MoveBoardThe AI receptionist answers your company's phone when you want it to — every call, only the ones your team misses, or after hours. It sounds like a friendly salesperson, asks the questions an estimate needs, gives the caller an estimate, makes the lead in MoveBoard and texts and emails them the link.
What a call looks like
- The AI greets the caller in your company's name — a different greeting after hours, if you wrote one.
- If they want a price, it asks "What's the size of your move?", then your estimate questions one at a time: the date, the size, both ZIP codes, the stairs or elevator and how far the truck parks from the door at each address, packing — then their first name, the number to text, their last name and their email (the last name always comes before the email). With real arrival windows on, the date is checked on your calendar the moment the caller gives it: a full day is said once, right then, with up to two of the nearest open dates.
- It gives an estimate worked out by your own pricing, and always calls it an estimate. It only uses the move sizes you offer: when the only size that fits the caller's home is one you switched to Inactive on Move Size, it doesn't quote — it takes a message and says a moving specialist will call.
- It answers questions — your hours, your policies, what's included — only from your company's own information.
- It can put the caller through to the right person or department while you're open, or take a message for a call back.
- When the call ends, the lead is in your orders list and your team gets the New lead notification. The caller gets your welcome email and text, if you switched them on.
Existing customers can ask about their move after the AI checks who they are; changes they ask for become a request for your office — the AI never changes an order itself.
What lands in MoveBoard
- A New order with the source AI Receptionist, handed out by your assignment rules.
- On the order: a line AI receptionist call — inbound from … with the length and a summary, plus the recording and the Conversation transcript.
- Call-back tasks for the people you chose, when a caller asks to be called back.
- Every AI lead on the AI Leads page.
Is it on?
Settings › AI receptionist › AI receptionist › Overview shows where it stands:
| State | Means |
|---|---|
| Live | Answering calls now. |
| Ready | Set up, waiting to be connected to the phone AI. |
| Paused | Switched off — Calls to the AI number go to your fallback number. — or The balance ran out. Top it up and the AI answers again. |
| Not set up | Get the AI its own phone number to start. |
Overview shows one number, Its number — the number the AI answers — with Call it now to test.
Before you start
- The AI receptionist is there for every company: open Settings › AI receptionist. If you don't see it, it was turned off for your company — ask MoveBoard support.
- No number yet? Overview shows No number yet with Get a number — that takes you to the step that gets the AI its own number.
- Calls are paid from your prepaid balance — see What the AI receptionist costs.
Set it up in Set up the AI receptionist.