The platform

One portal, full control over your AI receptionist

View and manage every greeting, answer, transfer rule, phone number, message, and invoice through the aiReceptionist portal. Use it at your desk or from your pocket. Explore real screens here, from our demo account.

The portal, feature by feature

Choose a feature and the portal shows the screen it lives on, with the feature marked.

See agent personas
Agent Personas
Available · All plans
A persona is who your receptionist is on the call: name, role, instructions, tone and voice. Keep more than one and switch by workflow.
How it works
1. Give your AI receptionist a name and role
  Write the role in one sentence a new hire would understand. Say what it is there to do.
2. Write the instructions and tone
  Pick a tone and keep it. Warm and concise beats clever. Give it guardrails on what it should and should not promise.
3. Choose a voice and switch
  Pick the voice callers hear. Keep more than one persona and switch between them.
Who it is for
- The brand with a way of speaking
  Your front desk has a manner. Write it down once and every call sounds like it.
- The business with day and night callers
  A daytime persona that sells and an after-hours persona that reassures. Switch by workflow.
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Set up your knowledge base
Knowledge base and FAQs
The knowledge base is what your receptionist knows: hours, prices, what to ask. FAQs are the exact answers it gives.
How it works
1. Write the instructions
  Plain English, the way you would brief a new hire. Hours, service area, prices, what to collect on every call.
2. Add question-and-answer pairs
  A caller asks, the receptionist answers in your words. One pair for each question you hear every week.
3. Fix what stumbled
  Unanswered Questions lists what it could not answer for this account. Add the FAQ and it is answered next time.
Who it is for
- The business with the same ten questions
  Hours, pricing, service area. Write them once and every caller gets the same answer.
- The owner tuning after test calls
  Read the transcript, spot the gap, add a line to the knowledge base.
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See the workflow builder
Workflow builder
Available · All plans
Draw what happens on a call as nodes on a canvas. Five node types, a condition on every connection, then validate, version and activate.
How it works
1. Place the nodes
  Start holds the greeting. Unified Agent holds the instructions and the details to collect. End says goodbye. Webhook calls your own system mid-call. Transfer, labeled External Patch in the portal, hands the call to a person.
2. Put conditions on the connections
  A condition reads what the caller has said so far. The branch is the connection, not a separate decision box, so the canvas stays readable.
3. Validate, version, activate
  Validate checks the workflow before you save. Activate only a version you have called yourself. Version history compares one version against the one before. To change a workflow that is live, duplicate it to edit.
Who it is for
- The self-built plan
  Start with Start, one Unified Agent and End. Make a test call. Add branches after you have heard it answer.
- The business with two kinds of caller
  New customers go one way, existing customers another. One condition on one connection does it.
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See smart transfers
Global tools and transfers
Available · All plans
Global Tools work on any call, such as texting the caller a link. A Transfer node sends the calls a person should take to that person.
How it works
1. Add an SMS tool
  In Global Tools, choose the SMS tool type. Give it a name and a description the receptionist can match to a request.
2. Add a Transfer node
  Place it after Unified Agent. The portal labels it External Patch: it transfers the call to an external number or user. Choose cold or warm.
3. Write the condition
  Give the connection a condition, written the way a caller would say it. The receptionist transfers when the call matches.
Who it is for
- The caller who needs the website
  They ask where to book online. The receptionist texts the link while they are still talking.
- The call that needs the owner
  A caller asks for you by name, or says it is urgent. The receptionist transfers instead of taking a message.
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See customer memory
Customer memory
Available · All plans
It recognizes a returning caller and carries what they asked about into the live call. The portal shows call reasons by tag and who to call back.
How it works
1. A caller rings back
  Where caller ID is passed, the receptionist recognizes the number and what that caller asked about before.
2. The context comes into the call
  The receptionist picks up the thread instead of asking the caller to repeat themselves.
3. The portal shows the pattern
  What People Call About lists call reasons by tag, this week against last. Call Back Recommendations names who to call.
Who it is for
- The business with repeat callers
  The same customers call every season. The receptionist knows them the second time.
- The owner who wants the pattern
  After the first week, the tags show what people call about. The call-back list shows who is waiting.
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Fix what stumbled
Messages and unanswered questions
Available · All plans
Every call lands in Messages with its transcript and summary. Unanswered Questions lists what the receptionist could not answer, so you can add the FAQ.
How it works
1. A call happens
  The receptionist transcribes the call as it happens.
2. The transcript lands in Messages
  Each call appears in the activity list with its transcript and summary. Search, download or filter.
3. You read and act
  Filter by leads, current clients, flagged and unread. Wherever the receptionist stumbled, the fix is a knowledge base or workflow edit.
Who it is for
- The owner tuning the receptionist
  Two or three rounds of test calls and transcript reading is the whole set-up job.
- The owner fixing what stumbled
  Unanswered Questions lists every question it could not answer for this account. Add the FAQ and it is answered next time.
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See dedicated numbers
Phone numbers and routing
Available · DIY
Manage Phone Number lists every number on the account and where each routes. Forward your published line and customers keep dialing the number they know.
How it works
1. Pick the number aiReceptionist answers on
  Manage Phone Number lists every number on the account and what each routes to. Make your test calls to it first.
2. Register your caller ID
  Under Info, register the number your receptionist shows when it calls or texts out. Use the one on your van and your Google listing.
3. Forward your existing line
  When the test calls sound right, forward your published number. Forwarding takes a minute to undo. Porting is permanent, so forward first.
Who it is for
- The business keeping its number
  Nothing on the van or the Google listing changes. The old number forwards to the new one.
- The business testing before going live
  One number for test calls, one for customers, until the receptionist sounds right.
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Compare plans
Billing transparency
Available · All plans
Your plan, included minutes, start date and statement of account sit in the portal. Nothing to request, nobody to call.
How it works
1. Check the plan
  Plan Details shows the plan name, the start date and the minutes included.
2. Read the statement
  Statement of Account lists what has been billed. Open invoices also show on the dashboard.
3. Keep the details current
  Payment methods and the account address sit on the same page.
Who it is for
- The owner who wants no surprises
  Current call usage against the minutes included, on the dashboard, every day.
- The office manager closing the month
  The statement of account is the record, in the portal whenever you need it.
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