Understand the reason for the call
Identify whether the caller needs company information, a new appointment, help with an existing request, or a specific team member. Ask a focused follow-up instead of making the caller navigate a long menu.
Maisy use cases · AI Receptionist
Give every caller a useful first answer.
A ringing phone should not force your team to choose between the customer in front of them and the next one trying to reach them. Maisy handles routine front-desk conversations, captures the reason for the call, and moves the request toward the right person or connected system.
The problem it solves
The front desk becomes a bottleneck.
Calls arrive while staff are serving customers, working on a job, or away from the desk. Simple questions interrupt skilled work. After-hours callers leave incomplete messages, and staff spend the next morning calling back just to find out what someone needed. A receptionist workflow gives those conversations a consistent starting point without making every call a staff interruption.
The role in practice
What Maisy handles
Answer routine office questions
Use approved information about hours, locations, service areas, services, preparation instructions, and office policies. Keep answers concise and offer a human follow-up when the requested information is not available.
Arrange the next step
Book appointments through a configured scheduling integration, or collect an appointment request for staff to confirm. Route eligible calls through the approved phone system and capture a callback request when a transfer is unavailable.
Illustrative customer journey
What that looks like in a real workflow
A customer calls a local service business while everyone is on a job. They ask whether the business serves their area and want to schedule a visit. Maisy answers from the approved service-area information, captures the request and preferred contact, and either uses the connected calendar or sends the team a scheduling request. The customer hears whether the appointment is confirmed or still awaiting a callback.
Configure the complete path
From first question to next step
- 01
Choose coverage
Use Maisy for unanswered calls, busy periods, after-hours coverage, or front-line answering according to the phone setup.
- 02
Approve the front-desk knowledge
Provide hours, locations, service areas, common questions, appointment rules, and the people or departments that handle each request.
- 03
Connect the handoff
Send the caller's need, contact information, and agreed next step to Boss CRM or another configured system.
- 04
Confirm the outcome
Tell the caller what actually happened. A requested appointment is not a confirmed booking until the scheduling system confirms it.
The business outcome
Fewer routine interruptions. Better callback information.
Review how many calls receive a useful answer, how complete callback requests are, which questions still need a person, and whether appointments or transfers reach their intended destination. These measures show where the front-desk workflow needs improvement.
Keep people in control
Your staff keep responsibility for exceptions, sensitive requests, urgent situations, and decisions outside approved rules. Transfer availability follows the phone system and staffing schedule. Maisy should offer a clear fallback rather than leave a caller expecting someone who cannot answer.
Pixeldust configures the knowledge, conversation, integrations, and handoff around your business. Explore Boss CRM or read the Maisy technical architecture for the systems behind the conversation.
Common questions
Before you choose the workflow
Can we keep our current number?
Common options include forwarding unanswered or after-hours calls and routing through an existing phone system. Pixeldust reviews the carrier and available configuration before selecting the approach.
Can Maisy schedule appointments?
Appointment booking is configured around the scheduling system, available permissions, services, and business rules. Where direct booking is not appropriate, Maisy collects a request for staff to confirm.
One agent. Your business rules.
Plan your AI receptionist.
Tell us which conversations repeat, where your team gets interrupted, and what should happen next.