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AI Receptionist

An AI receptionist, backed by real people.

Answer every call, understand intent, and take the right action - 24/7. Human when it matters. AI when it helps.

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AI Receptionist
Call with Jamie M.Routine call · AI handling
JM
Jamie M.Existing customer
00:42
Hi, I need to schedule routine service next week.
I can help with that. What ZIP code is the service address?
80238.
You’re in the service area. I have Tuesday at 10:00 or Wednesday at 1:30.
Conversation
  • 24/7Always available
  • Acts quicklyUses your approved rules
  • Human when neededCoverage varies by plan

Trusted by home, legal, and other local businesses

  • Heartland Home Services
  • Baker Law Group
  • George Henry’s Plumbing, Heating & Cooling
  • Rapid Air
  • All Engineered HVAC
  • Zest Plumbing & Drain
Results with Tradesly

Better calls. Measurable outcomes.

Qualified leads become booked work. After-hours conversations become opportunities your team can act on.

Qualified inbound leads

90%+

Booking rate on qualified leads

Aggregate customer result. Outcomes vary by call mix, availability, and configuration.

One customer. First 30 days.

More from nights and weekends.

One Tradesly customer started with nights-and-weekends-only coverage. Here’s what that deployment generated.

Net-new bookings
86
Total net-new revenue
$46K

Anonymous customer result · first 30 days

Explore after-hours coverage
From ring to result

How the call moves.

Understand the caller, choose the next action, use the right handler, and preserve the outcome.

01

Understand the caller

Capture intent, urgency, the request, and available context.

02

Choose the next action

Apply business rules, availability, permissions, and fallback logic.

03

Use the right handler

AI, a Tradesly person, or someone on your team takes over.

04

Preserve the outcome

Keep the booking, transfer, summary, callback, or follow-up visible.

Beyond call answering

A call can be answered and still lose the customer.

The work is not done until the caller gets a valid next step and your team can see exactly what happened.

01

Answering is only the starting point.

The goal is not just to pick up the call. The goal is to understand what the caller needs.

02

Context turns conversation into direction.

Tradesly combines caller intent with your rules, availability, and approved knowledge to choose the right next step.

03

The team gets a visible next action.

Whether the result is an answer, a booking, a route, or a follow-up, the next move stays clear and usable.

How it works

Every call follows the same four-step operating model.

The route changes. The logic stays visible: understand the moment, choose the action, use the right handler, and close the loop.

Stage 01 · Understand
Turn the conversation into usable context.

Tradesly identifies what the caller wants, checks the relevant business context, and captures only the details needed for a valid next step.

InputIncoming callCaller words, number, time, and available account context.
Product stateIntent + urgencyA structured view of the call and what needs attention.
Prepared forValid next actionEnough information to answer, book, route, or escalate.
Visible resultTradesly does not treat every call the same.
Live workflow explorer

Pick a call. Watch the route change.

Routine request, new lead, urgent issue, or human moment - Tradesly follows the route you define instead of forcing every call through the same script.

Answer a routine question without interrupting the team.

The caller asks something covered by approved business knowledge. Tradesly answers, captures the result, and closes the loop.

AI completes
Caller signalCommon questionHours, service area, status, policy, or next-step request.
DecisionApproved answer existsConfidence, permissions, and call type stay within configured rules.
HandlerAI respondsThe caller gets the answer without a transfer or callback.
OutcomeResolved and visibleSummary, outcome, and any follow-up are available for the team.
Why this route is safeApproved knowledge, limited actions, and a defined fallback when the answer is uncertain.
What your team can inspectThe answer, summary, outcome, and rule that kept the call inside approved boundaries.
Everything needed after hello

One product. Four capabilities that move every call forward.

Each capability has one job. Together they turn a conversation into a clear, visible outcome.

Answer and understand

Use approved knowledge and live context to understand what the caller needs without turning every call into the same script.

Business knowledgeIntent + context

Qualify and book

Ask the required questions, apply allowed criteria, and offer only valid appointment types and times.

QualificationApproved availability

Route and hand off

Use intent, urgency, schedule, caller preference, and business rules to select the right destination.

Intent-based routingHuman escalation

Close the loop

Keep the result visible, surface follow-up or exceptions, and use reviewed evidence to improve approved rules and coaching.

