Reception OS

Reception OS

A voice receptionist that answers, qualifies, and routes client calls.

Capture overflow and after-hours calls, prepare handoffs, and keep sensitive steps under human approval.

What it does

Inbound voice handling with a clear desk ledger — not a chatbot pitch.

  1. 01

    Answers inbound calls

    Voice receptionist handles caller intake with clear, business-specific context.

  2. 02

    Captures caller details

    Name, contact, intent, urgency, and preferred timing in structured records.

  3. 03

    Qualifies requests

    Service fit, missing information, and escalation triggers before handoff.

  4. 04

    Prepares booking or human handoff

    Routes to booking prep or staff review with human approval where needed.

  5. 05

    Tracks missed information

    Surfaces gaps in business context before callers are sent the wrong path.

  6. 06

    Creates call summaries

    Operator-ready summaries and next-step hints after each interaction.

  7. 07

    Learns from approved improvements

    Edge cases become approval-gated prompt and knowledge updates.

How setup works

  1. 01

    Add business details

    Name, location, timezone, tone, and escalation contacts.

  2. 02

    Add services and opening hours

    What you offer, durations, and when callers can book or reach staff.

  3. 03

    Connect phone / voice provider

    Configure inbound number handling for overflow and after-hours calls when your clinic is ready.

  4. 04

    Configure booking and handoff

    Define when to book, ask for more info, or route to a human.

  5. 05

    Test before going live

    Run a test call and review summaries with human approval before production traffic.

Trust and safety

  • Human approval for sensitive workflows. Booking, handoff, and improvement suggestions stay operator-reviewed where approval is required.
  • Clear fallback when integrations are not connected. Phone, calendar, SMS, and email paths show setup-required status instead of pretending they are live.
  • Retention and disclosure settings are planned. Trust panels help you prepare operator guardrails — they are not legal advice or a compliance guarantee.
Connect when your clinic is ready

Configure your voice provider and workspace settings from the dashboard. Reception OS handles overflow and after-hours intake with human approval on sensitive steps.