24/7 AI receptionist: how to set up a voice bot to answer every call

Link a phone number to the voice bot, limit incoming calls with funnel steps and a blacklist, and test the bot with your own call.

Updated 11 min read 12 views
In short

A 24/7 AI receptionist is a voice bot with a phone number linked to it: bot card → “Settings” → “Inbound settings” → “Change number”. The same window opens from “Test call” on the “Instruction” tab. The number is written to the incoming scheme right away — call it and check the conversation.

At night, on weekends and when every manager is busy, incoming calls go nowhere: a clinic or car service client won't wait and calls the next company, and the request you paid for with advertising is lost. A 24/7 AI receptionist on a voice bot closes this gap. The bot picks up every call with no queue, answers questions, books the client and sets the step in the CRM. In the morning, the administrator sees a ready lead.

To make the bot start taking calls, it's enough to link a number to it. But to keep it from losing clients, you need to train it for a couple of days and move calls to it in batches. Watch the two-minute video, and below you'll find the step-by-step setup and the launch method.

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Why businesses need it

  • Clinic, salon, car service: during the day, calls go to administrators, and at night and on weekends — to the AI receptionist. Not a single booking is lost because of the work schedule.
  • Sales team: the bot picks up a call that an employee didn't answer and transfers complex cases to a manager.
  • Any business with incoming calls saves on an on-duty operator. A minute of the bot's conversation costs $0.12 on average — with no salary, sick days or weekends.
  • A business where the bot both makes and takes calls: a step condition won't let a client who called back to “troll” the robot overwrite the “Booked” step.

Handing incoming calls to the bot pays off most when:

  • calls are taken by administrators or consultants rather than salespeople, and the client gets an answer instead of a booking;
  • sales calls land in the service department, where the client gets advice and is let go;
  • managers are busy, don't pick up right away, and many calls go unanswered;
  • calls come in the evening, on weekends and holidays, while you work only on weekdays;
  • there's a lot of spam and off-target calls that eat up managers' time.

Unlike a person, the bot doesn't blurt out the price right away or give up after “I'll think about it” — it leads the client to a booking.

Client case
A car service in Yekaterinburg had its calls handled by two service advisors. When both were in the workshop, and also in the evenings and on weekends, roughly every fourth call went unanswered. The bot was trained for two days to answer questions about maintenance prices, timing and booking. At first, only missed calls were routed to it; a week later, evenings and weekends too. Missed calls nearly disappeared, and the bot itself books about 40 clients a month who used to go to another service.
Client case
A car rental company with a fleet of over 40 cars. Before: incoming calls were handled by staff. What we did: on every incoming call, the bot finds out the daily budget, transmission type and rental period, offers three suitable models, books the chosen one and gives the office address. After the call, the client gets the list of documents for the booking in WhatsApp. Result: the bot handles incoming calls end to end, with no staff involved.

How a voice bot takes incoming calls

An AI receptionist is a voice bot that answers incoming calls instead of an administrator: at any time and with no queue. The incoming scheme is the call route: who the call goes to and in what order. When you link a number to the bot, a branch with the “Launch an autofunnel” block appears for this number in the scheme. This block hands the call and the lead over to the bot. You can put two filters in front of the bot:

  • “Blacklist” — calls from subscribers marked in the CRM end immediately;
  • “Steps for incoming calls” — only leads at the selected funnel steps reach the bot.

The “Stopped” status in the bot list turns off only outbound calling — see “AI outbound calling bot”. The bot takes incoming calls anyway.

