Replace phone trees with natural routing and clean handoffs.
An AI receptionist can greet callers, identify intent, capture key details, and route the call or next step—while staying within tight guardrails.
A good v1 looks like…
A single workflow with clear boundaries, integrations, and a measurable outcome. We ship the smallest production-ready version first—then expand once it’s stable.
What receptionist routing can include
The core steps we automate, with explicit handoff paths.
- Greet callers and understand intent
- Ask a short intake script (who/why/urgency)
- Route to the correct team or queue
- Create a callback/task if a transfer fails
- Summarize and log the interaction
System architecture
Routing without a brittle phone tree
Natural language → intent → outcome (transfer, callback, ticket) with safe fallbacks.
Example flow
Step 1
●Greet + identify intent
Ask one strong question to understand why they’re calling and what outcome they need.
Step 2
●Quick intake
Collect the minimum details (name, number, urgency) and confirm critical fields.
Step 3
●Route or create a task
Transfer to the right team when available; otherwise create a callback or ticket automatically.
Step 4
●Log + notify
Write a clean summary and notify the correct queue so follow-up is immediate.
Best fit scenarios
Workflows that tend to ship fast and perform well.
Good fit when
If you can answer “yes” to most of these, we can usually ship a useful first version quickly.
- Multiple departments or complex routing logic
- Missed calls after-hours or busy front desk
- Teams needing better call summaries
- Organizations where routing rules can be defined
What we validate in week one
- Success metric + definition of “done”
- Escalation rules (when to hand off)
- Integration points + required fields
- Logging + monitoring approach
Guardrails we design for
Reliability comes from boundaries + fallbacks—not vibes.
- Clear routing policy + exception handling
- Safe fallback when uncertain (collect minimal info + callback)
- Confirmation for names, numbers, and departments
- Escalation paths for urgent or sensitive topics
Integrate into your comms stack
Routing becomes useful when it creates the right outcome in your systems.
Integration
Phone/VoIP providers (where supported)
Helpdesk
CRM or ticket creation for missed transfers
Notifications
Slack/Teams notifications to the right queue
Integration
Calendar booking for specific departments
How teams measure success
We instrument outcomes so you can judge impact clearly.
- Reduced missed call rate
- Correct routing rate
- Average time-to-route
- Callback completion rate
- Escalation rate + root causes
Related
Most use cases ship fastest when anchored to a clear service scope and delivery plan.
Custom AI Solutions
See how we scope and ship voice workflows with handoffs, logging, and reliability.
Security
How we handle data boundaries, auditability, and guardrails in production.
Related
Most use cases ship fastest when anchored to a clear service scope and delivery plan.
Next step
Want routing that feels premium (and actually works)?
Tell us how calls should route today (and where it breaks). We’ll propose a scoped v1 that improves caller experience and reduces missed opportunities.