Give an inquiry a clear path to your people.
An AI receptionist requirement starts with the information your team needs and the boundaries a call-handling workflow must respect. SoloMatic discusses this as Managed scope, separate from Office.
Discuss call requirements ↗
Define the conversation before the technology.
Write down the greeting, business hours, service area, information to collect and questions that need a person. Include what should happen when availability is unknown or a caller needs urgent help.
A proposed conversation is not evidence that a phone number, voice provider or calendar is connected. Each part needs to be confirmed for the intended workflow.
Make the handoff specific.
A useful handoff explains the request, who owns the response and where the record belongs. Agree how exceptions reach a human and what happens if the destination system is unavailable.
For regulated or safety-sensitive work, qualified people remain responsible for professional decisions. Do not use a generated conversation as medical, legal or technical assurance.
What you can use today.
Office can help draft intake questions, response wording and a checklist from the details you supply. It does not answer a live call, transcribe one automatically, dispatch a technician or book an appointment. Discuss those connected requirements separately.
Questions before you start.
Will an Office subscription answer my phone?+
No. Calling and automatic appointment booking are not part of the self-service Office offer.
What should I bring to a call-workflow discussion?+
Bring your current phone setup, typical inquiry, business rules, handoff destination and exceptions that must reach a person. Do not send credentials in the contact form.