AI Phone Agent Features
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From AI phone answering to CRM, payments and analytics, everything you need to automate your booking business.
From AI phone answering to CRM, payments and analytics, everything you need to automate your booking business.
Dynamic speech with realistic emotion, pacing and tone. In our client surveys, 85% of callers can't tell they're speaking with an AI agent.
A salon owner overheard a customer say "your receptionist was really sweet," not realizing they were talking to our AI agent.
Never miss a call, nights, weekends, holidays. Real-time support without human intervention.
A charter business closed $2,000 in bookings overnight from East Coast tourists calling after 11 PM Pacific time.
Near-instant responses eliminate dead air and keep conversations flowing naturally.
Callers stay on the line because the AI responds faster than expected, leading to higher conversion rates.
Understands when to speak, listen and pause. Handles interruptions gracefully.
Customer interrupts mid-answer with a follow-up question and the AI adapts instantly without missing a beat.
Takes messages after hours when configured, transcribes them and alerts your team.
After-hours caller leaves a message AI transcribes it and sends SMS notification to the owner instantly.
Handle 5 calls or 500+ simultaneously. No limits on concurrent conversations.
During a flash sale a ticketing company received 400+ calls in 90 minutes. AI answered every one.
Detects silence or disconnects, ends calls gracefully and optionally follows up with an SMS message.
Caller hangs up mid-call AI logs the attempt and sends an SMS to re-engage the lead.
Check weather forecasts up to 10 days out for charter and outdoor tour inquiries.
"What's the weather like Saturday?" AI checks forecast and recommends best day for the trip.
Choose from 150+ voice options, friendly, formal, energetic, soothing or custom.
Create different voice personalities for each location, professional for corporate, casual for beach tours.
Clone your own voice or a team member's voice for a personal, familiar touch.
A winery uses a custom voice clone of their owner to greet every caller personally.
Support for English, Spanish, French, German, Portuguese, Mandarin and 25+ more.
San Diego charter doubled conversions with tourists after adding a Spanish-language AI agent.
Automatically detects caller's language and switches fluently mid-conversation.
Caller starts in English, switches to Spanish AI seamlessly continues in Spanish.
Powered by latest AI models (Gemini, GPT). Switch instantly as new versions release.
Agent gets smarter with each AI update, no additional investment or reconfiguration needed.
Every call transcribed, searchable and stored. Continue conversations via text.
Search "sunset cruise" to find all calls where customers asked about evening tours.
Book or reschedule appointments on the fly. Confirms slots, sends updates, prevents double-bookings.
A massage studio tripled available hours by letting AI book late-night callers directly.
Duplicates your FareHarbor calendar as a cache for instant availability checks via webhook.
Pricing and booking status update instantly AI always has current availability.
Month, week, day views. Track events, capacity, projected revenue and full bookings.
See all upcoming tours at a glance with color-coded status and revenue projections.
Create, edit, manage events. Set tour types, times, slots, locations and resources.
Add a special sunset cruise with custom time, capacity and assigned boat, all from one screen.
Manage all tour types with duration, cost, slots, descriptions and color coding.
Visual cards show everything at a glance: "Scuba Diving - 3hrs - $150 - 10 slots"
Three description levels: Overview, Expansion, Comprehensive. AI uses the right level contextually.
Quick inquiry gets overview. Booking confirmation gets full comprehensive details.
Track boats, vehicles, equipment, guides. Prevent overbooking by assigning resources to tours.
Boat "Sea Sniper" assigned to morning charter, automatically unavailable for other bookings.
Switch between day, week and month calendar views with one click navigation.
Month view for planning, week view for scheduling, day view for operations.
Number of different tours running each day displayed directly on calendar cards.
January 15th shows "31 tours" running that day with total slot capacity.
Visual indicator showing booking saturation per day helps identify slow days.
Wednesday shows 23% booked. Run a flash sale to fill those empty slots.
Revenue amount shown directly on calendar days for instant financial visibility.
Saturday shows $2,450 projected revenue. Compare against last week's $1,890.
Real-time sync indicator shows connection status with external booking platforms.
Green checkmark confirms FareHarbor sync is live. Changes reflect within seconds.
Send secure Stripe payment links via SMS during calls. Works with your existing Stripe account or ours.
AI texts payment link, customer pays securely, booking confirmed, all hands-free.
AI texts secure Stripe links during calls, never takes card info over the phone. Stripe handles all PCI compliance.
"I'll text you a secure payment link right now." Customer pays on their phone, zero chargeback risk.
By using Stripe Direct (yours or ours), you completely avoid all booking fees from your booking software. Keep the savings or pass them to customers.
"If you book with me right now over the phone, you'll save 6% vs. booking online through our site." Proven to increase conversion and customers love the savings!
Automatically discount or increase all prices by percentage. Great for phone-only promotions.
"Book by phone and save 6%!" AI automatically applies discount to quoted prices.
Create add-on packages AI can upsell: upgrades, extras, premium options with custom pricing.
"Would you like to upgrade to the 250cc Go Kart for $85 more?" AI offers contextual upsells.
Receive automatic payouts to your bank. View detailed payment reports and analytics.
