AI & DIGITAL WORKFORCE

AI Receptionist Service

An AI Receptionist is an AI-powered voice agent configured to represent your business over the phone. It serves as an intelligent first point of contact, handling inbound calls, answering questions, and performing tasks just like a human receptionist. This AI employee becomes an integrated part of your customer communication infrastructure.

  • Setup & implementation
  • Custom build
  • Managed service
  • Consulting & strategy

The problem it solves

Missed calls mean lost revenue and a poor customer experience. When your team is busy, unavailable, or gone for the day, potential customers who call are often forced to leave a voicemail or hang up. This friction results in lost leads and missed opportunities to book new business.

How LATTICE helps

We build, configure, and manage an AI Receptionist that integrates directly with your business phone system and CRM. It ensures every call is answered, provides immediate responses, qualifies leads based on your criteria, and books appointments into your calendar. Our system acts as a reliable part of your business backbone, capturing opportunities around the clock.

How it works

  1. 01Discovery & Configuration

    We learn your business operations, call handling rules, and common questions to configure the AI Receptionist's knowledge and personality.

  2. 02System Integration

    The AI is connected to your business phone number, CRM, and scheduling software to become part of your existing technology.

  3. 03Live Call Handling

    The AI Receptionist begins answering inbound calls, engaging callers with natural conversation to understand their needs.

  4. 04Task Execution

    Based on the conversation, the agent books appointments, qualifies leads, takes messages, or routes the call to the appropriate team member.

  5. 05Logging & Reporting

    Every interaction is automatically logged in your CRM and sales pipeline, providing you with complete visibility through custom dashboards and reports.

What it can do

  • AI Voice Agents
  • Around-the-Clock Inbound Call Answering
  • AI Lead Qualification
  • AI Appointment Booking
  • Missed Call Text Back
  • Intelligent Call Routing
  • Custom AI Knowledge Base
  • CRM & Calendar Integration
  • Automated SMS Follow-Up
  • Custom Call Workflows
  • Call & Agent Reporting
  • Multi-Agent Systems

Example use cases

Home Services Contractor

An HVAC company uses an AI Receptionist to manage high call volume. The agent schedules service appointments, answers basic pricing questions, and automatically sends a text message if a call is missed, ensuring no lead is lost during peak season.

Law Firm

A busy law firm deploys an AI agent to screen incoming calls. It performs initial client intake by asking key qualifying questions before transferring high-value prospects directly to a paralegal, freeing up staff time.

Med Spa

A med spa's AI Receptionist answers calls after hours. The agent books new client consultations directly into the scheduling system and sends automated confirmations, capturing valuable leads that would otherwise be lost overnight.

Who it is for

  • Med Spas
  • Dental Practices
  • Law Firms
  • HVAC Contractors
  • Plumbers
  • Electricians
  • Real Estate Agencies
  • Insurance Agencies
  • Financial Advisors
  • Any call-driven business

Questions

What is an AI Receptionist?

An AI Receptionist is an AI voice agent we configure to answer your business phone calls. It can answer questions, qualify leads, book appointments, and take messages, acting as a digital employee integrated with your business systems.

Can the AI Receptionist transfer calls to a real person?

Yes. Based on rules we establish during setup, the AI can intelligently route calls and transfer qualified inquiries or specific requests directly to the right person or department on your team.

How does it know the answers to questions about my business?

We build a custom knowledge base specifically for your business. This allows the AI Receptionist to provide accurate, consistent answers about your services, hours, policies, and other frequently asked questions.

Will this replace our existing business phone number?

No, it integrates with your existing business phone system and number. We can configure it to answer all incoming calls, only handle calls you miss, or manage your phones after hours.

How does the AI book appointments?

The AI Receptionist connects securely to your business calendars. It checks for real-time availability and books appointments according to your scheduling rules, then sends automated confirmations to both you and the client.

Talk to us about AI Receptionist.

Tell us how your business runs today and what you need. We will reply with a clear plan.

Part of Ai & Digital Workforce on the services overview.