Settings location on Automations page
All AI Receptionist and call answering configurations are located on the Automations page (/dashboard/automations#ai-receptionist), requiring owner settings.write clearance. They are not configured on general voice routing pages.
Set greeting, business hours, and emergency escalation
- Customize your AI phone greeting and business description.
- Define operating hours and after-hours call behavior.
- Set the emergency transfer number for urgent calls requiring live owner pickup.
Understand simultaneous calls and overflow
Flex, Solo, and Growth include one simultaneous AI call. Scale includes three. When all available AI call slots are occupied, new callers follow your normal forwarding configuration. Without a forwarding number, they hear that the line is unavailable.
Call transcripts and lead logging
Incoming customer calls are transcribed and automatically logged into your Lead Inbox with summary notes and extracted homeowner contact details.
Completion check
Confirm before moving on
Use these checks to make sure the dashboard and the real-world workflow agree.
- AI phone greeting and business operating hours are configured on Automations.
- Emergency transfer phone number is verified for urgent live calls.
- Inbound call transcripts and lead extractions log into the Lead Inbox.
Troubleshooting
When the workflow doesn’t look right
Emergency calls are not forwarding.
Verify the emergency forwarding phone number in Automations → AI Receptionist settings.
Keep going