The number on which the voice bot takes incoming calls

How to link a phone number to an AI voice bot

  1. 1
    Prepare a number
    Rent or connect a number in the “Phone numbers” section (more in “Renting a phone number for calls”). We recommend the built-in telephony: its numbers show up in the test window right away.
  2. 2
    Open the test window
    Bot card → “Settings” → the “Inbound settings” sub-tab. The same window opens from the “Test call” handset on the “Instruction” tab.
  3. 3
    Link the number
    Click “Change number” and choose a number from the list. No numbers? Click “Manage numbers”. You can also link a number in the “Phone numbers” section: number card → the “Autofunnels” block → the checkbox next to the bot.
  4. 4
    Decide whether you need a step condition
    In the “Add a step condition to the incoming scheme?” window, click “No, without a step condition” or “Yes, choose steps”. In the second case, tick the steps and click “Link”. The number is written to the incoming scheme right away.
  5. 5
    Call the bot
    From your own phone, dial the number shown in the “Call this number to test the AI” line.
  6. 6
    Tune the pauses
    Right during the test calls, move the sliders for the pauses before the first and the later AI answers. Then click “Save” in the card.
Important
A number picked in “Change number” is switched to this bot in the incoming scheme right away, even if it currently routes calls to managers or another bot. Use a free number for tests, and check where a number leads in the “Telephony” → “Incoming settings” menu.

Steps for incoming calls and a caller blacklist

A step condition is needed when the same bot both makes calls and takes incoming ones. Example: the bot set the lead to the “Interest” step, and the client called back to “troll” the robot. Without the condition, the bot will set “Refusal”, and the manager will miss a hot lead.

In the “Steps for incoming calls” block of the test window:

  • “Lead steps” — the steps at which the call is let through to the bot. The “Change steps” and “Remove the condition” buttons.
  • “If the step does not fit” — what the robot says to the caller before ending the call. Empty — the call simply ends. The “Insert the standard text” button inserts a ready-made version.
  • “Blacklist” → “Set up the blacklist” → “Create the ‘Blacklist’ field” or your own field → “Save”. Then mark such subscribers in the lead card: their calls end even before the step check.

All of this is written to the incoming scheme immediately: “Steps saved.” or “The blacklist has been saved.” appears under the block. The same settings are available in “Launch conditions” on the “Incoming call conditions” tab.

Steps for incoming calls and a caller blacklist: who the bot lets through

How to launch an AI receptionist without losing calls

The prompt is ready in minutes, but on incoming calls the bot has to answer every client question. Train it gradually, the way a child learns: in greenhouse conditions you won't account for about 10% of how real people talk. Training usually takes a couple of days, no more than seven. Fix the answers using real calls: “Training AI” has “Find a call” and “AI training on real calls” — more in “AI voice bot training”. While the bot is learning, test it on a separate number.

Then move calls over in batches. Open the “Incoming scheme settings” link on the “Incoming call conditions” tab — the “Incoming requests setup” section opens in a new tab. How this scheme works is covered in “Routing incoming calls to an AI voice bot”. The bot is placed with the “Launch an autofunnel” block:

  1. First — in the “If the employee has not answered” branch: the bot picks up missed calls.
  2. Then — in the “Off hours” branch: the AI receptionist at night and on weekends.
  3. When the bot handles about 95% of cases — first in the number's group. Then it takes all calls.

Keep the bot's own schedule in mind: if a call comes in outside its “Schedule”, it won't go past the block. Don't want to deal with it and need a guaranteed result? Order a turnkey setup — the button is at the end of the article.

The AI receptionist takes calls outside working hours
Important
If managers call CRM clients from a number linked to the bot, a client who calls back may reach the robot. For manual calls, choose a number without the “Autofunnel” tag in the “Caller ID for the client” window.

Frequently asked questions

Why isn't my voice bot answering incoming calls?
If the test window says “No number linked”, choose a number in “Change number”. Also check that the call came in during the bot's “Schedule” hours and that the number's branch in the scheme leads to the bot.
Why does the caller hear “The voice bot did not start…”?
The caller's lead is at a step that is not in the “Lead steps”. Add the step to the condition or click “Remove the condition”.
Why is an incoming call dropped immediately?
The subscriber is marked in the CRM with the “Blacklist” field. If the block has the “Field deleted” tag, the field no longer exists in the CRM: set up the blacklist again or remove it.
Do I need to click “Save” after linking a number to the bot?
No. The lines “The number is linked.”, “Steps saved.” and “The blacklist has been saved.” mean the incoming scheme has already been updated. “Save” is needed only for the pause sliders.
Will the bot take incoming calls if I stop outbound calling?
Yes. The “Stopped” status turns off only outgoing calls, and the bot keeps taking incoming calls as before.

Read also: AI outbound calling bot: call your contact list without wasting budget, How to stop missing business calls: an AI bot for calls and messengers, Virtual phone number for business: prices, SIP and a bot number

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