Use Cases: AI Receptionist, Reminders, Qualification and More

Use cases your team can run.

Eight jobs the platform already does — each with the setup steps, a sample conversation and the plan that carries it.

One agent answers your main number, routes calls by intent and takes messages when nobody is free.

An after-hours policy routes nights and weekends to the AI agent, with an escalation destination.

Callers and chatters book real slots — the agent reads live availability from your calendar.

The assistant asks your questions, updates the lead and books the callback for the ones worth calling.

Busy lines offer a callback, the request waits in the queue, and you text back from the same thread.

The chat widget’s assistant answers from your training documents and hands off what it cannot.

A workflow triggers on the lead, spaces the touches, and sends the email and SMS for you.

A scheduled workflow sends the reminder email and text — appointments, renewals, payments.