AI in MoveBoard
Review AI receptionist calls
Where each AI call shows up — on the order, in the Calls list, on AI Leads — with its summary, transcript and recording, and the follow-up tasks it leaves your team.
- 2 min read
- Checked against MoveBoard
- For sales, owners & admins
On this page
Every call the AI receptionist takes leaves a trail you can follow: the call on the order, its recording and transcript, and a task for whoever should follow up.
On the order
The call is filed on the order it was about:
- the lead the call made, or
- the caller's own order — the one they were verified on, otherwise their newest open order with that phone number.
In the order's conversation you'll find a line AI receptionist call — inbound from (617) 555-0123, 3 min 5 s with a summary below it, and the call itself with its recording and Conversation transcript.
A lead the call made also gets a sales note with what the caller said — the size, the addresses, special items — so you don't have to listen to the whole call.
The tasks it leaves
- Follow up AI quote: …, order … — after every estimate the AI gives, a task for the salesperson to follow up within the hour, with the estimate in its notes.
- Call back … (number) — when a caller asks to be called back, with the reason.
Both go to the person chosen in Assign Call-Back Tasks To (Settings › AI receptionist › AI receptionist › Transfers). They show in Tasks and on the order like any other task — see Tasks on an order.
A change an existing customer asks for (a new date, an extra stop) is passed to the person set in Change requests go to — the AI never changes the order itself.
The Calls list
Settings › AI receptionist › AI receptionist › Calls shows The last 50 calls the AI took. Costs are what your balance was charged. Each call has its summary, the Conversation transcript, the recording and its cost. When there are none yet: No calls yet.
AI Leads
Every lead the AI made — with how many calls became orders — is on the AI Leads page — see AI Leads.
The new-lead notification
Your team gets the New lead notification when the call ends, not while it's going on, so the lead already has everything the caller said. A call from an existing customer that didn't make a new order sends no new-lead notification.
If something goes wrong
- This call's recording can't be played right now. — try again in a moment.
- No recording or transcript for this call. — the call was too short, or recording is switched off.
Related guides
- AI in MoveBoardThe AI receptionistAn AI that answers your phone, asks the right questions, gives the caller an estimate, makes the lead and texts them the link — day and night.
- AI in MoveBoardAI Leads pageThe page that gathers every lead the AI receptionist and AI chat made, with how many conversations became orders — and how to work them.
- Leads & salesAI LeadsSee every lead the AI receptionist and AI chat made, how many conversations turned into orders, and open each one.
- OrdersThe order's conversationText, email, message, log a call or leave a note from the order — and read everything with the customer in one feed.
- OrdersTasks on an orderAdd a reminder to call, email or collect a payment, filed under the order — for yourself or a colleague.
Still stuck? A person will help.
Open a ticket from Support inside MoveBoard, or email us — we usually reply within one business day.