Heuristics AIWorker file / 001
Front officeReceptionist.
Working in a customer environment, with a person supervising.
- Reports to
- Your front desk
Answers website chat and voice, and can answer your main line, book appointments and hold calendar slots. You choose which of these it does.
01 / The assignment
A clear job. A named supervisor.
We hire this worker to answer your website by chat and voice when your front desk cannot. It greets every caller, says it is automated, answers questions about your hours and services from the information you approve, and collects the caller's name and phone. It can also answer your main phone line, book appointments and hold calendar slots. You choose which of these it does, and whether bookings need staff approval first.
02 / Scope of work
What it does.
Answer chat or voice on your website, and calls on your main line if you turn that on. It says up front that it is automated.
Answer common questions about hours and services using only information you have approved.
Collect the caller's name, phone number and the reason for the call.
If you turn it on, book appointments and hold calendar slots by your rules, with your approval where you require it.
Take a message when a question is outside what it is allowed to answer, and queue a callback for your staff to approve.
Tell anyone describing an emergency to call 911.
Send your front desk a short summary of each conversation.
03 / Tools and information
Works where the job lives.
Access and permitted actions are agreed during setup. Only the information and systems this job needs.
Your website chat and voice
Your main phone line, if you choose
Your calendar, if you choose
Your message inbox
04 / Safeguards and supervision
Built with
boundaries.
These limits are part of the job description.
Your front desk
What it will never do
- Give medical advice or comment on symptoms or treatment.
- Book outside the hours, services or rules you set.
- Pretend to be a person. It tells visitors it is automated.
- Quote prices or make promises you have not approved.
- Keep talking with someone describing an emergency. It tells them to call 911.
Hands to a person
- New bookings and calendar holds, with names and phone numbers
- Messages it could not help with
- Callbacks waiting for approval
- Any urgent or out-of-scope visitor, flagged right away
Approval and follow-through
Your staff see every booking and approve every callback. You choose what it does and which bookings need approval first.
05 / A week on the job
The shape of a working week.
A typical week.
- Mon
Answers the Monday morning rush of calls and website chats, books the open slots and leaves the front desk a list of names and phone numbers.
- Tue
Takes messages about something outside its approved answers and flags two as urgent.
- Wed
Handles website chats and voice questions after hours and leaves a summary for the morning.
- Thu
A caller asks for a time that is taken. Where booking is on, it offers the next open slots and books the one they pick.
- Fri
Sends the front desk a short end-of-week list of messages still waiting for a reply.
06 / In practice
You set the level of supervision.
The role's boundaries stay in place at every setting.
Supervision
Website chat, voice and email, plus your main line and calendar if you choose.
Pick a setting to see which steps still go to a person. What a worker may do on its own is agreed during setup.
3 of 5 steps go to a person2 done by the worker
- 01
A caller asks a question on your main line, or by chat or voice on your website.
Worker does it - 02
It answers from the information you approved.
Worker does it - 03
It collects the caller's name and phone and, if you turn booking on, books an open slot.
Person approves - 04
Your staff approve the booking where you require it.
Always a person - 05
Your front desk gets a summary of the conversation.
Person approves
Approve: the worker does each step, and nothing leaves or changes until a person approves.
07 / Getting started
Like bringing on a new hire.
Stop after any step.
- 01
Map the process
We sit with your team and draw how this job moves today. You keep the map.
- 02
Run a work sample
The worker does a few of your real past tasks. You compare the results with your team’s.
- 03
Connect your tools
Only what the job needs: your website chat and voice, your main phone line, if you choose, your calendar, if you choose, your message inbox. Revoke access any time.
- 04
Supervised trial
Your team reviews everything before it goes out, and we adjust the rules each week.
- 05
Go live, at your pace
Raise how much it does on its own where the trial earned it. Or keep approving every step.
08 / Commercial terms
How it is priced.
Monthly subscription.
- Setup
- A one-time setup, where we map your process and configure the worker.
- Monthly
- A monthly subscription for this worker.
Available individually by written quote. The Never miss an inquiry team (Receptionist plus Inquiry Coordinator) starts at $299/month with a $500 one-time setup for one location and up to 75 inbound conversations monthly; higher volume and third-party phone charges are separate. Early customers start with a supervised pilot.
Talk through the scope09 / Questions
Before you bring it on.
What does an AI receptionist do?
It answers your website by chat and voice, tells callers it is automated, answers questions about your hours and services from information you approve, and collects the caller's name and phone. It can also answer your main line, book appointments and hold calendar slots. You choose which of these it does. When it cannot answer a question, it takes a message for your front desk. It does not guess.
Will people know they are talking to an AI?
Yes. The Receptionist tells every visitor it is automated at the start of the conversation. It also tells them it is not a person if they ask.
Does it answer my main phone line?
It can, if you turn it on. It can answer calls on your main phone line as well as chat and voice on your website. You choose which channels it covers.
Can an AI receptionist give medical advice?
No. It does not give medical advice and does not comment on symptoms or treatment. If someone describes an emergency, it tells them to call 911. For anything else outside its approved answers, it takes a message for your staff.
Does the AI receptionist book appointments by itself?
Yes, if you turn it on. It books appointments and holds calendar slots by your rules, such as hours, services and lead time. You can require staff approval before a booking is final.
What about privacy and compliance?
Bring your requirements to the free 30-minute call. We do not claim any certification, and we agree in writing what is kept and who can see it.
/ Yours. The next worker
is drawn around your process.
The next assignment / Yours
Your process looks different? That's normal. Tell us about it.
Show us how the work moves today. We'll help define the right worker and where your team stays in control.