01
Voice agent that answers and routes
Scripts, hours, escalation, and call flows configured to how your front desk already works — so every ring has a path before go-live.
app.receptly.app
AI Implementation
We configure voice agents, calendars, CRM/PMS, channels, and workflows — then test and launch with you. The Done-With-You track when you want the system built, not just a login.
The Challenge
When DIY is not enough
Missed revenue, a messy stack of calendars and CRM tools, and a fear of six-month AI projects keep teams stuck. The platform can run itself — but wiring voice agents, channels, routing, and go-live tests still takes focused time your team may not have.
AI Implementation is the Done-With-You escape hatch: we build the system with you, connect what you already run, and hand it over when it is live — without replacing your stack or starting a year-long transformation.
- Missed calls and after-hours revenue
- Calendars, CRM, and PMS that do not talk
- Fear of long, brittle AI projects
- No bandwidth to configure agents end-to-end
Book a discovery callSee plans
Book discovery for Done-With-You setup — or see DIY plans if you want to configure yourself.
See it
Watch a full system go from first call to a live stack.
Voice, calendar, CRM, and channels wired together — not a receptionist demo alone. Drop your implementation walkthrough into this slot when ready.
What's included
Scoped setup across the full system
Not receptionist-only. We configure the voice/phone agent, calendars, CRM/PMS, channels, scripts, and workflows — then test and launch with you. Scroll each stage; the mockup stays with the story.
02
Calendars that book against live availability
Services, staff, and confirmation flows wired into Google Calendar, Outlook, or the scheduler you already run — no parallel calendar to babysit.
app.receptly.app
03
CRM and PMS where your team already works
Leads, appointments, and notes land in the tools you keep. We map fields in discovery and connect what you need for day one.
app.receptly.app
04
Channels and routing across the stack
Email, SMS, chat, WhatsApp, and Telegram follow-up paths aligned with your intake rules — so the conversation does not die after the call.
app.receptly.app
05
Workflows tested, then handed over live
Real-scenario testing, security review with your team, monitoring in place, and a handover your people can own without us in the loop.
app.receptly.app
Voice agent configuration
Scripts, hours, escalation rules, and call flows tuned to how your front desk actually works.
Calendars and booking
Live availability, services, staff, and confirmation flows wired into the calendars you already use.
CRM / PMS integrations
Leads, appointments, and notes land where your team already works — no rip-and-replace.
Channels and routing
Email, SMS, chat, WhatsApp, and Telegram follow-up paths aligned with your intake rules.
Workflows and scripts
Lead qualification, reminders, handoffs, and the automations that keep running after the call.
Test scenarios and handover
Real-scenario testing, security review with your team, then a handover your people can own.
Deliverables
What you walk away with
- Configured voice agent and channel flows ready for live traffic
- Connected calendars, CRM/PMS, and routing rules documented for your team
- Tested scenarios, go-live checklist, and monitoring in place
- Handover so your team owns day-to-day changes without us in the loop
Systems we connect
Wrap AI around the tools you already run
Exact connectors depend on your stack. We map them in discovery and wire what you need for go-live — phone, calendars, CRM/PMS, and the channels your customers already use.
Process
A process built for results
Clear milestones, constant communication, and zero hand-waving. Here’s how we get from idea to impact.
Step 01
Discovery & Success Criteria
We map your current workflows, identify bottlenecks, and define clear metrics for success.
Step 02
Map Workflows + Data Access
Hours, services, staff, calendars, and routing rules come in. We connect the systems you already run instead of asking you to replace them.
Step 03
Build + Test + Security Review
Solutions are built against real scenarios, tested live, and reviewed with your team before anything goes to customers.
Step 04
Launch + Monitor + Iterate
Go live with monitoring in place, then refine from evidence — transcripts, analytics, and the workflows that keep running after the call.
Proof
Live in weeks — without breaking what you have
“I was terrified of implementation. Heard horror stories about AI projects taking 6 months and needing a dedicated developer. Receptly set everything up in 3 weeks and nothing broke. They wrapped AI around our existing systems instead of asking us to change anything. Our 20-year-old ERP didn't even blink.”
“We thought our problem was 'we need AI.' Turns out our problem was a broken proposal approval process that cost us a $180,000 client. Receptly's strategy session uncovered that in the first hour. They fixed the process first, then automated it. Now proposals move in 3 hours instead of 3 days.”
Ways to get started
Platform first. Implementation when you want us in the build.
Most teams start on DIY plans. This page is the Done-With-You track — we set the system up with you. Strategy, workflows, training, and lead generation sit alongside when you need them.
Do it yourself
Run Receptly on your own
Answer, book, and follow up 24/7. You configure the workflows; we keep the platform working.
- Live in about 3-4 days
- Monthly or yearly plans
- Setup guides and ongoing support
Done with you
Set it up with us
We build the agents, connect CRM, calendar, phone, and channels, then test against real scenarios before go-live.
- Scoped onboarding project
- Voice, calendar, CRM, and channel wiring
- Handover your team can own
Done for you
When you need more than setup
Strategy, deeper workflow automation, and training — plus optional lead generation as a separate growth engagement when you want more inbound.
- AI strategy and consulting
- Workflow automation
- Team training — lead gen available separately
Get Started
Let's talk about your workflows
Book a discovery call or send us a message. We'll get back to you within one business day.
30 minutes to explore your automation opportunities. No pitch, no pressure—just a focused conversation about your workflow challenges.
- Identify high-impact automation opportunities
- Discuss your current tech stack
- Get a ballpark timeline and approach
Schedule a discovery call
Tell us about your goals, and we'll tailor our expertise to fit your needs. Fill out the form below, and we'll get back to you soon.
Frequently AskedQuestions
Receptly is a 24/7 AI revenue capture platform: it answers calls, books appointments, qualifies leads, and follows up across email, SMS, WhatsApp, Telegram, and chat — all in one dashboard configured for your industry.