Outcome visibilityQA + coaching
Human when it matters

People when it's important. AI when it helps.

Human involvement is not decorative. It appears when judgment, empathy, sales skill, specialist knowledge, or caller preference makes a person the better next step.

A trained receptionist and a service team member share call context during a human handoff.
AI

Repeatable work

Approved answers, required questions, valid scheduling, summaries, and other predictable actions.

Tradesly people

Human moments

Complex, sensitive, high-value, or human-requested conversations when coverage is included and available.

Your team

Specialist ownership

On-call work, specialist decisions, and any conversation or action you choose to keep in-house.

The handoff carries context.Reason for the callQuestions already answeredRequested next stepRelevant business context
Your rules stay in charge

Control the work without living in settings.

Set approved knowledge, call types, hours, routes, human handoff conditions, and review paths. Tradesly uses those boundaries to decide what it can complete and when to stop.

Teach Tradesly your businessBusiness knowledge, required questions, allowed actions, and brand voice.
Define the next actionHours, call types, destinations, availability, retry order, and human escalation.
Review outcomes and refineInspect summaries, bookings, transfers, exceptions, and quality findings before changing the workflow.
AI Receptionist rules
Use approved business answersWebsite, uploaded documents, and reviewed custom knowledge
Ask when the answer is uncertainUse a clarifying question or the configured review path instead of guessing
Keep policy language inside approved sourcesPricing, warranties, service areas, and promises follow the material you provide
Flag unsupported topicsSend exceptions to the chosen person, queue, or review process
Plain-language route rule

Answer from approved business knowledge. When the source is missing or the answer is uncertain, ask for clarification or use the configured fallback.

Test before launchNo approved answer? Do not improvise.
Inspect the call

See the conversation, decision, and outcome side by side.

Follow a call from the first sentence to the final route. Every important decision remains visible.

Decision walkthrough00:42
“I need routine service next week.”“I have two approved times.”

Call beginsCaller asks to schedule routine service.
Intent recognizedRoutine request and service-area check.
Action selectedOffer only approved appointment types and times.
Outcome confirmedAppointment booked and confirmation prepared.
Works with the operation

Connect the conversation to the tools your team already uses.

Carry customer context, availability, bookings, and call outcomes into supported workflows without replacing the systems that run the business.

ServiceTitan
Home servicesCustomer, job, and booking workflows
Housecall Pro
Home servicesCustomer and calendar workflows
Clio
Legal practice managementConnect intake with your firm’s workflow
Your CRM
Custom workflowsExplore a connection built around your tools
Tradesly
Read contextCheck availabilityWrite the outcome

Availability varies. Exact read, write, booking, and fallback behavior is confirmed during setup.

Designed for the real world

Define the fallback before the first call.

The best call flow is not only the happy path. Decide what happens when the answer is uncertain, no appointment is valid, or a transfer cannot connect.

01 · Uncertain request

Do not improvise.

Use approved knowledge, ask a clarifying question, or follow the configured review and escalation path.

Boundary: approved answers and actions
02 · No valid appointment

Protect the calendar.

Offer only approved alternatives, collect the needed details, or move the caller into the configured callback path.

Boundary: valid services, areas, times, and capacity
03 · Transfer unavailable

Keep the context.

Follow the configured retry order or callback path, then capture the transfer result so the team can follow through.

Boundary: destinations, coverage, retries, and timeouts
04 · Human moment

Bring in a person on purpose.

Route high-value, complex, sensitive, or human-requested calls according to the plan, coverage window, and business rules.

Boundary: who joins, when, and why
You define the guardrails.Knowledge sourcesAllowed actionsHours and coverageRoutes and retriesOutcome visibility and review
Frequently asked questions

What to know before putting an AI receptionist on the phone.

Exact workflows, human coverage, and integration behavior depend on your plan and setup.

  • 24/7Always available
  • Acts quicklyUses your approved rules
  • Human when neededCoverage varies by plan
Your AI receptionist, your call flow

One call.
A clear next step.

Bring your call types, scheduling rules, and handoff needs. See how Tradesly answers, takes action, and brings in a person when the moment calls for one.

  • Call routing
  • Appointment booking
  • Human handoff
Explore pricing