AI in MoveBoard
The AI receptionist
An 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.
- 2 min read
- Checked against MoveBoard
- For owners & admins
The AI receptionist answers your company's phone when you want it to — every call, only the ones your team misses, or after hours. It sounds like a friendly salesperson, asks the questions an estimate needs, gives the caller an estimate, makes the lead in MoveBoard and texts and emails them the link.
What a call looks like
- The AI greets the caller in your company's name — a different greeting after hours, if you wrote one.
- If they want a price, it asks your estimate questions one at a time: the date, the size, both ZIP codes, stairs or elevator, packing — and their name, phone and email.
- It gives an estimate worked out by your own pricing, and always calls it an estimate.
- It answers questions — your hours, your policies, what's included — only from your company's own information.
- It can put the caller through to the right person or department while you're open, or take a message for a call back.
- When the call ends, the lead is in your orders list and your team gets the New lead notification. The caller gets your welcome email and text, if you switched them on.
Existing customers can ask about their move after the AI checks who they are; changes they ask for become a request for your office — the AI never changes an order itself.
What lands in MoveBoard
- A New order with the source AI Receptionist, handed out by your assignment rules.
- On the order: a line AI receptionist call — inbound from … with the length and a summary, plus the recording and the Conversation transcript.
- Call-back tasks for the people you chose, when a caller asks to be called back.
- Every AI lead on the AI Leads page.
Is it on?
Settings › AI receptionist › AI receptionist › Overview shows where it stands:
| State | Means |
|---|---|
| Live | Answering calls now. |
| Ready | Set up, waiting to be connected to the phone AI. |
| Paused | Switched off — Calls to the AI number go to your fallback number. — or The balance ran out. Top it up and the AI answers again. |
| Not set up | Get the AI its own phone number to start. |
Before you start
- The AI receptionist must be available for your company — if you don't see AI receptionist in Settings, ask MoveBoard support.
- Calls are paid from your prepaid balance — see What the AI receptionist costs.
Set it up in Set up the AI receptionist.
Related guides
- AI in MoveBoardSet up the AI receptionistGive the AI its number, decide how calls reach it, set your hours, voice, questions, knowledge and transfers — then switch it on.
- AI in MoveBoardReview AI receptionist callsWhere 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.
- AI in MoveBoardWhat the AI receptionist costsThe AI receptionist is paid call by call from your prepaid balance — shared with texting or its own — and pauses at $0 until you top up.
- AI in MoveBoardWhat the AI will and won't sayThe rules your AI receptionist always follows — estimates not promises, only your company's facts, honest that it's an AI, no payments, no changes to orders.
- 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.
- SettingsAI receptionistSet up the AI that answers your phone, gives estimates and puts leads in your list — its number, hours, voice, conversation, knowledge, transfers and calls.
Still stuck? A person will help.
Open a ticket from Support inside MoveBoard, or email us — we usually reply within one business day.