What you receive after an AI receptionist handles a call

What is in the email?

The conversation gives your team the context behind the request. During setup, we agree who receives it and which details Elena should ask for. Contact information is only available if the caller provides it.

• The full conversation: questions and answers.
• Details the caller provided, such as a name and contact number.
• The outcome and any actions completed during the call.
• Anything your team needs to review or follow up.

A confirmed appointment is different from a request

With Google Calendar connected and booking rules prepared, Elena can check availability and confirm an appointment during the call. If something needs your team’s approval, it should remain a request rather than be presented as booked.

Illustrative example: a caller asks for Saturday morning. Elena offers an available 10:00 appointment, the caller agrees and the appointment is added to the connected calendar. Your team receives the conversation and can see the booking outcome. This is an example, not a customer testimonial.

How does your team follow up?

First check what has already been answered or completed. A confirmed booking should not need to be taken again; a quote request may need your team to prepare a price. A complaint may require someone to review the details before replying.

Keeping the conversation alongside the request helps the next person respond with context. You decide who follows up and how those requests fit into your working day.

Does the website Concierge send conversations too?

Yes. The Concierge emails the written conversation, the details supplied by the visitor and their request. Elena handles phone calls; the Concierge handles the chat on your website.

The PULSE team checks delivery with you before activation. You can try both assistants here, then tell us what your team needs to receive after each contact.