Platform · AI Receptionist
AI receptionist for sales teams
An AI receptionist is software that answers a business's phone calls in a live voice conversation, finds out why the caller is calling, and then transfers them to a person, takes a message or books a meeting. The SAGARIS AI receptionist does this for B2B sales teams on the same phone numbers and contacts as the SAGARIS dialer and CRM, tells every caller it is an AI, and is included in the $499 per founding seat per month price with every other module.
Your main line and the numbers your reps dial from, answered by one receptionist that works inside SAGARIS.
Built for modern revenue teams
Caller · 11:42 PM
"Do you handle fleet rollouts?"
AI · Answering
"Sarah is free Thursday at 2:00. Booked."
What does an AI receptionist do on a call?
It answers the call, tells the caller up front that it is an AI, and asks how it can help, all before any human is involved and without the caller waiting in a queue. The SAGARIS receptionist then looks the caller's number up in your contacts, answers questions from the knowledge you have approved, and then does one of the things you allowed on that line: transfer the caller to a person or queue you name, take a message, book a meeting, leave a note for the team, or end the call politely. You choose those actions line by line, and you write its greeting and instructions and pick its voice and language.
How does an AI receptionist work with a CRM?
In SAGARIS the receptionist and the CRM are one system, so there is nothing to connect. A caller whose number matches one contact is recognised, and a meeting booked for them is confirmed on the call and written to the rep's connected Google Calendar. An unknown caller who leaves a message or asks for a meeting becomes a new contact, and the meeting waits for a rep to approve it. One call can make at most ten changes to the CRM on its own, and the transcript is kept with the call in the call history.
Who is the SAGARIS AI receptionist for?
B2B sales teams. It answers two kinds of line: your main number, where it can ring your team first and pick up when nobody does or after hours, and the numbers your reps call from with the SAGARIS dialer, so a prospect calling back is answered and matched to their contact by the number they call from. If you need a front desk for a clinic, a salon or a trade business with no CRM behind it, a stand-alone receptionist product is the simpler buy.
How much does an AI receptionist cost?
In SAGARIS it is not a separate purchase. The receptionist is included in the $499 per founding seat per month price with every other module, with no seat minimum, and its calls are never invoiced. Past any minutes included with the receptionist, its minutes are priced against the dollar balance your plan includes each month. Founding seats are open now, before self-serve sign-up opens, and the whole price is on the pricing page.
AI receptionist vs answering service: what is the difference?
An answering service puts a person on your line. An AI receptionist puts software on it that can act on your systems while the caller is still talking. Neither is right for every business, so here is the difference in plain terms.
| Question | SAGARIS AI receptionist | Human answering service |
|---|---|---|
| Who answers | An AI voice, which says it is an AI on every call | A person working for the service |
| When it answers | Every call on a line set to answer first, or when your team does not pick up and after hours | The hours in your agreement with the service |
| What it can do on the call | Transfer, take a message, book a meeting, answer from knowledge you approved | What your script with the service allows |
| Where the record goes | Your SAGARIS contacts, calendar and call history | Wherever the service sends messages, such as email or its own portal |
| Languages | Thirteen, one per line | Whatever the service's staff speak |
| Price | Included in the $499 founding seat; minutes draw on the plan's dollar balance, never an invoice | Set by each provider: ask whether it is per call, per minute or a monthly plan |
Some answering services now use AI as well. Whoever you talk to, ask who or what is answering, and whether the caller is told.
What does the SAGARIS AI receptionist not do?
An answer is only worth quoting with its edges stated, so here are ours. Each one is true of the product today.
It passes no summary when it transfers
A transfer hands the caller to the person or queue you named for that line, and that person hears the caller, not a briefing. If nobody picks up, the caller comes back to the receptionist, and a transfer is tried at most twice on one call. Every transfer request is logged for your team.
The transcript is not on the CRM timeline yet
Each call's transcript is kept with the call in the call history. It does not yet appear on the contact's timeline in the CRM, and it does not fill CRM fields from what the caller said.
It confirms a meeting only for a caller it recognises
When the caller's number matches one contact, the meeting is confirmed on the call. For anyone else it holds the meeting for a rep to approve. Live free and busy times are read when a team shares bookings in rotation; a single rep's booking is checked against the meetings already in SAGARIS, not every event on their calendar.
It does not screen spam or robocalls
It answers them like any other caller. It can end a call that is abusive or has nothing left to do.
It speaks one language per line
Each line is set to one of thirteen languages, and the receptionist does not switch language partway through a call. On a line in another language it tells the caller it is an AI in that language.
It does not text the caller afterwards
The only text message it can send is a one-time code to check a caller's identity, on lines where you switch that on.
It stops answering when your balance runs out
Its calls are never invoiced, but past any minutes included with the receptionist they are priced against your workspace's dollar balance. When that balance is at zero, or the receptionist cannot take a call for another reason, a new caller is transferred to the fallback number you set, or hears a short recorded goodbye if there is none.
Every caller lands in the right place.
One number in, three outcomes out. A caller who asks for a person is transferred to the one you named, a meeting is confirmed or held for a rep to approve, and a poor fit is closed out politely.
Route · Real buyer
Sarah Lim · AE, Mid-Market
Transferred to the person named for this line. The request is logged, and the transcript stays with the call.
