AI Receptionist
Automated call, SMS and chat handling for field businesses — qualify leads, book jobs, send reminders and triage emergencies without adding staff.
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Overview
Fieldified AI Receptionist automates incoming calls and messages so you capture leads, confirm bookings, and triage service requests without adding headcount. It works 24/7 across voice, SMS and web-chat — handing off to humans when needed.
🤖 Conversational Call Handling
AI answers calls, qualifies requests, captures contact details and creates leads or jobs automatically — reducing missed opportunities.
📲 SMS & Web Chat Automation
Handle inbound SMS and chat enquiries with templated replies, booking flows and payment links — all tracked on the client record.
📅 Instant Booking & Scheduling
AI can propose available slots, confirm appointments, and add jobs to your schedule with proper tech/skill matching.
🔔 Automated Confirmations & Reminders
Reduce no-shows with automated confirmations, ETA alerts and two-way rescheduling handled by the AI receptionist.
📝 Intelligent Triage
Triage requests by urgency, job type and location — escalate emergency jobs or route routine requests into standard workflows.
🔗 CRM & Phone Integration
Every interaction logs to the customer record, creates tickets or invoices, and syncs with your phone number provider for full visibility.
Key Benefits
Never miss a lead — 24/7 call and message handling
Reduce receptionist workload and cut labor costs
Increase booked jobs with instant qualification and scheduling
Lower no-shows with automated confirmations and ETA alerts
Faster response times — improves customer satisfaction and conversion
All interactions logged in CRM for auditing and follow-up
Seamless handoff to humans for complex or sensitive calls
Custom scripts and intents tuned to your services and pricing
How It Works
Answer & Qualify
AI picks up inbound calls or messages, asks qualification questions (location, problem, urgency), and captures details into the CRM.
Offer Slots & Book
The receptionist checks live availability, proposes slots, books the job and notifies the assigned crew — all in one flow.
Two-way SMS & Chat
Customers can confirm, reschedule or ask follow-ups via SMS or chat. The AI handles common queries or routes to a human.
Triage & Escalate
High-priority or ambiguous requests are flagged and immediately routed to dispatch or a live agent with full context.
Log & Automate
Every interaction is logged to the client timeline, triggers automations (reminders, invoices, review requests) as configured.
Customize & Train
Train the AI with your scripts, service types and local phrases so responses feel natural and aligned with your brand.
Convert callers into customers — automatically
Turn every inquiry into an action: book jobs, collect payments, or escalate urgent issues with Fieldified AI Receptionist.
30-minute personalised walkthrough
Use Cases
📞 After-hours Leads
Handle weekend or evening calls automatically, capture work details and schedule the next available technician — no missed revenue.
🚨 Emergency Triage
Detect urgent keywords (gas leak, electrical fire) and escalate to on-call teams immediately with priority routing.
🔁 Recurring Service Scheduling
Convert inquiries into recurring maintenance bookings and link them to recurring invoices for predictable revenue.
💳 Payment Collection Flows
Collect deposits or prepayments via payment links during the booking call or confirm saved payment methods for recurring jobs.
📣 Marketing Capture
Identify lead source automatically, tag customers for campaigns and trigger follow-up sequences based on service type.
Integrations
Twilio / Voice & SMS
Stripe
QuickBooks
Google Calendar
Gmail
Zapier
Need a custom phone or payment integration?
We support custom telephony and payment provider integrations. Contact us to request a specific connector or setup.
Request an integration →Frequently Asked Questions
❓ Does AI Receptionist answer real phone numbers and SMS?
Yes. Fieldified connects to your phone provider (e.g. Twilio) to answer real inbound calls and SMS using your business number or a dedicated number we provide.
🔒 How is sensitive customer data handled?
All customer data is stored in your Fieldified account with access controls. Payment data is tokenized and processed via supported PCI-compliant processors.
🤝 Can the AI hand off to a live agent?
Absolutely. The receptionist escalates to dispatch or a live agent for complex, high-priority, or sensitive calls and provides full context to the human operator.
🛠️ Can I customize scripts and workflows?
Yes. You can edit call scripts, qualification questions and automation triggers so the AI behaves exactly like your team would.
📈 What reporting is available for calls and leads?
You get call volumes, conversion rates, average handling times, missed calls, and lead-to-job conversion reporting — exportable for further analysis.
Want a demo?
See how AI Receptionist handles real calls, books jobs and reduces admin for your business.
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