AI Voice Agent — full feature list
Every missed call is a customer calling your competitor next. Here is everything your AI receptionist does about that — the core on every plan, and the items that come with Pro or Scale say so.
Lunch rush, Sunday morning, 2am emergency: your line gets picked up on the first rings — and callers ringing at the same time are all answered, with no busy signal. No hold music, no voicemail, no "call back during business hours."
Paste your web address and the platform reads your homepage and key pages — services, pricing, service area — then drafts your receptionist's knowledge for you. You review every line before it takes a call, refresh it in one click when your site changes, and add a text or CSV file — like a price list — straight into its knowledge.
Ask a real question, get a real answer — then the conversation moves forward. No scripted monologue steamrolling the person who called with something specific.
If a fact isn't in its knowledge, your agent is instructed to say the owner will confirm it — not to guess, improvise prices, or make promises you never made — and every call's transcript lets you check. You see every question it couldn't answer, teach it once, and it knows forever.
English is always on. Tick Spanish, Portuguese, French, German, Italian, Russian, Hindi, Japanese or Dutch, and your agent changes to that language the moment a caller speaks it — the whole call, including reading back phone numbers, in the same voice. For Spanish there's also an optional "para español, oprima uno" prompt before the greeting — press one and the entire call runs in Spanish, greeting included.
Audition over 900 natural voices in 40+ languages and dozens of accents, each speaking your own greeting, and choose the one that sounds like your shop. Swap any time — your agent keeps everything it knows. (Your agent holds conversations in English and up to nine more languages.)
Clone your voice — or a top rep's — and your agent answers in it, so every caller hears your business, not a stranger. Set it up in your dashboard with the person's consent, and switch back to a library voice any time.
Describe how it should come across — warm and folksy, upbeat but never rushed — in plain words, and your agent matches that tone in how it talks. (The accent comes from the voice you pick.)
One question at a time, in a real conversation arc: learn what they need, build the want, then present the one right option — never a menu, never a price-sheet dump.
Name, business, phone, email, what they wanted, how urgent — collected naturally and read back for accuracy, digit by digit. The lead that reaches you is one you can actually act on.
Connect Google Calendar, Housecall Pro, ServiceTitan, Jobber or Cal.com and your agent offers actual open times and books them during the call — re-checked at the moment of booking, with a reminder text before the visit so they show up. If no time works, the request lands in your job software as an unscheduled job for your office.
Type "stop offering the small package to restaurants" in your dashboard and your live agent follows the rule on its very next call. No tickets, no re-training cycle, no prompt engineering.
Teach it once that Ybor is "EE-bore" and your agent says your neighborhood, your brand, and your customers' names right — small detail, big credibility.
Chat with your agent exactly as a caller would, or run graded test calls — a price shopper, an emergency, a rambler — and get a scorecard with coaching notes. Test every change before your customers do.
Turn your receptionist into a soft closer: after it captures what the caller needs, it offers ONE upgrade or membership you define, at the right moment, once. A "no" is dropped instantly — it never badgers.
Add customers who want the next opening, and when an appointment cancels the next person waiting is automatically texted that a slot just opened — so gaps fill themselves instead of costing you the day.
One button on every page of your website: visitors chat with your AI receptionist, or talk to it out loud right in their browser. It answers from what you’ve taught it — your services, prices, service area and rules — so the more you fill in, the better it answers. They can also ask for a call back, or switch to text if you have Missed-Call Text Back. Included with AI Voice.
If a caller says "can you just text me?", your agent texts them right then and the conversation carries on in your inbox. You can also play a short "Prefer to text? Press 1" before the greeting (skipped for landlines, which can't get texts). And if a caller asks how to pay, it can text your payment link. Works once the phone carriers approve your texting.
Booked — Thursday 9:00 AM
When a caller is ready to buy, your agent rings you first and briefs you privately — who's calling, what they want, how serious — then bridges the call. You answer already knowing the pitch.
If your voicemail answers instead of you, the agent detects it, says nothing, and returns to the caller with a callback promise — your mailbox never collects a robot monologue and the caller never hears dead air.
Can't take the transfer? The agent tries your backup numbers in order — a partner, the shop line — and only when every line misses does it confirm the caller's number, promise the callback, and close politely. The complete lead is already in your dashboard either way.
Hot lead captured? You get a text with the details while the caller's coffee is still warm — because speed-to-lead is the whole game.
Have the Team Phone too? Your agent answers inside it: it knows your departments, people and hours, and sends each caller to the right one — “One moment Dana, I’m connecting you with Service.” Your AI minutes stop the moment the call is handed over.
Private briefing (caller can't hear)
Dana Reyes — water heater replacement, ready to book today. Bridging you now.
Voicemail picks up? It says nothing and takes a message instead.
