AI Receptionist For Professional Services
Professional service firms need callers to feel heard without exposing private client information. AI Receptionist can handle general intake and route sensitive questions to staff.
Good Use Cases
AI Receptionist can help with:
- business hours
- consultation requests
- service categories
- new client intake
- appointment requests
- general pricing or retainer language
- message taking for existing clients
Knowledge To Add
Add approved answers for:
- who you serve
- services offered
- consultation process
- appointment requirements
- response times
- general pricing language
- privacy expectations
Sensitive Boundaries
Do not have the AI give legal, tax, medical, insurance, or financial advice. Use Take message or Transfer for private client matters.
Example Fallback
For client-specific questions, take a message and let the caller know a team member will follow up.