Enterprise AI receptionist. Runs your whole front office.
Not a voicemail with a voice. An agent that answers every call, works inside your CRM, books and reschedules, runs outbound campaigns, manages the inbox, and answers on social, connected to whatever systems you run. Everything a receptionist does, on every channel, with a transcript and an audit trail for all of it.
A receptionist is not a phone. It is a job.
Most "AI receptionists" answer a call, take a name, and send you a summary. That is voicemail with better manners. A real receptionist looks you up before you finish saying your name, knows you rescheduled twice last month, books the slot, updates the record, sends the confirmation, chases the no-show on Thursday, answers the email you sent on Sunday, and replies to the Instagram message asking whether you take new patients. All of it, in your systems, without asking anyone.
An eeko enterprise AI receptionist does that job. It runs on your phone lines, your website, your text number, your shared inbox, and your social accounts as one agent with one memory. It reads and writes your CRM as a first-class user. It makes outbound calls and sends outbound messages on schedules you set. It answers from your own knowledge, follows your rules, and hands off to a person with full context when it should. Every interaction is transcribed, summarised, logged to the record, and available for audit.
We build each receptionist for the organisation that will run it: your call and message types, your booking rules, your pipeline stages, your escalation paths, your compliance obligations. The same engineering discipline behind our enterprise AI agents applies here, because a receptionist that speaks for your company is one of the most visible agents you will ever deploy.
Everything a receptionist does. Then some.
Nine capabilities, one agent. Each is a hardened component we have shipped before, configured to your rules and tested against your real calls, messages, and records before it goes live.
- Every line at once, no hold queue
- Multilingual, per-line voices and greetings
- Grounded answers: hours, services, pricing, policies
- Salesforce, HubSpot, Dynamics, Zoho, and more
- Reads context before it speaks
- Writes back every outcome, every time
- Live availability and booking rules
- Reminders, confirmations, rescheduling
- Waitlist and cancellation backfill
- Triggered by CRM events or on a schedule
- Consent, DNC, and calling-window controls
- Outcomes written back to the record
- Gmail, Microsoft 365, shared mailboxes
- Reply, forward, follow up, or draft for approval
- Threads matched to the CRM record
- Instagram, Facebook, LinkedIn, WhatsApp, Google
- Reviews and comments, with escalation rules
- DM to booking to record, in one thread
- Warm transfer with a spoken summary
- On-call, after-hours, and holiday rules
- Emergency escalation paths
- Structured intake and lead scoring
- Payments, deposits, and e-signature links
- Conflict, eligibility, and insurance checks
- HIPAA-ready architecture and BAAs
- Recording consent and TCPA controls
- Searchable logs and QA review
Inside your CRM, not next to it.
Most AI phone products push a summary into a note field and call it integration. Ours is a user of the CRM, with the same permissions, workflows, and audit trail as a member of your staff.
What it does in the record
- Identifies — matches the caller or sender to a contact by phone, email, or account number, and greets them with what it knows.
- Reads — open opportunities, past appointments, open cases, balance due, notes from the last conversation, and who owns the account.
- Creates — contacts, leads, opportunities, cases, tickets, and custom objects, with your required fields filled and your validation rules respected.
- Updates — pipeline stages, statuses, custom fields, tags, and owners, following the same rules your team follows.
- Logs — every call, text, email, and DM as an activity on the record, with a summary, the outcome, and a link to the transcript or recording.
- Assigns — tasks, callbacks, and follow-ups to the right person, with due dates and the context they need.
- Triggers — your existing workflows and automations, because it writes real records, not notes.
We integrate with Salesforce, HubSpot, Microsoft Dynamics 365, Zoho, Pipedrive, GoHighLevel, Close, Follow Up Boss, and the industry systems of record your teams already live in: Clio, MyCase, Litify, Epic, athenahealth, Dentrix, Open Dental, Applied Epic, EZLynx, Redtail, Wealthbox, ServiceTitan, and Jobber, among others. Each connection is a typed, permissioned tool interface, so the receptionist can only do what you have allowed, and every write is logged.
It makes the calls your team never gets to.
Inbound is half the job. The receptionist runs the outbound work that fills the schedule, recovers revenue, and keeps records current, without a call list sitting on anyone's desk.
Campaigns it runs
- Appointment reminders and confirmations — voice, text, or email at the intervals you set, with one-tap reschedule and the calendar updated on reply.
- No-show and cancellation recovery — reaches out the same day, rebooks, and backfills the gap from the waitlist.
- Speed-to-lead — calls a new web lead within a minute of the form submission, qualifies, books, and updates the CRM before a competitor picks up the phone.
- Reactivation — lapsed patients, dormant clients, expired quotes, and abandoned intakes, with offers and scripts per segment.
- Renewals, recalls, and collections — policy renewals, six-month recalls, overdue balances, and payment plans, with payment taken on the call.
- Surveys and reviews — post-visit satisfaction, NPS, and review requests routed to the right platform.
Campaigns start from a CRM event, a schedule, or a segment you define. Every attempt, outcome, and disposition writes back to the record. Consent tracking, do-not-call suppression, calling windows by time zone, frequency caps, and TCPA and CAN-SPAM controls are part of the build, not an afterthought.
The inbox and the DMs, handled.
