Skip to content

The problem

The phone rings while everyone is busy, and the caller rings the next business instead.

Not a trade, a job every business has. The agent answers on your own number, handles the common questions you script, takes a proper message, books into your calendar, and puts the caller through to a person when it matters.

What Grepiv does on the line

  • Answers every call on your own number, day or night
  • Common questions answered from the script you write
  • Name, number and reason captured, with a summary of the call
  • Appointments booked inside your working hours
  • Live transfer with an announcement when a person is needed
  • A text to the caller afterwards, on the same number

Pipelines you would name

Pipelines and custom fields are yours to define. These are the ones a desk in this trade usually ends up with.

  • Enquiries
  • Bookings
  • Messages

The outcome

Every call lands on the desk.

Whatever the agent captured on the call arrives as a lead in the pipeline you named, with the fields you asked for, ready for whoever picks it up.

Leads
NamePipeline
Dana WhitfieldIntake
Marcus ReyesNew quotes
Priya NairRenewals
Tom AldermanIntake

Leads as they arrive, tagged with the pipeline and the source that created them.

Setup

Live in an afternoon.

The same five steps whatever the trade. Only the script and the pipelines differ.

  1. 01

    Connect your numbers

    Add Twilio credentials, fetch your inventory, and tag the lines Grepiv should use.

  2. 02

    Write the agent

    Script, greeting, voice, extraction fields, tools, and transfer rules. Per inbound number or outbound config.

  3. 03

    Turn on texting

    Attach an AI SMS config, and WhatsApp if you want it. Optional auto-reply on the same numbers.

  4. 04

    Catch every lead

    Pipelines and forms decide where a person lands. Webhooks and the dashboard both create leads.

  5. 05

    Book and hand off

    Appointments land on the calendar. Webhooks push the outcome to your CRM.

A call, start to finish

What it sounds like.

A lunchtime call to a small accountancy practice, with nobody at the front desk.

  1. GrepivGood afternoon, Hartley & Rowe Accountants. How can I help?
  2. CallerHi, do you do tax returns for sole traders? And are you open Saturdays?
  3. GrepivWe do, yes. The office is open weekdays nine to five, so not Saturdays, but I can book you a call with one of the team. Would that help?
  4. CallerYes, ideally early next week.
  5. GrepivI have Monday at ten or Tuesday at two. Which suits you?
  6. CallerMonday at ten.
  7. GrepivBooked, Monday at ten with Sam. Can I take your name and the best number?
  8. CallerPriya Shah, this number is fine.
  9. GrepivThank you, Priya. I will text you the details now.

On the desk afterwards

Extracted from the transcript, no retyping.

  • Enquiry: sole trader tax return
  • Name: Priya Shah
  • Appointment: Mon 10:00, Sam
  • Text sent: booking details
  • Pipeline: Bookings

Questions

AI receptionist, specifically.

01

Can it answer questions about my business?

Yes, the ones you script. Opening hours, services, prices you are happy to quote, directions: whatever you put in the agent's script and context is what it answers from, and anything else can be passed to a person.

02

How do I get the messages it takes?

Every call lands as a lead with the caller's details, a summary and the full transcript. A post-call workflow can also post the message to any HTTP endpoint your team already watches.

03

Can it put callers through to me?

Yes. Transfer rules hand the call to a person on the phrases you choose, with an announcement first, so the right calls reach you and the rest are handled.

04

Do I need a new number?

No. Keep the number you already advertise: port it across to Twilio and connect the account, and Grepiv answers on it. The number stays on your account.

Constant

What never changes.

Whatever the trade, these four are the same, which is why one platform covers all of them.

  • 01

    Your numbers

    You connect your own Twilio account and tag the lines Grepiv may use. Numbers you already have can be ported in, and they stay on your account whatever the trade.

  • 02

    Your script

    Greeting, script, voice, transfer rules and duration cap are set per number. That is what makes a line sound like it belongs to your trade rather than to a call centre.

  • 03

    Your fields

    You define what each call should extract and which lead fields it fills. Pipelines and custom fields are yours to name.

  • 04

    Your system of record

    Pre-call enrichment and post-call workflows are plain HTTP, so the outcome lands in the case management system, agency management system, CRM or ATS you already run.