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How the AI Receptionist Works

See how Tinylawn's AI receptionist handles calls end to end — from greeting and scheduling to transfers, call recovery, lead creation, and notifications.

Overview

Your Tinylawn AI receptionist answers incoming calls, handles customer questions, books appointment requests, and captures leads — all automatically. This article explains what happens from the moment a call comes in to when it appears in your dashboard.

The call flow

1. Customer calls your number

When someone dials your Tinylawn phone number, the AI receptionist picks up and delivers your greeting. By default, it says:

"Hello, thank you for calling [Your Business Name]. This is [Agent Name]. How can I help you today?"

You can customize this greeting anytime in Settings > Receptionist > Greeting.

2. AI handles the conversation

During the call, the receptionist can:

- Answer questions about your services, pricing, and business hours

- Respond to FAQs you've configured

- Check your real-time availability based on business hours, appointment windows, existing appointments, and date overrides

- Capture appointment, reschedule, or cancellation requests

- Collect the right call details through natural follow-ups and, when one applies, a single saved Call questions scenario

- Collect caller information like name, address, and service needs

- Transfer the call to you or a teammate when a warm-transfer rule matches

- Screen spam calls and block repeat offenders

The AI uses the information you've set up in your account — services, business hours, FAQs, Call questions, and scheduling settings — to give accurate, helpful answers. It carries forward details callers already shared and skips similar saved questions instead of asking twice.

3. Call is processed

After the call ends, Tinylawn processes it automatically:

- The conversation is summarized by AI.

- The call is tagged with a category (see below).

- A call record is created with the summary, full transcript, and audio recording.

- Notifications are sent to contacts who opted in for that call type (email, SMS, and/or push).

- If the caller hung up early and call recovery is on, Tinylawn may text them a link to your default form.

4. Leads are created (when applicable)

For calls that capture a usable quote or appointment request, extra steps happen:

- Caller details (name, phone, address, service, preferred time) are extracted from the conversation.

- The address is validated automatically. If it can't be confirmed, the customer may receive an SMS to confirm or correct it.

- A client record and property record are created.

- A lead is created and appears in your Leads page.

- The customer may receive an SMS with a link to upload property photos.

- The property is enriched with data like lot size, square footage, satellite imagery, and a Virtual Site Report.

What the AI knows about your business

The receptionist draws on several sources of information you control:

Source

What it provides

Services

Names, descriptions, pricing, and estimated durations

Business hours & scheduling

Weekly hours, appointment windows, earliest availability, and date overrides

FAQs

Custom question-and-answer pairs you've written

Call questions

Must-have details to check for one matching caller and request scenario

Transfer routes

When to connect a caller to a person on your team

Existing appointments

Used to check availability and avoid conflicts

Call categories explained

Every call is automatically tagged with one of these categories:

- Appointment Request — The caller asked for a specific visit time.

- Reschedule Request — An existing appointment change was requested.

- Cancellation Request — An existing appointment cancellation was requested.

- Quote Request — Usable quote or job-request details were captured.

- Prospect Follow Up — A new prospect needs a callback.

- Client Follow Up — An existing client needs help.

- Message Taken — The caller left a general message.

- General Question — A question was answered and no further action is needed.

- Missed Call — No usable caller request was captured.

- Needs Follow Up — Fallback tag when the request still needs manual review.

- Spam — The call was identified as spam or a sales pitch.

Tips

- The more complete your setup (services, hours, FAQs, transfers), the better the AI handles calls.

- Review Prospect Follow Up, Client Follow Up, Message Taken, and Needs Follow Up calls regularly — these are opportunities that need a personal touch.

- Spam calls are not counted toward your monthly usage.

- You can listen to call recordings and read transcripts on the Calls page anytime.

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