Our Process

On-Site or Web Audit to Full Automation

We don't just install software. We come to your business or meet virtually, learn how you work, and build a system that fits your team.

4 Steps

How We Get You Live

01

On-Site or Web Call + Workflow Audit

We visit your business or have a Web call and meet with your team to map out exactly how calls are handled today. We identify missed calls, bottlenecks, and opportunities for automation.

Deliverables

  • Call Flow Map
  • Current pain points documented
  • Team roles and routing needs
  • Success metrics defined
02

Build + Script + Routing Rules

We design your AI receptionist from scratch — custom scripts, routing rules, FAQ responses, and human handoff triggers. Everything is tailored to your business.

Deliverables

  • Custom AI scripts and personas
  • Routing rules document
  • FAQ response library
  • Human handoff rules
  • Integration setup
03

Pilot Launch (7–14 Days)

Your AI receptionist goes live with real calls. We monitor every interaction, review transcripts, and tune responses daily during the pilot period.

Deliverables

  • Live AI receptionist
  • Daily monitoring and tuning
  • Weekly performance review
  • Prompt and script refinements
04

Optimize + Expand Automations

After the pilot, we optimize based on real data and expand to additional automations — SMS follow-up, CRM logging, review requests, reporting, and more.

Deliverables

  • Performance optimization report
  • Expanded automation setup
  • Ongoing support and tuning
  • Monthly performance reviews
Audit Deliverables

What You Get From the On-Site Audit

A complete blueprint for your AI voice system, documented and ready to build.

Call Flow Map

Routing Rules

FAQ Library

Human Handoff Rules

Success Metrics

Continuous Improvement

The Pilot Optimization Loop

We don't set it and forget it. During the pilot and beyond, we continuously improve your AI receptionist.

Review Calls Weekly

We listen to call recordings, review transcripts, and identify areas for improvement.

Tune Prompts & Scripts

Refine the AI's responses based on real caller interactions and edge cases.

Update FAQ Library

Add new questions and answers based on what callers actually ask.

Refine Routing Rules

Adjust routing logic based on team feedback and call outcome data.

Start With a Free Audit

We'll visit your business, map your call flows, and show you exactly where AI can help.