Start with one agent (usually the Receptionist), then add the team once you see results. Every agent has clear limits: what it does alone, and what it hands to a human.
AI Receptionist
The first point of contact for a clinic or small office. Greets in the caller's language, including Gulf and Levantine Arabic, and answers services, hours, location, and approved prices only. Books, reschedules, and cancels on Google Calendar or Calendly after confirming name, phone, email, time, and reason, then sends the confirmation by SMS, WhatsApp, or email. Logs the outcome for the owner, and transfers immediately when the caller is upset, asks for a person, or the request is an emergency, a complaint, or outside the knowledge base.
Voice calls
Website chat
SMS
WhatsApp
Greet in the caller's language
Approved prices and hours only
Book, reschedule, cancel
Confirm, then SMS, WhatsApp, or email
Immediate handoff for sensitive cases
A log for the owner
Never invents a price, medical advice, or an open slot, and never shares another client's details. Emergencies, complaints, and requests for a person transfer immediately.
Calls or messages every new lead within minutes of a form fill, asks qualification questions (budget, need, timeline, decision maker), scores the lead, logs it to the CRM and books a call with your sales manager.
Voice calls
SMS
WhatsApp
Website chat
Automatic BANT qualification
Multi-channel follow-up
Scored CRM logging
Book sales calls
Final quotes are sent by the sales manager after review.
Connected directly to your calendar (Google Calendar / Calendly / your system), offers only free slots, sends reminders 24h and 2h before, and refills cancelled slots from a waitlist automatically.
Voice calls
SMS
WhatsApp
Website chat
Book, reschedule, cancel
Automatic reminders
Smart waitlist
No-show reduction
Exceptions (double-booking, emergencies) go to staff immediately.
Answers from your policies and product guides, looks up order status in your system, opens a fully contextual ticket when needed, and measures CSAT after every conversation.
Reads forms, invoices and emails, extracts data into your systems, sends notifications and reminders, and runs repetitive workflows via Make.com or Zapier — with an audit trail for every step.
Internal chat (Slack / Teams soon)
SMS
WhatsApp
Data entry from documents
Form processing
Notifications & reminders
Workflow automation
Payments and data deletion only happen with human approval.
A knowledge base that talks: leave policy, procedures, product pricing, operations manuals, new-hire onboarding — with a source for every answer and per-department permissions.
Internal chat (Slack / Teams soon)
Website chat
Answers from documents
New-hire onboarding
Cited sources
Role-based access
Never answers beyond approved docs — says 'I don't know' and routes to the owner.