Every transaction tracked from call to deposit with full payment analytics.
Manage refunds and disputes from admin panel. Full or partial refunds with one click.
Weather cancellation? Process full refund instantly without logging into Stripe.
Transfer to staff while preserving all context. No need to repeat questions.
Complex request transferred to owner AI briefs them with full call summary before pickup.
Add employees with name, title, phone and call queue order. Transfer callers by name on request.
"Can I speak to Shayna?" AI looks up CEO in directory and transfers directly.
Set up departments (Reservations, Customer Service, Emergency) with dedicated numbers.
"I need to speak to someone about a cancellation" â Routes to Customer Service.
Route calls based on situation: New Bookings, Cancellations, Emergencies, Complaints.
Emergency mentioned? Immediately routes to emergency contact number.
Multi-step "if then" logic for transfers. Infer context, ask clarifying questions.
AI infers "I lost my wallet" means lost & found, asks clarifying question, then transfers.
Transfer between AI agents for different locations or specialized handling.
Caller asks about Miami location AI transfers to Miami-specific agent seamlessly.
Dedicated receptionist AI that routes calls to appropriate location agents.
One number for 4 locations, receptionist agent asks which location, then transfers.
Configurable alerts: Customer left message, No booking link sent, Sale completed, Call transferred.
Get SMS alert when payment received or call transferred to human.
Add multiple phone numbers to receive SMS alerts. Label each (Owner, Manager, etc.).
Sales alerts go to owner's phone. Emergency alerts go to manager.
Pre-configured links AI can send: Digital brochures, location maps, liability waivers.
"I'll text you our brochure" AI sends digital catalog with pricing instantly.
Automated follow-up SMS with customizable templates and dynamic fields.
"Hi {{name}}, thanks for calling! Here's your booking link: {{link}}"
Personalized follow-up emails with booking links, custom subjects, company branding.
Caller didn't book? AI sends beautiful email with all tour details and direct booking link.
AI places outbound calls for next-day reminders, follow-ups and confirmations.
Day before charter AI calls customer: "Just confirming your 8am fishing trip tomorrow!"
Unified timeline of all customer interactions: calls, SMS, emails in one view.
See complete conversation history, when they called, what was discussed, follow-up sent.
Choose delivery method for each alert type: SMS only, Email only or Both.
Sales completed: Both. Customer left message: SMS only. Call transferred: Email only.
Purple indicators show when AI used external tools during calls: availability, booking, payments.
Transcript shows "MCP: check_availability" followed by "COMPLETED" status badge.
Real-time status badges for tool calls: PROCESSING, COMPLETED, FAILED with error details.
Green "COMPLETED" for successful booking. Red "FAILED" shows API timeout details.
Search across all transcripts, SMS messages and customer notes to find specific conversations.
Search "refund" to find all conversations where customers mentioned refunds.
Complete text transcription of every voice call with speaker labels and timestamps.
Read exactly what was said: "AI: Good morning! Customer: I'd like to book a fishing trip."
Full customer details panel during call review: photo, contact info, preferences, history.
Review call while seeing customer's LTV, past bookings and communication preference.
Track total revenue, conversion rates, call volumes, payment success in real-time.
See today's bookings, this month's revenue and conversion rate at a glance.
AI predicts revenue based on booking patterns, seasonality and historical data.
Plan staffing and inventory knowing next month's projected revenue.
Visual heatmap shows call volume by hour and day. Identify your busiest times.
"Peak hours: 10:00-14:00" helps you optimize staffing and marketing spend.
Track positivity rates, emotional tone and positive/neutral/negative distribution.
87% positive sentiment this week, customers are happy with the AI experience.
Compare conversion rates and satisfaction across different agent configurations.
Spanish agent converts at 45% vs English agent at 38%, optimize accordingly.
Track average call lengths, duration by outcome and efficiency metrics.
Successful bookings average 3:45. Optimize scripts to maintain quality while reducing time.
Visualize daily booking and revenue trends. Spot patterns and anomalies.
Bookings spiked Tuesday after Instagram post, correlate marketing with results.
Success rates, failed transactions, revenue by type. Full Stripe integration.
97% payment success rate. 2 failed transactions this week, follow up needed.
Rotating Earth visualization showing call origins with colored markers by volume.
See calls clustering in Florida and Texas. Discover unexpected markets in the Midwest.
Track unique locations, peak regions and area code rankings for territory planning.
26 unique locations calling. Top 3 area codes: 305 (Miami), 512 (Austin), 415 (SF).
Automated alerts when call volume exceeds hourly, daily or spike thresholds.
Alert triggers when calls exceed 50/hour. Get notified of unusual activity instantly.
Donut chart visualization showing call distribution across time periods.
Click morning segment to filter all other charts to 6AM-12PM calls only.
Compare call patterns between custom time periods including seasonal and YoY analysis.
Compare July 2025 vs July 2024 to measure growth and identify changing patterns.
Total customers, VIP count, happy/problem customers and lifetime value at a glance.
71 customers, 2 VIP, 17 happy, 0 problems, $23,171 total LTV.
Auto-identify VIPs based on spending or frequency. Premium handling by AI.
