AI Receptionist Engine | Calls, Website, SMS and Email

See how the work moves

Watch one customer go from question to next step.

A short walkthrough of the call, website, SMS, and email workflow. The video loads only after you press play.

Four channels in one view AI prepares the useful context You decide what happens next

The problem is usually not a lack of leads

Good customers do not always wait.

They call while you are working, text when the office is busy, email after hours, or leave your website before anyone replies. The system captures the request and puts the next step in front of you.

The phone rings at the worst time

You are with a customer, driving, or doing paid work. Answering is difficult, but letting it ring can cost the job.

The caller may try the next business.

A website visitor needs one quick answer

They want a price range, availability, or a callback. Without an answer, they often leave without sharing their details.

Interest disappears without a lead.

Texts are easy to forget

A message is read, someone plans to reply later, and the conversation gets buried under newer work.

The customer assumes nobody is available.

Email follow-up depends on memory

Quote requests, photos, attachments, and booking questions arrive in the same inbox as everything else.

A valuable request becomes an old request.

Without a shared customer workflow

Four places to check. No reliable follow-up.

Switch between separate inboxes
Repeat the same questions
Write the same replies again
Rely on memory for callbacks
Lose the outcome after the conversation

With AI Receptionist Engine

One customer record. One clear next action.

Capture the request in the right channel
Summarize what the customer needs
Flag urgency, booking, and callback intent
Prepare the reply or follow-up for review
Record whether the opportunity was won or lost

Human review stays available. Sensitive conversations, transfers, promises, and final business decisions remain under your control.

What happens after a customer reaches out

Know what they need before you respond.

The conversation becomes a customer record with the context, priority, and next step already organized.

AI Receptionist EngineNorthstar Services

InboxCalls 3Website 2SMS 4Email 1

New customerEmergency repair requestJust now

My pipe is leaking and I need someone today.

I can collect the address, urgency, and best callback number.

Type a reply or review the suggested response

Customer captured Outcome visible

Customers choose the channel. You keep one front desk.

Meet customers where they already contact you.

Each channel has its own tools, but the customer, conversation, AI insight, and next action stay connected inside the same app.

Phone

Answer, qualify, transfer, or take a message.

Use a business-specific greeting and instructions in multiple languages. Set business hours, route calls to a person, control ring time, fall back to voicemail, save recordings, and detect callbacks or urgent requests.

Per-number setup, routing, and tracking
Call recordings, summaries, lead ratings, and results
Hot lead alerts, human transfer, and safe fallback

Website

Turn website questions into real customer records.

Add the receptionist through the WordPress plugin or a general website embed. It can answer from approved business knowledge, capture contact details, request callbacks, support live browser voice, and save voice messages when enabled.

Free standalone WordPress text option
Connected text chat, live voice, and voice messages
Approved page knowledge, campaign source, contacts, and callbacks

SMS

Reply faster without giving up control.

Keep the full text conversation in one place. AI can summarize the latest request, detect urgency, booking intent, callback needs, and complaint risk, then prepare a reply for review or controlled sending.

Manual approval, timed auto replies, and human takeover
Delivery status, opt-out protection, and reply history
Email or SMS owner alerts for important conversations

Email

Make customer email easier to read and act on.

Connect an authenticated mailbox, keep threaded conversations and attachments together, receive new-message alerts, and use AI summaries and drafts to prepare a clear response.

IMAP and SMTP mailbox connection
Attachments, summaries, intent, and suggested replies
Manual approval or controlled automatic response

A Customer Center, not four disconnected inboxes

See who needs attention and why.

Open any channel and follow the same simple pattern: customer, conversation, AI context, next action, and result.

Customer conversationsNeeds attention

AM

Alex MorganUrgent repair callback

Hot

SK

Samira K.Asked about availability

2m

JT

Jordan T.Booking request

8m

AM

Phone call · Today 10:42

Alex Morgan

Hot opportunity

“I need someone to call me about an urgent repair at my property today.”

AI summaryUrgent service request. Customer asked for a callback today.

Recommended action: call as soon as possible and confirm availability.

The details that make it useful after the first reply.

The app is designed to help a real owner or team act on customer conversations, not simply collect messages.

Human control stays built in

Review drafts, approve replies, take over a conversation, pause automation, and keep sensitive issues out of automatic handling.

