Free working resource
Write the brief before you choose the receptionist.
Decide what your receptionist may say, what it must never promise and what your team needs after a call. Use this template for a person or an AI service. No email address is required.
Turn the next unanswered call into a useful enquiry. AI Receptionist from $59/month before tax · 60 answered minutes.
No email is required to read, fill in, print or save this brief. Your entries stay in this browser page unless you choose to print or save them.
1. Your business and callers
2. The greeting
Suggested AI structure: “Hello, you’ve reached [business]. I’m [name], the AI receptionist. How can I help with your enquiry?” Use the actual identity approved for your service. For a human service, write a truthful human greeting instead.
3. Information that may be used
4. Promises that must not be made
Examples include an unverified delivery date, a booking without booking-system access, a refund decision, a guaranteed callback time or professional advice outside scope.
5. Details needed for follow-up
Collect only what the purpose and privacy arrangements support. Do not request payment or sensitive details simply because a field exists.
6. When the answer is unknown
Possible wording: “I don’t have that information. I can take the details of your enquiry for the team.” Use it only if the service can really take and pass on those details.
7. After the call
8. The test
Make a controlled call using fictional information. Ask a normal question, correct a detail, interrupt once and ask something outside the brief. Inspect the exact saved enquiry afterwards. Check the real cost and provider testing rules first.
A useful brief defines the job and its limits. It is not proof that a particular receptionist will perform it; the test provides that evidence.
Use the full test guideYour next step
Use your brief to assess the service.
Compare the jobs in your brief with the call-to-enquiry flow. Check the scope and price before you change your phone setup.