An AI receptionist that answers, routes and takes a message

One agent answers your main number, routes calls by intent and takes messages when nobody is free.

Illustration: A clear next step for every call. Customer calling: Can I speak to your team?; Canopy answers: Uses your routing instructions; Route or take a message: Team handoff.

The problem

Sound familiar?

“While we are on the other line, the rest of the calls go to voicemail — and callers do not leave messages, they call the next company.”

“Front-desk coverage is a person we cannot always spare, and evenings and lunch breaks still ring.”

What it does

One agent on your main number.

An AI phone agent answers every call on your main number, greets the caller, answers everyday questions from your own documents, routes the call to the right person, and takes a clean message when nobody is free.

Answers every call

Greets the caller on your main number.

Answers from your documents

Hours, services, locations and FAQs.

Routes by intent

Sends the call to the right person.

Takes a message

Captures a clean message when nobody is free.

Setup

How it works in Canopy

5 steps, from setup to the work getting done.

  1. Step 1: Order your main number

    Under Phone → Numbers, order the local number customers will call.

  2. Step 2: Write the receptionist in AI → Profiles

    Create an assistant profile, write its greeting and business facts on the General tab, and set its rules on the Rules tab.

  3. Step 3: Bind the profile to your number on the Voice tab

    The profile’s Voice tab binds the assistant as the production voice agent answering that number.

  4. Step 4: Teach it your business in AI → Training

    Upload the documents it answers from — hours, services, locations, FAQs.

  5. Step 5: Point the main number at it

    In VoIP → Inbound rules, route the main number to the agent, with a menu or a person as fallback.

Sample

Sample conversation, illustrative

A caller asks a question, asks for a person who is busy, and leaves a message.

Incoming callIllustrative
Caller
Hi, do you take walk-ins on Saturdays?
AI receptionist
We do — Saturdays from nine to one, at the Ridge Avenue shop. Would you like to book a slot?
Caller
Maybe later. Is Maria available now?
AI receptionist
Maria is with a customer. I can take a message with your name and number, or book a callback — which would you prefer?
Caller
Take a message — Dan, 555-0142.
AI receptionist
Got it, Dan. I have you at 555-0142. Maria will get the message within the hour.
Which plan

The plans that carry this.

Automate
$99 /user/mo
billed monthly
Try it

Call the demo line, or try the chat.

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AI Receptionist for Small Business: Answer, Route and Book 24/7