📈Sales & Leads · Step-by-step guide

AI receptionist booked 200+ jobs in 90 days

An AI voice agent named 'Sarah' answers every call 24/7, asks the right questions and books the appointment straight into the calendar. She also calls back new web enquiries within minutes.

⏱️ 1-2 weeks🎯 Medium💵 Platform usage per minute plus a phone number; often around USD 100-300/month for a small business📋 8 steps
🧩 Other
🎯 What you'll have at the endYou'll have an AI receptionist that answers calls 24/7, books jobs into your calendar and calls new web enquiries back within minutes.

🧰 Before you start

⏱️ Time needed1-2 weeks
💵 Rough costPlatform usage per minute plus a phone number; often around USD 100-300/month for a small business

🪜 Step by step

🐣 Beginner mode: showing the 8 essential steps only. Extra steps are hidden; tap 🚀 Advanced at the top to see all 8.
✅ 0 of 8 steps done 📄 Printable page
  1. 1
    ☐

    Write your call script

    List the questions a good receptionist asks. Use the prompt below as the AI's instructions.

  2. 2
    ☐

    Create the agent

    In Retell, create a new agent (single prompt is easiest) and paste the instructions.

  3. 3
    ☐

    Pick a voice

    Choose a warm, clear voice and test how it says your business name.

  4. 4
    ☐

    Connect your calendar

    Connect Cal.com in Integrations, then add the Check Availability and Book Appointment functions (actions the AI can take) using your event type.

  5. 5
    ☐

    Test with pretend calls

    Use the built-in test call. Try difficult callers: angry, confused, off-topic.

  6. 6
    ☐

    Connect a phone number

    Buy a number in the platform or forward your missed/after-hours calls to it. Publish the agent.

  7. 7
    ☐

    Add speed-to-lead callbacks

    Optionally, set web form leads to trigger an outbound call (only to people who asked to be contacted).

  8. 8
    ☐

    Review calls weekly

    Read transcripts and improve the instructions.

💬 Copy-paste prompts

Tap Copy prompt, paste it into your AI (Grok, ChatGPT, Claude or Gemini), then replace the [yellow bits] with your own details.

💬 Receptionist instructions
You are [name], the friendly receptionist for [business] in [area]. Business hours: [hours].
On every call:
1. Greet the caller and ask how you can help.
2. Find out: their name, phone number, what they need, where they are (service area: [areas]) and how urgent it is.
3. If it's an emergency ([define, e.g. burst pipe]), say someone will call back within [15] minutes and send an alert to [number].
4. Otherwise check the calendar and offer two available times. Repeat the time back and get a clear 'yes' before booking.
5. Never quote prices except: [standard prices]. For anything else, say the team will confirm.
6. Tell callers they are speaking with an AI assistant if they ask, and offer to take a message for a person.
Keep answers short and friendly, in British English.

⚠️ Tips & common mistakes

🌟 Why it's worth it

💡 Why it mattersRoughly USD 60,000-100,000 of jobs that would otherwise have gone to voicemail.
🏷️ Real exampleThe Grout Medic, Naperville, Illinois.
🔌 Connects to:Phone lineCalendarWebsite chatCRM
📰 Found via Source: Explained Consulting: The Grout Medic case study ↗

🔗 Helpful links

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