Important conversations rise to the top

Use urgency, lead temperature, booking intent, callback requests, complaint risk, and hot lead alerts to decide what needs attention first.

Follow-up is part of the customer record

Create a next action, send a booking link, track callback history, and see overdue work instead of relying on a separate reminder system.

Conversations connect to business results

Mark opportunities as qualified, booked, won, or lost. Record estimated value and actual revenue to see which conversations became business.

Setup and testing are visible

The Setup Center shows what is connected, what still needs attention, and which channel tests to run before you depend on the receptionist.

Customer events can continue elsewhere

Send supported events through secure webhooks, review delivery history, and connect workflows in Make, Zapier, n8n, Pipedream, Workato, or your own system.

BYOK controlConnect supported Twilio, OpenAI, and email accounts.Team visibilityKeep conversations, follow-ups, and outcomes in view.Plan growthMove from one business to agencies and White Label.

103+ editable industry starting points

Start with the questions your business actually needs.

Choose an industry, review the prepared services, FAQs, urgency rules, and receptionist questions, then edit the details that make your business different.

You review the content before it is used. Templates are starting points, not promises made on your behalf.

Template preview

Plumbing & emergency service

Ready to customize

Receptionist goalCapture the problem, location, urgency, and callback details.

Services preparedLeaks, blocked drains, repairs, installations, emergency calls.

Priority ruleActive flooding or loss of water becomes urgent.

Suggested next stepRequest a callback and confirm the service area.

Example receptionist question“Is water actively leaking right now, and what area are you located in?”

Business profileServicesFAQsUrgency rules

Do not stop at “message received”

See which conversations produced real business.

Keep leads, follow-ups, outcomes, and recorded value connected to the original customer conversation.

01

Know who is worth calling firstLead ratings, urgency, booking intent, and callback requests.

02

Know what must happen nextReplies, callbacks, booking links, and overdue follow-ups.

03

Know how the opportunity endedQualified, booked, won, lost, estimated value, and actual revenue.

Illustrative monthly viewCustomer Center

All channels

New leads74+18%

Follow-ups due12Needs action

Won customers18+6 this week

Recorded value$14.8kAcross outcomes

Lead activity

Calls Website SMS & email

Connect customer activity to the tools you already use

Move the next step forward automatically.

Send supported events to a secure webhook. Your automation platform can alert the team, update a CRM, add a spreadsheet row, create a task, or start another workflow.

MMake_Zapiernn8nPPipedreamWWorkato{ }Any webhook app

Outbound webhooks

One customer event can start the right workflow.

Choose the event and destination, then review recent deliveries inside AI Receptionist Engine. The detailed logic stays in the automation platform you choose.

Alert the right personRoute a new lead, urgent request, or follow-up signal to email, chat, or another connected destination.
Create or update business recordsPass supported customer and activity data into a CRM, spreadsheet, database, or project workflow.
Build your own next stepTrigger booking, task, notification, reporting, or follow-up flows using the tools and rules you choose.

AI Receptionist EngineNew qualified leadSupported event ready

Secure webhook

01Notify the teamSend an alert02Update the CRMCreate a record03Start follow-upContinue the workflow

Webhook-based flexibilityConnect beyond a closed list of apps.Delivery historyReview recent automation deliveries.Reusable workflowsDesign the logic in your chosen platform.

Make, Zapier, n8n, Pipedream, and Workato are independent services. Available events, actions, limits, and third-party charges depend on your setup and plan.

Business Pro

Manage several businesses without mixing their customers.

Use one owner login while each business keeps its own receptionist setup, phone and SMS number, website, mailbox, conversations, customers, and results.

Five separate business workspaces included
Switch businesses from one secure owner account
Keep settings, conversations, leads, and results separated
Use one Account and Plan area plus one Help and Support center

Request Business Pro

Current businessNorthstar Plumbing

Northstar PlumbingReady · 4 channels

Open

Serenity SpaEmail needs setup

2

City Auto RepairSetup in progress

3

Bright CleaningReady · 3 channels

4

Add another businessOne included slot available

+

Low-cost BYOK or a managed connection

Choose how the provider side is handled.

Connect supported provider accounts and pay their usage directly, or choose Managed for a configured connection with plan allowances and usage controls.

