AI receptionist setup

Turn missed calls into booked enquiries.

This is a job-specific AI receptionist, not a general ChatBox. It is set up for the business offer, takes inbound calls, answers approved routine questions, captures the job details, and passes any final decision to a person.

Test ChatBox Open Dashboard Build Market Version

Test setup — no telephone connection needed yet

Set up your AI receptionist

Choose a business type, enter the owner’s approved information, then use the generated receptionist brief for testing. This is designed for every kind of business—not just trades.

Test information is showing: Greenway Plumbing is an example only. Start entering your real information and the example details disappear, so they cannot be mistaken for your business.

The standard example is only for testing. Your own entries replace it; restore brings the test back.

1. Choose a ready-made starting point

For builders, electricians, gardeners, cleaners, roofers and similar businesses.

2. Test business information

Business nameOpening hoursService area, address or locationWhere to send the enquiryServices / approved informationQuestions the receptionist should askUrgent-call ruleSafety rule / things it must not say

3. Screen-test the receptionist — no phone call needed

This preview checks the greeting, approved hours, area, urgent rule and callback questions using the information above. It speaks its answers through your browser when sound is available. It does not place a real telephone call.

Press Start screen test, then try a question such as “What are your hours?” or “I need an urgent appointment.”

Test receptionist brief

AI RECEPTIONIST — Greenway Plumbing Services

Answer calls warmly: “Hello, you have reached Greenway Plumbing Services. How can I help today?”

Business hours: Monday to Friday, 8am to 6pm.
Service area/location: Bristol and surrounding areas.
Services and information you may give: Plumbing repairs, leaks, taps, toilets, showers, radiators, quotations and maintenance visits.

Ask these questions where relevant: What plumbing work is needed?; What is the postcode?; Is there active leaking, flooding or no water?; What is the best callback number?

Urgent-call rule: For active flooding, a major leak or loss of water, mark the message URGENT and send the details to the owner immediately.

Owner/contact route: Send the complete enquiry to the Greenway Plumbing owner.

Safety and accuracy rules: Use only information approved by the owner. Do not invent a price, availability, qualification or policy. Take a clear message when unsure.

For every enquiry, capture: caller name, callback number, reason for calling, relevant address/postcode, preferred callback/appointment time, and urgency. Repeat the key details back to the caller. If information is not approved or the request is unusual, say: “I will make sure the business receives your message and asks them to call you back.”

Next stage: connect a UK AI number, test forwarded calls, then send each completed enquiry to the Client Book.

Free setup and launch tools

Free receptionist setup test

Set the greeting, approved answers, business hours, questions and owner route. Then use the on-screen test to check how the receptionist would respond. No telephone number, payment method or live call is involved.

A live call service starts only after a real number and call-delivery route are connected.

Marketing templates

Ready-to-edit email, social-post, SMS and follow-up wording to announce a new business, a giveaway e-book or the receptionist trial.

Download templates PDF

Already trading?

We also help active companies get more customers: business-ready website, Google setup, social media, giveaway e-books, follow-up and a carefully selected lead list.

Growth services for businesses that are already open.

How a local virtual receptionist works

Local to the caller. Set up by the business owner.

“Virtual” does not mean imaginary. It means the receptionist software can be hosted or supported in a different place while it works for a real local business. The owner supplies the real business details and approves what it may say. The caller reaches a familiar local number; the call-forwarding, mobile SIM or virtual-number service is the bridge between that call and the receptionist. The completed enquiry then goes back to the local owner by the agreed email, text message or dashboard route.

1. Set it up locally

Enter the business name, services, opening hours, approved answers, appointment rules and where enquiries must go.

2. Connect the call bridge

Keep the existing number and forward unanswered or out-of-hours calls, or arrange a dedicated number with a suitable provider. Test it before relying on it.

3. Keep human control

The receptionist can collect routine details and explain the agreed offer. Prices, availability, professional advice and unusual cases stay with a person.

4. Use a legitimate address if required

A real UK registered-office or mail-handling provider can handle post only when it has given permission and meets the official requirements.

Important: this on-screen version is a workflow and voice test. It does not yet connect or answer real telephone calls.

Call forwarding path

Customer keeps their number

The customer continues advertising the mobile or landline number people already know.

Forward missed calls

Unanswered, busy, or out-of-hours calls are sent to the AI receptionist number.

Receptionist captures the enquiry

The AI asks for name, phone, postcode, job type, urgency, and preferred appointment time.

Receptionist explains the offer

It explains the approved service, answers sensible routine questions, captures the required details, and clearly passes prices, availability, unusual requests and final decisions to a person.

Dashboard tracks the work

The business sees every enquiry, booking, quote, reminder, and review request.

Launch checklist

UK receptionist number connected

Call-forwarding test completed

Business name and greeting set

Trade/service questions selected

Appointment rules added

SMS and email templates checked

Dashboard pipeline confirmed

Owner notification tested

Quote follow-up turned on

Review request turned on

First version rule

Sell call forwarding first. Android missed-call capture and difficult-country SIM bridges can be added after the UK offer proves demand.

Pricing by incoming calls

Starter

£49/mo

50 AI call credits + email summaries

For a sole trader testing missed-call capture with email summaries first.

AI receptionist setup

ChatBox intake

basic Client Book

SMS upgrade available

Trade

£99/mo

150 AI call credits + 300 SMS

Main plan for busy trades and local service businesses.

appointments

reminders

quote follow-up

review requests

Trade Plus

£179/mo

350 AI call credits + 700 SMS

For higher call volume, small teams, and stronger automation.

priority setup

multi-service flow

better reporting

more automation

This is a monthly AI service, not a one-off purchase. Each plan includes a measured allowance of AI call credits and messages; extra usage can be topped up. Starter is email-first. SMS Follow-Up is the upgrade for instant missed-call texts, appointment links, quote follow-up, reminders, and review requests.

Content and call-centre upgrades

Simple Video Creators

Two short-video services for social posts, adverts, product explainers and giveaway e-book promotion.

Streaming Video Studio

Script, plan and produce longer 15- or 30-minute videos for training, demonstrations, talks or a business show.

CallCenter: inbound and outbound

Inbound calls are answered and qualified. Outbound campaigns can follow up opted-in leads or make lawful business-contact campaigns, with consent and contact-list checks before launch.

Scripts and templates

Opening call

Thanks for calling. I can take the details and get this sent straight to the business owner. What do you need help with?

Missed-call SMS

Sorry we missed your call. Please add your job details here and we will come back to you as soon as possible: [ChatBox link]

Appointment confirmation

Your appointment request has been received for [date/time]. We will confirm or offer the nearest available slot shortly.

Sales position

Business Ready To Launch is not just an answering service. It is the receptionist, appointment book, enquiry tracker, follow-up system, and working dashboard.

Back to main offer