✦ Guides / Voice AI

What to include in your AI receptionist brief

A practical checklist for greetings, enquiries, appointment requests and handoffs.

Map the reasons people call

List your common enquiries and decide which can be handled using approved information. Separate urgent issues and specialist questions that need a human response.

Make the next step clear

For appointments, confirm how availability is checked and whether a booking is final or only requested. For callbacks, explain when a team member will respond.

Keep your team connected

Decide where call summaries should go and who owns each follow-up. A useful receptionist workflow ends with a clear owner for the next action.

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