Credentials stay protectedProvider credentials are stored server-side and released only to authorized runtime paths.Usage is controlled by channelDaily controls, plan allowances, and clear limit states help prevent unexpected provider consumption.Business data stays separatedTenant, Business Pro, Agency, and White Label account boundaries keep customer records in the correct workspace.

T

Calls and SMSTwilio

Connect a supported Twilio account and choose an available phone number. Inventory and regulatory requirements must be checked in Twilio.

BYOK

AI voice and analysisOpenAI

Connect a supported OpenAI key for AI conversations, summaries, and suggested replies.

BYOK

Business emailYour mailbox

Connect one or more authenticated inboxes according to your plan and business setup.

Direct

Website receptionistYour website

Install the WordPress plugin or embed the widget on another supported website.

Connected

Designed for owners who are not software specialists

Set up one piece at a time and see what is ready.

The Setup Center groups the business details, provider connections, channel settings, and tests needed before launch.

01

Describe the business

Add services, FAQs, languages, hours, service areas, routing rules, and instructions the AI must follow.

02

Connect the channels

Use your supported provider accounts or a Managed setup, then assign the phone, website, SMS, and email connections.

03

Test before depending on it

Run the available channel tests, review readiness messages, and adjust the receptionist using real conversations.

Start with the capacity you need now

Choose BYOK control or a Managed connection.

The platform is the same. The difference is who supplies the provider accounts, how much channel capacity is included, and how many businesses or client accounts you manage.

14 days freeBYOK platform trial

BYOK: connect your own supported providers

You control the provider accounts and pay their usage directly. This keeps the platform subscription low and gives you direct provider ownership.

14-day platform trial

Phone number availability must be checked in Twilio

With BYOK, you choose the number in your own Twilio account. Inventory, voice and SMS capabilities, address requirements, and verification vary by country and number type.

Four-channel platform foundationPhone, Website, SMS, and Email capabilities vary by plan, allowance, and configuration.CallsWebsiteSMSEmailProvider usage separate

For business owners

Choose the right level for one business or several.

Start with the four-channel foundation, add deeper lead tools, or manage five separate business workspaces.

LOWEST ENTRYSTART HEREStarterOne business

For one business that wants the four-channel foundation at the lowest platform price.

^$5/month

Billed monthly after the trial.

All 4 channels

Core tools

One business workspace
Guided Setup Center and channel tests
Customer Center for all four channels
Business hours, routing, transfer, and voicemail
Customer records, follow-up, and results

Plan advantageLaunch all four customer channels at the lowest entry price.

4 channels1 businessGuided setup

14 days freeThen monthly or annualStart free trial

MOST POPULARGROW ONE BUSINESSBusiness Lead AssistantBest value

For one growing business that needs stronger AI assistance, alerts, follow-up, automation, and result tracking.

^$15/month

Billed monthly after the trial.

All 4 channels

Everything in Starter, plus

Higher phone, website, and mailbox capacity
103+ editable industry starting points
Advanced summaries, intent, urgency, and reply drafts
Leads, follow-ups, outcomes, and recorded value
Alerts, controlled auto replies, and secure webhooks

Enhanced in this planMore channel capacity, deeper AI assistance, and full customer management.

Up to 3 numbers/sitesAdvanced AIResults & value

14 days freeNo platform charge during trialStart free trial

MULTI-BUSINESSONE LOGIN, SEVERAL BUSINESSESBusiness Pro5 included

For an owner who runs several businesses and needs separate customer workspaces under one login.

^$39/month

Billed monthly after the trial.

Per business

Business Pro capacity

Five separate business workspaces included
One phone and SMS number per business
One website and mailbox per business
Fast switching without mixing customer data
Additional business capacity available through Admin

Enhanced in this planOperate several isolated businesses from one secure owner account.

5 businesses includedSeparate dataExpandable

Admin activationCapacity can be adjustedRequest free trial

For agencies

Manage up to 50, 100, or 200 Starter client accounts.

Create client accounts, see status and usage, and request eligible upgrades through platform Admin.

50 CLIENTSFIRST CLIENT BASEAgency StarterStarter accounts

For an operator managing up to 50 Starter client accounts.

^$49/month

Billed monthly after the trial.

