Step 3 of 6 The brain: how the agent qualifies each caller, what it collects, and what it does next. Watch it run on the right.
AI answering
ON
On — the AI is your 24/7 safety net for overflow and after-hours calls.
Human-first. The AI's #1 job is to connect the caller to a real person. It only takes over when no one's available — and any caller can ask for a human at any time.
1 · Ring the team first
The published line rings whoever's free — all at once.
Rings each person, then rolls to the next if there's no answer.
Each person flips their own line on/off — going to lunch? One tap. Ring-all only dials who's ON.
2 · If no one picks up
What the AI does next depends on the time of day.
During business hours Mon–Fri
The AI offers the caller a choice:
A · Hold while it keeps trying to reach someone
B · Leave details for a fast callback
After hours & weekends
The AI handles it fully — greets, answers allowed questions, takes their details, and promises a callback first thing.
3 · "Can I speak to a person?"
The one rule that never bends.
The first time a caller asks for a person, the AI warm-transfers them to the next available team member. No screening, no loops, no gatekeeping.
4 · What the AI takes down
When it captures a message for a callback.
Live preview
LIVECaller
Hi, I'd like to schedule a home inspection.Agent
Thanks for your patience — our team is on other calls right now. Would you like me to keep trying to reach someone, or take your details for a quick callback?Caller
Just take my details, that's fine.Agent
Of course. Can I get your name, the best callback number, and the property address?
Tried the teamRang the cells — both busy
Caller chose callbackOffered hold-or-message
Message capturedName · number · address → team notified
A busy-hours overflow call, running on your settings.