AI Receptionist

Sarah is Autocrew’s AI receptionist — she handles routine inbound calls 24/7, books appointments, answers from your knowledge base, and hands off to your team with full context when it matters.

What It Does

Sarah picks up inbound calls on your business number with a calm, branded greeting. She detects caller intent in natural language — appointment scheduling, FAQ lookups, message taking, hours and directions — and resolves the call in one of three ways:

• Answer directly using your knowledge base when the question matches your FAQs and policies.
• Take action in connected systems — book a slot on your calendar, capture lead details, or trigger a workflow.
• Escalate to a human with a structured summary when the request needs judgment, empathy, or sits outside her playbook.

Key Capabilities

• 24/7 availability: Answer peaks, after-hours, and overflow calls without burning out the front desk.
• Natural voice conversations: Real-time voice with barge-in support — callers can interrupt mid-response.
• Knowledge-grounded answers: Responses pull from your indexed FAQs, policies, and content (RAG) to keep replies on-script.
• Calendar & CRM integration: Book, reschedule, and capture details directly in the systems you already use.
• Smart escalation: Warm transfer with conversation summary attached — no “start over” for the caller.
• HIPAA-aware option: Healthcare deployments encrypt patient data at rest and log every patient-record access. Formal HIPAA compliance and SOC 2 certification are on our roadmap, and BAAs will come with formal HIPAA compliance.

Personas & Customization

Sarah’s persona — name, voice, tone, greeting, and industry-specific language — is configured in the Autocrew dashboard before deployment. Persona selection is a prerequisite for the rollout steps below: your team picks a baseline persona for each location or line, then layers in your scripts and escalation rules.

See the Digital Employee page for what Sarah does and what it means for health practices and small businesses, with links by industry, including healthcare, legal, coaching, and restaurant.

Getting Started

Sarah ships in four phases. Each phase is bounded so you can validate the experience and tune routing before widening traffic.

1. 01

   Teach her

   Upload your policies and FAQs or import your website. Add the rules she must always follow.

2. 02

   Tell her who to call

   Add your team's numbers, departments and locations, and choose how each handoff works.

3. 03

   Set your hours

   Business hours, after-hours instructions and where messages should go.

4. 04

   Forward your line

   Forward your main line, or just the overflow, to Sarah. Test it, then go live.

Frequently Asked Questions