Per Starter client

Agency tools

Up to 50 Starter client accounts
Create clients from one Agency workspace
See client status and usage
Keep the Agency relationship attached
Request eligible upgrades through Admin

Capacity highlightStart a managed client offer with central control for up to 50 Starter accounts.

50 clientsCentral creationUsage oversight

14 days freeAdmin approval may applyStart free trial

100 CLIENTSGROWING AGENCYAgency ProStarter accounts

For an operator managing up to 100 Starter client accounts.

^$79/month

Billed monthly after the trial.

Per Starter client

Agency Pro capacity

Up to 100 Starter client accounts
Everything in Agency Starter
Central client account management
Client status and usage views
Request eligible upgrades through Admin

Capacity highlightDouble the managed portfolio while keeping the same streamlined Agency workflow.

100 clientsCentral creationUsage oversight

14 days freeScale without changing workflowStart free trial

200 CLIENTSHIGH CAPACITYAgency ScaleStarter accounts

For an operator managing up to 200 Starter client accounts.

^$119/month

Billed monthly after the trial.

Per Starter client

Agency Scale capacity

Up to 200 Starter client accounts
Everything in Agency Pro
Highest standard Agency capacity
Central client status and usage
Path to a White Label operation

Capacity highlightServe a larger Starter-client portfolio with the highest standard Agency capacity.

200 clientsCentral creationAdmin upgrades

14 days freeBuilt for higher volumeStart free trial

Hosted branded portal

White Label

Present the hosted platform under your own brand with up to 200 client accounts included. Add more capacity as your operation grows.

White Label advantageYour brand, your client portal, and capacity built for resale.

200 accounts includedMore availableOwn branding

Every eligible client plan can useCallsWebsiteSMSEmail

Up to 200 client accounts included
Additional client accounts available through Admin
Your logo, brand name, colors, and hosted portal
Create Starter and eligible Business Lead Assistant accounts
Control platform promotions and support routing
Business Pro remains outside the White Label client catalog

14 days free

200client accounts includedAdditional capacity available

^$199/month

Billed monthly after the trial.

One-time White Label setup^$299 one timeCharged separately from the recurring platform subscription.

For operators ready to sell under their own brandRequest free trial

BYOK includes a 14-day platform trial. connected-provider charges remain separate. Managed includes a 7-day reduced-allowance trial plus phone number(s), AI processing, telephony, SMS and managed email delivery within the selected plan's limits. Number availability, supported destinations and regulatory requirements vary by country.

Detailed comparison

Compare the plans without guessing.

Desktop shows the full matrix. On a phone, choose one plan and read its features as simple cards with plain-language explanations.

Read common questions

Included foundationEnhanced featureCapacity upgradeWhite Label advantagePlan or provider dependent

Choose a plan to compare its features.

