AI Receptionist Software

AI Receptionist Software & Live Transfers With Context

Have natural call conversations, qualify the reason, and when a human is needed, transfer live with the key details pinned.

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AI receptionist on a business call with live transfer and handoff context to the team
JotLink Telephony Runs your business number, call routing, and always-on answering coverage for inbound calls
JotLink Messenger Surfaces who took the call next, why it was transferred, and what was already covered, in one shared conversation layer
JotLink CRM Logs caller details, transcripts, handoff notes, transfer context, and follow-up tasks in one shared customer record
JotLink eSIM Keeps the owner reachable with mobile alerts for escalations, live-transfer notifications, and follow-up tasks wherever they are
The Problem

Callers still get stuck in IVR menus and call queues

Most people know the pattern: a long list of options that almost fit, more layers of “press 1 for…”, and then hold while minutes disappear in a queue. The phone tree was never built to feel human or fast. JotLink answers with a real conversation, resolves what your rules allow on the call, and when a person is the right next step it routes live with the details already pinned.

📋 Long IVR / phone-tree menus
⏳ Endless hold in the queue
❓ Repetitive questions
☎️ Calls bounce before resolution
✍️ Manual note taking
📝 No handoff context
👀 Owner interruptions
✓ Every call answered
Call mix Needs handling
Spam
32%
FAQ
21%
14%
8%
Follow-up
25%
0%50%100%
Spam / robo
FAQ / support
Wrong number
Off-target
Needs follow-up
75%
handled automatically
6h
interruptions cut
$270
staff time recovered
How it works

Run your front desk
without missing the phone

Many inbound lines still start with a rigid phone tree and a queue. One AI receptionist answers inbound calls, has the conversation your rules allow, captures what matters, and when the outcome is a live handoff it routes the caller to the right queue or person with the details already attached.

01

Answer every call

Pick up instantly, during hours, after hours, and at peak load.

02

Understand the caller

Ask a few questions to confirm the reason and urgency.

03
0

Handle what it can

Answer routine questions and resolve simple requests.

04

Capture and prepare

Capture identity, intent, urgency, and what was resolved.

05
0

Complete the handoff

Send the handoff to your team with notes (and transcript if enabled).

Use Cases

Works wherever your team
still answers the phone

Sales, support, billing, and front-desk calls share one receptionist layer with shared context, disciplined live transfers, and a clear path when the caller still needs a person.

Sales

Inbound sales calls

The receptionist answers first-touch sales calls, captures intent and timing, and either transfers callers live to the right rep or leaves the same handoff context for whoever takes it next instead of a blank missed-call note.

  • Answer new inquiry calls immediately
  • Capture service need, timing, budget, and callback details
  • Alert the right rep with intent, budget, and next-step context
Sales workflow
Live · Sales
Lauren P.Need a quote for two service locations this weekRep notified
Mark T.Do you serve downtown Toronto?Answered
Ava R.Need pricing for a multi-site rolloutEscalated
Noah K.Can someone call me back after 3 pm?Message taken
+1-800-555Robocall detectedSpam
Derek S.Budget and timing captured for same-day callbackQueued
Support

Support and customer calls

The receptionist handles routine customer questions, spots real urgency, and either live-transfers or leaves full context for the right tier so nobody restarts the story from zero.

  • Resolve routine questions without interrupting staff
  • Recognize urgency and route real issues faster
  • Live transfer or full context before pickup, based on your rules
Support workflow
Live · Support
Emma J.What time do you open tomorrow?Resolved
Paul M.Customer upset about delayed delivery and needs callbackEscalated
Nina B.Can I bring documents in person?Resolved
Mason K.Urgent issue routed to Tier 2 with callback and context pinnedEscalated
Grace L.Do you have weekend support hours?Resolved
Leo T.Can I get your service email and address?Resolved
Billing

Billing and admin calls

The receptionist answers invoice, payment, and admin questions automatically, and escalates exceptions with the caller already identified.

  • Handle simple billing questions on the call
  • Capture account context before escalation
  • Send finance the exact follow-up needed
Billing workflow
Live · Billing
Northline Co.Can you resend invoice 1842 to accounting?Resolved
Arbor Ltd.Caller says payment posted twice this monthEscalated
Studio OakWhat card do you have on file for autopay?Resolved
Harbor GroupFinance callback requested with invoice notes attachedQueued
BluePeakWhen is the next payment due?Resolved
Studio XCan I get last quarter's statements emailed?Resolved
Front Desk

Front-desk and owner messages

The receptionist handles routine front-desk questions, captures owner messages, and transfers or escalates with details pinned so the office manager or owner is not reconstructing the request from a blinking line on the phone.

