Fieldified AI receptionist helps respond to incoming clients, gather service details, and move qualified inquiries into your request, booking, and follow-up workflows.
Open AI Receptionist to configure it.
Overview
AI receptionist gives your business a 24/7 intake assistant for calls, text messages, and website chat. It can answer common questions, collect information, schedule work, create requests, and escalate conversations to your team when human review is needed.
You control what it can do automatically and what requires team approval.
Get started with AI receptionist
To set up AI receptionist:
- Open AI Receptionist.
- Start setup.
- Configure your greeting.
- Choose what AI receptionist can do automatically.
- Choose who should be kept in the loop.
- Add essential business information.
- Test calls, texts, and questions.
- Save the setup and review the dashboard.
Set up your greeting
The greeting is how AI receptionist starts calls or conversations. Review the script, then test it.
When editing the greeting:
- Use your business name.
- Keep it short and clear.
- Set the tone you want clients to hear.
- Spell tricky business names phonetically if pronunciation matters.
Choose automatic actions
Decide which actions AI receptionist can take automatically and which actions need review.
Actions can include:
- Schedule jobs.
- Schedule assessments.
- Create requests.
- Create follow-up tasks.
- Answer common questions.
- Escalate specific issues.
Use automatic actions for predictable workflows and review-required actions for anything that needs judgment.
Essential information
AI receptionist uses your business information to answer client questions.
Add:
- Services offered.
- Service area.
- Business hours.
- Pricing guidance.
- Policies.
- Appointment rules.
- Deposit or payment expectations.
- Emergency or escalation instructions.
Review this information regularly so AI receptionist answers accurately.
Text messaging
Turn on text messaging when AI receptionist should respond to incoming texts.
Text settings include:
- Accept or pause incoming text handling.
- Text greeting.
- Trusted test numbers.
- Conversation handoff rules.
- SMS send-back when a caller hangs up before speaking.
Use trusted access when testing AI receptionist with a small group before broad rollout.
Voice calls
Voice settings control how AI receptionist handles phone calls.
Review:
- Phone greeting.
- Voice style.
- Answering delay.
- Background noise.
- Known caller identification.
- Business hours.
- Escalation keywords.
When using call forwarding, configure your phone provider so incoming calls reach Fieldified correctly.
Call forwarding
Set call forwarding from your business phone provider to the Fieldified AI receptionist number.
After forwarding is configured:
- Place a test call from a phone not saved in your account.
- Place a test call from a known client number.
- Confirm greeting, routing, and escalation.
- Confirm the conversation appears in AI Receptionist Conversations.
Actions and escalation
Use action settings to define what AI receptionist can do.
Information sources
AI receptionist should use company details, services, policies, client data, request forms, booking rules, and appointment availability to respond.
Escalation policy
Escalate to the team when the client asks about:
- Complaints.
- Refunds.
- Emergencies.
- Cancellation concerns.
- Pricing exceptions.
- Anything outside the approved service rules.
Assign escalation tasks to the right team members.
Schedule jobs
When allowed, AI receptionist can schedule jobs using availability, service rules, and client details.
Appointment handling
AI receptionist can help clients reschedule, cancel, or ask questions about upcoming appointments based on the rules you configure.
Submit requests
For work that needs review, AI receptionist can collect details and create a request in Requests.
Create follow-up tasks
Create tasks when the team needs to review the conversation, call the client back, prepare a quote, or confirm scheduling.
Explore the AI receptionist dashboard
Use the dashboard to review:
- Conversation volume.
- Calls and texts handled.
- Requests created.
- Jobs scheduled.
- Tasks created.
- Escalations.
- Missed or unresolved conversations.
Open conversations regularly during rollout so you can tune greeting, policies, and actions.
Frequently asked questions
Can AI receptionist answer every client question?
It uses the business information and action rules you provide. Escalation rules should send sensitive or unusual questions to the team.
Can I test before going live?
Yes. Use test calls and trusted numbers before enabling broad call or text handling.
Can I disable it for selected conversations?
Yes. Pause or disable AI handling for specific client conversations when a team member should manage the thread directly.
Where do created requests go?
Requests appear in Requests, where your team can schedule an assessment, create a quote, or create a job.