Feature	StarterEssential	Business Lead AssistantEnhanced AI	Business ProMulti-business	Agency Starter50 clients	Agency Pro100 clients	Agency Scale200 clients	White Label200+ clients
Four-channel foundation
Calls, Website, SMS, and Email	All 4	All 4	All 4 per business	All 4 per Starter client	All 4 per Starter client	All 4 per Starter client	By eligible client plan
14-day platform trial	Included	Included	Included	Included	Included	Included	Included
Multilingual AI	Configurable	Enhanced multilingual	Per business	By client plan	By client plan	By client plan	By client plan
Guided Setup Center	Included	Included	Included	Included	Included	Included	Included
BYOK provider model	One business setup	Expanded connections	Shared and per-business	Per client	Per client	Per client	Per client
AI receptionist and channel tools
Phone AI receptionist	Core	Advanced	Advanced per business	By client plan	By client plan	By client plan	By client plan
Hours, transfers, voicemail, and recordings	Included	Enhanced capacity	Per business	By client plan	By client plan	By client plan	By client plan
Per-number call setup and routing	1 primary number	Up to 3 numbers	Per business	Per Starter client	Per Starter client	Per Starter client	By client plan
Website text receptionist	Included	Advanced	Per business	By client plan	By client plan	By client plan	By client plan
Website live voice	Plan-limited	Enhanced continuous voice	Per business	By client plan	By client plan	By client plan	By client plan
Website contact and callback capture	Included	Advanced	Per business	By client plan	By client plan	By client plan	By client plan
Website voice messages and AI processing	Plan-limited	Advanced AI processing	Per business	By client plan	By client plan	By client plan	By client plan
Approved page knowledge and campaign source	Core	Advanced	Per business	By client plan	By client plan	By client plan	By client plan
SMS inbox	Included	Included	Per business	Per client	Per client	Per client	By client plan
SMS AI analysis and drafts	Core assistance	Advanced	Advanced per business	By client plan	By client plan	By client plan	By client plan
SMS delivery, opt-out, and takeover controls	Included	Enhanced	Per business	By client plan	By client plan	By client plan	By client plan
Email inbox	Included	Advanced inbox	Per business	Per client	Per client	Per client	By client plan
Email AI analysis and drafts	Core assistance	Advanced	Advanced per business	By client plan	By client plan	By client plan	By client plan
Email threads, attachments, and mailbox connection	1 mailbox	Advanced mailbox	1 per business	Per Starter client	Per Starter client	Per Starter client	By client plan
Human review and takeover	Included	Included	Included	Included	Included	Included	Included
Customer management and results
Unified Customer Center	Core	Full Customer Center	Separate per business	By client plan	By client plan	By client plan	By client plan
Shared customer status	Included	Included	Per business	By client plan	By client plan	By client plan	By client plan
Business result tracking	Core	Full	Per business	By client plan	By client plan	By client plan	By client plan
Estimated and actual value	Core	Full	Per business	By client plan	By client plan	By client plan	By client plan
Follow-up tasks and history	Core	Advanced	Per business	By client plan	By client plan	By client plan	By client plan
Booking links and callback queue	Core	Advanced	Per business	By client plan	By client plan	By client plan	By client plan
Owner alerts and notifications	Plan-limited	Included	Per business	By client plan	By client plan	By client plan	By client plan
Dedicated conversation detail pages	Included	Included	Per business	By client plan	By client plan	By client plan	By client plan
AI summaries, urgency, and intent	Core	Advanced	Advanced per business	By client plan	By client plan	By client plan	By client plan
Hot lead and action alerts	Plan-limited	Included	Per business	By client plan	By client plan	By client plan	By client plan
Smart readiness and unread status	Included	Included	Per business context	Per client	Per client	Per client	White Label branded
Automation, readiness, and oversight
Secure outbound webhooks	Plan-limited	Included	Per business	Operator events	Operator events	Operator events	Branded operator events
Delivery history and retry tracking	Core	Advanced	Per business	Operator view	Operator view	Operator view	Branded operator view
Channel readiness and test pages	Included	Included	Per business	Per client	Per client	Per client	White Label branded
Business and connection capacity
Business workspaces	1	1	5 included	Agency operator	Agency operator	Agency operator	Branded operator portal
Phone numbers	1 primary	Up to 3	1 per business	1 per Starter client	1 per Starter client	1 per Starter client	By client plan
Website connections	1	Up to 3	1 per business	1 per Starter client	1 per Starter client	1 per Starter client	By client plan
Email mailboxes	1	Advanced mailbox	1 per business	Per Starter client	Per Starter client	Per Starter client	By client plan
Industry templates	Starter setup	103+	Per business	Starter client setup	Starter client setup	Starter client setup	By client plan
Additional business capacity	Not applicable	Not applicable	Available through Admin	Not applicable	Not applicable	Not applicable	Business Pro excluded
Agency and White Label growth
Client accounts included	Not applicable	Not applicable	Not applicable	50	100	200	200 included + more available
Central client creation	Not included	Not included	Not included	Included	Included	Included	Included
Client status and usage oversight	Not included	Not included	Not included	Included	Included	Included	Included
Plans the operator can create	Not applicable	Not applicable	Not applicable	Starter	Starter	Starter	Starter + eligible Business
Platform-managed client upgrades	Not applicable	Not applicable	Not applicable	Included	Included	Included	Included
Own branding and hosted portal	Platform brand	Platform brand	Platform brand	Platform brand	Platform brand	Platform brand	Full White Label
Platform branding and promotions hidden	No	No	No	No	No	No	Yes
Business Pro for managed clients	Not applicable	Not applicable	Direct owner plan	Not included	Not included	Not included	Not included
Additional client capacity	Not applicable	Not applicable	Not applicable	Upgrade to Agency Pro	Upgrade to Agency Scale	Contact Admin	Additional accounts available
Activation, billing, and control
Activation path	Checkout flow	Checkout or Admin	Admin activation	Admin approval	Admin approval	Admin approval	Admin approval
Provider usage charges	Separate	Separate	Separate	Separate	Separate	Separate	Separate

Feature availability and capacity depend on the selected plan, provider support, country, account configuration, and final activation. Use the information control beside a feature for a plain-language explanation.