Weird day? Tap Pause and every call rings your phone instead (or your menu and team, if you have the Team Phone); tap again and your agent is back on duty with everything exactly as you left it.
Family, your accountant, key suppliers — numbers you trust ring your phone directly, never hear the agent, and never receive an automated text.
AI always · AI after hours · you by day with text-back · text-back only (the text-back modes require Missed-Call Text Back). Set your hours once and the line routes itself, and change modes any time from your dashboard. Have the Team Phone? It owns the line instead, and one front-desk setting decides whether your AI or your team answers first.
Your choice, per business: a receptionist persona, or an up-front "I'm the AI assistant" greeting with honest answers if callers ask. The preview shows exactly what changes before you publish.
A natural voice announces "this call may be recorded" before your agent greets — on by default, because several states require every party's consent. Turn it off and recording and transcripts turn off with it: callers who weren't told are never recorded, period.
Set your emergency words — "burst pipe," "no heat," "flooding" — and a dedicated on-call number. When a caller says them, the agent drops the sales flow, grabs name, number, and address, and transfers to your emergency line immediately.
Your dashboard shows minutes used and projects your month; if you're pacing past your plan, an amber note suggests the tier that fits — before an overage, never after. And spam calls never count against your minutes at all.
Recording, full transcript, AI summary, and outcome on every call (with the recording notice on, the default), in your dashboard within minutes of it ending — settle any "but I told them…" in thirty seconds.
Turn on caller memory and your agent recognizes returning callers the moment the phone rings — "welcome back, Maria" — from your own call history and any CRM you've connected. In your dashboard, their entire history sits one click away.
Each recorded call is scored for how it felt, not just what was said — so a frustrated customer surfaces before they become a one-star review.
Every lead lands in your dashboard and can be pushed to your CRM, your inbox, or anything Zapier reaches — with delivery status you can verify, not hope about.
Calls and leads export to CSV whenever you want — including the day you cancel. Your data is yours; that's a promise on our pricing page, in writing.
Run two shops or ten: each location gets its own number, agent, and knowledge, and you switch between them from one sidebar — add the next location yourself in minutes, no support ticket.
Jobber, Housecall Pro, ServiceTitan, and HubSpot — calls, leads, and voicemails land on the right customer automatically: clients, job requests and notes in Jobber, customers and notes in Housecall Pro, new leads and missed calls as bookings on your ServiceTitan Calls screen, and call records and notes in HubSpot. No retyping.
Not just call logs: recovered missed-call revenue, a calls-to-jobs funnel, your busiest hours, the spam minutes you never paid for — and an estimated-ROI-by-service breakdown where counts are facts and every dollar figure shows its math, built on your own average job value. It even installs on your phone like an app.
A built-in help center covering every feature, written in plain English, plus an AI assistant that answers your questions from those docs with a link to the source. Stuck at 9pm on a Sunday? You're not waiting for a ticket.
Beyond the transcript, every call gets a quality score and a one-line coaching note — so you can see at a glance how well calls are handled and where jobs are won or lost, human-answered or AI.
Connect your Google Calendar and every appointment your agent books lands on it automatically — no double-entry, no missed slots.
A "How you compare" card shows your booking rate and call-quality score against the Crush It Engine average — so you know if you're leaving jobs on the table.
Open any caller and see their whole history in order: every call with its summary and who answered, texts both ways, leads, appointments, review asks and your team's notes. Pin a note like "dog in the yard", tag your VIPs, search, merge a second number, export it, text them now or schedule a text — and ask the AI to catch you up in three lines. A Needs attention list shows who's still waiting on a call or text back.
Agent: Thanks for calling! How can I help?
Caller: I need a quote on a water heater…
Recording · word-for-word transcript · AI summary · all searchable
Pick a play — reactivation, win-back, a membership drive, estimate follow-ups — and a window of customers you haven't seen in a while. It works the list by text from your business number, and shows how many booked and the estimated revenue each campaign brought back (from your average job value).
When a job your AI booked wraps up, the customer gets a warm "know someone who could use us?" text — at most once every 90 days. Have Reputation too? A customer you asked for a review who then leaves you 4 or 5 stars (matched by name) is asked right away, the best possible moment.
Your receptionist asks new callers who sent them, once and lightly, and saves the answer on the lead — so referred jobs are tagged and counted, not guessed at.
An always-on reminder a few months after each job — "time to get back on the schedule?" — so past customers come back to you instead of searching again. It runs on its own marketing consent, compliant by design.
AI Voice comes with team messaging for everyone on your team at no extra cost: messages and photos, one-tap crew updates, new leads posted in with a “claim it” button, tasks, announcements and an @ai helper.
See everything in Team MessagingPut a receptionist on it in minutes — and hear it answer before you pay a dime of setup.
Get started