Industry solution
AI receptionist workflows for consultants
Identify requirements, answer approved FAQs and schedule discovery calls.
Common missed-call scenarios
- - A prospect wants to discuss a new project
- - A client asks which documents are needed
- - A caller wants a callback from a specialist
Recommended call flow
- 1. Clarify the service category
- 2. Capture organisation and requirement details
- 3. Offer discovery-call windows
- 4. Record notes for the consultant
- 5. Route complex or sensitive topics
Approved tasks the AI can perform
- - Collect service category and organisation size
- - Record the requirement
- - Book discovery calls
- - Prepare document requests from approved content
Tasks that require a human
- - Commercial commitments
- - Professional advice
- - Scope approval
- - Confidential strategy discussions
Appointment and lead workflow
Identify service requirements
Answer approved FAQs
Schedule discovery calls
Capture preliminary details
Example transcript
Demo data
Caller
I would like to ask about a consulting requirement and speak with someone this week.
SimplyVoxa
Certainly. I can collect a few details and help arrange the right next step.
Caller
Tuesday afternoon would be helpful if there is availability.
SimplyVoxa
Thank you. I will record that preference and prepare the appointment request for the team.
Integrations
- - Calendars
- - CRM
- - Email summaries
Safety and compliance note
The AI should collect context and schedule next steps, not provide professional advice.
FAQ
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