Capture a name, company, callback number and a brief reason for the call. Ask whether the caller is an existing client only when that helps routing.
AI reception for your business
Stay with the figures. Pick up client enquiries later.
Give clients a first conversation while your team is focused on their work. Odette HQ captures routine reception details; your qualified team handles the advice and reply.
Turn the next unanswered call into a useful enquiry. AI Receptionist from $59/month before tax · 60 answered minutes.
A fictional example for your business
Your team is focused on client work.
“Could someone call me about becoming a client?”
Start with busy or unanswered calls where supported →- What reception collects
- Name, company, callback contact and broad enquiry.
- What your team does next
- A qualified person responds. Reception does not collect financial records or give advice.
Know who is calling and why.
Do not collect a tax return over the phone.
Keep the brief limited to reception. Do not request identity documents, banking credentials or detailed financial records in an ordinary enquiry.
Leave advice to the qualified person.
The AI receptionist must not interpret tax rules, confirm filing deadlines for a particular client or present a message as professional advice.
Set up without starting from a blank page.
Add your business name and reception brief, complete the number requirements and test the line. Saved progress lets you continue later.
Your next step
Check the reception scope for your practice.
Keep advice, sensitive records and decisions with your team. Agree the minimal enquiry details, privacy requirements and human follow-up before choosing a plan.