Reception agent
Answers calls, messages and web chat around the clock, in your tone, and knows when to hand over.
Every agent is built for a single long-running job a small business does every day, grouped by the department that would otherwise do it, from the front desk to the finance chase to the marketing you never get round to. The library keeps growing. They hand work to each other, so an enquiry can be answered, booked, followed up and invoiced without anyone touching it. Pick a department to see what the agents take on.
Answers calls, messages and web chat around the clock, in your tone, and knows when to hand over.
Qualifies new enquiries and collects the details before a human is involved.
Fills, confirms and reshuffles the diary across phone, web and WhatsApp.
Confirms appointments, sends reminders and reschedules the ones that reply.
Releases cancelled slots to the waitlist and refills them within minutes.
Sends directions, parking, what to bring and check-in instructions before every visit.
Turns a site visit or call into a priced, itemised quote the same day.
Drafts the proposal from your call notes and past wins, in your format, for you to sign off.
Chases quotes, proposals and rebookings at the right moment, then stops.
Tracks contracts, memberships and policies and starts the renewal conversation early.
Spots lapsed customers and re-engages them with the right offer.
Asks satisfied customers for introductions, tracks them and thanks the referrer.
Drafts posts, newsletters and web copy in your voice from what actually happened this week.
Schedules posts, replies to comments and messages, and flags the ones that need you.
Runs seasonal offers and promotions to the right segment and reports what they returned.
Keeps your Google Business Profile, directories, hours and photos accurate everywhere.
Watches what people search for, where you rank and which pages to write or fix next.
Pauses wasted spend, shifts budget to what converts and tells you the cost per booking.
Handles invitations, RSVPs, reminders and follow-ups for open days and workshops.
Sends invoices when the job is marked done and takes payment.
Chases overdue accounts with escalating, polite reminders and offers payment plans.
Matches payments to invoices and flags what is short, late or unexplained.
Captures receipts and supplier bills, codes them and readies them for the accountant.
Keeps a rolling thirteen-week view of cash and warns you about the dip before it arrives.
Takes deposits, tracks refunds and reconciles them against bookings and jobs.
Assigns jobs to the nearest available person and shares live arrival times.
Builds shifts around demand, leave and who can do what.
Tracks materials and supplies and reorders before you run out.
Chases orders, confirms deliveries and flags the ones that will hold a job up.
Keeps every job’s status current and tells the customer what happens next.
Schedules equipment servicing, vehicle MOTs and calibrations before they lapse.
Posts roles, screens applicants against your criteria and books the interviews.
Collects new-starter paperwork, right-to-work checks and kit, and sets up the first week.
Handles holiday requests, sickness notices and cover so the rota never has a hole.
Collects hours, checks them against the rota and prepares payroll for approval.
Tracks certificates and mandatory training and books renewals before they expire.
Keeps records, consents and certificates current and audit-ready.
Sends pre-appointment forms and consents, checks they are complete and files them.
Keeps the CRM clean: duplicates merged, notes filed, fields filled after every contact.
Handles data requests, retention and consent logs so GDPR is a routine, not a scramble.
Logs incidents and accidents, notifies who needs to know and keeps the file complete.
Drafts agreements from your own templates, sends them for signature and tracks renewal and notice dates.
Keeps your terms, cancellation and privacy policies current and makes sure customers accept them at the right moment.
Logs disputes and chargebacks, gathers the evidence from your records and tracks every deadline.
Asks happy customers for reviews and routes unhappy ones to you first.
Checks in after a visit, job or treatment and escalates anything that sounds wrong.
Acknowledges complaints immediately, gathers the facts and routes them to the right person.
Runs short surveys at the right moment and spots the patterns across the answers.
Recognises regulars, remembers milestones and makes sure they hear from you first.
Answers staff questions, resets passwords and walks people through the tools you use.
Moves data between your systems and flags a failed sync before it costs a booking.
Creates and revokes accounts as people join and leave, and keeps a record of who has what.
Watches your website, phones and card machine and tells you they are down before a customer does.
Reads the week’s numbers and tells you what changed and why, every Monday morning.
Projects bookings, demand and cash a few weeks ahead so you can staff and spend accordingly.
Builds a one-page brief from the CRM, inbox and calendar before every client meeting.
Triages the owner’s inbox, drafts the routine replies and surfaces the three that matter.
Turns the quarter’s goals into weekly actions and reports which are slipping.
Most businesses start with two or three and add more as the first ones earn their keep. Tell us how your week runs and we will tell you honestly where an agent pays back first, and where it would not.
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