VIP customer calls AI recognizes them and provides priority treatment.
Track total spend, booking count, interaction count for every customer.
Cade Burks: $89.45 LTV, 5 bookings, 3 interactions. Last contact: 8 hours ago.
Flag customers with negative sentiment or issues. Intervene before losing them.
"Problem Customers: 0 - Need attention" dashboard keeps you proactive.
Filter by segment: All, VIP, High Value, At Risk, Recent, Inactive.
View only "Inactive" customers to target re-engagement campaigns.
One-click: Call customer, Send email, Edit profile, Delete record.
VIP hasn't booked in 30 days, click "Call Customer" to have AI reach out.
Mean lifetime value per customer for benchmarking and identifying growth opportunities.
Average LTV: $48. Customers above $100 are "High Value" candidates for VIP status.
Total touchpoints per customer combining calls, SMS and emails in one count.
Customer has 12 interactions: 8 calls, 3 SMS, 1 email. High engagement indicator.
Per-customer preferred contact method: Phone, SMS or Email. AI respects preferences.
Customer prefers SMS. AI sends text confirmations instead of calling back.
Full customer details sidebar: photo, contact info, history and notes in one view.
Click any customer to see complete profile without leaving the current screen.
CSV export compatible with email marketing platforms like Mailchimp and Klaviyo.
Export VIP segment to Mailchimp for targeted loyalty campaign.
Merge duplicate customer records while consolidating all interaction history.
Same customer called from two numbers. Merge keeps both numbers and all history.
Accounts requiring immediate attention flagged beyond standard At-Risk status.
Customer had payment failure and complained. Flagged for manager follow-up.
Relative timestamps showing time since last interaction for prioritizing outreach.
"Last contact: 45 days ago" highlights customers due for re-engagement.
Card grid displaying products with images, descriptions, pricing and duration at a glance.
Browse 31 tours visually. Each card shows hero image, price range and available slots.
NATIVE badge for internal products, PACKAGE badge for synced external platform items.
Green "NATIVE" means full control. Amber "PACKAGE" synced from FareHarbor.
Search by name or description. Filter by category, price range, duration or status.
Filter to "fishing" tours under $200 lasting 4+ hours. Three results found.
Select multiple products for mass updates, status changes or seasonal adjustments.
Select all winter tours, bulk disable for summer season with one click.
Copy products with all settings to create variations quickly without starting from scratch.
Duplicate "Sunset Cruise" to create "Private Sunset Cruise" with adjusted pricing.
Enable or disable products while retaining all historical data and settings.
Deactivate seasonal tour for winter. Reactivate in spring with all settings preserved.
Multiple pricing levels for adult/child rates, seasonal variations or package options.
Adults $85, Children $45, Seniors $65. AI quotes appropriate price automatically.
AI agent knows every product detail. Describes options, compares prices, checks availability.
"What's the difference between the 4-hour and 6-hour trips?" AI explains from product data.
Two-way sync with FareHarbor. Availability, pricing, bookings stay perfectly aligned.
Booking made in FareHarbor? AI knows instantly. AI books? FareHarbor updates.
Trigger business logic via API or webhook. Send waivers, calculate prices, start workflows.
Booking includes kids? AI automatically triggers child safety waiver email.
Direct integration with OpenPhone. Handle multiple lines and port existing numbers.
Keep your existing phone number, port it to OpenPhone and connect to AI.
Apply AI logic to SMS VOIP line. Same training works for voice and text.
Customer texts "What's available Saturday?" AI responds just like on a call.
Same AI powers website chatbox. Train once, deploy to voice and chat.
Website visitor asks about pricing, same AI that handles calls responds.
AI learns from FAQs, websites, PDFs. Answers questions using your real policies.
AI trained by scraping your entire website. FAQ library auto-generated for editing.
FareHarbor, Rezdy, Peek Pro, Checkfront, Xola, TrekkSoft, Bookeo and more.
Already using Rezdy? Connect directly, no migration needed.
We build your agent, script, integrations, voice customization. No tech skills required.
Email us your brochure and FAQs. Within 72 hours, your AI is answering calls.
Manage multiple businesses or locations from one account. Separate agents and settings.
4 locations, 4 agents, 1 dashboard. Plus receptionist to route between them.
Set admin permissions for team members. Control who sees what.
Manager sees analytics. Staff sees calls only. Owner sees everything.
Configure name, email, phone, address, timezone, descriptions. AI uses this info.
"What's your address?" AI answers from company profile automatically.
Upload policies, terms, custom info. AI learns and answers accurately.
Cancellation policy? Refund terms? AI knows from your uploaded documents.
All data encrypted. SOC2, HIPAA, GDPR compliant. Customer privacy protected.
Health spa takes medical bookings, all data securely stored and compliant.
Everything your AI agent can do - explore all capabilities below.
AI that sounds genuinely human.
Connected to your calendar live.
Collect deposits over the phone.
Full visibility into every call.
Trained on your specific business.
Know when to escalate.
Text confirmations and reminders.
Insights from every call.
30+ languages fluently.
Answer calls around the clock.
We'll build a custom demo agent for your business, free, no obligation.
