Features
Everything agencies need to launch AI receptionists
Set up services, booking rules, FAQs, call flows, CRM sync, appointment booking, follow-up automation, and launch checklists for every client.
Multi-tenant business management
Agency admins switch between client businesses with isolated data and progress tracking.
Business profile setup
Hours, contact info, qualification questions, and branding in one editable form.
Services and booking rules
Bookable services, buffers, advance windows, and cancellation policies.
FAQ and emergency handling
Approved caller answers and urgent escalation rules for each business.
CRM and calendar connection
Connect the booking calendar, CRM pipeline, and follow-up workflow used by the AI receptionist.
Voice AI prompt generator
Generate AI receptionist scripts from business profile, services, FAQs, and booking rules.
Live booking actions
Copy-ready booking and call-summary actions for the voice agent setup.
Test call checklist
Persistent pre-launch QA with pass/fail tracking tied to onboarding progress.
Leads dashboard
View, filter, and update lead status with CRM deep links when connected.
Appointment dashboard
Track bookings, follow-ups, and calendar sync status per business.
Call summaries
Caller name, duration, outcome, sentiment, and transcript in one timeline.
Workflow checklist
Guided onboarding from industry template through test call and go-live.
PWA install and offline support
Installable app with offline access to setup progress and key business details.
Role-based access control
Business owners complete intake; staff handle day-to-day operations with the right access.
Ready to stop losing calls?
Listen to the sample above, then set up your clinic in minutes. We help agencies roll out the same flow for every client.