Your customers do not only call. The receptionist covers the shared inbox and every social and messaging channel with the same knowledge, calendar, and CRM access, and the same rules about what it may send on its own.
What one receptionist does in a day.
A composite from a multi-location practice deployment. One agent, every channel, one set of records.
Connected to whatever you run.
A receptionist is only as useful as what it can do for the customer, and that depends on what it can reach. We connect it to the systems you have, not the ones a vendor's app store happens to list.
Beyond voicemail, phone trees, and phone bots.
Callers press buttons or leave a message. At best, a bot answers and emails you a summary that someone has to act on, re-key into the CRM, and follow up by hand. Email and social sit untouched until Monday.
- One channel The phone, and nothing else
- Inbound only Nobody calls the no-shows or the new leads
- Summaries Notes to act on later, often incomplete
- Re-keying Your team updates the CRM from the notes
Every call, message, email, and DM answered at once and resolved on the spot: booked, qualified, answered, paid, or transferred with context. The CRM is updated by the receptionist, not by your staff. Outbound runs on its own.
- Every channel Phone, chat, SMS, email, social, messaging
- Inbound and outbound Reminders, follow-ups, reactivation, collections
- Resolves Books, updates, collects, and answers on the spot
- Accountable Transcripts, audit trails, and approval rules
Built for regulated front desks.
The call types, the campaigns, the compliance obligations, and the systems of record differ by industry. So does the receptionist.
From first call to the whole desk.
Fixed scope, fixed price. A single-location receptionist with phone, calendar, and CRM typically goes live in six to eight weeks. Outbound, email, and social, or multi-location and multi-system builds, closer to twelve.
Common questions.
What is an enterprise AI receptionist?
An enterprise AI receptionist is an agent that does the work of a front office, not just the phone. It answers calls, web chat, text, email, and social messages around the clock, works inside your CRM to look up and update records, books and reschedules appointments, runs outbound reminder and follow-up campaigns, qualifies leads, and transfers to a person when it should. Unlike a phone bot or a consumer chatbot, it is integrated with your systems, logs every interaction, and runs under compliance controls.
How does the AI receptionist work with our CRM?
It works inside the CRM the way a trained receptionist would. When a call or message comes in, it looks up the contact by phone number or email, reads their history, and uses it in the conversation. During the interaction it creates or updates contacts, leads, opportunities, cases, and custom objects, moves pipeline stages, sets fields, assigns owners, creates tasks and follow-ups, and logs the call with a summary and a link to the transcript. We integrate with Salesforce, HubSpot, Microsoft Dynamics, Zoho, Pipedrive, GoHighLevel, and industry systems such as Clio, Epic, athenahealth, Dentrix, Applied Epic, and Redtail, through typed, permissioned tool interfaces with every write logged.
Can the AI receptionist make outbound calls and run campaigns?
Yes. The same receptionist runs outbound by voice, SMS, and email: appointment reminders and confirmations, no-show and cancellation recovery, lead follow-up within minutes of a form submission, reactivation of lapsed customers, payment and renewal reminders, recall and waitlist campaigns, and post-visit surveys. Campaigns are built with consent tracking, do-not-call suppression, calling windows, and TCPA and CAN-SPAM controls, and every outcome is written back to the CRM.
Can it manage our email and social media inboxes?
Yes. The receptionist triages the shared inbox, answers routine requests from your knowledge base, books from email threads, forwards to the right owner with a summary, and runs follow-up sequences. On social it monitors and replies to direct messages on Instagram, Facebook Messenger, LinkedIn, WhatsApp, and Google Business Messages, responds to comments and reviews within your approval rules, and turns a message into a booked appointment or a CRM lead. You decide what it sends on its own and what waits for a human to approve.
What systems can the AI receptionist connect to?
Whatever you run. Phone systems and SIP trunks, CRMs, calendars and practice, clinic, or matter management platforms, email and shared inboxes, social and messaging channels, helpdesks and ticketing, payment processors, e-signature, ERPs, and internal databases. If a system has an API or webhook we connect directly; if it only has a login page, we automate the browser workflow; if it only has an inbox, we work through that. Every integration is typed, permissioned, and logged.
What happens when the AI receptionist cannot help?
It hands off. We design escalation paths for each request type: warm transfer to a named person or department with a spoken summary, a callback task in the CRM, an urgent-line handoff for emergencies, or a draft reply queued for human approval. Every escalation carries the full transcript and record context so your team picks up without asking the customer to repeat themselves.
Is the AI receptionist HIPAA compliant?
We build receptionists for HIPAA-regulated practices with business associate agreements, encrypted call, message, and transcript storage, PHI minimisation, consent and recording disclosures, and role-based access controls. For clients that require it, inference can run on private or on-premise infrastructure so patient data never leaves your environment.
How long does it take to deploy an AI receptionist, and what does it cost?
A single-location receptionist with phone, calendar, and CRM integration typically goes live in six to eight weeks. Adding outbound campaigns, email, and social channels, or deploying across multiple locations and systems, runs closer to twelve. Every engagement is fixed scope and fixed price, agreed after a thirty minute briefing, with weekly demos on real recordings and real records during the build.
Explore related capabilities.
Stop running your front office on voicemail.
Thirty minute executive briefing. We review your call, email, and message volume, look at your CRM, map where the desk leaks today, and you leave with an architecture, a timeline, and a fixed price. Response inside 24 hours.
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