AI text receptionist · Starter & Pro

An AI text receptionist that answers while you're on the tools

When customers text your business number, the AI receptionist replies in seconds, around the clock or only after hours. It answers from your services and pricing, collects the job details, creates a request for you to confirm, and hands the conversation to you when a person is needed. It handles texts only, not phone calls.

AI text receptionist

What it handles

Replies in seconds

Choose Always, or Only outside business hours. It always says it's an automated assistant.

Quotes only from your pricing

Price estimates come only from your pricing rules, and every dollar amount is checked before it's sent.

Collects the details

Name, address, job details and preferred time, then it creates a booking request for your team to confirm. It never promises an appointment time.

Hands off to you

When someone asks for a person, is upset, asks something it can't answer or wants a service you don't list, it hands over, pauses on that conversation and alerts you.

Knows an emergency

Gas, carbon monoxide, fire or smoke, sparking wires, flooding, no heat with vulnerable people: it sends fixed safety guidance and alerts you urgently, even after hours.

Pairs with missed-call text-back

Callers who reach voicemail get a text back, and when they reply, the receptionist picks up the conversation.

Step by step

How to set it up

  1. Get your business number

    Pick a local Canadian number in Settings → Phone & Text. It's included with Starter and Pro.

  2. Turn on the receptionist

    In the AI text receptionist card, switch it on and choose when it replies.

  3. Add your instructions

    It already knows your services, booking link and hours. Add up to 600 characters of extra instructions.

  4. Test it

    Run a test conversation from Settings before real customers text in.

Safety

It knows when to step back

You can always take over

Reply yourself and it pauses on that conversation for 24 hours.

Built-in limits

It stops after 8 replies in a conversation and has a daily cap, so a long thread always ends up with a person.

Texts only

It doesn't answer voice calls. Calls ring in the CRM, then go to voicemail.

Questions

AI text receptionist: frequently asked questions

Does the AI receptionist answer phone calls?

No. It answers texts only. Calls ring in the CRM and go to voicemail, and missed-call text-back can text the caller so the conversation continues by text.

Will it make up prices?

No. It gives estimates only from the pricing rules you've set up, and every dollar amount it writes is checked against them before the text goes out.

Can it book appointments?

It collects the details and creates a booking request for your team to confirm. It never confirms an appointment time itself.

What happens when I reply myself?

It pauses on that conversation for 24 hours. When it hands a conversation to you, it pauses for 7 days and alerts you.

What if a customer texts about an emergency?

For emergencies like a gas smell, carbon monoxide, fire, sparking wires or flooding, it sends fixed safety guidance, such as leaving and calling 911 or the gas utility, alerts you by email and text, and hands the conversation to you, even outside reply hours or past limits.

Which plans include it?

Starter (200 AI receptionist replies a month) and Pro (1,500 a month), with a 14-day free trial. Both include the local Canadian business number it answers on.

Try it free

See it working on your own jobs

Create your CRM on the Free plan, then start a 14-day Starter or Pro trial from Settings → Billing when you want the AI. A card is required for the trial.

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