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Introduction

Welcome to the AI assistant — the phone assistant that answers calls, takes orders, books appointments, and handles customer questions for your business

What is the AI Assistant?

This is an AI-powered phone assistant that answers incoming calls and handles customer interactions for your business — placing orders, booking appointments, answering questions, and routing calls to staff when needed.

It works alongside your existing phone line. When a call comes in and you're busy (or always, if you prefer), the call forwards to your AI, which handles the conversation naturally in multiple languages.

Who is this for?

How it works

  1. A customer calls your business phone number

  2. The call forwards to your call forwarding number

  3. The AI greets the caller and handles their request

  4. You receive an SMS or app notification with a summary and call recording

What can the AI do?

CapabilityDescription
Answer questionsUses your custom instructions to answer FAQs, quote prices, describe services, give directions, and more
Take ordersAccepts phone orders and sends them to Square or Clover POS
Book appointmentsChecks availability and books directly to Google Calendar, Outlook, or Calendly
Multi-languageSpeaks English, Spanish, Chinese, and other languages — callers choose via phone keypad
Transfer callsRoutes callers directly to a staff member when requested or when the AI cannot handle a question
After-hours handlingPlays a closed message, takes voicemail, or accepts reservations only — your choice
Send notificationsSends an SMS and/or app notification after every call with a summary and recording link

Dashboard pages

Start here

Use these pages to understand the product and complete the initial setup.

Setup home

These are the core configuration pages you will revisit most often.

Orders and testing

Use these pages to verify behavior and review what happened on real calls.

Account

Use these pages to manage subscriptions, profile details, and multiple locations.

See it in action

Watch how the AI assistant works for different business types:

Restaurant | Retail | Contractor | Personal Assistant | Information

Restaurant Demo

Watch the AI handle reservations, orders, and menu questions.

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Retail Demo

See how the AI handles orders, support questions, and business routing.

Contractor Demo

See how the AI books jobs and routes urgent service calls.

Personal Assistant Demo

See the AI screen calls and coordinate a busy calendar.

Information Support Demo

Watch the AI answer FAQs and route complex support questions.

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