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OmniReceptionist — How it works

🔧 INTERNAL
AI

📞 OmniReceptionist — How it works

From "phone rings" to "lead captured + appointment booked + CRM updated" in under 90 seconds, fully autonomous.

The call lifecycle

📞Call
🌍Detect
💬Converse
📅Schedule
📋Sync

Stage 1 — Call answer (under 2 seconds)

First-ring pickup
Twilio routes the inbound call to OmniReceptionist on the first ring. No "please hold," no IVR menu maze — just an immediate human-quality voice greeting.
Spam recognition
Recognized robocaller patterns (Stir/Shaken signals + behavioral fingerprints) get hung up on silently. Real callers always get through.

Stage 2 — Language detection

Auto-detect within 5 seconds
The first audio snippet runs through a language classifier. The receptionist switches to the caller's language seamlessly — Spanish, French, Mandarin, Tagalog, Arabic, German, and 9 more on Pro plan.
Mid-call switching
If a caller switches languages, the receptionist follows. Common in border-state restaurants and clinics.

Stage 3 — Conversation (per your script)

Brand voice + intent script
You configure the greeting, the FAQ knowledge base ("are you open Christmas?"), and the topic-routing rules. The voice model uses your tone — warm-friendly, professional-medical, hospitality-formal.
Topic routing
Caller asks for billing → transfer to your billing line. New patient → handled by AI. Emergency → escalated to your on-call number per your protocol.
Knowledge base
Pro+ plan ingests your website, your existing FAQ doc, your menu/pricing/services. The receptionist answers from real source-of-truth, not made-up text.

Stage 4 — Scheduling (live, on-call)

Calendar integration
Calendly, Google Calendar, Outlook, Square Appointments, Acuity, OpenTable, CloudFran Scheduler, Tock. The receptionist queries availability live, picks an open slot, and books.
SMS confirmation
Twilio sends an immediate confirmation to the caller's number with the appointment time + a one-click reschedule link.

Stage 5 — CRM sync + lead capture

Structured lead
Name, phone, callback time, topic, language, sentiment — written to CloudFran CRM (or your imported HubSpot/Salesforce) within 3 seconds of call end.
Recording + transcript
Pro plan records the call (with disclosure announcement at start) and produces a structured transcript that's searchable in your dashboard.

HIPAA mode (clinic / dental / MedSpa tenants)

BAA available on Enterprise. In HIPAA mode the receptionist will NOT capture PHI on the call (no symptoms, no diagnosis, no medication names). Intake is limited to identifier + callback request. The full clinical conversation happens with your staff, not the AI.

Want to hear it?
Call our demo line: +1 (855) 555-0142. The receptionist will pick up.
See pricing →
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