Getting started
How your AI receptionist works
A quick rundown of what your receptionist does, what your customers experience, and how you stay in control.
1. Setup
- We build your receptionist from your order form, then reach out to connect your phone line and your scheduling software.
- Connecting Jobber takes one click: a Jobber admin logs in and taps Allow Access.
- We make test calls and texts, then tell you it's live.
2. What your customers experience
- Calls: your phone rings first if you chose that. If you don't answer, the AI picks up, answers questions, quotes your prices, checks your schedule and books the job.
- Talking to a person: callers can ask for a real person anytime. Your phone rings, and if nobody answers, the AI takes a message.
- Missed calls: anyone who hangs up gets a text, usually within a minute (or the next morning during quiet hours), and the AI keeps the conversation going by text.
- After booking: on Pro and Elite, customers get an instant confirmation, a reminder the day before, and a review request a few hours after the appointment.
3. What you get
- A text for every booking, every message, and a short summary of every call the AI handled.
- On Pro and Elite, bookings appear in Jobber as a request with a scheduled assessment at the booked time.
4. Staying in control
- Jump into any text conversation just by replying yourself. The AI steps back from that customer for 12 hours.
- Block off time in Jobber, and the AI won't book it.
- Spam and bots are ignored automatically. Tell us about any number that should always be ignored.
- Quiet hours: reminders and follow-ups wait until morning instead of going out late at night. Booking confirmations go out right away.
5. Making changes
To change prices, services, hours, the greeting or the personality, email hello@jobdeskai.com.
6. Billing
Your monthly plan is billed automatically after the one-time setup fee. There's no contract, and you can cancel anytime by emailing us. See pricing.
Tip: For the first week, skim the call summaries. If the AI answers something differently than you would, tell us and we'll tune it.