How AI Receptionist Works
Answers calls, qualifies Leads, and can book appointments when configured.
Overview
AI Receptionist is your always-on front desk: it picks up when you can’t, asks the questions you care about, and saves structured answers into the CRM. On supported setups it can offer booking slots or escalate to your team.
Typical flow
- 1
Caller reaches your LeadLock / Twilio number (direct or forwarded).
- 2
AI greets and qualifies — name, need, and urgency.
- 3
Lead record updates with a summary and tags; transcript is available on eligible plans.
- 4
Automations can fire (e.g. SMS follow-up) without losing context in Inbox.
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