Prepare the receptionist

Open Phone and choose Configure AI receptionist. Add a receptionist name and greeting, then describe the business, services, service areas, and approved answers. The greeting must clearly identify the receptionist as AI. Choose English, Spanish, or automatic language detection. Fieldiz supplies the current Company phone, website, address, and today's business hours when each call begins.

Choose what it should do

Turn on caller detail capture and select the fields that matter to the Company. The receptionist can recognize a returning Lead or Customer after identity confirmation, offer a callback, collect a preferred service window as an unconfirmed request, and make a warm transfer to a direct team number after the team member accepts. It will not invent prices, appointments, availability, warranties, or service coverage that the Company has not provided.

Control when it answers

After saving the Company receptionist, open My numbers → Settings for each active line. Choose whether AI answers every call, only after the team does not answer, only after hours, or in both overflow cases. Set the ring time for unanswered-call routing. No line changes until its own answering rule is saved.

Review the result

Completed calls appear in Phone with the transcript, summary, language, urgency, disposition, callback request, and preferred service window. Fieldiz safely adds confirmed details to the linked Lead without replacing trusted customer data. The call also stays in the Lead or Customer activity history for follow-up. Use Needs attention to review callbacks, service requests, and failed transfers, or Urgent for high-priority calls. After the team responds, choose Mark resolved so the shared queue stays current. Current-month handled calls, AI minutes, and requested follow-ups appear in the AI receptionist overview.

Keep usage controlled

Set a maximum call length and monthly AI budget. Review the displayed per-minute rate and authorize usage against the Company payment method. When the budget is reached, AI stops taking new calls and the existing fallback flow remains available.

The Company is responsible for call-recording, transcription, privacy, and consent requirements where it operates. The receptionist always identifies itself as AI and directs immediate emergencies to 911.