  • Capture caller name, callback number, and reason
  • Answer office, location, and availability questions
  • Notify the owner with urgency, what was covered on the call, and transfer notes when live
Front-desk workflow
Live · Front Desk
Olivia N.Please ask the owner to call me back about today's quoteMessage
UnknownWrong number, sorryFiltered
Sara K.Do you have parking behind the office?FAQ
Mike O.Caller needs manager callback before 4 pmMessage
Priya N.Are you open on statutory holidays?FAQ
Bot 114Extended warranty scam call blockedFiltered
Why teams trust it

What your team gets
from every call and handoff

AI receptionist handoff context, live transfer workflow, and team notifications

Natural voice conversation

Callers get a natural conversation instead of a long phone-tree drill and an open-ended wait in queue.

Answers routine questions

Hours, location, services, and basic pricing can be handled without interrupting staff.

Captures the right details

The AI logs caller name, callback, reason for calling, urgency, and requested next step.

Team sees every handoff

Important calls arrive with context already attached: what was said on the line, transcript where enabled, recommended actions, and transfer notes after live connections.

24/7
24/7 call coverage across business hours, lunch breaks, and after-hours
-
1
1 handoff packet with reason, urgency, next action, and transfer notes when live
-
1
1 handoff flow across sales, support, billing, and front-desk calls
-
>4
4 core outcomes: resolved on the call, message taken, live transferred, follow-up queued
-
Pricing

Pricing should match call-flow complexity

Scope pricing around lines, call volume, knowledge coverage, and escalation rules. Start with one receptionist workflow, then expand once the rollout is proven.

Messenger
Chats, groups, file sharing, voice and video calls, plus calls and SMS to any phone number
$0 /user
Included
Telephony
Full cloud PBX: IVR, call queues, extensions, routing rules, voicemail, recording and conferencing
+$15 /user
Users
CRM
Full CRM with deal pipeline, contact management, smart timelines and AI-powered analytics
+$15 /user
Users
AI
Voice and text AI for inbound calls: natural dialogue, in-policy answers on the call, live transfers to the right queue or person, and handoff-ready context in Messenger and CRM
Voice AI minutes (calls/IVR) and text AI minutes (SMS/chat) are billed at the same rate. 1 min = 1 unit regardless of channel.
+$5 /100 min
Users
AI Analytics
Inline call analytics on your phone line: summaries, KPIs, QA scoring, and coaching outputs from recordings
+$1 /100 min
Users
Monthly total
$0
🏢
50+ users
Custom pricing for your team. Let’s discuss the details.
Book a demo
No credit card required. Start with a call-flow review.
FAQ

Questions buyers ask about
AI receptionist software

These are the questions buyers usually ask about call handling, escalation, setup speed, and what your team receives after each call.

Yes. JotLink can answer calls on your existing business number and handle overflow, after-hours, and missed-call coverage.
Yes. The AI receptionist holds a natural conversation, asks follow-up questions, and adapts to what the caller says. That replaces the usual pattern of a long keypad menu followed by an open-ended wait in queue.
It can answer routine questions like hours, location, service availability, pricing basics, and next steps based on your business rules.
When a human is the right next step, the call can be transferred live to the correct extension, queue, or teammate, escalated, or logged for callback. Reason, urgency, and what was already covered on the call stay attached so the handoff lands in the right place.
Your team can receive structured handoff context: caller details, reason and urgency, what was resolved during the conversation, transcript when enabled, recommended next steps, and transfer notes when the call was connected live to a person or queue.
Yes. It can answer after-hours calls, take messages, capture urgent issues, and route the right follow-up without sending callers straight to voicemail.
Yes. JotLink can capture caller identity, callback details, reason for calling, urgency, and any fields you want logged into CRM or notifications.
No. The goal is to protect your staff from missed calls, repetitive questions, and incomplete messages. Humans still handle the calls that need human judgment.
Book a demo

Stop trapping callers
in phone trees and hold queues

We will review your inbound path, what callers hear before a human, live-transfer and routing rules, and escalation paths, then show how JotLink replaces menu-and-queue friction with conversation-first answering and precise handoffs.

1
Review your call flowMap the questions, call types, and missed-call gaps you handle today
2
Define AI receptionist rulesDecide what the AI can answer, what it should collect, and when it should escalate
3
Launch on one numberStart with one line or department, then expand once the flow is proven