What is an automated receptionist?

Automated receptionist
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Want to avoid missed calls to your business? In the past, that meant either paying a live answering service $300–$1,500+ a month or sending callers to voicemail and hoping they’d leave a message.

These days, you have a third choice: an automated receptionist for less than $100 a month. Automated receptionists can answer calls and take action on them.

In this article, we’ll cover what an automated receptionist is, how it works, and how to find the best option for your business needs.

What is an automated receptionist?

An automated receptionist is software that picks up phone calls without human help. It works with your inbound call handling system to take missed calls after hours or whenever you’re busy with other customers. It provides custom greetings, answers questions, and routes calls to other team members or departments.

The term “automated receptionist” can refer to:

  • Call answering services
  • Virtual receptionists
  • AI receptionists
  • Auto-attendants
  • Interactive voice response, or IVR

All of these tools automate call flows so customers get help faster. They also cut costs because you can delegate routine calls to AI without hiring more full-time staff. Plus, they offer insights into call patterns, which let you plan better around high-volume periods.

Automated receptionist vs auto attendant vs IVR

Here are the biggest differences between auto-attendants, IVR, and automated receptionists:

  • Auto-attendant. This is the original phone menu tool for predictable self-service routing. Customers hear a menu like, “Press one for Sales,” then dial that number to route their call. There’s no AI involved. Since it can’t understand speech, customers can’t route themselves using keywords or natural speech.
  • IVR. These are advanced auto-attendant systems that let callers select and route menu options by speaking. For example, customers might say “one” or “billing” to route themselves to your sales department. Some IVR systems let customers check balances or pay invoices.
  • AI receptionist, or AI voice agent. An automated receptionist can understand natural speech, handle FAQs, and take action during calls. For example, it can text links to callers with your booking information. This is the main type of automated receptionist we’re talking about in this article. 

What to look for in an automated receptionist 

Before settling on just any automated receptionist, use this buyer’s checklist to narrow down your options.

1. Core call handling

First, make sure your automated receptionist can handle the basics. This includes automatically answering, routing, and transferring calls.

Sona call transfer
  • Transfers calls to a human for escalation. This is necessary for when callers get frustrated, AI gets confused, or the call is more complex than AI can handle. Some AI agents, like Quo’s Sona, transfer calls to humans based on the triggers you set up.
  • Answers FAQs. Enter details about your business, then let your automated receptionist handle simple questions on its own. Some providers also let you customize the agent’s tone and voice.
  • Multilingual support. Understand and respond to customer questions in their preferred language. Or if you’re using a phone menu system, you can route callers to departments or reps with specific language expertise.

2. Lead capture and follow-up

You also need an auto-receptionist that collects lead information for your team to follow up on later. This helps prevent callers from trying competitors when they don’t reach your team. Look for a tool that:

  • Asks custom qualifying questions. This should be more useful than just their name and reason for calling. Look for a tool that lets you enter custom qualifying questions like, “What city or state are you based in?” Or “When do you want to schedule your service?”
  • Sends info via SMS. An AI receptionist can send forms, booking links, or instructions. This keeps the deal moving forward even after hours. 
  • Logs every interaction. Your team should be able to review AI-handled conversations in context, alongside the rest of a caller’s communication history. Look for a tool that captures call recordings, transcripts, and summaries. This makes follow-up easier.

3. Setup and integrations

Many vendors over-promise the number of third-party integrations you get. Others involve lengthy setup processes that are frustrating and clunky for most SMBs. With this in mind, look for an automated receptionist with:

New HubSpot integration
  • Easy setup, with no IT required. That way, you don’t need to learn to code, hire IT staff, or pay expensive training fees to get started. Some automated receptionists, like Quo’s Sona, let you get up and running in 15 minutes or less.
  • Integration depth. First, confirm that the tool connects with the platforms you already use. This should include CRMs, field service management tools, and other AI chat connectors. If you need a custom connection, make sure the tool offers an API.
  • Conversation memory. The best automated receptionists remember recent interactions. That way, they can speak to customers with more context. Great tools also get regular updates for security and added features.

The ROI of an automated receptionist 

Every missed call has a price tag. Here’s how to figure out yours.

Let’s say you miss 30 calls per week. Multiplied by 52 weeks, that’s 1,560 missed calls per year. Assume you’d have a 30% close rate if those calls had been answered. That comes out to 468 lost customers per year. With an average customer value of $500, that’s up to $234,000 in revenue walking out the door annually. Even if half those missed calls were spam calls or non-prospects, that’s still over $100,000 in lost revenue.

Compare this hypothetical to the cost of an automated receptionist, which ranges from $600 to $1,800 per year. At $50 to $150 per month, the automated receptionist pays for itself after just one recovered call. 

 You can try up to 10 Sona calls for free with any of Quo’s VoIP business phone plans. If you need more than 10 calls per month, you can upgrade to a plan with more credits. Everything was designed to scale alongside your business — no need to pay until you’re ready.

Tier 1Tier 2Tier 3Tier 4Tier 5
Sona tiersFree$25 per month$49 per month$99 per month$199 per month
Included credits1,000 credits/10 calls4,000 credits/40 calls10,000 credits/100 calls25,000 credits/250 calls60,000 credits/600 calls
Overage rate per credit$0.01$0.0075$0.0065$0.0055$0.0045
Overage rate per call$1.00$0.75$0.65$0.55$0.45

Where automated receptionists work best

Missed call services can help any company handle high call volumes and make great first impressions.

