Phone agent
Picks up after 2 rings when nobody in the office does. 14 calls today.
How it sounds
It has to say it is an assistant. You choose the wording, not whether.
What it is allowed to do
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Book a visitOffers windows that are actually free on the board.
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Reschedule or cancelOnly for a customer it recognised by number.
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Take a messageWhen it cannot help, it writes down what happened.
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Confirm tomorrow's windowsOutbound, the evening before, to customers who agreed.
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Quote a priceOff. Wrong numbers on a recorded call are expensive.
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Take a card paymentOff. Card details over an AI line need PCI work first.
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Sell to old customersOff. Needs written consent per customer before it can run.
When it stops and finds a human
- The caller asks for a person — no arguing, no second attempt
- Anything about water, gas, smoke or an unlockable door
- The caller repeats themselves twice and the agent still has no intent
- A complaint, or the words "lawyer", "refund" or "damage"
Nobody picks up → the agent takes a message and it lands on Needs you within a minute.
Rules it cannot break
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EnforcedCalling window9:00 AM – 6:00 PM
In the customer's own time zone, not yours. Outbound calls outside it are refused, not queued.
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EnforcedConsent before outboundRequired
No consent on file means the number is never dialled. Every consent keeps its date, source and recording.
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EnforcedDo-not-call listChecked every 24 hours
Federal and state lists, plus everyone who ever asked you to stop.
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LockedSays it is an assistantAlways, in the first sentence
Cannot be switched off. Pretending to be a person on an automated call is what regulators fine.
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Locked"Stop calling me"Honoured within 2 seconds
The agent stops talking, confirms, and the number is blocked before the call ends.
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EnforcedRecordings and transcriptsKept 5 years
Both-party consent states get a spoken notice before anything is recorded.
These are the rules US law puts on automated calls. They are switched on for every company on the platform and cannot be turned off from this screen.
Numbers
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Verified+1 (562) 580-2827Main line · rings the office first, then the agent
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Verified+1 (949) 555-0110Outbound reminders and confirmations
Verified numbers show your company name on the caller's screen instead of "Spam Likely".
This month
Roughly 11 cents a call. A missed job is worth about three hundred dollars.