AI Receptionist Intake Form

An owner, ops manager, office manager, or senior admin who knows hours/holidays, phone routing/escalation, scheduling rules, and business policies.

This AI receptionist will answer real customers on your phone line. Incomplete or incorrect inputs can create operational risk (missed leads, bad routing, bad bookings) and potential compliance risk.

Typically 30–60 minutes, depending on how prepared you are (hours/policies/pricing/hand-off rules).

If you don’t know an answer, write Unknown/TBD. Unknown or ambiguous items will be treated as BLOCKERS for go-live.

This explains how your business phone number, phone system, and call handling are affected when you introduce an AI receptionist.

In most cases, your existing business phone number remains the same. Customers continue to dial the same number. What changes is how the call is handled once it reaches your phone system.

No. Whether porting is required depends on your current phone system and how you want the AI to function. Modern VoIP/cloud systems can often route or forward calls to the AI without porting. Traditional landlines or older phone systems usually require porting to enable AI call handling.

Porting is a standard telecom process that transfers your existing phone number from your current carrier to another carrier or platform. The phone number stays the same; only the system that manages incoming calls changes. Porting typically requires verifying account ownership (carrier name, account number, service address, authorized contact). Timelines vary by carrier and number type.

Yes. Phone numbers are regulated assets. Porting requires explicit authorization from the business that owns the number and must comply with carrier and regulatory requirements. No porting occurs without documented approval.

Yes. Some businesses add a new phone number specifically for the AI receptionist while keeping their existing number unchanged. This is often used for testing, phased rollouts, or separating certain types of calls.

Usually the dialing experience stays the same. The main difference is how the call is answered. Instead of ringing indefinitely or going to voicemail, the call may be answered immediately by the AI, which can greet the caller, ask questions, route the call, or transfer it to the appropriate person or department.

If a call requires human involvement, the AI can transfer the call to your existing numbers, extensions, or call groups. If the call is not answered, it follows predefined rules (retry, route to another team, voicemail, callback, etc.) based on your preferences.

Yes. Even when the AI answers first, calls can be escalated back to your team using the same business number. The AI does not block access to human staff unless you explicitly configure it to do so.

If the AI encounters a situation it cannot resolve, it follows predefined escalation rules. This may include transferring the call, offering a callback, or routing the caller to voicemail.

The right setup depends on your current phone system and whether you want the AI to answer all calls or only certain types. During the intake and review process, your setup is evaluated and a recommendation is made based on technical feasibility, compliance requirements, and your business goals.

Your information is reviewed to determine whether porting is required, optional, or unnecessary. You will be informed of the recommended approach, expected timeline, and any actions required. No changes are made to your phone number or phone system without your approval.

You receive an email receipt (copy of what you submitted). We receive a copy of your submitted responses.