AI ASSISTANTS · RECEPTION AI

Your front desk for the moments your team cannot answer.

Reception AI handles approved call, text, and website-chat intake, answers routine questions, captures details, and helps qualified prospects book a consultation.

Your configuration defines eligible audiences, consent and suppression rules, approved topics, escalation conditions, and stop conditions. Sensitive or out-of-scope matters go to a human.
INBOUND ROUTING LIVE SYSTEM
AI ROLEANSWERED
01CALL
02QUALIFY
03BOOK
04HANDOFF
SOURCEGrowth CRM recordSTATUSConnected
THE RESPONSE LEAK

In this profession, whoever answers first usually wins.

This is Leak 02 — the Response Leak. A prospect calls after hours or during a meeting and reaches voicemail. A form comes in and sits. High-value clients don't wait — they hire the firm that replied. You can't be at the desk at 8pm during filing season, and you shouldn't have to be. The missed calls you never see are the growth you never count.

Reception AI helps close that gap with a consistent response and handoff process that does not depend on someone watching the front desk.

HOW IT WORKS

Trained on your practice. Answering like it belongs there.

We configure Reception AI on approved phone, chat, and text channels using your verified services, process, hours, and voice. It can greet new prospects, answer approved common questions, collect intake details, and offer supported calendar times. A configured missed-call workflow can send a text response, subject to carrier, provider, consent, and routing conditions. Approved front-office activity can be logged to the growth CRM; sensitive or professional matters route to a person.

Verified live demonstration and fallbacks:

Speak with Reception AI. Use browser voice for the live conversational demonstration, call the permanent phone fallback from any phone, or review the guided typed workflow when speaking is not practical. The typed path is clearly labeled as a workflow rather than live AI text. → Try Reception AI Live →

INBOUND SIGNAL
01Understand contextCRM READ
02Take the approved actionWORKFLOW
03Log the outcomeCRM WRITE
04Escalate when judgment is neededHUMAN
This is live on our own site. Test Reception AI →
WHAT POWERS IT

Voice and chat workflows, configured for your firm.

Reception AI is designed around voice intake, website chat and SMS, a missed-call text-back workflow, calendar booking, and human escalation. PGT configures the approved knowledge, routing rules, consent boundaries, and CRM logging with your team; provider-specific features and production routing are verified during implementation.

APPROVED KNOWLEDGECHANNEL & CONSENT RULESCRM CONTEXTHUMAN APPROVALSESCALATION & STOP CONDITIONS
WHAT IT DOES, CONCRETELY

Configured capabilities for RECEPTION AI.

When enabled and tested for the approved audience, channels, permissions, and stop rules, this role can perform the actions below.

01
Handles approved inbound-call coverage according to the availability you configure
02
Handles website chat and inbound texts in real time
03
Answers common questions about your services, process, hours, and location
04
Qualifies new prospects and captures their details
05
Books consultations straight onto your calendar
06
Sends a prompt missed-call text-back where consent and channel rules allow
07
Routes anything sensitive or out-of-scope to a human
08
Logs configured conversations and outcomes to your CRM
09
Notifies you and your team in real time via the mobile app
HUMAN CONTROL

Automation where it helps. A clean handoff where judgment begins.

The workflow is configured around eligible audiences, consent and suppression rules, approved knowledge, allowed actions, escalation conditions, and explicit stop conditions.

AI OWNSSpeed, consistency, logging, and approved follow-up.
HUMAN OWNSSensitive, professional, account-specific, and exception decisions.
PRACTICE READINESS DIAGNOSTIC

Benchmark Your Firm's Intake & Follow-Up Leaks

Before configuring RECEPTION AI, see how your practice currently scores on lead response speed, front-desk capture, and proposal follow-through.

BETTER TOGETHER

Reception AI answers. These take it from there.

HANDOFF 01
Lead Response AI — for eligible leads from configured forms and campaigns: it can acknowledge the inquiry and run approved follow-up until a stop condition or human takeover. Meet Lead Response AI →
HANDOFF 02
Bookings AI — can confirm, remind, and offer approved recovery options for supported consultations. Meet Bookings AI →
HANDOFF 03
Review AI — can request approved experience feedback after eligible service moments. Meet Review AI →
QUESTIONS PRACTICES ASK

Questions practices ask before putting this role to work.

How will I know how it handles a conversation?

Use the verified live browser-voice demonstration or call the permanent phone fallback. The page also provides a guided typed workflow showing greeting, approved answers, qualification, booking, and escalation; that typed path is clearly labeled rather than presented as live AI text.

Will it talk to my clients about their finances?

No. Reception AI handles new-prospect intake, common questions, and booking. Anything sensitive or account-specific is routed to a human, and existing-client communication stays human unless you choose to extend the AI to it.

How is this different from an answering service?

Reception AI can do more than take a message: within the rules you approve, it can answer routine questions, offer consultation times, trigger missed-call follow-up, and log the interaction to your CRM. Scope and coverage depend on the final provider and configuration.

What happens if it can't answer something?

It says so honestly and routes the contact to a human, capturing the relevant details and context first. Escalation rules define which questions transfer immediately, which create a follow-up task, and when the automated conversation must stop.

Do I have to change my phone number?

No. We route your existing line so Reception AI answers when you can't, and hands calls to you or your team whenever you want. You keep your number and your control.

See all questions →
START WITH ONE USEFUL ROLE

Stop losing prospects to voicemail.

Book a 20-minute strategy call and we'll map how Reception AI could answer approved questions, qualify inquiries, book consultations, and hand sensitive matters to your team. Use the verified live demonstration or permanent phone fallback to experience the current Reception flow.

No pressure. No obligation. A plan you can use either way.