ProTimeCRM Help Center
Get help with calls, texts, reviews, appointments, and follow-up — so your business stops leaking revenue.
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AI Receptionist
Your AI Receptionist answers missed and inbound calls, captures lead details, routes urgent requests, and helps reduce missed opportunities after hours.
What the AI Receptionist Does
The AI Receptionist answers calls, asks basic qualifying questions, captures contact details, and routes the conversation to the right next step.
How Live Transfer Works
When a caller needs a person, the AI Receptionist can attempt a live transfer to the assigned team. If no one answers, the call can continue to voicemail, follow-up, or internal notification.
What Happens If No One Answers
If the transfer team does not answer, ProTimeCRM can log the call, save the voicemail, notify the team, and keep the conversation in the client record when configured.
How Voicemail and Call Summaries Work
Voicemails and call details appear in the conversation history so your team can review and follow up without losing context.
How to Update the Transfer Team
Use this guide when team members change, travel, leave the company, or need calls routed to a different number.
How to Test Your AI Receptionist
Run a controlled test call, confirm greeting behavior, verify routing, check voicemail handling, and confirm the conversation log.
Need Help?
Text or call our team and we'll route you to the right person.
786-410-4990