Nathan Romano
AI OpsExclusive

AI Voice Receptionist

Answers calls, figures out what the caller needs and books appointments. Script, guardrails and when to hand off to a human.

What it does

Designs and tests an AI receptionist for your business line: it greets callers, understands why they are calling, answers only from your knowledge base, books on your calendar and hands off to a person when needed. Every call ends with a summary in your CRM.

When to use it

Steps

  1. Gather the knowledge base: services, hours, service area, policies and FAQs.
  2. Write the script: greeting, disclosure that it is an AI assistant, qualifying questions and close.
  3. Set guardrails: what it never answers and when it transfers or takes a message.
  4. Connect calendar and CRM to book and log the summary.
  5. Run test calls with hard cases and fix what breaks.
  6. Go live only with your approval, with a weekly review of recordings.

The skill

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ai-voice-receptionist/SKILL.md Download SKILL.md
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For Claude Code, save it as ~/.claude/skills/ai-voice-receptionist/SKILL.md. In Cursor, ChatGPT or another assistant, paste it as project instructions.

Works with