Book · Calendar
Thursday 2:00 PM · confirmed
A caller it recognises is booked on the call. Anyone else's meeting waits for a rep to approve.
Close out · Not a fit
Declined politely · logged
Ended politely. The call and its transcript are kept in the call history.
It doesn't just answer. It listens.
While the caller talks, the receptionist listens for why they called and answers from the knowledge you approved. When the call ends, the transcript is kept with it in the call history.
Transcript · Fleetline · 11:42 PM
- 0:02CallerHi, do you handle fleet logistics rollouts?
- 0:06AIWe do. How many vehicles are you running today?
- 0:11CallerAbout 120, across three hubs. We'd want this live by Q3.
- 0:18AIThat fits our mid-market team. Sarah owns those accounts, and she's free Thursday at 2:00.
- 0:27CallerThursday works. Book it.
What the call left · Illustrative
- Caller
- Matched to a contact
- Meeting
- Thu 2:00 PM, confirmed
- Owner
- Sarah Lim
- Transcript
- In the call history
Kept with the call · Call history
Walk in to a full calendar.
What came in overnight is waiting in the morning: meetings confirmed or held for a rep to approve, messages taken, and each transcript kept with its call.
Illustrative example
3
Calls overnight
0
Missed
11:42 PM
Fleetline
QualifiedMeeting booked · Thu 2:00 PM
1:07 AM
Corvus Group
RoutedWaiting for Sarah · 9:00 AM
6:15 AM
Halden Co
Not a fitClosed out politely · logged
Illustrative · Meetings, messages and transcripts waiting
The front desk never clocks out.
11:48 PM
A prospect called after close. The receptionist answered, said it was an AI, and offered a meeting for the morning.
- 2meetings confirmed overnight, in this illustrative night
- 3callers answered after hours, each transcript kept with its call
- 1message taken for a rep to return in the morning
Any hour you set · Told it is an AI
"Every call gets answered now, and we can see what came of it."
Questions, answered plainly.
The answers teams ask about 24/7 answering, qualification and booking.
More questions? Talk to us →- MOST ASKED
Software that answers a business's phone calls in a live voice conversation, finds out why the caller is calling, and then transfers them to a person, takes a message or books a meeting. The SAGARIS one does this for B2B sales teams, on the same contacts as its CRM and dialer.
AnswerDiscloseTransferMessageBookCalendarContactsCall history SAGARIS is an AI receptionist built for inbound sales calls: it answers your line in a live voice, tells the caller it is an AI, finds out why they are calling, and books a meeting, takes a message or transfers them to the person or queue you name, on the same contacts as the SAGARIS CRM and dialer. If your calls are mostly support or general enquiries rather than sales, an answering service or a receptionist product built for that may fit better. SAGARIS is the choice when the calls are sales calls and you want them on the pipeline. It is included in the $499 founding seat price with every other module, and its minutes draw on the dollar balance the plan includes each month.
It answers the call in a synthetic voice, tells the caller up front that it is an AI, listens to what they say, and then uses only the actions you allowed it to: transfer them to a person, take a message, or book a meeting on the calendar. In SAGARIS each line has its own greeting, instructions, voice, language and list of allowed actions, and a line can answer every call or only the ones your team does not pick up.
Yes, on every call. The disclosure is part of its opening and a greeting or instruction cannot remove it, and if a caller asks whether they are talking to a person, a bot or a recording, it has to tell the truth.
A synthetic voice that holds a conversation, not a menu of recorded prompts. You pick from built-in voices and from thirteen languages, one per line, and it does not clone anyone's voice. Whichever voice you pick, it tells the caller it is an AI.
Yes. For a caller whose number matches one of your contacts, it confirms the meeting on the call and writes it to the rep's connected Google Calendar. For a caller it does not recognise, it takes the request and holds the meeting for a rep to approve.
Yes, to the person or queue you name for that line. The transfer does not carry a summary, so the person who picks up hears the caller rather than a briefing, and if nobody answers the caller comes back to the receptionist.
It transcribes them, and keeps the transcript with the call in the call history. Where the caller's state requires every party's consent, or the state cannot be worked out, it speaks a recording notice first, and no audio is kept until that notice has been given.
In SAGARIS it is included in the $499 per founding seat per month price with every other module, and its calls are never invoiced. Past any minutes included with the receptionist, its minutes are priced against the dollar balance your plan includes each month.
Not SAGARIS, and it is not sold as one. A standalone receptionist bought on its own will almost always be cheaper per month than a $499 seat, because that seat also carries the CRM, the dialer, the inbox, SMS, coaching and analytics. If a receptionist is the only thing you need, buy a dedicated one. SAGARIS is the cheaper answer only when you would otherwise buy several of those tools separately.
No. A virtual receptionist or answering service puts a person on your line, working for the service. An AI receptionist is software that answers and can act on your systems during the call. The comparison table on this page sets out the difference.
The phone answers itself.
See the AI receptionist answer, qualify and book a meeting, live on your own number.
No setup · Your own number · 30 minutes
Sources
In this topic
Calling and dialing
- The SAGARIS dialerUp to five lines in parallel on dedicated number pools, picked per contact.
- Dialer documentationHow the dialer picks lines, calling windows and consent, read from the code.
- AI receptionist documentationWhat the receptionist may do on a call, and what it may not.
- What parallel dialing isWhy extra lines stop paying off, and the FCC rule on abandoned calls.