting: Write brand-aligned prompts, greetings, error messages, and handoff rules.

  • Workflow Blueprint: Visual diagram showing “caller intent → AI action → system integration.”

  • Prototype & Review: Demo in sandbox, gather feedback, refine scripts, and flow.

Step 2

Deploy
and Integrate

Once the design is approved, our engineers will connect your phone lines, calendars, and CRM/EHR. We will load the final scripts, conduct end-to-end tests, and train your team so the AI receptionist is production-ready.

Infrastructure Setup

Provision telephony apps and secure credentials.

Phone System Integration

Link PBX/SIP trunks, assign DIDs, configure IVR entry.

Calendar & CRM/EHR Connectors

Connect Google/Outlook Calendars or EHR; map data fields.

Script Deployment

Upload and activate AI scripts, set decision branches, and fallbacks.

Testing & Validation

Run test calls, verify CRM entries, calendar events, and SMS triggers.

Training & Go-Live

Provide admin training, switch production traffic, and monitor the first 48 hours.

Step 3

Manage
and Optimize

After launch, we continuously monitor performance, deliver actionable insights, and refine scripts. You will receive weekly reports and quarterly reviews, ensuring your AI receptionist continues to improve.

  • 24/7 Monitoring: Receive real-time alerts for call failures, high fallback rates, or latency spikes.

  • Weekly Reports: Key metrics include calls handled, average handle time, fallback percentage, and no-show impact.

  • Bi-Weekly Tuning: Refine prompts, adjust branching logic, run A/B tests on phrasing.

  • Quarterly Business Review: Deep dive on ROI, cost savings, and roadmap for new features.

  • Dedicated Support: Priority helpdesk, platform updates, and voice-model fine-tuning.

How It Works?

A complete voice automation journey designed, deployed, and optimized for your business.  Here’s what to expect when working with us.

See How It Works
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