Leads & Bookings

When the AI receptionist handles a call, the result is never just a recording. New enquiries become leads with name, phone and reason for calling, emailed to you the moment the call ends with a one-click link into the portal. Appointments become bookings on a clean upcoming/past list. Your team works the queue with statuses like New and Contacted — and staff seats see calls, leads and bookings without touching your agent settings.

What's included

• → Structured lead capture: name, phone, reason — on every call
• → Instant "new lead captured" email with open-in-portal link
• → Bookings list with upcoming and past appointments
• → New → Contacted workflow for follow-up discipline
• → Staff seats with scoped access for your team