Service · 03
Wire the AI into your CRM, calendar, or FSM tool so calls become structured records, not email summaries.
Most AI receptionist failures aren't failures of the AI — they're failures of integration. An AI that emails you a transcript every call is barely better than voicemail. We wire the vendor's webhook or native integration into your real CRM/calendar/FSM, with proper field mapping and dedup, so calls land as structured records your team can actually work.
Outcomes
Calls land as contacts/leads/tasks in the right CRM record with the right fields, every time.
Repeat customers get matched against their existing record automatically — no duplicate contacts piling up.
If booking is in scope, customers leave the call with a confirmed appointment — not a 'we'll text you a link.'
What's included
Not included this engagement
Process
We map your CRM/calendar setup, identify required fields, and confirm whether the vendor supports the integration natively or needs a connector.
Configure field mapping in the vendor's integration UI or build the connector workflow.
Wire dedup rules, calendar conflict handling, error retry. Test with real-looking call data.
Run 10–20 real call simulations end-to-end. Document the integration + runbook. Hand off to your ops team.
Who this is for
Who this isn't for
Pricing
Flat fee, 50% upfront, 50% at handoff. Excludes any connector subscription costs (Zapier, n8n, Make).
What moves the price up
FAQ
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