Reception AI answers every call, text, and website chat — day, night, weekend, tax season — books consultations, and never lets a prospect reach voicemail.
Reception AI handles new-prospect intake, questions, and booking. Anything sensitive is routed to a human, and existing-client comms stay human unless you opt in.This is Leak 02 — the Response Leak. A prospect calls after hours or during a meeting and reaches voicemail. A form comes in and sits. High-value clients don't wait — they hire the firm that replied. You can't be at the desk at 8pm during filing season, and you shouldn't have to be. The missed calls you never see are the growth you never count.
Reception AI closes that gap the only way that works at scale: by answering every time, instantly, without a day off.
We train Reception AI on your services, your process, your hours, and your voice — then put it on your phone line, your website chat, and your text number. When a prospect reaches out, it greets them, answers the common questions ("Do you handle S-corp returns?" "Where are you located?" "How does onboarding work?"), qualifies them, and offers real times on your calendar. If a call is missed, it texts back within seconds so the conversation never dies. Everything it does is written to your CRM, so nothing is lost between channels.
This isn't a mockup — it's live. The Reception AI answering this very site is the same one we'd build for you. Call it, text it, or chat with it right now. If it can handle us, it can handle your front desk. → Talk to our AI →
Reception AI runs on the same operating layer as the rest of your AI team — Voice AI for inbound calls, Conversation AI for website chat and SMS, a missed-call text-back workflow, and direct calendar booking. Deployed into your own CRM sub-account, tuned by a real PGT team, and improving as your practice grows. You don't configure anything; you watch it work — and monitor it all from the mobile app.
The workflow is configured around eligible audiences, consent and suppression rules, approved knowledge, allowed actions, escalation conditions, and explicit stop conditions.
Judge for yourself: our own Reception AI is live on this site right now, so call or text it. It's trained on your services, process, and voice, and a real team monitors and tunes it — so it sounds like your firm, not a script.
No. Reception AI handles new-prospect intake, common questions, and booking. Anything sensitive or account-specific is routed to a human, and existing-client communication stays human unless you choose to extend the AI to it.
An answering service takes a message and hangs up. Reception AI answers in your firm's voice, books the consultation on the spot, texts back on missed calls, and logs everything to your CRM — around the clock, for a fraction of the cost.
It says so honestly and routes the prospect to a human, capturing their details and the context first. You never get a mishandled question — you get a clean handoff with everything already logged to the record.
No. We route your existing line so Reception AI answers when you can't, and hands calls to you or your team whenever you want. You keep your number and your control.
Book a 20-minute strategy call and we'll map how Reception AI would answer, qualify, and book your prospects around the clock — whether or not we work together. Or just call our line right now and hear it for yourself.
No pressure. No obligation. A plan you can use either way.