C

CrewLogik workspace

Sales receptionist product line

Est. 28 creditsOpen approval console
AI Sales ReceptionistUniversal intakeDry-run onlyNo live sends

AI Sales Receptionist

Train your front desk to answer calls, qualify leads, save transcripts, draft SMS, route managers, and book next steps after approval.

Receptionist flow

Train, choose number, answer calls, save records, then hand off.

1

Train business

Add services, FAQs, and goals

2

Choose number

Get a local or toll-free number

3

Answer calls

AI qualifies leads

4

Save contact file

Transcripts, notes, and drafts

5

Manager takeover

Transfer only when approved

Receptionist Inbox

All calls, SMS, and voicemails

18
Search by number or contact
All 18Calls 10SMS 5Voicemails 3
SM

Sarah M.

Lead score 78

(214) 555-0198 · Frisco, TX

Call recording · local preview · 03:42

no live call

Transcript

timestamps on

AI Sales Receptionist: Thanks for calling CrewLogik Roofing. How can I help you today?

Caller: Homeowner has water dripping through a ceiling after a storm and wants someone today.

AI Sales Receptionist: I can help with that. I will collect the property, urgency, and best callback details before drafting the next step.

Conversation timeline

Call from Sarah M.Call complete
SMS draftDraft
Call notesSaved
Booking link draftDraft

Run the top prompt to preview the no-send record

Voicemail for manager

Draft voicemails and callback tasks stay owner-controlled.

From: (972) 555-0168

00:29

From: (817) 555-0183

00:24

Safety gates

External actions remain blocked until policy and credentials are ready.

Consent captured

active

Opt-out honored

active

Suppression list active

active

Approval required to send

active

No external send

active

Number and test controls

Search numbers, save a candidate to this account now, then upgrade to paid Twilio checkout when live mode is approved.

Saved candidates are associated with the signed-in account your account and this workspace. Real Twilio buying, charges, calls, and texts stay locked until live mode is deliberately enabled.
Search for a local or toll-free number. Until credentials are configured, this shows safe mock numbers only.

System setup

Train the receptionist with qualification, hours, transfer rules, and credentials before live mode.

Voice

Locked

SMS

Send locked

Calendly

Needs config

External actions

0 enabled

Loading readiness
Qualification script
01

Name, best callback number, and SMS consent if they ask for text follow-up.

02

Property address, city, service area fit, and whether the caller is the decision maker.

03

Job type: leak, storm damage, repair, replacement, inspection, quote, warranty, or sales/demo question.

04

Urgency: active leak, same-day emergency, this week, or planning ahead.

05

Roof details, access notes, insurance/storm context, photos available, and preferred appointment window.

06

Next step: save to CRM, draft SMS, offer quote link, offer scheduling link, or recommend human transfer.

Business hours, team, and credentials

Mon-Fri

8:00 AM - 6:00 PM

AI answers + human transfer preview

Saturday

9:00 AM - 1:00 PM

AI answers + urgent escalation preview

After hours

Emergency only

Capture lead + draft callback/SMS

Owner line

Needs phone number

Urgent leaks and hot leads

Estimator pool

Round-robin preview

Inspection and quote requests

Office admin

Business hours only

Reschedules, documents, general questions

TWILIO_ACCOUNT_SID
TWILIO_AUTH_TOKEN
TWILIO_PHONE_NUMBER
OPENAI_API_KEY
CALENDLY_ACCESS_TOKEN
HUMAN_TRANSFER_NUMBERS

Credentials do not enable live execution by themselves. Consent, approval, audit, and rate-limit gates must be added first.

Settings

Roofing sales trainer

Use the workspace chat-style trainer to shape the receptionist before any live phone behavior is enabled.

Training is saved as workspace context, not a global fine-tune.
The live model should use this context plus tool calls for availability, CRM, approvals, and safety checks.
Outbound SMS, live transfer, and confirmed booking stay disabled until compliance gates are complete.

Training profile

This is the source of truth the phone agent will read before qualifying a roofing lead.

Production path

Persist workspace phone settings, call/SMS records, appointment intents, transfer routes, and audit events before live Twilio, OpenAI Realtime, or Calendly actions are enabled.

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