AI Front Desk
Every call answered. No meeting interrupted.
A 24/7 receptionist across phone, email and website chat. It answers common questions, books appointments, takes messages and routes urgent issues to the right person. It never picks up during a client meeting.
New enquiry · 8:03 pm
After hours
Booked intro call for Thursday 10:00 am. Transcript sent to Carlos.
The problem
The phone doesn't know you're in a meeting.
The phone rings. Someone steps out to answer a question about office hours.
A new client calls after hours, gets voicemail, calls the next firm.
Twelve emails ask the same thing: did you get my documents?
An urgent CRA letter sits in a shared inbox for two days.
What's included
What you get.
- Phone answering with your greeting and hours
- Email and chat answers from an approved knowledge base
- Appointment booking into your calendars
- Messages transcribed and sent to the right person
- Urgent-issue rules you set
- Do-not-disturb during meetings and focus time
- Handoff to a human at any point
- A log of every conversation
How it works
Step by step, inside your tools.
- 01
A client reaches out
Phone, email or chat. Any hour.
- 02
The front desk answers
Hours, status, what to bring, how to upload. From a knowledge base you approved.
- 03
It books or takes a message
Straight into the right calendar or inbox.
- 04
Urgent issues are routed
A CRA notice reaches a named person right away.
- 05
You review
Everything is logged. Anything outside the rules goes to a person.
Works alongside the tools you already use
- QuickBooks Online
- Xero
- TaxDome
- Karbon
- Dext
- Microsoft 365
- Google Workspace
What this could look like
Illustrative only. A 6-person firm taking 30 calls a day could have most routine calls answered without interrupting anyone. Your numbers depend on volume and mix.
- Calls answered during meetings
- All of them
- After-hours calls to voicemail
- None
- Routine questions handled by staff
- Few
FAQ
AI Front Desk questions
Ready to set up the AI Front Desk?
Thirty minutes. We'll show you how it fits your tools.
Book a free workflow audit30 minutes. No pressure, no obligation.