AI Call Desk gives the firm coordinator and the BD team a work queue and a phone in the browser that calls from the firm's number. The queue lists who to call and why, prepared from the day's conversations; each call is transcribed onto the client record, and two dictated lines afterwards set the next step.
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You talk. Lisa sets it up.
You“Put every caller who asked for a partner by name into tomorrow's callback queue.”
Lisa“Done: callers who asked for a named partner now appear in the next morning's callback queue, with the reason and the transcript attached.”
Any setting, in any module · applied only on your yes
How Consulting Firms use it
The coordinator opens the queue at 9 and calls back the three prospects who asked for a partner yesterday.
A BD associate calls an RFP contact from the browser, and the clarification she hears lands on the pursuit record.
After a call, the coordinator dictates that the client wants Tuesday instead; the AI proposes the reschedule and books it.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
Add it to AI Phone or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Call Desk does, for every business ›
Works withAI PhoneAI CRMAI Assist on callsAI QuotingAI BookingAI Follow-up
Questions & answers
Yes. AI Call Desk adds a phone in the browser that calls from the firm's number, with each call transcribed into the client's story as it happens. Clients see the firm's number, not a personal mobile.
The people your coordinator should call and why, prepared by Front Office from the day's calls, chats and forms. Each item links to the conversation it came from, so the call starts with context.
No. The call is transcribed onto the record, and two dictated lines afterwards are enough for the AI to propose the next step and schedule it.
Keep exploring
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Consulting Firms ›
Answers & books
Sells
Helps your team
Included
Award-winning AI
REAL AI - the whole Front Office is AI, not old software with an AI button.
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