That said, the industries most often using automated receptionists include:

  • Field-based businesses. As a contractor, plumber, electrician, or roofer, you can’t always pick up the phone while you’re on a job site. But an automated receptionist answers calls automatically to qualify leads so you book more jobs. You might have your receptionist text a link to schedule an estimate or set expectations for when your team will follow up.
  • Insurance. Claims don’t always happen during business hours. If customers call when you’re not there, you can use an insurance answering service to triage the call. You might set up call routing to an emergency line for urgent requests, for example. Non-urgent leads can leave a message for you to follow up on when you’re back. This makes it easier to acquire more clients while still having a work-life balance.
  • Property management. If you’re getting a lot of the same questions — like, “When’s your next available opening?” — you should use an answering service for property management to help. First, give your AI receptionist more information for tenants and customers. Then teach it how to respond in specific scenarios. It can now answer common questions, send texts with next steps, and streamline qualified leads to your internal team.

Here’s what one customer said: 

“Before using Sona, we were drowning in repetitive questions from clients and tenants. Missed calls left us feeling like we were always one step behind. But since bringing Sona on board, all those repeat questions are handled automatically, and no call goes unanswered. When something does require our attention, Sona gives us everything we need to follow up seamlessly. It’s like having a super-reliable assistant who never sleeps. Life is just easier now.” — Gabe Chase, Owner of Brentwood Property Group

  • Legal. Most potential clients with a personal injury, DUI, or divorce case aren’t going to leave a voicemail and wait. To keep them from calling the next firm on the list, let your legal answering service pick up the phone. First, they help intake the caller by asking specific questions. Then they capture contact details and get prospects on the calendar. This helps provide potential clients with information quickly — before they shop around for other competitors.

Find the best automated receptionist for your small business

Still struggling to settle on the right automated receptionist? The following chart breaks down the best options for small businesses:

Answering serviceStarting priceKey featuresBest forFree trial
Sona AIFree for up to 10 calls per monthIn-app call transcripts and summaries, call transfers, custom job handling, and CRM integrationsGrowing businesses needing a built-in AI receptionist with their phone systemSeven-day free trial
Rosie AI$49 per month for 250 minutesMessage taking, Spanish/English answering, and appointment linksSmall businesses needing bilingual answering and message-takingSeven-day free trial
RingCentral AI$59 per month for 100 minutesCustomizable agents, automatic SMS, and call transcriptsSMBs that want to customize agent voice and tone
VoiceflowFree for up to 100 creditsCRM integrations, transcript history, and business textingTech-savvy businesses needing to build custom phone and chat agentsSeven-day free trial
Goodcall$79 per agent per month for unlimited minutes and tokensZapier integration, performance dashboard, and local numbersTeams needing to connect large tech stacks14-day free trial
Dialzara$29 per month for 60 minutesKnowledge base uploads, call transfers, and Zapier integrationSmall businesses needing a basic virtual receptionistSeven-day free trial
Abby Connect AI$99 per month for 50 minutesCustom call flows, bilingual answering, and live chat availableSMBs needing a backup human receptionist14-day free trial
Lucy AI by Curious Thing$24 per month for unlimited callsCall summaries, FAQ answering, and call transfersMedical practices needing HIPAA complianceSeven-day free trial
Smith.ai$95 per month for ~50 callsLead qualification,
appointment booking, and call transfers
Businesses needing lead qualification30-day money-back guarantee
Synthflow$0.09 per minuteAppointment scheduling, no-code builder, integrationsNo-code custom agentsFree to start

Explore the best AI phone answering services.

FAQs

How much does it cost to have an AI receptionist? 

Most automated receptionists cost $25 to $100 per month on average. Answering services charge based on:

Per-user. A set fee per user per month
Per-minute. Paying per minute per incoming call
Per-call. You pay a flat rate per call per month
Bundled into a phone system. You get an AI receptionist as part of your business phone system

Will customers know they’re talking to AI?

Yes, most AI-powered receptionists provide a disclosure at the start of phone calls. Sona, for example, says something like: “Hi, I’m Sona, [business]’s AI assistant.” This ensures customers know they’re chatting with AI — but with Sona, most stop noticing within seconds.

Can an automated receptionist actually book appointments correctly?

Yes, automated receptionists can schedule appointments by texting links during customer calls. The key is correctly configuring the job workflow for your AI agent. That way, it sends the right booking link — or sends callers to your front desk if they can’t find a time on your calendar.

What happens when the AI can’t answer a question?

When an automated receptionist can’t answer a question, it should transfer the call to a live agent. This lets you triage incoming calls. It also provides better caller experiences to people with more complex questions.

What are the challenges of AI receptionists?

The three biggest challenges of AI receptionists are:

Customers can get stuck in AI loops. If a caller asks to speak to a real person and the AI argues or routes them in circles, they might hang up and call your competitor. Pick a tool that can transfer to a human receptionist the moment the caller asks.
Your knowledge base will need ongoing work. Pick a receptionist service that makes it easy to update business knowledge as you grow. Plus, budget time to review past transcripts and update scripts as necessary.
You have legal liability for what the AI says. If you’re in a regulated industry or making promises about pricing and policies, the AI’s outputs are legally your outputs. Make sure to scope out what a specific AI can do, like escalating calls to the right person or generating transcripts and summaries.

How long does it take to set up an automated receptionist?

That depends on the platform you use. After uploading business information to Sona, for example, you can start using the system right away. That said, it may take one or two weeks to fine-tune Sona’s responses for a better customer experience.

Is an automated receptionist secure?

Some virtual receptionists are HIPAA compliant, meaning you can trust the system with patient information. Others, like Sona, are SOC 2 Type II compliant. This means a third-party auditor has verified we’re securely managing your data.

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Words by Meagan Shelley
Meagan is a professional writer in VA that has covered business phone communication since 2021. If she's not helping companies navigate VoIP technology, she's helping companies craft their own stories.

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