4 min read
Configure voice AI to answer inbound calls
Let the voice AI pick up when you can't — it qualifies the caller, books a callback, and writes the CRM note for you.
Voice AI is the next step beyond missed-call text-back: instead of just sending an SMS when you miss a call, the AI answers the phone, has a real conversation, qualifies the caller, and books a callback into your calendar. Callers reach a natural, human-sounding assistant; you wake up to a clean CRM note.
It's especially powerful for after-hours and weekend coverage — every call gets answered, even if you're showing a property or asleep.
Step by step
Open Settings → AI team → AI Voice Receptionist.
Pick a studio voice for live conversations. Want callers to hear you? Clone your voice free in Settings → Account → Digital twin, from your intro video, and turn on Use for calls — your greeting and other fixed lines then play in your own voice.
Configure the opener — what the AI says when it picks up. Default: 'Hi, this is [Your Name]'s assistant — they're with a client right now, can I help?'
Set the goal: book a callback, qualify the lead, send a property packet, or escalate to a live transfer.
Set call-routing rules: business hours vs after hours, and transfer-to-human keywords ('I need to talk to a person'). How long your own phone rings first is the Missed Call Text-Back ring timeout — 20 seconds by default.
Toggle Voice AI on. Test it by calling your CloseBoss number from a phone you don't normally call from. The full transcript lands in Conversations with the contact's qualification summary.
What it looks like
Related
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