All Cheat Sheets
AI45 minAdvanced

An AI receptionist that never misses a call

Voice AI answers the phone, handles the common asks, books appointments, and hands real conversations to humans, turning after-hours and overflow calls into booked revenue.

  1. 1

    Scope the calls it should own

    Best first scope: after-hours calls and overflow when the team cannot answer. It handles hours, location, service questions, and booking; everything else takes a message or transfers.

  2. 2

    Configure the agent

    Set the greeting (identify the business AND that it is an AI assistant), voice selection, and the goals: answer FAQs from the knowledge base, book on the right calendar, capture name and number always.

  3. 3

    Feed it the same truth

    Knowledge base parity with Conversation AI: services, hours, pricing posture, policies. Divergent knowledge between your bots creates contradicting answers.

  4. 4

    Define transfer and message rules

    Business hours: attempt transfer to the team line for qualified calls. After hours: capture the need, promise the callback window, log it as a conversation with an internal notification.

  5. 5

    Attach it to the number deliberately

    Route it as the after-hours and no-answer fallback first, not the primary greeting. Earn its place on the front line with call reviews.

  6. 6

    Review recordings weekly

    Listen to a sample: where it shined, where it stumbled, what callers asked that the knowledge base lacked. Tune monthly like a team member in training.

Do it with Claude

The Voice AI prompt in the library drafts the greeting, intent map, knowledge entries, and transfer rules from a short interview about your call patterns.

Watch out for

  • Fronting every call on day one and greeting your best client with a confused robot.
  • Not disclosing it is an AI, which erodes trust the moment callers realize.