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AI employee role

AI Receptionist / Website Intake Agent

This role handles front-desk work: answering calls, screening them, taking messages, handling website intake, and keeping inbound leads from slipping through before the team can respond. Appointment setting is part of the role by default when the setup is approved.

Ruby is the flagship front-office AI employee, and the dedicated Ruby surface keeps that flagship framing consistent across the roster.

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Setup focus

Phone handling, website intake, missed lead capture, first-response routing, and appointment setting when approved
Request organization, front-desk email replies, and handoff notes

Setup focus

First-response coverage and intake handling

Website intake

Capture the first request, ask for the basics, and route the lead to the right next step without making the owner repeat the same questions.

Workflow fit

Speed-to-lead follow-up and inbound qualification

Follow-up coverage

Keep warm requests moving with quick responses, simple qualification, and cleaner handoff notes for the next person in line.

Current use

Ready for consultation and workflow review

Managed setup

A practical starting point for owners who want fewer missed leads, less manual admin, and more time to run the business.

What this role helps organize

  • First-response intake and lead capture.
  • Follow-up timing and request routing.
  • Handoff notes, quote details, and next-step tracking.
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Start with intake and keep leads moving
with a workflow review

Book a workflow review if you want help deciding what this role should handle first and how it should fit into the rest of the handoff.

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