AI Receptionist

AI Receptionist overview

What the Servinix AI Receptionist (Maya) does — answering calls 24/7, booking jobs, handling transfers, and taking messages — and how the operations hub works.

AI Receptionist onboarding

The 5-step onboarding flow to go live with Maya: business basics, hire a voice, review FAQs, set transfer rules, and make a test call.

Get a phone number from the Turn Maya on sheet

If your business has no phone number yet, the Turn Maya on sheet takes you to a page where you can pick one.

Saved phone numbers keep their city and state

The location you saw when choosing a number now appears on the saved number card.

Track AI Receptionist setup with the dashboard checklist

The AI Receptionist dashboard checklist now shows voice as done once a number is set up and the receptionist is answering calls, and the conversation count shows your real total.

Hire Maya — pick an AI receptionist voice

Complete the voice-selection step of AI Receptionist onboarding at /receptionist/setup/voice, choosing from six Maya voice personas with distinct accents.

Configure FAQs for the AI Receptionist

Manage Maya's FAQ knowledge base at /receptionist/settings/faq, including adding FAQs, editing Active/Draft/Archived states, and AI-suggested drafts.

Configure Maya settings

Overview of the Maya settings page at /receptionist/settings—Greeting, Voice, Known callers, Transfer rules, Trust & Safety, SMS fallback, and booking.

Set transfer rules for Maya

Configure which calls Maya transfers to a live person—always-on safety rules and your own custom transfer rules—from the AI Receptionist Transfer rules page.

Make a test call

Use the Test call feature in Servinix to hear Maya in action and validate your greeting, voice, and FAQ setup before going live with real customers.

Get prices from your pricebook when you ask Maya

When customers ask about price in web chat, Maya now checks your pricebook first, so she can quote starting prices for the services you've priced.

How your assistant answers questions about services you haven't listed

Your assistant only confirms services your business actually lists, and passes anything else to your team.

Let callers pick an appointment window with your AI Receptionist

When a caller asks when someone can come out, your AI Receptionist now offers two or three open time windows from your business schedule.

Maya takes a visitor's own preferred time in web chat

If a web chat visitor turns down every time Maya offers, she records their own preferred time and still sends you the request.

Open the details of a customer's review feedback

Open any row in the Reviews feedback list to see the full rating, who left it, and when it came in.

The AI receptionist now asks callers if they're an individual or a company

When answering calls, the AI receptionist asks for customer type and business name so new customers are set up correctly.

View the AI Receptionist dashboard

How to read the AI Receptionist operations hub — answered/booked/transferred/quality metrics, the action-required queue, and recent call log.

Web chat requests keep the visitor's address when they choose their own time

When a web chat visitor turns down the offered times and asks for their own, the assistant now keeps their address and logs the request.

Review Maya Asks

Handle the Maya Asks queue at /receptionist/asks where Maya couldn't answer a caller, including Listen 30s, Add as FAQ, Not relevant, and filter actions.

Review call quality

Use the Call Review page at /receptionist/review to handle calls Maya scored two stars or lower, including failing-axes tabs and bulk review actions.

Pause or turn off the AI Receptionist

How to temporarily pause Maya (soft kill — answers and immediately transfers) or turn her off entirely from the AI Receptionist operations hub or Settings.

AI Receptionist settings overview

Overview of the AI Receptionist configuration pages—Greeting, Voice, FAQs, Transfer rules, Trust & Safety, and SMS fallback—available at /receptionist/settings.

See whether Maya is turned on for each phone number

Each phone number card now shows that number's real Maya status instead of a fixed label.

View AI Receptionist settings with a view-only role

If your role can only view AI settings, the AI Receptionist settings pages show your current setup with the controls locked.

Addresses captured during an AI receptionist call update the customer record

New addresses provided during an AI phone call are now saved automatically to the customer or lead record.

AI Receptionist not answering calls

Steps to take when Maya stops answering inbound calls: check that Maya is on, verify phone number status, and review transfer rules and FAQ coverage.

AI Receptionist call quality is low

Diagnose persistently low Maya call quality scores using the Review page, including FAQ gaps, hallucination patterns, and transfer rule mismatches.