Questions buyers usually ask

Know what you are choosing before you connect anything.

The important differences are provider ownership, channel capacity, AI depth, number of businesses, and operator branding.

Contact support

How does the trial work?+

BYOK plans show a 14-day platform trial. Managed business plans show a 7-day trial with reduced allowances and a setup fee. Provider usage and activation rules still apply.

What changes with annual billing?+

Monthly plans renew each month. Annual plans are billed once per year at the equivalent of ten monthly payments.

Do all business plans include calls, website, SMS, and email?+

Yes. Starter, Business Lead Assistant, and Business Pro include the four-channel foundation. Capacity, AI assistance, automation, numbers, websites, mailboxes, and business workspaces vary by plan.

What is included with Managed?+

Managed includes the platform plus eligible phone number, telephony, AI processing, SMS, Website AI, and email delivery within the published allowances. Availability, verification, and country rules still apply.

Which phone numbers can I use?+

With BYOK, choose and purchase an available number directly in your Twilio account. With Managed, we can provide eligible Canadian and U.S. local numbers and available North American toll-free numbers, including 1-800 and 1-888 prefixes. Every number is subject to Twilio inventory, capabilities, identity verification, and country rules. Toll-free numbers are free for the caller, but provider number and usage charges still apply.

What happens when a Managed allowance is reached?+

The affected channel stops or queues new provider activity according to its protection rules until the allowance resets or capacity is increased. Other channels continue under their own controls.

Can I connect Make, Zapier, n8n, or another system?+

Yes. Supported events can be sent to webhook-compatible platforms and custom HTTPS endpoints. The actions, limits, and third-party charges depend on your chosen platform.

What does Business Pro include?+

Business Pro includes five separate business workspaces under one owner account. Additional business capacity can be approved by platform Admin.

Can an Agency create every plan for clients?+

Agencies currently create Starter client accounts. Eligible upgrades are handled by platform Admin while the Agency relationship remains connected.

How many client accounts are included with White Label?+

White Label includes up to 200 client accounts. More client capacity can be added through platform Admin. Business Pro is not included in the White Label client catalog.

Is the White Label setup fee recurring?+

No. The setup fee is charged once. The platform subscription continues monthly or annually.

Is the app suitable for a non-technical owner?+

The Setup Center, readiness messages, test pages, consistent channel layouts, and plain-language controls are designed to make setup and daily use easier.

Is there a free WordPress option?+

Yes. The standalone WordPress plugin can run a text receptionist using the website owner's OpenAI key and store conversations locally. A paid connected plan adds the central app, additional channels, connected customer workflows, and plan-based voice features.

Turn every conversation into new business.

Watch one customer go from question to next step.

Good customers do not always wait.

Four places to check. No reliable follow-up.

One customer record. One clear next action.

Know what they need before you respond.

Meet customers where they already contact you.

Answer, qualify, transfer, or take a message.

Turn website questions into real customer records.

Reply faster without giving up control.

Make customer email easier to read and act on.

See who needs attention and why.

Alex Morgan

Service estimate for next week

The details that make it useful after the first reply.

Human control stays built in

Important conversations rise to the top

Follow-up is part of the customer record

Conversations connect to business results

Setup and testing are visible

Customer events can continue elsewhere

Start with the questions your business actually needs.

Plumbing & emergency service

See which conversations produced real business.

Move the next step forward automatically.

One customer event can start the right workflow.

Manage several businesses without mixing their customers.

Choose how the provider side is handled.

Set up one piece at a time and see what is ready.

Describe the business

Connect the channels

Test before depending on it

Choose BYOK control or a Managed connection.

Choose the right level for one business or several.

Manage up to 50, 100, or 200 Starter client accounts.

White Label

Compare the plans without guessing.

Know what you are choosing before you connect anything.

Answer sooner. Follow up clearly. Keep the result.