AI receptionist
Understand what the receptionist can decide, which actions need setup and where a person remains responsible. Start with a useful intake, then add supported scheduling or routing.
01 · Configure
Your saved greeting, services, policies and qualifying questions guide the call. Unknown answers should become a staff question—not an invented business fact.
02 · Act within limits
Configure appointment types and Callenova availability for supported scheduling. Starter and Growth transfers need valid US or Canada destinations; test your main-line and department fallback. Direct transfers do not guarantee an answer or warm handoff. If an action fails or needs approval, collect the request for staff review.
03 · Review
Review available call records, transcripts and summaries. A requested time and a confirmed booking are different outcomes; the record should make that distinction clear.
CALLER · Jordan
“Could I arrange a consultation next Tuesday afternoon?”
RECEPTIONIST
“I can record your preferred time and consultation request. What is the best way for the team to reach you?”
Consultation request
The team reviews the request and confirms the next step with Jordan.
Example only. No call placed, booking confirmed or notification sent.
Connection boundaries
Voice uses the availability configured in Callenova. Google Calendar supports dashboard and public-booking availability and appointment sync; Google busy data does not drive voice availability.
CRM events use configured webhooks or Zapier. Outlook is coming soon. Fresha and Booksy store booking links rather than native booking availability.
Before the first customer call
Save your business details, knowledge, hours and time zone. Set booking availability or transfer destinations only for the actions you intend to use. Complete activation and review a test call.
Complete activation and test your greeting, intake and fallback. Verify forwarding with your carrier; voice forwarding does not forward texts.
Review setupBooking requires a supported plan and configured availability. Requests and callbacks are not automatically confirmed bookings. Call records and recordings depend on availability and applicable consent requirements; these examples do not certify a live provider result.
Lite covers configured business hours. Starter and Growth include 24/7 inbound answering; scheduling requires a supported plan. Lite takes messages and does not transfer; transfers go only to numbers you set. If a person is unavailable, capture a callback request; do not promise an immediate response.
Ask about your requirementsExplore coverage and message intake without assuming every request can be resolved during the call.
AI answering service →Review included minutes, overages and eligibility on Pricing. For an unusual workflow or a setup question, contact the team; existing customers can use dashboard support.
Talk through your requirements →Try a consent-based demo call, or compare the plan requirements.