An AI phone agent picks up your business line, talks like a trained receptionist, answers from your real price sheet, books the appointment into your calendar and sends hot calls to your cell. Every call ends with a transcript and a summary in your CRM.
What it looks like
AI receptionist
Thanks for calling Ridgeline Roofing, this is Jess, the AI assistant. How can I help?
Caller
Hi, a storm took some shingles off. Can someone look at it?
AI receptionist
I'm sorry about that. We do free roof inspections. Are you in Anne Arundel County?
Caller
Yeah, Severna Park.
AI receptionist
Great, that's in our area. I have Thursday at 10 AM or Friday at 2 PM. Which works?
Caller
Thursday.
AI receptionist
You're booked for Thursday at 10. You'll get a text confirmation now. Anything else?
Summary sent to CRM: storm damage, Severna Park, free inspection booked Thu 10:00 AM. Hot lead.
How we set it up
We write the agent's name, its one goal (usually: book the appointment), your prices, hours, service area, booking rules and your top 20 caller questions in your own words.
We build the agent on Bland AI, connect your calendar for booking, add a live transfer to your phone, and send every call's transcript and summary to your CRM or inbox.
We call it from real phones with the questions customers actually ask: prices, angry callers, wrong numbers, out-of-area, Spanish speakers. We fix and re-test until it's right.
Week 1 it answers after hours only. Week 2 it takes overflow when you don't pick up. Week 3 it becomes the front line if the numbers look good.
We read the calls every week and update the agent. Most of the quality comes from this step.
Tools and what they cost
Prices checked October 29, 2026. You pay each tool directly at its own price; we never mark them up.
| Tool | What it does | Typical cost |
|---|---|---|
| Bland AI (our top pick) | The voice agent, phone number, transfers and call logs | $0 platform fee + $0.14/min talk time (500 minutes ≈ $70/mo) |
| Retell AI or Vapi | Alternatives when a specific voice or setup fits better | About $0.07–$0.31/min (Retell); $0.05/min + provider costs (Vapi) |
| GoHighLevel Voice AI | If your business already runs on HighLevel | Plan from $97/mo + usage |
| Your calendar + CRM | Where bookings and call summaries land | Usually what you already pay |
Monthly tool costTypical tool cost for a busy small business: $50–$150 a month in call minutes.
TimelineAbout 2–3 weeks: 3–6 hours of build, then 1–2 weeks of testing and tuning before it takes live calls.
Pricing
Included in every AI plan. Most businesses start with AI Starter ($5,000) or bundle 3 agents in AI Growth ($9,500).
One AI agent, built around your business, tested and live in about 2–3 weeks.
Starting at$5,000setup
Care plan from $497/mo
Three agents working together, so every call, lead and happy customer gets handled.
Starting at$9,500setup
Care plan from $997/mo
The whole back office on autopilot, with a dashboard you can talk to.
Starting at$15,000+setup
Care plan from $1,497/mo
Software and phone-minute costs (for example Bland AI at $0.14 a minute) are billed to you by each tool at their price. We never mark them up, and each service page shows what they usually cost.
Agency MAX is the AI toolkit we use, from $100 to set up on your own.
FAQ
Yes. The agent introduces itself as an AI assistant for your business. Being upfront keeps you on the right side of the rules and callers rarely mind when the call is fast and helpful.
The agent transfers the call to your cell (or whoever you choose) with a quick summary. If nobody picks up, it takes a detailed message and texts it to you.
With Bland AI there's no monthly platform fee, just $0.14 a minute of talk time. 500 minutes of calls is about $70 a month. Setup with us starts at $5,000.
Yes. We connect your booking calendar so the agent offers real open times and books them while the caller is on the phone.
It only answers from the facts we give it. If a price isn't in its knowledge base, it says the team will confirm and takes a message. We test this before launch.
No. You forward calls to the agent: first after hours, then when you don't answer, then full time once you're happy with it.
Works well with
Leads from your website, Facebook and Google ads, Instagram DMs and phone calls all land in one CRM within seconds. Each one gets an instant text and email, is assigned to the right person, and that person gets a task to call within 5 minutes. Leads who don't book go into a follow-up sequence instead of being forgotten.
Every finished job triggers a review request at the right moment, with one friendly reminder. Anything under 4 stars alerts you right away, and every review gets a calm, professional reply drafted for you to approve. Reviews drive local search rankings, so this is one of the fastest wins we install.
Most owners never open their reports, but they will ask a question out loud. We build a live dashboard for your sales, bookings, spending and payouts, with MAX, a voice assistant that answers from your real numbers and highlights the card it's talking about. Try the demo below: tap the orb and ask about sales.
Free 15-minute call. We'll tell you what to make, what to automate first and what it costs.