TradeFlo
AI receptionist
An AI receptionist for small business
It answers in your firm's name when the office is busy or closed.
It takes the caller's details, asks the questions your office would ask and offers a visit from the slots you open. Anything urgent goes straight to a person on your list.
Before the first call
Calls come in when nobody can answer.
When the office is busy or closed, calls go to voicemail. Nobody knows what the caller wanted until someone listens back and rings them.
The service
What we build for you
Answers in your firm's name
It says it is an AI receptionist, speaks plainly, uses your firm's name and asks the questions your office asks.
Takes the details
It collects the caller's details and what the job is, then sends the office a call note.
Books from the slots you open
It offers a visit from the times you open in your diary, and books nothing outside them.
Passes urgent calls to a person
Anything urgent or unusual goes straight to the person you name, and callers can ask for a person at any time.
From conversation to setup
How we put it in place
Listen
We look at how calls reach you today and which questions your office asks a new caller.
Write
We write what the receptionist is allowed to say and when it hands over. You approve the wording before it goes live.
Go live
It answers on the number people already ring, once we have checked your phone provider supports it.
Review
A short note each week lists the calls it took, the bookings made and the calls passed to a person.
Your part
What we need from you
- The questions your office asks a new caller
- The times you want to open for bookings
- The person urgent calls should go to
- Access to your phone provider's settings, agreed first
Before anything goes live
What you own and who approves
Your phone number, caller details and call notes belong to your business. You approve the receptionist's wording before it goes live. If you leave, we export your records. Our templates and connected systems stay ours, provided while your account is active.
Read the service termsKeeping you informed
What you see each week
A short note lists the calls taken by the receptionist, the bookings made and the calls passed to a person. Where a source could not be read that week, the note says so.
Questions
Questions about AI receptionist
Will callers know they are talking to an AI receptionist?
Yes. It says so at the start, uses your firm's name and speaks plainly. Callers can ask for a person at any time.
Do we need a new phone number?
No. It works with the number people already ring. We check your provider supports the setup before we start.
What happens with an urgent call?
It goes straight to the person you name. You decide what counts as urgent when we write the rules.
Can it book jobs into our diary?
Only into the slots you open. It books nothing outside them, and the office can move or cancel any booking.
Does it replace our office staff?
No. It takes the calls that would otherwise go to voicemail, so the office spends its time on customers who are ready to book.
How do we see what it did?
Each call is logged in your own system: who rang, when, what they asked and what was booked or passed to a person. A short note each week sums it up.
The rest of the work
Other services for your business
Your next step
Show us how calls reach you today.
Tell us when the phone goes unanswered and what callers usually want. We will say whether an AI receptionist fits.